BUFG vs NCA

Comparison between FT VEST BUFFERED ALLOCATION GROWTH ETF (BUFG, ETF) and Nuveen California Municipal Value Fund. (NCA, ETF).

5-Year PerformanceBUFG has outperformed NCA, delivering a return of +8.5% compared to +1.2%

BUFG vs NCA - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	BUFG(ETF)	NCA(ETF)
Net Assets	$304M	$304M
Expense Ratio	1.13%	N/A
Max Drawdown	17.62%	31.70%
Sharpe Ratio	1.54	0.77
5Y Beta	0.63	0.15
5Y Dividends CAGR	N/A	3.62%

Net Assets

BUFG

$304M

Winner

NCA

$304M

Expense Ratio

BUFG

1.13%

NCA

N/A

Max Drawdown

Winner

BUFG

17.62%

NCA

31.70%

Sharpe Ratio

Winner

BUFG

1.54

NCA

0.77

5Y Beta

BUFG

0.63

Winner

NCA

0.15

5Y Dividends CAGR

BUFG

N/A

NCA

3.62%

BUFG vs NCA - Historical Returns

Returns include dividend reinvestment.

Period	BUFG	NCA
1 month	+1.01%	-0.01%
3 months	+5.16%	-0.28%
6 months	+5.80%	+6.68%
1 year	+17.07%	+12.67%
5 years(CAGR)	+8.46%	+1.17%
10 years(CAGR)	N/A	+2.02%
Max(CAGR)	+8.46%	+4.90%

Winner

BUFG

+1.01%

NCA

-0.01%

Winner

BUFG

+5.16%

NCA

-0.28%

BUFG

+5.80%

Winner

NCA

+6.68%

Winner

BUFG

+17.07%

NCA

+12.67%

5Y(CAGR)

Winner

BUFG

+8.46%

NCA

+1.17%

10Y(CAGR)

BUFG

N/A

NCA

+2.02%

Max(CAGR)

Winner

BUFG

+8.46%

NCA

+4.90%

BUFG vs NCA - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	BUFG	NCA
2026	+5.15%	+3.85%
2025	+12.79%	+10.13%
2024	+15.68%	-0.80%
2023	+18.88%	+8.96%
2022	-12.05%	-13.22%
2021	+1.80%	-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%

BUFG vs NCA Drawdown Comparison

The maximum drawdown for BUFG was -17.62%, occurring on Oct 12, 2022. Recovery took 381 trading sessions.

The maximum drawdown for NCA was -23.58%, occurring on Oct 10, 2008. Recovery took 580 trading sessions.

The current BUFG drawdown is -1.22%. The current NCA drawdown is -4.95%.

Rank	BUFG	NCA
#1	-17.62% Jan 4, 2022 - Jul 13, 2023	-23.58% May 15, 2007 - Sep 1, 2009
#2	-13.20% Feb 19, 2025 - Jun 25, 2025	-22.97% Sep 16, 2021 - Jan 7, 2026
#3	-7.82% Jul 28, 2023 - Dec 1, 2023	-19.28% Mar 3, 2020 - Sep 14, 2020
#4	-5.74% Feb 9, 2026 - Apr 14, 2026	-14.95% Jan 24, 2013 - Apr 25, 2014
#5	-5.00% Jul 16, 2024 - Aug 19, 2024	-14.28% Sep 2, 2010 - Nov 9, 2011
#6	-3.33% Mar 28, 2024 - May 9, 2024	-13.49% Sep 22, 2016 - Jul 9, 2019
#7	-2.81% Nov 16, 2021 - Dec 27, 2021	-13.48% Nov 2, 1999 - Mar 30, 2000
#8	-2.60% Aug 30, 2024 - Sep 19, 2024	-12.31% Jun 26, 2003 - Feb 12, 2004
#9	-2.54% Oct 28, 2025 - Nov 28, 2025	-12.29% Feb 17, 2004 - Nov 16, 2004
#10	-2.17% Dec 4, 2024 - Jan 21, 2025	-10.28% Sep 30, 2002 - Jun 12, 2003
#11	-1.64% Oct 21, 2024 - Nov 6, 2024	-9.19% Jan 20, 2021 - Jul 29, 2021
#12	-1.61% Oct 8, 2025 - Oct 20, 2025	-8.33% Mar 30, 2000 - Jun 9, 2000
#13	-1.58% Jan 27, 2026 - Feb 9, 2026	-7.94% Mar 7, 2001 - Jul 23, 2001
#14	-1.39% Jan 12, 2026 - Jan 27, 2026	-7.88% Mar 1, 2012 - May 4, 2012
#15	-1.36% Dec 27, 2023 - Jan 11, 2024	-7.72% Aug 10, 2000 - Jan 4, 2001