FBUF vs LDRI
Comparison between Fidelity Dynamic Buffered Equity ETF (FBUF, ETF) and ISHARES IBONDS 1-5 YEAR TIPS LADDER ETF (LDRI, ETF).
FBUF vs LDRI - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
FBUF
$19M
LDRI
$19M
Expense Ratio
FBUF
0.48%
Winner
LDRI
0.10%
Max Drawdown
FBUF
11.28%
Winner
LDRI
9.81%
Sharpe Ratio
Winner
FBUF
1.64
LDRI
0.36
5Y Beta
FBUF
0.56
Winner
LDRI
-0.01
P/E Ratio
FBUF
26.81
LDRI
N/A
Forward P/E
FBUF
21.19
LDRI
N/A
PEG Ratio
FBUF
0.24
LDRI
N/A
5Y EPS CAGR
FBUF
29.41%
LDRI
N/A
Debt to Equity
FBUF
49.90%
LDRI
N/A
P/S Ratio
FBUF
3.68
LDRI
N/A
P/B Ratio
FBUF
5.62
LDRI
N/A
FBUF vs LDRI - Holdings Comparison
FBUF and LDRI have 0 common holdings. Overlap is 0.00%
FBUF's top 25 holdings weight is 58.77%. LDRI's top 25 holdings weight is 99.90%.
| Rank | FBUF | LDRI |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 8.41% | ISHARES IBONDS OCT 2027 TERM TIPS ETF (IBID) - 20.02% |
| #2 | APPLE INC (AAPL) - 7.39% | ISHARES IBONDS OCT 2028 TERM TIPS ETF (IBIE) - 20.02% |
| #3 | MICROSOFT CORP (MSFT) - 4.61% | ISHARES IBONDS OCT 2029 TERM TIPS ETF (IBIF) - 19.99% |
| #4 | AMAZON.COM INC (AMZN) - 4.24% | ISHARES IBONDS OCT 2026 TERM TIPS ETF (IBIC) - 19.97% |
| #5 | ALPHABET INC CLASS A (GOOGL) - 3.92% | ISHARES IBONDS OCT 2025 TERM TIPS ETF (IBIB) - 19.90% |
| #6 | BROADCOM INC (AVGO) - 3.56% | N/A |
| #7 | FIDELITY CASH CENTRAL FUND (n/a) - 3.08% | N/A |
| #8 | ALPHABET INC CLASS C (GOOG) - 2.60% | N/A |
| #9 | META PLATFORMS INC CLASS A (META) - 2.43% | N/A |
| #10 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.87% | N/A |
| #11 | JPMORGAN CHASE & CO (JPM) - 1.77% | N/A |
| #12 | MICRON TECHNOLOGY INC (MU) - 1.71% | N/A |
| #13 | ELI LILLY AND CO (LLY) - 1.55% | N/A |
| #14 | TESLA INC (TSLA) - 1.33% | N/A |
| #15 | MASTERCARD INC CLASS A (MA) - 1.08% | N/A |
| #16 | EXXON MOBIL CORP (XOM) - 1.08% | N/A |
| #17 | GE AEROSPACE (GE) - 1.06% | N/A |
| #18 | CISCO SYSTEMS INC (CSCO) - 1.03% | N/A |
| #19 | ABBVIE INC (ABBV) - 0.99% | N/A |
| #20 | MORGAN STANLEY (MS) - 0.90% | N/A |
| #21 | LINDE PLC (LIN) - 0.88% | N/A |
| #22 | INTEL CORP (INTC) - 0.88% | N/A |
| #23 | LAM RESEARCH CORP (LRCX) - 0.88% | N/A |
| #24 | WALMART INC (WMT) - 0.77% | N/A |
| #25 | AMPHENOL CORP CLASS A (APH) - 0.75% | N/A |
| Total Holdings | 166 | 5 |
FBUF vs LDRI - Historical Returns
Returns include dividend reinvestment.
1M
Winner
FBUF
+0.62%
LDRI
-0.21%
3M
Winner
FBUF
+2.90%
LDRI
+1.09%
6M
Winner
FBUF
+4.08%
LDRI
+1.84%
1Y
Winner
FBUF
+17.52%
LDRI
+4.46%
5Y(CAGR)
FBUF
N/A
LDRI
+1.28%
10Y(CAGR)
FBUF
N/A
LDRI
+1.67%
Max(CAGR)
Winner
FBUF
+12.94%
LDRI
+1.74%
FBUF vs LDRI - Annual Returns (2014 - 2026)
Returns include dividend reinvestment.
| Year | FBUF | LDRI |
|---|---|---|
| 2026 | +3.47% | +2.01% |
| 2025 | +14.10% | +5.86% |
| 2024 | +10.12% | +0.10% |
| 2020 | N/A | +0.88% |
| 2019 | N/A | +5.76% |
| 2018 | N/A | +1.04% |
| 2017 | N/A | +1.99% |
| 2016 | N/A | +2.23% |
| 2015 | N/A | -0.13% |
| 2014 | N/A | +0.61% |
FBUF vs LDRI Drawdown Comparison
The maximum drawdown for FBUF was -11.09%, occurring on Apr 8, 2025. Recovery took 89 trading sessions.
The maximum drawdown for LDRI was -6.67%, occurring on Feb 11, 2015. Recovery took 1008 trading sessions.
The current FBUF drawdown is -1.98%. The current LDRI drawdown is -0.23%.
| Rank | FBUF | LDRI |
|---|---|---|
| #1 | -11.09% Feb 19, 2025 - Jun 27, 2025 | -6.67% Feb 3, 2015 - Feb 5, 2019 |
| #2 | -5.61% Feb 2, 2026 - Apr 30, 2026 | -1.40% Oct 13, 2014 - Dec 30, 2014 |
| #3 | -4.66% Jul 16, 2024 - Aug 27, 2024 | -1.32% Dec 30, 2014 - Feb 3, 2015 |
| #4 | -3.31% Nov 12, 2025 - Dec 3, 2025 | -1.17% Jun 24, 2019 - Jul 3, 2019 |
| #5 | -2.80% Dec 6, 2024 - Feb 14, 2025 | -0.91% Sep 23, 2014 - Oct 9, 2014 |
| #6 | -2.64% Aug 30, 2024 - Sep 19, 2024 | -0.85% Apr 3, 2025 - Apr 28, 2025 |
| #7 | -2.52% Apr 11, 2024 - May 14, 2024 | -0.75% Apr 30, 2025 - Jun 23, 2025 |
| #8 | -2.16% Oct 6, 2025 - Oct 20, 2025 | -0.70% Dec 6, 2024 - Jan 15, 2025 |
| #9 | -1.98% Jun 1, 2026 - Jun 5, 2026 | -0.67% Mar 10, 2025 - Mar 28, 2025 |
| #10 | -1.92% Jan 9, 2026 - Jan 26, 2026 | -0.59% Dec 22, 2025 - Jan 29, 2026 |
| #11 | -1.68% Dec 11, 2025 - Dec 22, 2025 | -0.59% Oct 9, 2019 - Dec 11, 2019 |
| #12 | -1.51% Nov 11, 2024 - Nov 26, 2024 | -0.57% Mar 18, 2026 - Apr 9, 2026 |
| #13 | -1.36% Nov 3, 2025 - Nov 11, 2025 | -0.55% Aug 23, 2019 - Sep 24, 2019 |
| #14 | -1.32% Jul 28, 2025 - Aug 6, 2025 | -0.54% Jun 30, 2025 - Jul 21, 2025 |
| #15 | -1.16% Oct 18, 2024 - Nov 6, 2024 | -0.52% Aug 5, 2019 - Aug 20, 2019 |
Correlation
Correlation between FBUF and LDRI is 0.86 which considered as a strong positive correlation - the stocks tend to move together.
0.86
-101
Dividend Comparison (2014 - 2026)
FBUF vs LDRI dividend yield comparison.
| Year | FBUF | LDRI |
|---|---|---|
| 2026 | 0.19% | 0.25% |
| 2025 | 0.64% | 4.23% |
| 2024 | 0.54% | 0.83% |
| 2020 | 0.00% | 2.55% |
| 2019 | 0.00% | 2.52% |
| 2018 | 0.00% | 2.23% |
| 2017 | 0.00% | 1.86% |
| 2016 | 0.00% | 1.78% |
| 2015 | 0.00% | 1.53% |
| 2014 | 0.00% | 0.29% |
Select Stocks to Compare
Popular: FBUF vs SPYLDRI vs SPY
More Comparisons
Compare with similar stocks