BUFZFT Vest Laddered Moderate Buffer ETF
Seeks to provide investors with capital appreciation.
By First Trust · Launched 2023
Annual Cost
0.95%
#4,962 of 6,062 · expensive
Fund Size
$1.1B
#1,154 of 6,062 · large
Return (1Y)
+10.6%
Track Record
2 years
#3,190 of 6,062 · seasoned
Performance
Total-return NAV · USDGrowth of $10,000
$11,043+10.4%
Total-return NAV, USD. Net of fund fees, before tax.
What's inside
How Beacon categorizes this fundHoldings
By weightConcentration
Top 10 holdings = 83.3% of fundconcentrated
First Trust Exchange-Traded Fund VIII
8.4%
First Trust Exchange-Traded Fund VIII
8.3%
First Trust Exchange-Traded Fund VIII
8.3%
First Trust Exchange-Traded Fund VIII
8.3%
First Trust Exchange-Traded Fund VIII
8.3%
First Trust Exchange-Traded Fund VIII
8.3%
First Trust Exchange-Traded Fund VIII
8.3%
First Trust Exchange-Traded Fund VIII
8.3%
First Trust Exchange-Traded Fund VIII
8.3%
First Trust Exchange-Traded Fund VIII
8.3%
Asset allocation
Stocks
99.1%
Cash
0.9%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
5.2%Low
Year-on-year price swings
Max drawdown
-10.1%Mild
Worst peak-to-trough loss
Sharpe (3Y)
Unavailable
Needs 3+ years of history
Sortino (3Y)
Not yet
Needs 3+ years of history
Listing
- Exchange
- Cboe BZX
Full fund details
- Objective
- Seeks to provide investors with capital appreciation.
- Strategy
- Invests in a laddered portfolio of twelve FT Vest U.S. Equity Moderate Buffer ETFs to provide US large-cap equity market exposure while attempting to limit downside risk. The laddered approach allows the Fund to benefit from increases in the value of SPY while providing downside protection through the Underlying ETFs.
- Inception date
- October 25, 2023
- Fund family
- First Trust
Similar funds
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Data updated on 2026-09-19