FBUFFidelity Dynamic Buffered Equity ETF
Seeks capital appreciation.
By Fidelity Investments · Launched 2024
Annual Cost
0.48%
#2,496 of 6,040 · average
Fund Size
$25M
#4,397 of 6,040 · small
Return (1Y)
+13.4%
Track Record
2 years
#3,451 of 6,040 · seasoned
Performance
Total-return NAV · USDGrowth of $10,000
$11,336+13.4%
Total-return NAV, USD. Net of fund fees, before tax.
What's inside
How Beacon categorizes this fundHoldings
By weightConcentration
Top 10 holdings = 41.8% of fundmoderately concentrated
NVIDIA CORP
8.5%
APPLE INC
7.1%
MICROSOFT CORP
4.7%
AMAZON.COM INC
4.7%
ALPHABET INC
4.2%
BROADCOM INC
3.6%
ALPHABET INC
2.7%
META PLATFORMS INC
2.5%
BERKSHIRE HATHAWAY INC DEL
1.9%
JPMORGAN CHASE and CO
1.9%
Asset allocation
Stocks
97.7%
Cash
2.1%
Other
0.2%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
8.4%Low
Year-on-year price swings
Max drawdown
-11.1%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 capital appreciation.
- Strategy
- Invests primarily in equity securities of domestic and foreign issuers, employing a Defensive Option Collar strategy to provide downside protection while aiming for higher total returns than the S&P 500 Index. Uses quantitative analysis to select a diversified group of stocks.
- Inception date
- April 9, 2024
- Fund family
- Fidelity Investments
Similar funds
Same asset class, closest by strategy & exposureNext steps
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Data updated on 2026-09-18