FBUF vs SPY

AFBUF

BSPY

Measures won2–2level · of 6 · 5Y

$10,000 · 5Y$17,398IVV · SPY $17,337

Lowest cost0.03%IVV · $3 on $10k

Most income1.10%IVV · $110 on $10k

Smallest drop−5.6%FBUF · worst fall in 1Y

Held in common64.0%FBUF and SPY

Fidelity Dynamic Buffered Equity ETF · $27MState Street SPDR S&P 500 ETF · $806B

[…]3 years · per year[…] · $17,968+21.6%

[…]5 years · per year[…] · $17,337+11.6%

0.52%Expense ratio$52 · $9 on $10k · lower wins0.09%

0.58%12-mo yield$58 · $100 on $10k1.00%

Cards for this view

FBUF

Fidelity Dynamic Buffered Equity

[…]

SPY

SPDR S&P 500

$17,337

MeasureFBUFSPY

Fee0.52%0.09%

Cost on $10k a year$52$9

Yield0.58%1.00%

5 years, per year[…]+11.6%

3 years, per year[…]+21.6%

Worst drop · 1Y−5.6%−8.9%

Volatility · 1Y8.7%13.7%

#
1	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.10%	−0.3%	+12.0%	+12.2%	+21.7%	+11.7%	−8.9%	$879.1B
2	BSPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.00%	−0.4%	+11.9%	+12.0%	+21.6%	+11.6%	−8.9%	$805.7B
3	AFBUF	Fidelity Dynamic Buffered Equity ETFRead Desk	0.52%	0.58%	−0.1%	+7.9%	+9.0%	new	new	−5.6%	$27M

#
1	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.10%	−0.3%	+12.0%	+12.2%	+21.7%	+11.7%	−8.9%	$879.1B
2	BSPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.00%	−0.4%	+11.9%	+12.0%	+21.6%	+11.6%	−8.9%	$805.7B
3	AFBUF	Fidelity Dynamic Buffered Equity ETFRead Desk	0.52%	0.58%	−0.1%	+7.9%	+9.0%	new	new	−5.6%	$27M

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