BUFB vs NCA
Comparison between Innovator Laddered Allocation Buffer ETF (BUFB, ETF) and Nuveen California Municipal Value Fund. (NCA, ETF).
BUFB vs NCA - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
BUFB
$305M
NCA
$305M
Expense Ratio
BUFB
0.89%
NCA
N/A
Max Drawdown
Winner
BUFB
14.88%
NCA
31.70%
Sharpe Ratio
Winner
BUFB
1.67
NCA
0.71
5Y Beta
BUFB
0.63
Winner
NCA
0.14
5Y Dividends CAGR
BUFB
N/A
NCA
2.05%
BUFB vs NCA - Historical Returns
Returns include dividend reinvestment.
1M
Winner
BUFB
+1.18%
NCA
-2.85%
3M
Winner
BUFB
+7.68%
NCA
-1.50%
6M
Winner
BUFB
+8.00%
NCA
+6.21%
1Y
Winner
BUFB
+18.56%
NCA
+12.95%
5Y(CAGR)
Winner
BUFB
+10.81%
NCA
+0.95%
10Y(CAGR)
BUFB
N/A
NCA
+1.89%
Max(CAGR)
Winner
BUFB
+10.81%
NCA
+4.89%
BUFB vs NCA - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | BUFB | NCA |
|---|---|---|
| 2026 | +7.38% | +3.85% |
| 2025 | +13.48% | +10.13% |
| 2024 | +16.85% | -0.80% |
| 2023 | +20.79% | +8.96% |
| 2022 | -8.37% | -13.22% |
| 2021 | N/A | -2.16% |
| 2020 | N/A | +4.73% |
| 2019 | N/A | +19.52% |
| 2018 | N/A | -7.83% |
| 2017 | N/A | +1.75% |
| 2016 | N/A | +0.41% |
| 2015 | N/A | +8.06% |
| 2014 | N/A | +19.53% |
| 2013 | N/A | -5.95% |
| 2012 | N/A | +10.54% |
| 2011 | N/A | +16.12% |
| 2010 | N/A | +0.45% |
| 2009 | N/A | +10.05% |
| 2008 | N/A | -3.00% |
| 2007 | N/A | -5.56% |
| 2006 | N/A | +12.17% |
| 2005 | N/A | +9.35% |
| 2004 | N/A | +6.39% |
| 2003 | N/A | +3.67% |
| 2002 | N/A | +1.42% |
| 2001 | N/A | +11.60% |
| 2000 | N/A | +21.02% |
| 1999 | N/A | -8.03% |
BUFB vs NCA Drawdown Comparison
The maximum drawdown for BUFB was -14.88%, occurring on Oct 14, 2022. Recovery took 301 trading sessions.
The maximum drawdown for NCA was -23.58%, occurring on Oct 10, 2008. Recovery took 580 trading sessions.
The current BUFB drawdown is -0.15%. The current NCA drawdown is -4.95%.
| Rank | BUFB | NCA |
|---|---|---|
| #1 | -14.88% Mar 29, 2022 - Jun 9, 2023 | -23.58% May 15, 2007 - Sep 1, 2009 |
| #2 | -13.75% Feb 19, 2025 - Jun 24, 2025 | -22.97% Sep 16, 2021 - Jan 7, 2026 |
| #3 | -7.41% Jul 28, 2023 - Nov 20, 2023 | -19.28% Mar 3, 2020 - Sep 14, 2020 |
| #4 | -6.11% Feb 9, 2022 - Mar 28, 2022 | -14.95% Jan 24, 2013 - Apr 25, 2014 |
| #5 | -5.12% Feb 25, 2026 - Apr 13, 2026 | -14.28% Sep 2, 2010 - Nov 9, 2011 |
| #6 | -4.60% Jul 16, 2024 - Aug 19, 2024 | -13.49% Sep 22, 2016 - Jul 9, 2019 |
| #7 | -2.77% Oct 29, 2025 - Nov 28, 2025 | -13.48% Nov 2, 1999 - Mar 30, 2000 |
| #8 | -2.72% Apr 9, 2024 - May 6, 2024 | -12.31% Jun 26, 2003 - Feb 12, 2004 |
| #9 | -2.17% Aug 30, 2024 - Sep 16, 2024 | -12.29% Feb 17, 2004 - Nov 16, 2004 |
| #10 | -2.13% Jun 2, 2026 - Jun 15, 2026 | -10.28% Sep 30, 2002 - Jun 12, 2003 |
| #11 | -1.83% Dec 16, 2024 - Jan 21, 2025 | -9.19% Jan 20, 2021 - Jul 29, 2021 |
| #12 | -1.56% Jun 15, 2023 - Jun 30, 2023 | -8.33% Mar 30, 2000 - Jun 9, 2000 |
| #13 | -1.47% Jul 28, 2025 - Aug 12, 2025 | -7.94% Mar 7, 2001 - Jul 23, 2001 |
| #14 | -1.42% Oct 9, 2025 - Oct 23, 2025 | -7.88% Mar 1, 2012 - May 4, 2012 |
| #15 | -1.30% Jan 12, 2026 - Jan 27, 2026 | -7.72% Aug 10, 2000 - Jan 4, 2001 |
Correlation
Correlation between BUFB and NCA is 0.89 which considered as a strong positive correlation - the stocks tend to move together.
0.89
-101
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