PHEQvsBUFRETF Comparison
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Parametric Hedged Equity ETF (PHEQ) and FT Vest Fund of Buffer ETF (BUFR) belong to the same industry segment: Options Strategies. PHEQ is less expensive with a Total Expense Ratio (TER) of 0.29%, versus 0.95% for BUFR. PHEQ is up 6.78% year-to-date (YTD) with +$3M in YTD flows. BUFR performs better with 10.23% YTD performance, and +$1.76B in YTD flows. Run a side-by-side ETF comparison of PHEQ and BUFR below, and assess how they stack up in performance, liquidity, risk, exposure, holdings, and more, helping you select the best ETF for your investments.
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PHEQ vs BUFR performance and flow charts
Performance
Cumulative Flows
Historic performance and flows
Data as of 11/05/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | PHEQ BUFR | -2.83%-0.02% | -0.18%+1.42% | +6.78%+10.23% | +8.02%+12.36% | +45.31%+52.20% | n/a+59.08% |
| Flows | PHEQ BUFR | -$2M+$232M | +$9M+$596M | +$3M+$1.76B | +$6M+$2.13B | +$104M+$6.26B | -+$8.02B |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | PHEQ BUFR | +7.96%+5.68% | +7.16%+6.71% | +8.53%+8.87% | n/a+10.69% |
| Max drawdown | PHEQ BUFR | -3.30%-1.70% | -3.96%-4.57% | -11.86%-12.72% | n/a-13.60% |
| Max drawdown duration | PHEQ BUFR | 25d23d | 86d42d | 126d124d | n/a513d |
Trading data
PHEQ | BUFR | |
Last sale 11/5/2026 at 2:30 PM | $34.71 | $36.66 |
| Previous close 11/04/2026 | $35.61 | $37.78 |
| Consolidated volume 11/04/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
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Main metrics
Last update 11/5/2026 at 2:30 PM
Live
Closed
PHEQ | BUFR | |
|---|---|---|
| Last price | $34.71 | $36.66 |
| 1D performance | -2.53% | -2.96% |
| AuM | $148.91 M | $11.08 B |
| E/R | 0.29% | 0.95% |
Characteristics
PHEQ | BUFR | |
|---|---|---|
| Management strategy | Active | Active |
| Provider | Morgan Stanley | First Trust |
| Benchmark | - | - |
| N° of holdings | - | - |
| Asset class | - | - |
| Trailing 12m distribution yield | Join | Join |
| Inception date | October 19, 2023 | August 10, 2020 |
| ESG | No | No |
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Exposure
Countries
PHEQ
Data will be available soon
BUFR
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Sectors
PHEQ
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BUFR
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Diversification
PHEQ
Data will be available soon
BUFR
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Top 15 holdings
Data as of January 1, 1970
PHEQ
Data will be available soon
BUFR
Data will be available soon
Frequently asked questions about PHEQ and BUFR
How have the PHEQ and BUFR ETFs performed in 2026?
As of November 5, 2026, PHEQ is up 6.78% year-to-date (YTD), while BUFR has returned 10.23%. That puts BUFR better performer ahead so far this year.
Which ETF is attracting more investor money: PHEQ or BUFR?
Year-to-date, the PHEQ ETF saw +$3M in flows, compared to +$1.76B for BUFR.
Which ETF is more volatile: PHEQ or BUFR?
Over the past year, PHEQ had a volatility of 7.16%, while BUFR experienced 6.71%.
Which ETF is bigger: PHEQ or BUFR?
As of November 5, 2026, PHEQ holds $148.91 M in assets under management (AUM), while BUFR manages $11.08 B.
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Latest news about PHEQ & BUFR
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