BUFR vs. ITDD ETF Comparison
Comparison of First Trust CBOE Vest Fund of Buffer ETFs (BUFR) to iShares LifePath Target Date 2040 ETF (ITDD)
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
$30.45
Average Daily Volume
962,993
10
ITDD
iShares LifePath Target Date 2040 ETF
ITDD Description
iShares® LifePath® Target Date 2040 ETF seeks to provide retirement outcomes through exposure to a broad portfolio of ETFs which adjusts its allocation as it approaches its target date.Grade (RS Rating)
Last Trade
$31.35
Average Daily Volume
5,439
13
Performance
Period | BUFR | ITDD |
---|---|---|
30 Days | 0.83% | -0.43% |
60 Days | 2.05% | 0.26% |
90 Days | 3.55% | 2.47% |
12 Months | 18.49% | 20.14% |
0 Overlapping Holdings
Symbol | Grade | Weight in BUFR | Weight in ITDD | Overlap |
---|
BUFR: Top Represented Industries & Keywords
ITDD: Top Represented Industries & Keywords