BUFG
+0.44 · +1.61%
$27.55 · BATS

First Trust Exchange-Traded Fund VIII - FT Cboe Vest Buffered Allocation Growth ETF (BUFG) ETF Analysis | Defined Outcome

First Trust · USA
AUM:$301.7M
#– of – in Defined Outcome ETFs

Educational tool only – Figures are based on historical data, holdings and expense metrics for informational purposes. This is not financial advice or a recommendation to buy or sell any security. Always conduct your own research or consult a qualified financial adviser.

Market Performance

Up 21.1% over the past year, reflecting strong price momentum.

Cost Efficiency

Ongoing charge of 1.05% — above average for this category.

What is BUFG?

The fund seeks to achieve its investment objective by investing in a portfolio of ETFs that seek to provide investors with returns (before fees and expenses) based on the price return of the SPDR® S&P 500® ETF Trust ("SPY"), up to a predetermined cap, while providing a defined buffer against losses of SPY over a defined one-year period. The investment objective of SPY is to seek to provide investment results that, before expenses, correspond generally to the price and yield performance of the S&P 500® Index.

Performance Highlights

Returns (%)
Top Sectors (%)

Investment Breakdown

Strong Recent Performance
BUFG delivered 21.1% over the past year. Historical returns only — past performance is not indicative of future results.
Higher Cost Profile
Expense ratio of 1.05% is above average. Verify whether the strategy justifies the cost.
Concentrated Holdings
Top 10 holdings account for 100.0% of the ETF — significant weight in a small number of names.
ETF Information
AUM$301.7M
Expense Ratio1.05%
Dividend Yield0.00%
Holdings7
Inception DateOct 2021
Domicile–
Distribution–
Index–
ProviderFirst Trust
Beta0.66
CategoryDefined Outcome
CurrencyUSD
Portfolio Impact

How would BUFG affect your portfolio?

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Example preview
6168
+7 points · better diversified

Chart Tools

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Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
+8.3%
1Y
+13.3%
3Y
+47.4%
5Y
+49.8%
OpenBook InsightIf you had invested £10,000 in BUFG 5 years ago, it would have grown to £14,983 — a gain of £4,983.

Annual Returns

Calendar year performance

BUFG delivered positive returns in 4 of the last 5 calendar years.
YearBUFG
2026 YTD+8.7%
2025+12.8%
2024+15.7%
2023+18.9%
2022-12.0%
CAGR 4yr+8.1%
4/5 positive yearsAvg return: +8.8%Worst year: -12.0% (2022)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: POSITIVE
Trend Strength
100%
Positive
Volatility
5.9%
Low
Momentum
+2.4%
30-day change
Support Level
29.61
Key floor
Key Insights
  • Price is currently trading above all key moving averages.
  • Price is consolidating, with low momentum over the recent period.
  • Low volatility environment with a narrower recent trading range.