AUGW vs BUFM

AUGW vs BUFM

Which is better, AUGW or BUFM?

AUGW has been ahead.

BUFM has a lower expense ratio. AUGW led over 1Y and the full window.

Lower Fees: BUFMHigher Returns: AUGW

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

MetricAUGWBUFM
Expense Ratio0.74%0.69%Best
AUM$128M$492M
Dividend Yield0.00%0.00%
Holdings157
YTD Return+7.17%Best+4.67%
1Y Return+9.50%Best+7.70%
3Y Return (annualized)+12.43%-
Volatility (annualized)5.0%Best5.3%
Max Drawdown-8.8%Best-9.4%
$10,000 over 1.8 years$11,809Best$11,674
Fund FamilyAllianzIMAllianceBernstein L.P.
CategoryAlternativeAlternative
StyleMulti AlternativeMulti Alternative
InceptionJul 31, 2023Dec 9, 2024

Not shown on this pair: 5Y Return (annualized), Top 10 Weight.

Volatility and max drawdown, and the $10,000 over 1.8 years row, are measured over the window both funds cover: Dec 10, 2024 to Oct 14, 2026 (1.8 years).

AUGW vs BUFM 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 1.8 years both funds cover.

Compare AUGW against instead:AUGW vs SPYAUGW vs QQQAUGW vs VOOAUGW vs VTIBUFM against:BUFM vs VXUS

AUGW vs BUFM Performance

AllianzIM US Equity Buffer20 Aug ETF (AUGW) is an ETF from AllianzIM and AB Moderate Buffer ETF (BUFM) is an ETF from AllianceBernstein L.P.. Over the past year AUGW returned +9.50% while BUFM returned +7.70%. Year to date, AUGW is up 7.17% versus a gain of 4.67% for BUFM.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

BUFM has been the more volatile fund, with annualized monthly volatility of 5.3% compared with 5.0% for AUGW. 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 -8.8% for AUGW and -9.4% for BUFM. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.89. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

AUGW charges 0.74% per year while BUFM charges 0.69%. On a $10,000 position that is $74 vs $69 annually, a gap of $5 per year that compounds over a long holding period. On income, AUGW currently yields 0.00% against 0.00% for BUFM.

You are not choosing between two funds in isolation.

Whichever of AUGW and BUFM you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

AUGWBUFM

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Frequently Asked Questions

Which is cheaper, AUGW or BUFM?

AUGW has an expense ratio of 0.74% while BUFM charges 0.69%. BUFM is the cheaper option, by $5 a year on a $10,000 investment.

Which performed better, AUGW or BUFM?

Over the past year AUGW returned +9.50% vs +7.70% for BUFM, so AUGW leads on 1-year performance. Over the longest common window we track (2 years), AUGW annualized +9.68% vs +8.98% for BUFM. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, AUGW or BUFM?

BUFM has been the more volatile fund at 5.3% annualized versus 5.0% for AUGW. Worst drawdown: AUGW -8.8% vs BUFM -9.4%.

Should I hold both AUGW and BUFM?

AUGW and BUFM have a monthly-return correlation of 0.89, 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, AUGW or BUFM?

AUGW yields 0.00% while BUFM yields 0.00%, so BUFM currently pays the higher dividend yield.

Is BUFM better than AUGW?

BUFM has a lower expense ratio. AUGW led over 1Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.