QBKV ranks 2nd and BUFS 12th of 14 funds in the Russell 2000 Buffer 15% Category.
BUFS vs QBKV
QBKV −0.27pt a year
1.01%0.74%
BUFS 12.7×the volume
32.4K2.56K
BUFS vs QBKV Performance
−1.0%−0.8%
- BUFS 1.01%
- QBKV 0.74%, better
- BUFS $200M
- QBKV $7M
- BUFS +9.4%
- QBKV
- BUFS 5
- QBKV 3
- BUFS 32.4K sh, better
- QBKV 2.56K sh
- BUFS $24.82
- QBKV $27.23
ETF.net Grade
| Pillar | BUFS | QBKV |
|---|---|---|
| Cost | F0 | A73Higher |
| Mission | ||
| Risk | C54Higher | C49 |
| Tradability | A72Higher | C50 |
| Holdings | B63Higher | C53 |
| Durability | A83Higher | D25 |
Rank among Russell 2000 Buffer 15% funds
Same Category. BUFS and QBKV are both graded against the same 14 Russell 2000 Buffer 15% funds, so their Grades compare head to head.
Our read on each fund
BUFSD
QBKVB
In short
BUFS Most buffer funds make you pick a start month and live with it. BUFS ladders First Trust's small-cap buffer funds instead, so one ticker holds several outcome periods at different stages.
Stated mandate
BUFS The fund seeks capital appreciation by providing small-cap equity exposure through a laddered portfolio of FT Vest U.S. Small Cap Moderate Buffer ETFs while attempting to limit downside risk.
Why people hold it
Worth knowing
BUFS vs QBKV 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.
BUFS vs QBKV Cost
Overpaying BUFS vs QBKV
$4,543
On $10,000 over 30 years. 7% growth a year before fees, expense ratio only.
BUFS 1.01%
$18,850
QBKV 0.74%
$14,307
Cost over time
Year by year
| Year | BUFS | QBKV | Overpaying |
|---|---|---|---|
| 10 | $1,780 | $1,319 | $461 |
| 20 | $6,686 | $5,015 | $1,671 |
| 30 | $18,850 | $14,307 | $4,543 |
- 1.01%BUFS
- 0.74%QBKV, cheaper
- Middle half of Russell 2000 Buffer 15% funds
- Median 0.77%
QBKV 6th cheapest of 14 funds
BUFS 14th cheapest of 14 funds
BUFS vs QBKV Dividends
- BUFS None
- QBKV None
Distribution history
BUFS vs QBKV Risk
Fall from peak · 5 years
Risk facts
- Volatility
- BUFS 8.2%QBKV
- Return per unit of risk
- BUFS 0.61QBKV
- Worst fall
- BUFS −15.0%QBKV
- Market sensitivity
- BUFS 0.53QBKV 0.31
Popular comparisons
- 1.01% · 0.74%
- Same Category. Both funds are graded against the same funds, so their Grades compare head to head.
- 0.74% · 0.74%
- Same Category. Both funds are graded against the same funds, so their Grades compare head to head.
- 1.01% · 0.79%
- Same Category. Both funds are graded against the same funds, so their Grades compare head to head.
- 0.74% · 0.79%
- Same Category. Both funds are graded against the same funds, so their Grades compare head to head.
- 1.01% · 0.79%
- Same Category. Both funds are graded against the same funds, so their Grades compare head to head.
- 0.74% · 0.79%
- Same Category. Both funds are graded against the same funds, so their Grades compare head to head.