IYG vs BUFD
Comparison between ISHARES U.S. FINANCIAL SERVICES ETF (IYG, ETF) and FT VEST LADDERED DEEP BUFFER ETF (BUFD, ETF).
5-Year PerformanceIYG has outperformed BUFD, delivering a return of +9.7% compared to +7.3%
IYG vs BUFD - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IYG
$1.90B
BUFD
$1.90B
Expense Ratio
Winner
IYG
0.38%
BUFD
0.95%
Max Drawdown
IYG
82.89%
Winner
BUFD
10.75%
Sharpe Ratio
IYG
0.63
Winner
BUFD
1.78
5Y Beta
IYG
0.89
Winner
BUFD
0.45
P/E Ratio
IYG
17.86
BUFD
N/A
Forward P/E
IYG
16.35
BUFD
N/A
PEG Ratio
IYG
0.76
BUFD
N/A
5Y Dividends CAGR
IYG
5.68%
BUFD
N/A
5Y EPS CAGR
IYG
10.35%
BUFD
N/A
Debt to Equity
IYG
78.04%
BUFD
N/A
P/S Ratio
IYG
4.27
BUFD
N/A
P/B Ratio
IYG
2.35
BUFD
N/A
IYG vs BUFD - Holdings Comparison
IYG and BUFD have 0 common holdings. Overlap is 0.00%
IYG's top 25 holdings weight is 83.98%. BUFD's top 25 holdings weight is 100.02%.
| Rank | IYG | BUFD |
|---|---|---|
| #1 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 12.87% | FT VEST US EQUITY DEEP BFFR ETF NOV (DNOV) - 8.34% |
| #2 | JPMORGAN CHASE & CO (JPM) - 12.84% | FT VEST US EQUITY DEEP BFR ETF AUG (DAUG) - 8.34% |
| #3 | VISA INC CLASS A (V) - 7.93% | FT VEST US EQUITY DP BFFR ETF SEP (DSEP) - 8.34% |
| #4 | MASTERCARD INC CLASS A (MA) - 5.73% | FT VEST US EQUITY DEEP BFFR ETF OCT (DOCT) - 8.34% |
| #5 | BANK OF AMERICA CORP (BAC) - 5.36% | FT VEST US EQUITY DEEP BFFR ETF MAY (DMAY) - 8.33% |
| #6 | THE GOLDMAN SACHS GROUP INC (GS) - 4.71% | FT VEST US EQUITY DEEP BFFR ETF JUL (DJUL) - 8.33% |
| #7 | MORGAN STANLEY (MS) - 3.87% | FT VEST US EQUITY DP BFR ETF DEC (DDEC) - 8.33% |
| #8 | WELLS FARGO & CO (WFC) - 3.70% | FT VEST US EQUITY DP BFFR ETF JAN (DJAN) - 8.32% |
| #9 | CITIGROUP INC (C) - 3.59% | FT VEST US EQUITY DEEP BFFR ETF FEB (DFEB) - 8.32% |
| #10 | AMERICAN EXPRESS CO (AXP) - 2.60% | FT VEST US EQUITY DP BFFR ETF APR (DAPR) - 8.32% |
| #11 | CHARLES SCHWAB CORP (SCHW) - 2.25% | FT VEST US EQUITY DEEP BFFR ETF MAR (DMAR) - 8.31% |
| #12 | BLACKROCK INC (BLK) - 2.18% | FT VEST US EQUITY DEEP BFR ETF JUN (DJUN) - 8.30% |
| #13 | S&P GLOBAL INC (SPGI) - 1.83% | MORGAN STANLEY INSTL LQUDTY TRS INSTL (MISXX) - 0.10% |
| #14 | CAPITAL ONE FINANCIAL CORP (COF) - 1.79% | N/A |
| #15 | BANK OF NEW YORK MELLON CORP (BNY) - 1.44% | N/A |
| #16 | PNC FINANCIAL SERVICES GROUP INC (PNC) - 1.34% | N/A |
| #17 | BLACKSTONE INC (BX) - 1.34% | N/A |
| #18 | CME GROUP INC CLASS A (CME) - 1.30% | N/A |
| #19 | U.S. BANCORP (USB) - 1.29% | N/A |
| #20 | ROBINHOOD MARKETS INC CLASS A (HOOD) - 1.19% | N/A |
| #21 | INTERCONTINENTAL EXCHANGE INC (ICE) - 1.09% | N/A |
| #22 | MOODYS CORP (MCO) - 1.00% | N/A |
| #23 | KKR & CO INC ORDINARY SHARES (KKR) - 0.95% | N/A |
| #24 | APOLLO GLOBAL MANAGEMENT INC (APO) - 0.92% | N/A |
| #25 | TRUIST FINANCIAL CORP (TFC) - 0.87% | N/A |
| Total Holdings | 103 | 13 |
IYG vs BUFD - Historical Returns
Returns include dividend reinvestment.
1M
Winner
IYG
+3.92%
BUFD
+0.00%
3M
Winner
IYG
+10.21%
BUFD
+5.50%
6M
IYG
-2.97%
Winner
BUFD
+4.12%
1Y
IYG
+9.42%
Winner
BUFD
+12.44%
5Y(CAGR)
Winner
IYG
+9.73%
BUFD
+7.34%
10Y(CAGR)
IYG
+15.00%
BUFD
N/A
Max(CAGR)
IYG
+6.50%
Winner
BUFD
+7.36%
IYG vs BUFD - Annual Returns (2000 - 2026)
Returns include dividend reinvestment.
| Year | IYG | BUFD |
|---|---|---|
| 2026 | -1.72% | +4.47% |
| 2025 | +20.13% | +10.96% |
| 2024 | +31.89% | +12.82% |
| 2023 | +15.79% | +15.35% |
| 2022 | -18.13% | -7.78% |
| 2021 | +31.77% | +5.97% |
| 2020 | -0.12% | N/A |
| 2019 | +35.87% | N/A |
| 2018 | -12.80% | N/A |
| 2017 | +23.00% | N/A |
| 2016 | +22.73% | N/A |
| 2015 | -0.58% | N/A |
| 2014 | +11.36% | N/A |
| 2013 | +38.64% | N/A |
| 2012 | +28.84% | N/A |
| 2011 | -22.19% | N/A |
| 2010 | +5.43% | N/A |
| 2009 | +14.50% | N/A |
| 2008 | -51.24% | N/A |
| 2007 | -22.14% | N/A |
| 2006 | +17.48% | N/A |
| 2005 | +4.15% | N/A |
| 2004 | +12.79% | N/A |
| 2003 | +29.90% | N/A |
| 2002 | -11.95% | N/A |
| 2001 | -2.76% | N/A |
| 2000 | +22.75% | N/A |
IYG vs BUFD Drawdown Comparison
The maximum drawdown for IYG was -81.83%, occurring on Mar 6, 2009. Recovery took 2665 trading sessions.
The maximum drawdown for BUFD was -10.75%, occurring on Oct 12, 2022. Recovery took 315 trading sessions.
The current IYG drawdown is -4.51%. The current BUFD drawdown is -0.64%.
| Rank | IYG | BUFD |
|---|---|---|
| #1 | -81.83% Feb 20, 2007 - Sep 19, 2017 | -10.75% Mar 29, 2022 - Jun 30, 2023 |
| #2 | -44.32% Feb 19, 2020 - Jan 6, 2021 | -10.15% Feb 19, 2025 - Jun 12, 2025 |
| #3 | -34.95% Jan 30, 2001 - Oct 13, 2003 | -5.48% Jul 31, 2023 - Nov 14, 2023 |
| #4 | -29.60% Jan 12, 2022 - Mar 20, 2024 | -4.45% Jan 4, 2022 - Mar 29, 2022 |
| #5 | -24.55% Jan 26, 2018 - Jul 23, 2019 | -3.43% Feb 25, 2026 - Apr 13, 2026 |
| #6 | -18.53% Feb 18, 2025 - Jun 26, 2025 | -3.33% Jul 16, 2024 - Aug 16, 2024 |
| #7 | -15.90% Jan 6, 2026 - Mar 27, 2026 | -1.74% Mar 27, 2024 - May 6, 2024 |
| #8 | -14.55% Sep 12, 2000 - Dec 28, 2000 | -1.65% Oct 27, 2025 - Nov 26, 2025 |
| #9 | -11.56% Mar 5, 2004 - Nov 4, 2004 | -1.61% Aug 30, 2024 - Sep 16, 2024 |
| #10 | -9.60% Jul 26, 2019 - Oct 25, 2019 | -1.52% Dec 11, 2024 - Dec 26, 2024 |
| #11 | -9.25% Dec 31, 2004 - Nov 10, 2005 | -1.44% Nov 16, 2021 - Dec 10, 2021 |
| #12 | -8.91% Oct 25, 2021 - Jan 12, 2022 | -1.41% Jun 1, 2026 - Jun 15, 2026 |
| #13 | -8.50% Jan 12, 2021 - Feb 12, 2021 | -1.40% Dec 26, 2024 - Jan 21, 2025 |
| #14 | -8.25% May 5, 2006 - Sep 15, 2006 | -1.25% Jan 21, 2021 - Feb 5, 2021 |
| #15 | -8.01% Jul 17, 2024 - Aug 23, 2024 | -1.19% Sep 7, 2021 - Oct 19, 2021 |
Correlation
Correlation between IYG and BUFD is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.
0.96
-101
Select Stocks to Compare
Popular: IYG vs SPYBUFD vs SPY
More Comparisons
Compare with similar stocks