FXH vs BUFF
Comparison between FIRST TRUST HEALTH CARE ALPHADEX FUND (FXH, ETF) and Innovator Laddered Allocation Power Buffer ETF (BUFF, ETF).
5-Year PerformanceBUFF has outperformed FXH, delivering a return of +8.6% compared to +0.4%
FXH vs BUFF - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
FXH
$874M
BUFF
$870M
Expense Ratio
Winner
FXH
0.61%
BUFF
0.89%
Max Drawdown
Winner
FXH
43.70%
BUFF
46.23%
Sharpe Ratio
FXH
0.76
Winner
BUFF
1.73
5Y Beta
FXH
0.65
Winner
BUFF
0.47
P/E Ratio
FXH
21.07
BUFF
N/A
Forward P/E
FXH
14.62
BUFF
N/A
PEG Ratio
FXH
0.06
BUFF
N/A
5Y EPS CAGR
FXH
7.84%
BUFF
N/A
Debt to Equity
FXH
83.88%
BUFF
N/A
P/S Ratio
FXH
1.11
BUFF
N/A
P/B Ratio
FXH
3.03
BUFF
N/A
FXH vs BUFF - Holdings Comparison
FXH and BUFF have 0 common holdings. Overlap is 0.00%
FXH's top 25 holdings weight is 54.88%. BUFF's top 25 holdings weight is 100.00%.
| Rank | FXH | BUFF |
|---|---|---|
| #1 | ORGANON & CO ORDINARY SHARES (OGN) - 3.83% | INNOVATOR U.S. EQUITY POWER BFFRETF„¢-MAR (PMAR) - 16.58% |
| #2 | HUMANA INC (HUM) - 3.72% | INNOVATOR U.S. EQUITY POWER BFFRETF„¢-JUL (PJUL) - 16.42% |
| #3 | ELEVANCE HEALTH INC (ELV) - 2.83% | INNOVATOR US EQUITY POWER BUFFER ETF NOV (PNOV) - 8.47% |
| #4 | DAVITA INC (DVA) - 2.72% | INNOVATOR U.S. EQ POWER BUFFER ETF DEC (PDEC) - 8.43% |
| #5 | SOLVENTUM CORP (SOLV) - 2.50% | INNOVATOR U.S. EQUITY POWER BUF ETF„¢ OCT (POCT) - 8.40% |
| #6 | EXELIXIS INC (EXEL) - 2.49% | INNOVATOR US EQUITY POWER BFFR ETF„¢ FEB (PFEB) - 8.39% |
| #7 | BIO-RAD LABORATORIES INC CLASS A (BIO) - 2.28% | INNOVATOR US EQUITY POWER BUFF ETF„¢ JAN (PJAN) - 8.39% |
| #8 | MOLINA HEALTHCARE INC (MOH) - 2.26% | INNOVATOR US EQUITY POWER BUFFER ETF-SEP (PSEP) - 8.32% |
| #9 | THE CIGNA GROUP (CI) - 2.25% | INNOVATOR U.S. EQUITY POWER BUFFERETFAUG (PAUG) - 8.31% |
| #10 | BIOGEN INC (BIIB) - 2.25% | INNOVATOR U.S. EQUITY POWERBFFRETF„¢-APR (PAPR) - 8.29% |
| #11 | INCYTE CORP (INCY) - 2.21% | N/A |
| #12 | GLOBUS MEDICAL INC CLASS A (GMED) - 2.11% | N/A |
| #13 | CARDINAL HEALTH INC (CAH) - 2.03% | N/A |
| #14 | ZIMMER BIOMET HOLDINGS INC (ZBH) - 2.00% | N/A |
| #15 | CHEMED CORP (CHE) - 1.98% | N/A |
| #16 | UNIVERSAL HEALTH SERVICES INC CLASS B (UHS) - 1.87% | N/A |
| #17 | ENCOMPASS HEALTH CORP (EHC) - 1.86% | N/A |
| #18 | HCA HEALTHCARE INC (HCA) - 1.77% | N/A |
| #19 | REGENERON PHARMACEUTICALS INC (REGN) - 1.76% | N/A |
| #20 | IONIS PHARMACEUTICALS INC (IONS) - 1.73% | N/A |
| #21 | MASIMO CORP (MASI) - 1.72% | N/A |
| #22 | PENUMBRA INC (PEN) - 1.71% | N/A |
| #23 | MERCK & CO INC (MRK) - 1.70% | N/A |
| #24 | UNITED THERAPEUTICS CORP (UTHR) - 1.67% | N/A |
| #25 | AMGEN INC (AMGN) - 1.63% | N/A |
| Total Holdings | 78 | 10 |
FXH vs BUFF - Historical Returns
Returns include dividend reinvestment.
1M
Winner
FXH
+2.88%
BUFF
+0.46%
3M
Winner
FXH
+8.77%
BUFF
+5.29%
6M
FXH
+2.47%
Winner
BUFF
+5.27%
1Y
Winner
FXH
+15.24%
BUFF
+13.18%
5Y(CAGR)
FXH
+0.43%
Winner
BUFF
+8.57%
10Y(CAGR)
FXH
+7.44%
Winner
BUFF
+8.56%
Max(CAGR)
Winner
FXH
+9.87%
BUFF
+8.56%
FXH vs BUFF - Annual Returns (2007 - 2026)
Returns include dividend reinvestment.
| Year | FXH | BUFF |
|---|---|---|
| 2026 | +2.72% | +4.64% |
| 2025 | +10.05% | +10.90% |
| 2024 | -0.45% | +12.52% |
| 2023 | -4.09% | +16.78% |
| 2022 | -11.08% | -4.68% |
| 2021 | +16.28% | +8.98% |
| 2020 | +28.00% | -13.38% |
| 2019 | +24.04% | +33.93% |
| 2018 | -2.85% | -6.48% |
| 2017 | +20.62% | +14.26% |
| 2016 | -3.57% | +12.16% |
| 2015 | -0.05% | N/A |
| 2014 | +26.00% | N/A |
| 2013 | +44.68% | N/A |
| 2012 | +19.68% | N/A |
| 2011 | +4.62% | N/A |
| 2010 | +17.01% | N/A |
| 2009 | +48.93% | N/A |
| 2008 | -28.44% | N/A |
| 2007 | +1.50% | N/A |
FXH vs BUFF Drawdown Comparison
The maximum drawdown for FXH was -43.70%, occurring on Nov 20, 2008. Recovery took 549 trading sessions.
The maximum drawdown for BUFF was -46.23%, occurring on Mar 23, 2020. Recovery took 969 trading sessions.
The current FXH drawdown is -6.59%. The current BUFF drawdown is -0.74%.
| Rank | FXH | BUFF |
|---|---|---|
| #1 | -43.70% Oct 10, 2007 - Dec 14, 2009 | -46.23% Jan 17, 2020 - Nov 22, 2023 |
| #2 | -30.61% Feb 19, 2020 - May 28, 2020 | -16.18% Jan 23, 2018 - Apr 5, 2019 |
| #3 | -29.49% Sep 3, 2021 - Oct 27, 2023 | -10.24% Feb 19, 2025 - Jun 6, 2025 |
| #4 | -29.42% Jul 17, 2015 - Jan 2, 2018 | -3.58% Feb 25, 2026 - Apr 9, 2026 |
| #5 | -24.59% Sep 28, 2018 - Dec 23, 2019 | -3.55% Jul 10, 2019 - Aug 19, 2019 |
| #6 | -22.08% Jul 7, 2011 - Mar 26, 2012 | -3.48% Dec 8, 2016 - Jan 25, 2017 |
| #7 | -13.28% Mar 23, 2010 - Oct 28, 2010 | -3.46% Sep 26, 2019 - Dec 12, 2019 |
| #8 | -11.86% Jan 29, 2018 - Jun 12, 2018 | -3.31% Oct 20, 2016 - Nov 9, 2016 |
| #9 | -10.56% Mar 4, 2014 - Jun 20, 2014 | -3.25% Jul 16, 2024 - Aug 15, 2024 |
| #10 | -9.98% Feb 12, 2021 - Apr 16, 2021 | -2.76% Jun 19, 2017 - Aug 16, 2017 |
| #11 | -8.24% Aug 5, 2020 - Oct 7, 2020 | -2.43% Feb 15, 2017 - Mar 15, 2017 |
| #12 | -8.24% May 2, 2012 - Sep 4, 2012 | -2.40% Jun 20, 2019 - Jul 3, 2019 |
| #13 | -8.21% Oct 4, 2012 - Jan 7, 2013 | -2.40% Nov 23, 2016 - Nov 30, 2016 |
| #14 | -7.41% Sep 24, 2014 - Oct 24, 2014 | -2.30% Jan 25, 2017 - Feb 13, 2017 |
| #15 | -7.03% Jan 19, 2010 - Mar 2, 2010 | -1.94% Oct 28, 2025 - Nov 26, 2025 |
Correlation
Correlation between FXH and BUFF is 0.70 which considered as a moderate positive correlation - the stocks show some tendency to move together.
0.70
-101
Dividend Comparison (2010 - 2026)
FXH vs BUFF dividend yield comparison.
| Year | FXH | BUFF |
|---|---|---|
| 2026 | 0.16% | 0.00% |
| 2025 | 0.75% | 0.00% |
| 2024 | 0.41% | 0.00% |
| 2023 | 0.24% | 0.00% |
| 2022 | 0.20% | 0.00% |
| 2020 | 0.00% | 1.78% |
| 2019 | 0.00% | 1.26% |
| 2018 | 0.00% | 1.74% |
| 2017 | 0.00% | 1.55% |
| 2016 | 0.00% | 0.18% |
| 2013 | 0.01% | 0.00% |
| 2012 | 0.43% | 0.00% |
| 2011 | 0.12% | 0.00% |
| 2010 | 0.11% | 0.00% |
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