NCA vs BUFB
Comparison between Nuveen California Municipal Value Fund. (NCA, ETF) and Innovator Laddered Allocation Buffer ETF (BUFB, ETF).
NCA vs BUFB - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
NCA
$305M
Winner
BUFB
$305M
Expense Ratio
NCA
N/A
BUFB
0.89%
Max Drawdown
NCA
31.70%
Winner
BUFB
14.88%
Sharpe Ratio
NCA
0.71
Winner
BUFB
1.67
5Y Beta
Winner
NCA
0.14
BUFB
0.63
5Y Dividends CAGR
NCA
2.05%
BUFB
N/A
NCA vs BUFB - Historical Returns
Returns include dividend reinvestment.
1M
NCA
-2.85%
Winner
BUFB
+1.18%
3M
NCA
-1.50%
Winner
BUFB
+7.68%
6M
NCA
+6.21%
Winner
BUFB
+8.00%
1Y
NCA
+12.95%
Winner
BUFB
+18.56%
5Y(CAGR)
NCA
+0.95%
Winner
BUFB
+10.81%
10Y(CAGR)
NCA
+1.89%
BUFB
N/A
Max(CAGR)
NCA
+4.89%
Winner
BUFB
+10.81%
NCA vs BUFB - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | NCA | BUFB |
|---|---|---|
| 2026 | +3.85% | +7.38% |
| 2025 | +10.13% | +13.48% |
| 2024 | -0.80% | +16.85% |
| 2023 | +8.96% | +20.79% |
| 2022 | -13.22% | -8.37% |
| 2021 | -2.16% | N/A |
| 2020 | +4.73% | N/A |
| 2019 | +19.52% | N/A |
| 2018 | -7.83% | N/A |
| 2017 | +1.75% | N/A |
| 2016 | +0.41% | N/A |
| 2015 | +8.06% | N/A |
| 2014 | +19.53% | N/A |
| 2013 | -5.95% | N/A |
| 2012 | +10.54% | N/A |
| 2011 | +16.12% | N/A |
| 2010 | +0.45% | N/A |
| 2009 | +10.05% | N/A |
| 2008 | -3.00% | N/A |
| 2007 | -5.56% | N/A |
| 2006 | +12.17% | N/A |
| 2005 | +9.35% | N/A |
| 2004 | +6.39% | N/A |
| 2003 | +3.67% | N/A |
| 2002 | +1.42% | N/A |
| 2001 | +11.60% | N/A |
| 2000 | +21.02% | N/A |
| 1999 | -8.03% | N/A |
NCA vs BUFB Drawdown Comparison
The maximum drawdown for NCA was -23.58%, occurring on Oct 10, 2008. Recovery took 580 trading sessions.
The maximum drawdown for BUFB was -14.88%, occurring on Oct 14, 2022. Recovery took 301 trading sessions.
The current NCA drawdown is -4.95%. The current BUFB drawdown is -0.15%.
| Rank | NCA | BUFB |
|---|---|---|
| #1 | -23.58% May 15, 2007 - Sep 1, 2009 | -14.88% Mar 29, 2022 - Jun 9, 2023 |
| #2 | -22.97% Sep 16, 2021 - Jan 7, 2026 | -13.75% Feb 19, 2025 - Jun 24, 2025 |
| #3 | -19.28% Mar 3, 2020 - Sep 14, 2020 | -7.41% Jul 28, 2023 - Nov 20, 2023 |
| #4 | -14.95% Jan 24, 2013 - Apr 25, 2014 | -6.11% Feb 9, 2022 - Mar 28, 2022 |
| #5 | -14.28% Sep 2, 2010 - Nov 9, 2011 | -5.12% Feb 25, 2026 - Apr 13, 2026 |
| #6 | -13.49% Sep 22, 2016 - Jul 9, 2019 | -4.60% Jul 16, 2024 - Aug 19, 2024 |
| #7 | -13.48% Nov 2, 1999 - Mar 30, 2000 | -2.77% Oct 29, 2025 - Nov 28, 2025 |
| #8 | -12.31% Jun 26, 2003 - Feb 12, 2004 | -2.72% Apr 9, 2024 - May 6, 2024 |
| #9 | -12.29% Feb 17, 2004 - Nov 16, 2004 | -2.17% Aug 30, 2024 - Sep 16, 2024 |
| #10 | -10.28% Sep 30, 2002 - Jun 12, 2003 | -2.13% Jun 2, 2026 - Jun 15, 2026 |
| #11 | -9.19% Jan 20, 2021 - Jul 29, 2021 | -1.83% Dec 16, 2024 - Jan 21, 2025 |
| #12 | -8.33% Mar 30, 2000 - Jun 9, 2000 | -1.56% Jun 15, 2023 - Jun 30, 2023 |
| #13 | -7.94% Mar 7, 2001 - Jul 23, 2001 | -1.47% Jul 28, 2025 - Aug 12, 2025 |
| #14 | -7.88% Mar 1, 2012 - May 4, 2012 | -1.42% Oct 9, 2025 - Oct 23, 2025 |
| #15 | -7.72% Aug 10, 2000 - Jan 4, 2001 | -1.30% Jan 12, 2026 - Jan 27, 2026 |
Correlation
Correlation between NCA and BUFB is 0.89 which considered as a strong positive correlation - the stocks tend to move together.
0.89
-101
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