PHO vs BUFD
Comparison between INVESCO WATER RESOURCES ETF (PHO, ETF) and FT VEST LADDERED DEEP BUFFER ETF (BUFD, ETF).
5-Year PerformanceBUFD has outperformed PHO, delivering a return of +7.7% compared to +4.7%
PHO vs BUFD - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
PHO
$2B
BUFD
$2B
Expense Ratio
Winner
PHO
0.59%
BUFD
0.95%
Max Drawdown
PHO
55.80%
Winner
BUFD
10.75%
Sharpe Ratio
PHO
-0.31
Winner
BUFD
1.31
5Y Beta
PHO
0.70
Winner
BUFD
0.45
P/E Ratio
PHO
27.09
BUFD
N/A
Forward P/E
PHO
21.15
BUFD
N/A
PEG Ratio
PHO
0.75
BUFD
N/A
5Y Dividends CAGR
PHO
18.97%
BUFD
N/A
5Y EPS CAGR
PHO
13.89%
BUFD
N/A
Debt to Equity
PHO
47.73%
BUFD
N/A
P/S Ratio
PHO
2.61
BUFD
N/A
P/B Ratio
PHO
3.94
BUFD
N/A
PHO vs BUFD - Holdings Comparison
PHO and BUFD have 0 common holdings. Overlap is 0.00%
PHO's top 25 holdings weight is 92.99%. BUFD's top 25 holdings weight is 100.02%.
| Rank | PHO | BUFD |
|---|---|---|
| #1 | ROPER TECHNOLOGIES INC (ROP) - 8.79% | FT VEST US EQUITY DEEP BFFR ETF JUL (DJUL) - 8.37% |
| #2 | ECOLAB INC (ECL) - 8.06% | FT VEST US EQUITY DP BFFR ETF SEP (DSEP) - 8.37% |
| #3 | FERGUSON ENTERPRISES INC (FERG) - 7.23% | FT VEST US EQUITY DEEP BFFR ETF OCT (DOCT) - 8.35% |
| #4 | WATERS CORP (WAT) - 6.80% | FT VEST US EQUITY DEEP BFFR ETF NOV (DNOV) - 8.34% |
| #5 | IDEXX LABORATORIES INC (IDXX) - 6.54% | FT VEST US EQUITY DP BFR ETF DEC (DDEC) - 8.34% |
| #6 | VERALTO CORP (VLTO) - 4.27% | FT VEST US EQUITY DEEP BFR ETF AUG (DAUG) - 8.33% |
| #7 | XYLEM INC (XYL) - 4.06% | FT VEST US EQUITY DP BFFR ETF JAN (DJAN) - 8.32% |
| #8 | AMERICAN WATER WORKS CO INC (AWK) - 3.96% | FT VEST US EQUITY DEEP BFFR ETF FEB (DFEB) - 8.32% |
| #9 | AGILENT TECHNOLOGIES INC (A) - 3.74% | FT VEST US EQUITY DEEP BFFR ETF MAY (DMAY) - 8.31% |
| #10 | IDEX CORP (IEX) - 3.64% | FT VEST US EQUITY DP BFFR ETF APR (DAPR) - 8.30% |
| #11 | JACOBS SOLUTIONS INC (J) - 3.41% | FT VEST US EQUITY DEEP BFR ETF JUN (DJUN) - 8.30% |
| #12 | PENTAIR PLC (PNR) - 3.18% | FT VEST US EQUITY DEEP BFFR ETF MAR (DMAR) - 8.29% |
| #13 | AECOM (ACM) - 3.01% | MORGAN STANLEY INSTL LQUDTY TRS INSTL (MISXX) - 0.08% |
| #14 | ADVANCED DRAINAGE SYSTEMS INC (WMS) - 2.96% | N/A |
| #15 | TRIMBLE INC (TRMB) - 2.94% | N/A |
| #16 | TETRA TECH INC (TTEK) - 2.51% | N/A |
| #17 | CORE & MAIN INC CLASS A (CNM) - 2.44% | N/A |
| #18 | A.O. SMITH CORP (AOS) - 2.37% | N/A |
| #19 | BENTLEY SYSTEMS INC ORDINARY SHARES CLASS B (BSY) - 2.23% | N/A |
| #20 | ITRON INC (ITRI) - 2.12% | N/A |
| #21 | MUELLER INDUSTRIES INC (MLI) - 1.93% | N/A |
| #22 | VALMONT INDUSTRIES INC (VMI) - 1.90% | N/A |
| #23 | WATTS WATER TECHNOLOGIES INC CLASS A (WTS) - 1.87% | N/A |
| #24 | BADGER METER INC (BMI) - 1.83% | N/A |
| #25 | ZURN ELKAY WATER SOLUTIONS CORP (ZWS) - 1.20% | N/A |
| Total Holdings | 43 | 13 |
PHO vs BUFD - Historical Returns
Returns include dividend reinvestment.
1M
Winner
PHO
+4.88%
BUFD
+1.65%
3M
Winner
PHO
+9.21%
BUFD
+2.06%
6M
PHO
-0.93%
Winner
BUFD
+5.74%
1Y
PHO
-1.40%
Winner
BUFD
+11.11%
5Y(CAGR)
PHO
+4.75%
Winner
BUFD
+7.66%
10Y(CAGR)
PHO
+11.89%
BUFD
N/A
Max(CAGR)
Winner
PHO
+8.29%
BUFD
+7.54%
PHO vs BUFD - Annual Returns (2005 - 2026)
Returns include dividend reinvestment.
| Year | PHO | BUFD |
|---|---|---|
| 2026 | +1.62% | +6.77% |
| 2025 | +8.35% | +10.96% |
| 2024 | +9.45% | +12.82% |
| 2023 | +18.88% | +15.35% |
| 2022 | -13.39% | -7.78% |
| 2021 | +33.29% | +5.97% |
| 2020 | +20.69% | N/A |
| 2019 | +38.21% | N/A |
| 2018 | -6.42% | N/A |
| 2017 | +22.55% | N/A |
| 2016 | +15.29% | N/A |
| 2015 | -15.22% | N/A |
| 2014 | +0.50% | N/A |
| 2013 | +23.97% | N/A |
| 2012 | +21.89% | N/A |
| 2011 | -11.75% | N/A |
| 2010 | +10.95% | N/A |
| 2009 | +13.91% | N/A |
| 2008 | -31.50% | N/A |
| 2007 | +17.56% | N/A |
| 2006 | +20.64% | N/A |
| 2005 | -1.72% | N/A |
PHO vs BUFD Drawdown Comparison
The maximum drawdown for PHO was -55.62%, occurring on Mar 9, 2009. Recovery took 1170 trading sessions.
The maximum drawdown for BUFD was -10.75%, occurring on Oct 12, 2022. Recovery took 315 trading sessions.
The current PHO drawdown is -3.37%. The current BUFD drawdown is -0.40%.
| Rank | PHO | BUFD |
|---|---|---|
| #1 | -55.62% Jun 5, 2008 - Jan 29, 2013 | -10.75% Mar 29, 2022 - Jun 30, 2023 |
| #2 | -34.92% Feb 14, 2020 - Oct 7, 2020 | -10.15% Feb 19, 2025 - Jun 12, 2025 |
| #3 | -29.70% Jun 20, 2014 - Apr 25, 2017 | -5.48% Jul 31, 2023 - Nov 14, 2023 |
| #4 | -28.60% Dec 31, 2021 - Dec 19, 2023 | -4.45% Jan 4, 2022 - Mar 29, 2022 |
| #5 | -19.38% Oct 10, 2007 - May 30, 2008 | -3.43% Feb 25, 2026 - Apr 13, 2026 |
| #6 | -19.19% Dec 3, 2024 - Aug 12, 2025 | -3.33% Jul 16, 2024 - Aug 16, 2024 |
| #7 | -18.31% May 9, 2006 - Jan 31, 2007 | -1.74% Mar 27, 2024 - May 6, 2024 |
| #8 | -17.89% Sep 20, 2018 - Feb 13, 2019 | -1.65% Oct 27, 2025 - Nov 26, 2025 |
| #9 | -13.79% Oct 21, 2025 - May 19, 2026 | -1.61% Aug 30, 2024 - Sep 16, 2024 |
| #10 | -10.10% Jul 19, 2007 - Sep 19, 2007 | -1.52% Dec 11, 2024 - Dec 26, 2024 |
| #11 | -9.51% Jan 26, 2018 - Aug 6, 2018 | -1.44% Nov 16, 2021 - Dec 10, 2021 |
| #12 | -8.59% May 21, 2013 - Jul 15, 2013 | -1.41% Jun 1, 2026 - Jun 15, 2026 |
| #13 | -8.20% Sep 2, 2021 - Nov 12, 2021 | -1.40% Dec 26, 2024 - Jan 21, 2025 |
| #14 | -7.90% Feb 23, 2007 - Apr 20, 2007 | -1.25% Jan 21, 2021 - Feb 5, 2021 |
| #15 | -7.80% Mar 20, 2013 - May 17, 2013 | -1.19% Sep 7, 2021 - Oct 19, 2021 |
Correlation
Correlation between PHO and BUFD is 0.92 which considered as a very strong positive correlation - the stocks move almost identically together.
0.92
-101
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