BUFR vs. SMIG ETF Comparison
Comparison of First Trust CBOE Vest Fund of Buffer ETFs (BUFR) to AAM Bahl & Gaynor Small/Mid Cap Income Growth ETF (SMIG)
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
$29.16
Average Daily Volume
960,858
10
SMIG
AAM Bahl & Gaynor Small/Mid Cap Income Growth ETF
SMIG Description
ETF Series Solutions - AAM Bahl & Gaynor Small/Mid Cap Income Growth ETF is an exchange traded fund launched by ETF Series Solutions. The fund is co-managed by Advisors Asset Management, Inc. and Bahl & Gaynor, Inc. It invests in public equity markets of the United States. The fund invests in stocks of companies operating across diversified sectors. It invests in growth and value stocks of companies across diversified market capitalization, within the market capitalization range of the Russell 2500 Index. The fund invests in dividend paying stocks of companies. It employs fundamental analysis with bottom-up stock picking approach to create its portfolio. ETF Series Solutions - AAM Bahl & Gaynor Small/Mid Cap Income Growth ETF is domiciled in the United States.Grade (RS Rating)
Last Trade
$27.08
Average Daily Volume
53,880
43
Performance
Period | BUFR | SMIG |
---|---|---|
30 Days | 1.71% | 3.61% |
60 Days | 3.40% | 1.26% |
90 Days | 5.19% | 5.18% |
12 Months | 15.81% | 14.03% |
0 Overlapping Holdings
Symbol | Grade | Weight in BUFR | Weight in SMIG | Overlap |
---|
BUFR Underweight 43 Positions Relative to SMIG
Symbol | Grade | Weight | |
---|---|---|---|
BAH | B | -5.42% | |
HUBB | D | -4.35% | |
BR | B | -4.33% | |
VCTR | C | -4.21% | |
WSO | B | -4.07% | |
TRGP | A | -3.95% | |
PKG | C | -3.62% | |
SNA | D | -3.54% | |
EVR | A | -3.34% | |
DOX | D | -3.34% | |
HIG | C | -3.3% | |
DGX | B | -3.14% | |
NI | A | -3.13% | |
NTAP | B | -3.12% | |
AVY | D | -3.05% | |
IPAR | D | -2.7% | |
AFG | D | -2.48% | |
ADC | B | -2.39% | |
PRGO | F | -2.37% | |
LANC | D | -2.26% | |
AVT | C | -2.13% | |
TXRH | D | -2.01% | |
TRNO | B | -1.99% | |
PAGP | B | -1.98% | |
HOMB | B | -1.96% | |
ATO | B | -1.87% | |
LNT | B | -1.87% | |
RPM | D | -1.82% | |
NXST | B | -1.55% | |
AVNT | D | -1.5% | |
CBOE | F | -1.48% | |
CAG | F | -1.44% | |
ELS | C | -1.15% | |
PAG | C | -1.1% | |
FFBC | B | -1.09% | |
CSGS | D | -1.06% | |
CMS | D | -1.04% | |
MTH | C | -0.89% | |
NSP | F | -0.88% | |
SON | F | -0.77% | |
HBAN | C | -0.62% | |
TSCO | D | -0.54% | |
USPH | F | -0.49% |
BUFR: Top Represented Industries & Keywords
SMIG: Top Represented Industries & Keywords