Universes
We identified informational and assessment gaps in the resources available to buffered ETF investors. Our universes help investors evaluate performance of specific ETFs against their peers. Select any desired tickers for comparison on the chart below.
SPY
| Ticker | Underlying | Provider | Buffer Size RAW | Expense Ratio RAW | AUM RAW | Weekly Return RAW | MTD Return RAW | QTD Return RAW | YTD Return RAW | 1Y Return RAW | 3Y Return RAW | 5Y Return RAW | Buffer Size | Buffer Type | Category | Buffer Period | Expense Ratio | AUM | Weekly Return | MTD Return | QTD Return | YTD Return | 1Y Return | 3Y Return | 5Y Return |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| JANT | SPY | Allianz | 0.10 | 0.007400000000 | 65,472,663 | 0.011475847345 | 0.010262755659 | 0.010262755659 | 0.010262755659 | 0.138326954620 | 0.59418070444104 | 0.6545476218858 | 10 | Moderate | Single Month | 01-21-2027 | 0.74 | 65 | 1.15 | 10.26 | 10.26 | 10.26 | 13.83 | 59.42 | 65.45 |
| APRP | SPY | PGIM | 0.12 | 0.005000000000 | 13,702,368 | 0.002689075630 | 0.002692436975 | 0.002692436975 | 0.002692436975 | 0.065665190054 | 12 | Moderate | Single Month | 01-21-2027 | 0.50 | 14 | 0.27 | 2.69 | 2.69 | 2.69 | 6.57 | 0.00 | 0.00 | ||
| PBAU | SPY | PGIM | 0.20 | 0.005000000000 | 19,261,124 | 0.005606353868 | 0.005139157712 | 0.005139157712 | 0.005139157712 | 0.111447316954 | 20 | Deep | Single Month | 01-21-2027 | 0.50 | 19 | 0.56 | 5.14 | 5.14 | 5.14 | 11.14 | 0.00 | 0.00 | ||
| FOCT | SPY | First Trust | 0.10 | 0.008500000000 | 1,111,371,266 | 0.011231366143 | 0.010618746171 | 0.010618746171 | 0.010618746171 | 0.143220143220 | 0.45004394960445 | 0.56169138529505 | 10 | Moderate | Single Month | 01-21-2027 | 0.85 | 1,111 | 1.12 | 10.62 | 10.62 | 10.62 | 14.32 | 45.00 | 56.17 |
| BDEC | SPY | Innovator | 0.09 | 0.007900000000 | 239,943,172 | 0.012247039122 | 0.008817061114 | 0.008817061114 | 0.008817061114 | 0.143641354071 | 0.51768098345728 | 0.62871754780286 | 9 | Moderate | Single Month | 01-21-2027 | 0.79 | 240 | 1.22 | 8.82 | 8.82 | 8.82 | 14.36 | 51.77 | 62.87 |
| BUFR | SPY | First Trust | 0.10 | 0.009500000000 | 8,468,453,632 | 0.007288629738 | 0.006997084548 | 0.006997084548 | 0.006997084548 | 0.120700843608 | 0.51093613298338 | 0.60018531387538 | 10 | Moderate | Ladder | 01-21-2027 | 0.95 | 8,468 | 0.73 | 7.00 | 7.00 | 7.00 | 12.07 | 51.09 | 60.02 |
| Ticker | Underlying | Provider | Buffer Size RAW | Expense Ratio RAW | AUM RAW | Weekly Return RAW | MTD Return RAW | QTD Return RAW | YTD Return RAW | 1Y Return RAW | 3Y Return RAW | 5Y Return RAW | Buffer Type | Category | Buffer Period |