NCA vs BUFG

Comparison between Nuveen California Municipal Value Fund. (NCA, ETF) and FT VEST BUFFERED ALLOCATION GROWTH ETF (BUFG, ETF).

5-Year PerformanceBUFG has outperformed NCA, delivering a return of +8.5% compared to +1.2%

NCA vs BUFG - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	NCA(ETF)	BUFG(ETF)
Net Assets	$304M	$304M
Expense Ratio	N/A	1.13%
Max Drawdown	31.70%	17.62%
Sharpe Ratio	0.77	1.54
5Y Beta	0.15	0.63
5Y Dividends CAGR	3.62%	N/A

Net Assets

Winner

NCA

$304M

BUFG

$304M

Expense Ratio

NCA

N/A

BUFG

1.13%

Max Drawdown

NCA

31.70%

Winner

BUFG

17.62%

Sharpe Ratio

NCA

0.77

Winner

BUFG

1.54

5Y Beta

Winner

NCA

0.15

BUFG

0.63

5Y Dividends CAGR

NCA

3.62%

BUFG

N/A

NCA vs BUFG - Historical Returns

Returns include dividend reinvestment.

Period	NCA	BUFG
1 month	-0.01%	+1.01%
3 months	-0.28%	+5.16%
6 months	+6.68%	+5.80%
1 year	+12.67%	+17.07%
5 years(CAGR)	+1.17%	+8.46%
10 years(CAGR)	+2.02%	N/A
Max(CAGR)	+4.90%	+8.46%

NCA

-0.01%

Winner

BUFG

+1.01%

NCA

-0.28%

Winner

BUFG

+5.16%

Winner

NCA

+6.68%

BUFG

+5.80%

NCA

+12.67%

Winner

BUFG

+17.07%

5Y(CAGR)

NCA

+1.17%

Winner

BUFG

+8.46%

10Y(CAGR)

NCA

+2.02%

BUFG

N/A

Max(CAGR)

NCA

+4.90%

Winner

BUFG

+8.46%

NCA vs BUFG - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	NCA	BUFG
2026	+3.85%	+5.15%
2025	+10.13%	+12.79%
2024	-0.80%	+15.68%
2023	+8.96%	+18.88%
2022	-13.22%	-12.05%
2021	-2.16%	+1.80%
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 BUFG Drawdown Comparison

The maximum drawdown for NCA was -23.58%, occurring on Oct 10, 2008. Recovery took 580 trading sessions.

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

The current NCA drawdown is -4.95%. The current BUFG drawdown is -1.22%.

Rank	NCA	BUFG
#1	-23.58% May 15, 2007 - Sep 1, 2009	-17.62% Jan 4, 2022 - Jul 13, 2023
#2	-22.97% Sep 16, 2021 - Jan 7, 2026	-13.20% Feb 19, 2025 - Jun 25, 2025
#3	-19.28% Mar 3, 2020 - Sep 14, 2020	-7.82% Jul 28, 2023 - Dec 1, 2023
#4	-14.95% Jan 24, 2013 - Apr 25, 2014	-5.74% Feb 9, 2026 - Apr 14, 2026
#5	-14.28% Sep 2, 2010 - Nov 9, 2011	-5.00% Jul 16, 2024 - Aug 19, 2024
#6	-13.49% Sep 22, 2016 - Jul 9, 2019	-3.33% Mar 28, 2024 - May 9, 2024
#7	-13.48% Nov 2, 1999 - Mar 30, 2000	-2.81% Nov 16, 2021 - Dec 27, 2021
#8	-12.31% Jun 26, 2003 - Feb 12, 2004	-2.60% Aug 30, 2024 - Sep 19, 2024
#9	-12.29% Feb 17, 2004 - Nov 16, 2004	-2.54% Oct 28, 2025 - Nov 28, 2025
#10	-10.28% Sep 30, 2002 - Jun 12, 2003	-2.17% Dec 4, 2024 - Jan 21, 2025
#11	-9.19% Jan 20, 2021 - Jul 29, 2021	-1.64% Oct 21, 2024 - Nov 6, 2024
#12	-8.33% Mar 30, 2000 - Jun 9, 2000	-1.61% Oct 8, 2025 - Oct 20, 2025
#13	-7.94% Mar 7, 2001 - Jul 23, 2001	-1.58% Jan 27, 2026 - Feb 9, 2026
#14	-7.88% Mar 1, 2012 - May 4, 2012	-1.39% Jan 12, 2026 - Jan 27, 2026
#15	-7.72% Aug 10, 2000 - Jan 4, 2001	-1.36% Dec 27, 2023 - Jan 11, 2024