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BUXX
-0.04 · -0.20%
$20.27 · NYSE

EA Series Trust (BUXX) ETF Analysis | Ultrashort Bond

Strive AM · USA
AUM:$479.1M
#– of – in Ultrashort Bond 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

BUXX returned +4.4% over the past year, broadly in line with flat market conditions.

Cost Efficiency

Ongoing charge of 0.25% — competitive for the exposure provided.

What is BUXX?

The fund is an actively-managed exchange-traded fund ("ETF") that, using an enhanced cash strategy, seeks to achieve its investment objective, under normal circumstances, by investing at least 80% of its net assets in U. -dollar denominated investment-grade fixed- and floating-rate bonds, and debt securities.

Performance Highlights

Returns (%)
Cost & Yield (%)

Investment Breakdown

Modest 1-Year Return
BUXX returned 4.4% over the past year.
Competitive Expense Ratio
Expense ratio of 0.25% — reasonable for the index exposure provided.
Broadly Diversified
Top 10 holdings represent just 3.5% of the ETF — exposure spread across many positions.
ETF Information
AUM$479.1M
Expense Ratio0.25%
Dividend Yield4.80%
Holdings1
Inception DateAug 2023
Domicile–
Distribution–
Index–
ProviderStrive AM
Beta–
CategoryUltrashort Bond
CurrencyUSD
Portfolio Impact

How would BUXX affect your portfolio?

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Example preview
6168
+7 points · better diversified

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Compare Equity
Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
-0.1%
1Y
+2.0%
3Y
+14.7%
5Y
+15.2%
OpenBook InsightIf you had invested £10,000 in BUXX 5 years ago, it would have grown to £11,523 — a gain of £1,523.

Annual Returns

Calendar year performance

BUXX delivered positive returns in 4 of the last 4 calendar years.
YearBUXX
2026 YTD+0.7%
2025+4.9%
2024+6.2%
2023+2.9%
CAGR 3yr+4.7%
4/4 positive yearsAvg return: +3.7%Worst year: +0.7% (2026)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: MIXED
Trend Strength
33%
Negative
Volatility
1.5%
Low
Momentum
-0.3%
30-day change
Support Level
20.17
Key floor
Key Insights
  • Price is consolidating, with low momentum over the recent period.
  • Low volatility environment with a narrower recent trading range.
  • Monitor key support and resistance levels as part of broader risk assessment.
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