EOCT ranks 2nd and BUFE 8th of 14 funds in the Emerging Markets Buffer Category.
BUFE vs EOCT
EOCT −0.06pt a year
0.95%0.89%
EOCT 1.8×the volume
8.08K14.6K
BUFE vs EOCT Performance
−1.6%−1.4%
- BUFE 0.95%
- EOCT 0.89%, better
- BUFE $7M
- EOCT $125M
- BUFE
- EOCT +7.4%
- BUFE 5
- EOCT 3
- BUFE 8.08K sh
- EOCT 14.6K sh, better
- BUFE $20.69
- EOCT $33.43
ETF.net Grade
| Pillar | BUFE | EOCT |
|---|---|---|
| Cost | F17 | C47Higher |
| Mission | A91 | |
| Risk | B58 | A71Higher |
| Tradability | A78Higher | A76 |
| Holdings | C47 | |
| Durability | C49 | A80Higher |
Rank among Emerging Markets Buffer funds
Same Category. BUFE and EOCT are both graded against the same 14 Emerging Markets Buffer funds, so their Grades compare head to head.
Our read on each fund
BUFEC
EOCTB
In short
EOCT Buffer ETFs mostly babysit the S&P 500. EOCT aims the same machinery at emerging markets: upside in the iShares MSCI EM ETF up to a cap, with the first 15% of a drop absorbed, then a reset every October.
Stated mandate
EOCT The fund seeks capped exposure to the iShares MSCI EM ETF while protecting against the first 15% of losses during each approximately annual outcome period. It resets at the end of each period and may be held indefinitely.
Why people hold it
Worth knowing
BUFE vs EOCT Holdings
How we measure overlap
Each holding counts at its smaller weight in the two funds, summed over the full Holdings. Sector, country and asset class use the same rule on each fund’s split. Cash, FX and derivative lines stay out of the counts. Two bond funds get no overlap figure.
BUFE vs EOCT Cost
Overpaying BUFE vs EOCT
$997
On $10,000 over 30 years. 7% growth a year before fees, expense ratio only.
BUFE 0.95%
$17,869
EOCT 0.89%
$16,872
Cost over time
Year by year
| Year | BUFE | EOCT | Overpaying |
|---|---|---|---|
| 10 | $1,678 | $1,576 | $102 |
| 20 | $6,322 | $5,953 | $369 |
| 30 | $17,869 | $16,872 | $997 |
- 0.95%BUFE
- 0.89%EOCT, cheaper
- Middle half of Emerging Markets Buffer funds
- Median 0.89%
EOCT 5th cheapest of 14 funds
BUFE 10th cheapest of 14 funds
BUFE vs EOCT Dividends
- BUFE None
- EOCT None
Distribution history
BUFE vs EOCT Risk
Fall from peak · 5 years
Risk facts
- Volatility
- BUFE EOCT 8.5%
- Return per unit of risk
- BUFE EOCT 1.18
- Worst fall
- BUFE EOCT −20.1%
- Market sensitivity
- BUFE 0.52EOCT 0.45
Popular comparisons
- 0.95% · 0.89%
- Same Category. Both funds are graded against the same funds, so their Grades compare head to head.
- 0.89% · 0.89%
- Same Category. Both funds are graded against the same funds, so their Grades compare head to head.
- 0.95% · 0.89%
- Same Category. Both funds are graded against the same funds, so their Grades compare head to head.
- 0.89% · 0.89%
- Same Category. Both funds are graded against the same funds, so their Grades compare head to head.
- 0.95% · 0.89%
- Same Category. Both funds are graded against the same funds, so their Grades compare head to head.
- 0.89% · 0.89%
- Same Category. Both funds are graded against the same funds, so their Grades compare head to head.