Skip to content
Beacon

BUFTFT Vest Buffered Allocation Defensive ETF

Stay safeGrow my money#155 of 280 for Stay safe

Seeks to provide capital preservation for investors.

First Trust · Since 2021 (4 years)

Annual Cost

1.21%

#5016 out of 5,332 ETFs

Fund Size

$140M

#2418 out of 5,332 ETFs

Dividend Yield

0.00%

Track Record

4 years

#2591 out of 5,332 ETFs

Performance

1 Year

+14.6%

3 Years

+10.7%

5 Years

N/A

What's inside

Asset class
Strategy
structured outcome

Asset allocation

Stocks
99.1%
Cash
0.9%

Top holdings

FT Vest US Eq Enh&Mod Bffr ETF JuneXJUN20.8%
FT Vest U.S. Eq Mod Buffr ETF - JunGJUN15.5%
FT Vest U.S. Eq Enh & ModBufETF-JulXJUL14.8%
FT Vest US Equity Deep Bfr ETF JunDJUN14.5%
FT Vest U.S. Eq Enh & ModBufETF-AugXAUG12.6%
FT Vest US Equity Buffer ETF JunFJUN11.2%
FT Vest U.S. Eq Enh & ModBufETF-SepXSEP10.6%
Morgan Stanley Instl Lqudty Trs InstlMISXX0.1%

Risk profile

Volatility (1Y)

3.9%

Moderate

Max drawdown

-10.4%

Worst peak-to-trough loss

Sharpe (3Y)

1.08

Excellent risk-adjusted returns

Sortino (3Y)

1.62

Good downside protection

Similar ETFs

Our take

Structural notes on how this fund behaves. Read our guide on the 6 warning signs.

Buffer
Warning

Buffer ETF — downside protection at a cost

Defined-outcome funds cap upside (typically 8–20%) in exchange for partial downside protection (9–30%), priced via options. Fees are materially higher than the underlying index (often 0.70%+ vs 0.03–0.10%). For most pre-retirees, a simple stock/bond mix achieves similar downside behaviour at a fraction of the cost.

Source: Morningstar, 'Defined-Outcome ETFs: Useful or Uneconomic?' (2023)

Why we flagged this: strategy=structured_outcome + structured_outcome_strategy

Educational analysis of structural product characteristics. Not investment advice. Always read the fund prospectus and consult a qualified advisor before investing. More

Data updated on 2026-05-05