FBUF vs SMHB

Comparison between Fidelity Dynamic Buffered Equity ETF (FBUF, ETF) and UBS AG London Branch (SMHB, ETF).

FBUF vs SMHB - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	FBUF(ETF)	SMHB(ETF)
Net Assets	$20M	$20M
Expense Ratio	0.48%	N/A
Max Drawdown	11.28%	92.37%
Sharpe Ratio	1.55	0.21
5Y Beta	0.56	1.49
P/E Ratio	25.93	N/A
Forward P/E	20.53	N/A
PEG Ratio	0.25	N/A
5Y Dividends CAGR	N/A	-4.70%
5Y EPS CAGR	28.85%	N/A
Debt to Equity	49.16%	N/A
P/S Ratio	3.60	N/A
P/B Ratio	5.54	N/A

Net Assets

FBUF

$20M

SMHB

$20M

Expense Ratio

FBUF

0.48%

SMHB

N/A

Max Drawdown

Winner

FBUF

11.28%

SMHB

92.37%

Sharpe Ratio

Winner

FBUF

1.55

SMHB

0.21

5Y Beta

Winner

FBUF

0.56

SMHB

1.49

P/E Ratio

FBUF

25.93

SMHB

N/A

Forward P/E

FBUF

20.53

SMHB

N/A

PEG Ratio

FBUF

0.25

SMHB

N/A

5Y Dividends CAGR

FBUF

N/A

SMHB

-4.70%

5Y EPS CAGR

FBUF

28.85%

SMHB

N/A

Debt to Equity

FBUF

49.16%

SMHB

N/A

P/S Ratio

FBUF

3.60

SMHB

N/A

P/B Ratio

FBUF

5.54

SMHB

N/A

FBUF vs SMHB - Historical Returns

Returns include dividend reinvestment.

Period	FBUF	SMHB
1 month	+0.62%	+3.15%
3 months	+4.68%	+11.74%
6 months	+4.57%	+4.62%
1 year	+16.95%	+7.30%
5 years(CAGR)	N/A	-6.85%
Max(CAGR)	+13.01%	-6.24%

FBUF

+0.62%

Winner

SMHB

+3.15%

FBUF

+4.68%

Winner

SMHB

+11.74%

FBUF

+4.57%

Winner

SMHB

+4.62%

Winner

FBUF

+16.95%

SMHB

+7.30%

5Y(CAGR)

FBUF

N/A

SMHB

-6.85%

Max(CAGR)

Winner

FBUF

+13.01%

SMHB

-6.24%

FBUF vs SMHB - Annual Returns (2018 - 2026)

Returns include dividend reinvestment.

Year	FBUF	SMHB
2026	+3.84%	+8.11%
2025	+14.10%	-8.10%
2024	+10.12%	-16.10%
2023	N/A	+32.71%
2022	N/A	-37.87%
2021	N/A	+71.88%
2020	N/A	-41.27%
2019	N/A	+8.23%
2018	N/A	-24.78%

FBUF vs SMHB Drawdown Comparison

The maximum drawdown for FBUF was -11.09%, occurring on Apr 8, 2025. Recovery took 89 trading sessions.

The maximum drawdown for SMHB was -90.28%, occurring on Mar 18, 2020. This drawdown has not yet recovered.

The current FBUF drawdown is -1.63%. The current SMHB drawdown is -38.60%.

Rank	FBUF	SMHB
#1	-11.09% Feb 19, 2025 - Jun 27, 2025	-90.28% Nov 14, 2018 - Mar 18, 2020
#2	-5.61% Feb 2, 2026 - Apr 30, 2026	N/A
#3	-4.66% Jul 16, 2024 - Aug 27, 2024	N/A
#4	-3.43% Jun 1, 2026 - Jun 10, 2026	N/A
#5	-3.31% Nov 12, 2025 - Dec 3, 2025	N/A
#6	-2.80% Dec 6, 2024 - Feb 14, 2025	N/A
#7	-2.64% Aug 30, 2024 - Sep 19, 2024	N/A
#8	-2.52% Apr 11, 2024 - May 14, 2024	N/A
#9	-2.16% Oct 6, 2025 - Oct 20, 2025	N/A
#10	-1.92% Jan 9, 2026 - Jan 26, 2026	N/A
#11	-1.68% Dec 11, 2025 - Dec 22, 2025	N/A
#12	-1.51% Nov 11, 2024 - Nov 26, 2024	N/A
#13	-1.36% Nov 3, 2025 - Nov 11, 2025	N/A
#14	-1.32% Jul 28, 2025 - Aug 6, 2025	N/A
#15	-1.16% Oct 18, 2024 - Nov 6, 2024	N/A

Correlation

Correlation between FBUF and SMHB is -0.34 which considered as a weak negative correlation - the stocks show a slight tendency to move in opposite directions.

-0.34

-101