IVOL vs BUFG

Comparison between QUADRATIC INTEREST RATE VOLATILITY AND INFLATION HEDGE ETF (IVOL, ETF) and FT VEST BUFFERED ALLOCATION GROWTH ETF (BUFG, ETF).

5-Year PerformanceBUFG has outperformed IVOL, delivering a return of +8.7% compared to -5.6%

IVOL vs BUFG - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	IVOL(ETF)	BUFG(ETF)
Net Assets	$314M	$312M
Expense Ratio	0.98%	1.13%
Max Drawdown	39.76%	17.62%
Sharpe Ratio	-1.18	1.50
5Y Beta	-0.20	0.63
5Y Dividends CAGR	-5.74%	N/A

Net Assets

Winner

IVOL

$314M

BUFG

$312M

Expense Ratio

Winner

IVOL

0.98%

BUFG

1.13%

Max Drawdown

IVOL

39.76%

Winner

BUFG

17.62%

Sharpe Ratio

IVOL

-1.18

Winner

BUFG

1.50

5Y Beta

Winner

IVOL

-0.20

BUFG

0.63

5Y Dividends CAGR

IVOL

-5.74%

BUFG

N/A

IVOL vs BUFG - Historical Returns

Returns include dividend reinvestment.

Period	IVOL	BUFG
1 month	-1.68%	+1.37%
3 months	-5.53%	+7.50%
6 months	-6.71%	+6.98%
1 year	-4.62%	+16.74%
5 years(CAGR)	-5.60%	+8.65%
Max(CAGR)	-1.37%	+8.65%

IVOL

-1.68%

Winner

BUFG

+1.37%

IVOL

-5.53%

Winner

BUFG

+7.50%

IVOL

-6.71%

Winner

BUFG

+6.98%

IVOL

-4.62%

Winner

BUFG

+16.74%

5Y(CAGR)

IVOL

-5.60%

Winner

BUFG

+8.65%

Max(CAGR)

IVOL

-1.37%

Winner

BUFG

+8.65%

IVOL vs BUFG - Annual Returns (2019 - 2026)

Returns include dividend reinvestment.

Year	IVOL	BUFG
2026	-6.31%	+6.29%
2025	+12.03%	+12.79%
2024	-10.51%	+15.68%
2023	-4.63%	+18.88%
2022	-12.97%	-12.05%
2021	-0.69%	+1.80%
2020	+14.96%	N/A
2019	+3.23%	N/A

IVOL vs BUFG Drawdown Comparison

The maximum drawdown for IVOL was -31.17%, occurring on Dec 18, 2024. This drawdown has not yet recovered.

The maximum drawdown for BUFG was -17.62%, occurring on Oct 12, 2022. Recovery took 381 trading sessions.

The current IVOL drawdown is -26.65%. The current BUFG drawdown is -0.15%.

Rank	IVOL	BUFG
#1	-31.17% May 10, 2021 - Dec 18, 2024	-17.62% Jan 4, 2022 - Jul 13, 2023
#2	-8.02% Mar 6, 2020 - Mar 26, 2020	-13.20% Feb 19, 2025 - Jun 25, 2025
#3	-3.93% Mar 26, 2020 - Apr 8, 2020	-7.82% Jul 28, 2023 - Dec 1, 2023
#4	-3.23% Jun 6, 2019 - Feb 28, 2020	-5.74% Feb 9, 2026 - Apr 14, 2026
#5	-2.52% Apr 13, 2020 - May 8, 2020	-5.00% Jul 16, 2024 - Aug 19, 2024
#6	-2.26% Feb 16, 2021 - May 5, 2021	-3.33% Mar 28, 2024 - May 9, 2024
#7	-1.94% Aug 31, 2020 - Dec 2, 2020	-2.81% Nov 16, 2021 - Dec 27, 2021
#8	-1.50% May 16, 2019 - May 30, 2019	-2.60% Aug 30, 2024 - Sep 19, 2024
#9	-1.37% May 8, 2020 - Jun 4, 2020	-2.54% Oct 28, 2025 - Nov 28, 2025
#10	-1.22% Jun 5, 2020 - Aug 5, 2020	-2.17% Dec 4, 2024 - Jan 21, 2025
#11	-0.51% Aug 17, 2020 - Aug 25, 2020	-1.97% Jun 4, 2026 - Jun 10, 2026
#12	-0.47% Jan 21, 2021 - Feb 3, 2021	-1.64% Oct 21, 2024 - Nov 6, 2024
#13	-0.39% Dec 21, 2020 - Jan 4, 2021	-1.61% Oct 8, 2025 - Oct 20, 2025
#14	-0.39% Jan 7, 2021 - Jan 14, 2021	-1.58% Jan 27, 2026 - Feb 9, 2026
#15	-0.31% Feb 8, 2021 - Feb 12, 2021	-1.39% Jan 12, 2026 - Jan 27, 2026

Correlation

Correlation between IVOL and BUFG is -0.56 which considered as a moderate negative correlation - the stocks show some tendency to move in opposite directions.

-0.56

-101