BUFM vs XIDE

BUFM vs XIDE

Which is better, BUFM or XIDE?

BUFM has been ahead.

BUFM has a lower expense ratio. BUFM led over 1Y and the full window. The two have moved almost in lockstep, correlation 0.92.

Lower Fees: BUFMHigher Returns: BUFM

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

MetricBUFMXIDE
Expense Ratio0.69%Best0.85%
AUM$487M$23M
Dividend Yield0.00%6.28%
Holdings716
YTD Return+5.26%Best+0.50%
1Y Return+8.12%Best+1.27%
Volatility (annualized)5.3%3.0%Best
Max Drawdown-9.4%-6.6%Best
$10,000 over 1.8 years$11,744Best$10,698
Fund FamilyAllianceBernstein L.P.First Trust Portfolios (US)
CategoryAlternativeAlternative
StyleMulti AlternativeMulti Alternative
InceptionDec 9, 2024Dec 15, 2023

Not shown on this pair: 3Y Return (annualized), 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 12, 2026 (1.8 years).

BUFM vs XIDE 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 BUFM against instead:BUFM vs SPYBUFM vs QQQBUFM vs VOOBUFM vs VTIXIDE against:XIDE vs VXUS

BUFM vs XIDE Performance

AB Moderate Buffer ETF (BUFM) is an ETF from AllianceBernstein L.P. and FT Vest US Equity Buffer & Premium Income ETF - December (XIDE) is an ETF from First Trust Portfolios (US). Over the past year BUFM returned +8.12% while XIDE returned +1.27%. Year to date, BUFM is up 5.26% versus a gain of 0.50% for XIDE.

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 3.0% for XIDE. 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 -9.4% for BUFM and -6.6% for XIDE. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.92. They move almost in lockstep, so holding both mostly duplicates the same exposure.

Fees and Cost Over Time

BUFM charges 0.69% per year while XIDE charges 0.85%. On a $10,000 position that is $69 vs $85 annually, a gap of $16 per year that compounds over a long holding period. On income, BUFM currently yields 0.00% against 6.28% for XIDE.

You are not choosing between two funds in isolation.

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

BUFMXIDE

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Frequently Asked Questions

Which is cheaper, BUFM or XIDE?

BUFM has an expense ratio of 0.69% while XIDE charges 0.85%. BUFM is the cheaper option, by $16 a year on a $10,000 investment.

Which performed better, BUFM or XIDE?

Over the past year BUFM returned +8.12% vs +1.27% for XIDE, so BUFM leads on 1-year performance. Over the longest common window we track (2 years), BUFM annualized +9.34% vs +3.82% for XIDE. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, BUFM or XIDE?

BUFM has been the more volatile fund at 5.3% annualized versus 3.0% for XIDE. Worst drawdown: BUFM -9.4% vs XIDE -6.6%.

Should I hold both BUFM and XIDE?

BUFM and XIDE have a monthly-return correlation of 0.92, so they move almost identically. What is left to separate them is the fee and the index each one tracks. This is information, not a recommendation.

Which pays a higher dividend, BUFM or XIDE?

BUFM yields 0.00% while XIDE yields 6.28%, so XIDE currently pays the higher dividend yield.

Is XIDE better than BUFM?

BUFM has a lower expense ratio. BUFM led over 1Y and the full window. The two have moved almost in lockstep, correlation 0.92. Which one suits a particular account depends on what it is for. This is information, not a recommendation.