(BUFG) Exchange-Traded Fund VIII - Overview
Etf: Options, Equity, S&P500, Buffer, Growth
| Risk 5d forecast | |
|---|---|
| Volatility | 10.3% |
| Relative Tail Risk | 3.32% |
| Reward TTM | |
|---|---|
| Sharpe Ratio | 0.54 |
| Alpha | -0.52 |
| Character TTM | |
|---|---|
| Beta | 0.646 |
| Beta Downside | 0.658 |
| Drawdowns 3y | |
|---|---|
| Max DD | 13.20% |
| CAGR/Max DD | 1.06 |
Description: BUFG Exchange-Traded Fund VIII December 30, 2025
BUFG is a U.S.-based “Defined Outcome” ETF that builds its performance by holding a basket of other ETFs, primarily the SPDR S&P 500 ETF (SPY). It aims to deliver the price return of SPY up to a preset upside cap while providing a pre-specified buffer that limits losses on SPY over a rolling one-year horizon. In practice, the fund caps upside gains (e.g., around 15%) and protects against a portion of downside moves (e.g., a 10% buffer), with returns calculated before fees and expenses.
Key metrics and drivers to watch: - **Expense Ratio:** Approximately 0.30%, which is modest for a structured product but higher than a plain-vanilla S&P 500 ETF. - **Assets Under Management (AUM):** Roughly $500 million, indicating moderate market adoption but still limited liquidity relative to large-cap ETFs. - **Macro Sensitivity:** BUFG’s performance is tightly linked to U.S. equity market conditions, especially the technology-heavy weighting of the S&P 500; therefore, Fed policy, inflation trends, and corporate earnings cycles are primary economic drivers.
For a deeper, data-driven view of how BUFG’s buffer and cap behave under different market scenarios, the ValueRay platform offers interactive tools that can help you quantify the trade-off between upside potential and downside protection.
What is the price of BUFG shares?
Over the past week, the price has changed by +0.04%, over one month by +0.00%, over three months by +2.85% and over the past year by +10.73%.
Is BUFG a buy, sell or hold?
What are the forecasts/targets for the BUFG price?
| Issuer | Target | Up/Down from current |
|---|---|---|
| Wallstreet Target Price | - | - |
| Analysts Target Price | - | - |
| ValueRay Target Price | 30.7 | 10.6% |
BUFG Fundamental Data Overview February 02, 2026
EBIT TTM = 0.0 USD
EBITDA TTM = 0.0 USD
Long Term Debt = unknown (none)
Short Term Debt = unknown (none)
Debt = unknown
Net Debt = unknown
Enterprise Value = 302.1m USD (302.1m + (null Debt) - (null CCE))
Interest Coverage Ratio = unknown (Ebit TTM 0.0 / Interest Expense TTM 0.0)
EV/FCF = unknown (FCF TTM 0.0)
FCF Yield = 0.0% (FCF TTM 0.0 / Enterprise Value 302.1m)
FCF Margin = unknown (Revenue TTM is 0 or missing)
Net Margin = unknown
Gross Margin = unknown ((Revenue TTM 0.0 - Cost of Revenue TTM 0.0) / Revenue TTM)
Tobins Q-Ratio = unknown (Enterprise Value 302.1m / Total Assets none)
Interest Expense / Debt = unknown (Interest Expense 0.0 / Debt none)
Taxrate = 21.0% (US default 21%)
NOPAT = 0.0 (EBIT 0.0 * (1 - 21.00%))
Current Ratio = unknown (Total Current Assets none / Total Current Liabilities none)
Debt / Equity = unknown (Debt none)
Debt / EBITDA = unknown (Net Debt none / EBITDA 0.0)
Debt / FCF = unknown (Net Debt none / FCF TTM 0.0)
Total Stockholder Equity = 0.0 (from calculated bookValueOfEquity)
RoA = unknown (Net Income 0.0 / Total Assets none)
RoE = unknown (Net Income TTM 0.0 / Total Stockholder Equity 0.0)
RoCE = unknown (EBIT 0.0 / Capital Employed )
RoIC = unknown (NOPAT 0.0, Invested Capital 0.0, EBIT 0.0)
WACC = 8.30% (E(302.1m)/V(302.1m) * Re(8.30%) + (debt-free company))
Discount Rate = 8.30% (= CAPM, Blume Beta Adj.)
Fair Price DCF = unknown (Cash Flow 0.0)