BUFD vs VYM

BUFD vs VYM

Which is better, BUFD or VYM?

Option Writing against Large Cap Value.

VYM has a lower expense ratio. VYM led over 1Y, 3Y, 5Y and the full window. VYM is less concentrated, with 26.1% of the fund in its ten largest positions against 83.3%.

Lower Fees: VYMHigher Returns: VYMLess Concentrated: VYM

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

MetricBUFDVYM
Expense Ratio0.95%0.04%Best
AUM$2.0B$81.6B
Dividend Yield0.00%2.22%
Holdings26613
YTD Return+7.09%+12.29%Best
1Y Return+10.23%+16.61%Best
3Y Return (annualized)+11.84%+17.42%Best
5Y Return (annualized)+7.70%+12.12%Best
Volatility (annualized)6.5%Best13.4%
Max Drawdown-10.8%Best-15.8%
$10,000 over 5 years$14,490$17,718Best
Top 10 Weight83.3%26.1%Best
Fund FamilyFirst Trust Portfolios (US)Vanguard (US)
CategoryAlternativeEquity
StyleOption WritingLarge Cap Value
InceptionJan 20, 2021Nov 10, 2006

Volatility and max drawdown are measured over the window both funds cover: Jan 21, 2021 to Sep 17, 2026 (5.7 years).

BUFD vs VYM 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 5.7 years both funds cover.

BUFD vs VYM Performance

FT Vest Laddered Deep Buffer ETF (BUFD) is an ETF from First Trust Portfolios (US) and Vanguard High Dividend Yield ETF (VYM) is an ETF from Vanguard (US). Over the past year BUFD returned +10.23% while VYM returned +16.61%. Year to date, BUFD is up 7.09% versus a gain of 12.29% for VYM.

Over three years, BUFD compounded at +11.84% per year against +17.42% for VYM; over five years the annualized figures are +7.70% and +12.12% respectively. Across the full 6-year window we track, VYM has the edge at +12.96% annualized vs +7.51%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

VYM has been the more volatile fund, with annualized monthly volatility of 13.4% compared with 6.5% for BUFD. 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 -10.8% for BUFD and -15.8% for VYM. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.78. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

BUFD charges 0.95% per year while VYM charges 0.04%. On a $10,000 position that is $95 vs $4 annually, a gap of $91 per year that compounds over a long holding period. On income, BUFD currently yields 0.00% against 2.22% for VYM.

Holdings Overlap

We hold position weights for 12 holdings in BUFD and 557 in VYM, totalling 99.9% and 99.2% 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 12 positions we hold weights for in BUFD and 557 in VYM, against full books of 26 and 613.

What only one of them owns

Our book lists 528 positions for VYM that do not appear in our book for BUFD (97.1% of the fund), and 12 for BUFD that do not appear in VYM (99.9%).

Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.

You are not choosing between two funds in isolation.

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

BUFDVYM

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, BUFD or VYM?

BUFD has an expense ratio of 0.95% while VYM charges 0.04%. VYM is the cheaper option, by $91 a year on a $10,000 investment.

Which performed better, BUFD or VYM?

Over the past year BUFD returned +10.23% vs +16.61% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (6 years), BUFD annualized +7.51% vs +12.96% for VYM. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, BUFD or VYM?

VYM has been the more volatile fund at 13.4% annualized versus 6.5% for BUFD. Worst drawdown: BUFD -10.8% vs VYM -15.8%.

Should I hold both BUFD and VYM?

BUFD and VYM have a monthly-return correlation of 0.78, 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, BUFD or VYM?

BUFD yields 0.00% while VYM yields 2.22%, so VYM currently pays the higher dividend yield.

Is VYM better than BUFD?

VYM has a lower expense ratio. VYM led over 1Y, 3Y, 5Y and the full window. VYM is less concentrated, with 26.1% of the fund in its ten largest positions against 83.3%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.