BUFG vs DNOV

BUFG vs DNOV

Which is better, BUFG or DNOV?

Each has led over a different period.

DNOV has a lower expense ratio. BUFG led over 3Y, 5Y and the full window, DNOV over 1Y.

Lower Fees: DNOVHigher Returns: split

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

MetricBUFGDNOV
Expense Ratio1.13%0.85%Best
AUM$334M$404M
Dividend Yield0.00%0.00%
Holdings1610
YTD Return+9.57%Best+8.40%
1Y Return+12.05%+12.87%Best
3Y Return (annualized)+15.02%Best+13.89%
5Y Return (annualized)+8.76%Best+8.62%
Volatility (annualized)10.4%7.6%Best
Max Drawdown-17.6%-10.0%Best
$10,000 over 5 years$15,218Best$15,120
Fund FamilyFirst Trust Portfolios (US)First Trust Portfolios (US)
CategoryAlternativeAlternative
StyleOption WritingOption Writing
InceptionOct 26, 2021Nov 18, 2019

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown are measured over the window both funds cover: Oct 27, 2021 to Oct 7, 2026 (4.9 years).

BUFG vs DNOV 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 4.9 years both funds cover.

Compare BUFG against instead:BUFG vs SPYBUFG vs QQQBUFG vs VOOBUFG vs VTIDNOV against:DNOV vs VXUS

BUFG vs DNOV Performance

FT Vest Buffered Allocation Growth ETF (BUFG) is an ETF from First Trust Portfolios (US) and FT Vest US Equity Deep Buffer ETF - November (DNOV) is an ETF from First Trust Portfolios (US). Over the past year BUFG returned +12.05% while DNOV returned +12.87%. Year to date, BUFG is up 9.57% versus a gain of 8.40% for DNOV.

Over three years, BUFG compounded at +15.02% per year against +13.89% for DNOV; over five years the annualized figures are +8.76% and +8.62% respectively.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

BUFG has been the more volatile fund, with annualized monthly volatility of 10.4% compared with 7.6% for DNOV. 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 -17.6% for BUFG and -10.0% for DNOV. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.88. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

BUFG charges 1.13% per year while DNOV charges 0.85%. On a $10,000 position that is $113 vs $85 annually, a gap of $28 per year that compounds over a long holding period. On income, BUFG currently yields 0.00% against 0.00% for DNOV.

You are not choosing between two funds in isolation.

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

BUFGDNOV

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Frequently Asked Questions

Which is cheaper, BUFG or DNOV?

BUFG has an expense ratio of 1.13% while DNOV charges 0.85%. DNOV is the cheaper option, by $28 a year on a $10,000 investment.

Which performed better, BUFG or DNOV?

Over the past year BUFG returned +12.05% vs +12.87% for DNOV, so DNOV leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, BUFG or DNOV?

BUFG has been the more volatile fund at 10.4% annualized versus 7.6% for DNOV. Worst drawdown: BUFG -17.6% vs DNOV -10.0%.

Should I hold both BUFG and DNOV?

BUFG and DNOV have a monthly-return correlation of 0.88, 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, BUFG or DNOV?

BUFG yields 0.00% while DNOV yields 0.00%, so DNOV currently pays the higher dividend yield.

Is DNOV better than BUFG?

DNOV has a lower expense ratio. BUFG led over 3Y, 5Y and the full window, DNOV over 1Y. Which one suits a particular account depends on what it is for. This is information, not a recommendation.