ALAI vs BUFZ
Alger AI Enablers & Adopters ETF vs FT Vest Laddered Moderate Buffer ETF
Which is better, ALAI or BUFZ?
Each has led over a different period.
ALAI has a lower expense ratio. ALAI led over the full window, BUFZ over 1Y.
MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.
Side-by-Side Comparison
| Metric | ALAI | BUFZ |
|---|---|---|
| Expense Ratio | 0.58%Best | 0.95% |
| AUM | $1.6B | $1.1B |
| Dividend Yield | 1.16% | 0.00% |
| Holdings | 72 | 26 |
| YTD Return | +6.58%Best | +5.88% |
| 1Y Return | +6.51% | +7.95%Best |
| 3Y Return (annualized) | - | +11.27% |
| Volatility (annualized) | 26.8% | 5.0%Best |
| Max Drawdown | -29.4% | -10.1%Best |
| $10,000 over 2.6 years | $19,757Best | $12,676 |
| Fund Family | Alger | First Trust Portfolios (US) |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Blend |
| Inception | Apr 4, 2024 | Oct 25, 2023 |
Not shown on this pair: 5Y Return (annualized), Top 10 Weight.
Volatility and max drawdown, and the $10,000 over 2.6 years row, are measured over the window both funds cover: Apr 5, 2024 to Nov 6, 2026 (2.6 years).
ALAI vs BUFZ growth
Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 2.6 years both funds cover.
ALAI vs BUFZ Performance
Alger AI Enablers & Adopters ETF (ALAI) is an ETF from Alger and FT Vest Laddered Moderate Buffer ETF (BUFZ) is an ETF from First Trust Portfolios (US). Over the past year ALAI returned +6.51% while BUFZ returned +7.95%. Year to date, ALAI is up 6.58% versus a gain of 5.88% for BUFZ.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
ALAI has been the more volatile fund, with annualized monthly volatility of 26.8% compared with 5.0% for BUFZ. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The deepest peak-to-trough decline in our data was -29.4% for ALAI and -10.1% for BUFZ. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.82. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
ALAI charges 0.58% per year while BUFZ charges 0.95%. On a $10,000 position that is $58 vs $95 annually, a gap of $37 per year that compounds over a long holding period. On income, ALAI currently yields 1.16% against 0.00% for BUFZ.
Holdings Overlap
We hold position weights for 1 holding in ALAI and 12 in BUFZ, totalling 2.2% and 99.9% of the two funds. The two books name no position in common, so there is no overlap percentage to show.
0 positions in common, counted across the 1 positions we hold weights for in ALAI and 12 in BUFZ, against full books of 72 and 26.
You are not choosing between two funds in isolation.
Whichever of ALAI and BUFZ you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, ALAI or BUFZ?
ALAI has an expense ratio of 0.58% while BUFZ charges 0.95%. ALAI is the cheaper option, by $37 a year on a $10,000 investment.
Which performed better, ALAI or BUFZ?
Over the past year ALAI returned +6.51% vs +7.95% for BUFZ, so BUFZ leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, ALAI or BUFZ?
ALAI has been the more volatile fund at 26.8% annualized versus 5.0% for BUFZ. Worst drawdown: ALAI -29.4% vs BUFZ -10.1%.
Should I hold both ALAI and BUFZ?
ALAI and BUFZ have a monthly-return correlation of 0.82, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
Which pays a higher dividend, ALAI or BUFZ?
ALAI yields 1.16% while BUFZ yields 0.00%, so ALAI currently pays the higher dividend yield.
Is BUFZ better than ALAI?
ALAI has a lower expense ratio. ALAI led over the full window, BUFZ over 1Y. Which one suits a particular account depends on what it is for. This is information, not a recommendation.