FSEP vs SPY
Comparison between FT VEST U.S. EQUITY BUFFER ETF - SEPTEMBER (FSEP, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).
5-Year PerformanceSPY has outperformed FSEP, delivering a return of +13.3% compared to +9.9%
FSEP vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
FSEP
$1.20B
Winner
SPY
$652B
Expense Ratio
FSEP
0.85%
Winner
SPY
0.09%
Max Drawdown
Winner
FSEP
13.79%
SPY
56.47%
Sharpe Ratio
FSEP
1.99
Winner
SPY
2.07
5Y Beta
Winner
FSEP
0.58
SPY
1.00
P/E Ratio
FSEP
N/A
SPY
28.24
Forward P/E
FSEP
N/A
SPY
21.85
5Y Dividends CAGR
FSEP
N/A
SPY
5.43%
5Y EPS CAGR
FSEP
N/A
SPY
25.79%
Debt to Equity
FSEP
N/A
SPY
22.35%
P/S Ratio
FSEP
N/A
SPY
3.55
P/B Ratio
FSEP
N/A
SPY
5.29
FSEP vs SPY - Historical Returns
Returns include dividend reinvestment.
1M
FSEP
+5.18%
Winner
SPY
+9.11%
3M
FSEP
+3.97%
Winner
SPY
+6.59%
6M
FSEP
+7.07%
Winner
SPY
+10.56%
1Y
FSEP
+20.69%
Winner
SPY
+32.04%
5Y(CAGR)
FSEP
+9.89%
Winner
SPY
+13.35%
10Y(CAGR)
FSEP
N/A
SPY
+15.49%
Max(CAGR)
Winner
FSEP
+11.44%
SPY
+8.50%
FSEP vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | FSEP | SPY |
|---|---|---|
| 2026 | +5.26% | +8.27% |
| 2025 | +12.80% | +18.00% |
| 2024 | +13.98% | +25.59% |
| 2023 | +20.80% | +26.72% |
| 2022 | -7.34% | -18.64% |
| 2021 | +12.72% | +30.52% |
| 2020 | +9.35% | +17.28% |
| 2019 | N/A | +31.09% |
| 2018 | N/A | -5.24% |
| 2017 | N/A | +20.78% |
| 2016 | N/A | +13.59% |
| 2015 | N/A | +1.31% |
| 2014 | N/A | +14.56% |
| 2013 | N/A | +29.00% |
| 2012 | N/A | +14.17% |
| 2011 | N/A | +0.85% |
| 2010 | N/A | +13.14% |
| 2009 | N/A | +22.67% |
| 2008 | N/A | -36.25% |
| 2007 | N/A | +5.32% |
| 2006 | N/A | +13.85% |
| 2005 | N/A | +5.32% |
| 2004 | N/A | +10.75% |
| 2003 | N/A | +24.18% |
| 2002 | N/A | -22.42% |
| 2001 | N/A | -10.13% |
| 2000 | N/A | -8.84% |
| 1999 | N/A | +8.61% |
FSEP vs SPY Drawdown Comparison
The maximum drawdown for FSEP was -13.79%, occurring on Jun 16, 2022. Recovery took 354 trading sessions.
The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.
| Rank | FSEP | SPY |
|---|---|---|
| #1 | -13.79% Jan 3, 2022 - Jun 1, 2023 | -55.20% Oct 9, 2007 - Aug 16, 2012 |
| #2 | -12.37% Feb 19, 2025 - Jun 10, 2025 | -47.50% Mar 24, 2000 - Oct 26, 2006 |
| #3 | -7.41% Jul 31, 2023 - Dec 1, 2023 | -33.70% Feb 19, 2020 - Aug 10, 2020 |
| #4 | -5.62% Jan 27, 2026 - Apr 14, 2026 | -24.50% Jan 3, 2022 - Dec 13, 2023 |
| #5 | -4.94% Oct 12, 2020 - Nov 9, 2020 | -19.34% Sep 20, 2018 - Apr 12, 2019 |
| #6 | -3.02% Jul 16, 2024 - Aug 14, 2024 | -18.76% Feb 19, 2025 - Jun 26, 2025 |
| #7 | -2.94% Oct 28, 2025 - Dec 3, 2025 | -13.02% Jul 20, 2015 - Apr 18, 2016 |
| #8 | -2.46% Mar 28, 2024 - May 6, 2024 | -10.10% Jan 26, 2018 - Aug 6, 2018 |
| #9 | -2.45% Nov 8, 2021 - Dec 10, 2021 | -9.44% Sep 2, 2020 - Nov 11, 2020 |
| #10 | -2.39% Sep 24, 2021 - Oct 15, 2021 | -9.30% Jan 19, 2000 - Mar 17, 2000 |
| #11 | -2.14% Jan 20, 2021 - Feb 5, 2021 | -9.05% Jul 19, 2007 - Oct 5, 2007 |
| #12 | -2.05% Dec 4, 2024 - Jan 21, 2025 | -8.88% Jan 27, 2026 - Apr 14, 2026 |
| #13 | -1.82% Oct 8, 2025 - Oct 24, 2025 | -8.41% Jul 16, 2024 - Sep 19, 2024 |
| #14 | -1.82% Jun 15, 2023 - Jun 30, 2023 | -7.35% Sep 14, 2012 - Jan 2, 2013 |
| #15 | -1.78% Oct 18, 2024 - Nov 6, 2024 | -7.27% Sep 18, 2014 - Oct 31, 2014 |
Correlation
Correlation between FSEP and SPY is 0.99 which considered as a very strong positive correlation - the stocks move almost identically together.
0.99
-101
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