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BUFM vs VKI

Comparison between AB MODERATE BUFFER ETF (BUFM, ETF) and Invesco Advantage Municipal Income Trust II (VKI, ETF).

BUFM vs VKI - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
Winner
BUFM
$397M
VKI
$397M
Expense Ratio
BUFM
0.69%
VKI
N/A
Max Drawdown
Winner
BUFM
9.43%
VKI
61.69%
Sharpe Ratio
Winner
BUFM
1.27
VKI
1.06
5Y Beta
BUFM
0.50
Winner
VKI
0.25
5Y Dividends CAGR
BUFM
N/A
VKI
3.77%

BUFM vs VKI - Historical Returns

Returns include dividend reinvestment.

1M
BUFM
+1.02%
Winner
VKI
+1.66%
3M
Winner
BUFM
+2.27%
VKI
-3.15%
6M
BUFM
+3.13%
Winner
VKI
+4.58%
1Y
BUFM
+11.80%
Winner
VKI
+16.80%
5Y(CAGR)
BUFM
N/A
VKI
-0.49%
10Y(CAGR)
BUFM
N/A
VKI
+1.92%
Max(CAGR)
Winner
BUFM
+9.76%
VKI
+5.58%

BUFM vs VKI - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearBUFMVKI
2026+2.58%+0.50%
2025+13.02%+11.28%
2024-1.10%+9.30%
2023N/A+2.46%
2022N/A-25.96%
2021N/A+12.89%
2020N/A+7.07%
2019N/A+16.75%
2018N/A-7.66%
2017N/A+8.11%
2016N/A+0.82%
2015N/A+8.01%
2014N/A+18.32%
2013N/A-15.90%
2012N/A+13.08%
2011N/A+18.94%
2010N/A+6.29%
2009N/A+55.49%
2008N/A-34.85%
2007N/A-6.41%
2006N/A+6.04%
2005N/A+7.40%
2004N/A-6.40%
2003N/A+12.27%
2002N/A+21.72%
2001N/A+12.53%
2000N/A+16.25%
1999N/A-3.32%

BUFM vs VKI Drawdown Comparison

The maximum drawdown for BUFM was -9.43%, occurring on Apr 8, 2025. Recovery took 60 trading sessions.

The maximum drawdown for VKI was -52.11%, occurring on Dec 15, 2008. Recovery took 404 trading sessions.

The current BUFM drawdown is -1.05%. The current VKI drawdown is -8.42%.

RankBUFMVKI
#1-9.43%
Feb 14, 2025 - May 13, 2025
-52.11%
Feb 12, 2008 - Sep 18, 2009
#2-4.07%
Feb 2, 2026 - May 6, 2026
-38.33%
Sep 15, 2021 - Oct 25, 2023
#3-2.18%
Nov 3, 2025 - Nov 26, 2025
-25.25%
Feb 25, 2020 - Nov 24, 2020
#4-1.89%
Dec 11, 2024 - Jan 21, 2025
-24.20%
Oct 26, 2012 - Jan 30, 2015
#5-1.68%
Dec 11, 2025 - Dec 22, 2025
-19.70%
Aug 10, 2016 - Jul 31, 2019
#6-1.30%
Oct 8, 2025 - Oct 20, 2025
-19.36%
Mar 24, 2004 - Jan 11, 2006
#7-1.19%
Jan 9, 2026 - Jan 26, 2026
-17.56%
Aug 17, 2010 - Aug 31, 2011
#8-1.05%
Jun 4, 2026 - Jun 5, 2026
-14.35%
Apr 25, 2007 - Jan 24, 2008
#9-1.03%
May 16, 2025 - Jun 2, 2025
-12.14%
Jun 10, 2003 - Nov 26, 2003
#10-1.01%
Dec 24, 2025 - Jan 9, 2026
-11.03%
Feb 4, 2000 - Jul 5, 2000
#11-0.94%
Jul 28, 2025 - Aug 8, 2025
-10.96%
Oct 6, 2009 - Feb 12, 2010
#12-0.88%
Jan 24, 2025 - Feb 13, 2025
-10.92%
Nov 16, 1999 - Feb 3, 2000
#13-0.61%
Jun 10, 2025 - Jun 23, 2025
-8.78%
Feb 2, 2015 - Dec 1, 2015
#14-0.60%
Sep 22, 2025 - Oct 1, 2025
-8.01%
Oct 7, 2002 - Jan 30, 2003
#15-0.60%
Aug 14, 2025 - Aug 22, 2025
-7.88%
Jan 27, 2006 - Oct 30, 2006

Correlation

Correlation between BUFM and VKI is 0.85 which considered as a strong positive correlation - the stocks tend to move together.

0.85
-101

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