BUFZ vs VOO

BUFZ vs VOO

Which is better, BUFZ or VOO?

Nearly the same fund. VOO costs less.

VOO has a lower expense ratio. VOO led over 1Y, 3Y and the full window. The two have moved almost in lockstep, correlation 0.95. VOO is less concentrated, with 37.6% of the fund in its ten largest positions against 83.2%.

Lower Fees: VOOHigher Returns: VOOLess Concentrated: VOO

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

MetricBUFZVOO
Expense Ratio0.95%0.03%Best
AUM$1.1B$997.4B
Dividend Yield0.00%1.04%
Holdings26509
YTD Return+7.34%+12.37%Best
1Y Return+10.42%+16.61%Best
3Y Return (annualized)+13.59%+21.37%Best
5Y Return (annualized)-+13.49%
Volatility (annualized)5.4%Best12.4%
Max Drawdown-10.1%Best-18.7%
$10,000 over 2.9 years$14,471$19,198Best
Top 10 Weight83.2%37.6%Best
Fund FamilyFirst Trust Portfolios (US)Vanguard (US)
CategoryEquityEquity
StyleLarge Cap BlendLarge Cap Blend
InceptionOct 25, 2023Sep 7, 2010

Volatility and max drawdown, and the $10,000 over 2.9 years row, are measured over the window both funds cover: Oct 26, 2023 to Sep 18, 2026 (2.9 years).

BUFZ vs VOO 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 2.9 years both funds cover.

BUFZ vs VOO Performance

FT Vest Laddered Moderate Buffer ETF (BUFZ) is an ETF from First Trust Portfolios (US) and Vanguard S&P 500 ETF (VOO) is an ETF from Vanguard (US). Over the past year BUFZ returned +10.42% while VOO returned +16.61%. Year to date, BUFZ is up 7.34% versus a gain of 12.37% for VOO.

Over three years, BUFZ compounded at +13.59% per year against +21.37% for VOO.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

VOO has been the more volatile fund, with annualized monthly volatility of 12.4% compared with 5.4% for BUFZ. 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 -10.1% for BUFZ and -18.7% for VOO. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.95. They move almost in lockstep, so holding both mostly duplicates the same exposure.

Fees and Cost Over Time

BUFZ charges 0.95% per year while VOO charges 0.03%. On a $10,000 position that is $95 vs $3 annually, a gap of $92 per year that compounds over a long holding period. On income, BUFZ currently yields 0.00% against 1.04% for VOO.

Holdings Overlap

We hold position weights for 12 holdings in BUFZ and 494 in VOO, totalling 99.9% and 99.5% 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 BUFZ and 494 in VOO, against full books of 26 and 509.

What only one of them owns

Our book lists 487 positions for VOO that do not appear in our book for BUFZ (99.2% of the fund), and 12 for BUFZ that do not appear in VOO (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 BUFZ and VOO you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

BUFZVOO

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, BUFZ or VOO?

BUFZ has an expense ratio of 0.95% while VOO charges 0.03%. VOO is the cheaper option, by $92 a year on a $10,000 investment.

Which performed better, BUFZ or VOO?

Over the past year BUFZ returned +10.42% vs +16.61% for VOO, so VOO leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, BUFZ or VOO?

VOO has been the more volatile fund at 12.4% annualized versus 5.4% for BUFZ. Worst drawdown: BUFZ -10.1% vs VOO -18.7%.

Should I hold both BUFZ and VOO?

BUFZ and VOO have a monthly-return correlation of 0.95, 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, BUFZ or VOO?

BUFZ yields 0.00% while VOO yields 1.04%, so VOO currently pays the higher dividend yield.

Is VOO better than BUFZ?

VOO has a lower expense ratio. VOO led over 1Y, 3Y and the full window. The two have moved almost in lockstep, correlation 0.95. VOO is less concentrated, with 37.6% of the fund in its ten largest positions against 83.2%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.