BUFT vs QQQ

Quick Verdict

QQQ has a lower expense ratio. QQQ delivered stronger 1-year returns. QQQ offers more diversification with 103 holdings.

Lower Fees: QQQHigher Returns: QQQMore Diversified: QQQ

Side-by-Side Comparison

MetricBUFTQQQWinner
Expense Ratio1.21%0.18%
AUM$156M$455.8B
Dividend Yield0.00%0.41%
Holdings8108
YTD Return+6.60%+17.46%
1Y Return+10.02%+26.02%
3Y Return (annualized)+9.53%+25.51%
5Y Return (annualized)-+15.12%
Volatility (annualized)5.6%30.6%
Max Drawdown-10.4%-83.0%
Fund FamilyFirst Trust Portfolios (US)Invesco (US)
CategoryAlternativeEquity
InceptionOct 26, 2021Mar 10, 1999

BUFT vs QQQ Performance

FT Vest Buffered Allocation Defensive ETF (BUFT) is a ETF from First Trust Portfolios (US) and Invesco QQQ Trust, Series 1 (QQQ) is a ETF from Invesco (US). Over the past year BUFT returned +10.02% while QQQ returned +26.02%. Year to date, BUFT is up 6.60% versus a gain of 17.46% for QQQ.

Over three years, BUFT compounded at +9.53% per year against +25.51% for QQQ. Across the full 5-year window we track, QQQ has the edge at +13.08% annualized vs +5.84%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

QQQ has been the more volatile fund, with annualized monthly volatility of 30.6% compared with 5.6% for BUFT. 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 -10.4% for BUFT and -83.0% for QQQ. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.

The two funds' monthly returns correlate at 0.85. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

BUFT charges 1.21% per year while QQQ charges 0.18%. On a $10,000 position that is $121 vs $18 annually, a gap of $103 per year that compounds over a long holding period. On income, BUFT currently yields 0.00% against 0.41% for QQQ.

Holdings Overlap

0.0%overlap

BUFT and QQQ share 0 holdings out of 110 unique holdings combined, representing a 0.0% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Frequently Asked Questions

Which is cheaper, BUFT or QQQ?

BUFT has an expense ratio of 1.21% while QQQ charges 0.18%. QQQ is the cheaper option. On a $10,000 investment, that is $103 per year of difference.

Which performed better, BUFT or QQQ?

Over the past year BUFT returned +10.02% vs +26.02% for QQQ, so QQQ leads on 1-year performance. Over the longest common window we track (5 years), BUFT annualized +5.84% vs +13.08% for QQQ. Past performance does not guarantee future results.

Which is riskier, BUFT or QQQ?

QQQ has been the more volatile fund at 30.6% annualized versus 5.6% for BUFT. Worst drawdown: BUFT -10.4% vs QQQ -83.0%.

Should I hold both BUFT and QQQ?

BUFT and QQQ have a monthly-return correlation of 0.85, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between BUFT and QQQ?

BUFT and QQQ share 0 common holdings with a 0.0% weight overlap. Combined, they hold 110 unique securities.

Which pays a higher dividend, BUFT or QQQ?

BUFT yields 0.00% while QQQ yields 0.41%, so QQQ currently pays the higher dividend yield.

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