BUFR vs. GMOM ETF Comparison

Comparison of First Trust CBOE Vest Fund of Buffer ETFs (BUFR) to Cambria Global Momentum ETF (GMOM)
BUFR

First Trust CBOE Vest Fund of Buffer ETFs

BUFR Description

The investment seeks to provide investors with capital appreciation. The fund seeks to achieve its investment objective by providing investors with U.S. large-cap equity market exposure while limiting downside risk through a laddered portfolio of four FT Cboe Vest U.S. Equity Buffer ETFs. Under normal market conditions, it will invest substantially all of its assets in the Underlying ETFs, which seek to provide investors with returns that match the price return of the SPDR S&P 500 ETF Trust (SPY), up to a predetermined upside cap, while providing a buffer against the first 10% of SPY losses, over a defined one-year period. The fund is non-diversified.

Grade (RS Rating)

Last Trade

$29.85

Average Daily Volume

983,396

Number of Holdings *

10

* may have additional holdings in another (foreign) market
GMOM

Cambria Global Momentum ETF

GMOM Description The investment seeks to preserve and grow capital from investments in the U.S. and foreign equity, fixed income, commodity and currency markets, independent of market direction. The fund is considered a "fund of funds" that seeks to achieve its investment objective by primarily investing in other exchange-traded funds and other exchange traded products including, but not limited to, exchange-traded notes, exchange traded currency trusts, closed-end funds, and real estate investment trusts that offer diversified exposure, including inverse exposure, to global regions, countries, styles and sectors.

Grade (RS Rating)

Last Trade

$29.66

Average Daily Volume

15,408

Number of Holdings *

9

* may have additional holdings in another (foreign) market
Performance
Period BUFR GMOM
30 Days 1.50% 4.27%
60 Days 2.93% 4.06%
90 Days 3.29% 5.28%
12 Months 21.64% 13.34%
0 Overlapping Holdings
Symbol Grade Weight in BUFR Weight in GMOM Overlap
BUFR Overweight 10 Positions Relative to GMOM
Symbol Grade Weight
FSEP A 8.35%
FDEC A 8.34%
FJAN A 8.34%
FOCT A 8.34%
FFEB A 8.33%
FMAY A 8.33%
FNOV A 8.33%
FAPR A 8.32%
FJUN A 8.32%
FMAR A 8.32%
BUFR Underweight 9 Positions Relative to GMOM
Symbol Grade Weight
FYLD A -11.76%
EYLD A -11.57%
VBR B -6.31%
REZ C -6.31%
EXI B -6.21%
BAR B -6.17%
DBP B -6.08%
SYLD B -6.04%
GDX C -5.96%

BUFR: Top Represented Industries & Keywords

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