PMO vs BUFG

Comparison between Putnam Municipal Opportunities Trust (PMO, ETF) and FT VEST BUFFERED ALLOCATION GROWTH ETF (BUFG, ETF).

5-Year PerformanceBUFG has outperformed PMO, delivering a return of +8.7% compared to -1.1%

PMO vs BUFG - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	PMO(ETF)	BUFG(ETF)
Net Assets	$312M	$312M
Expense Ratio	N/A	1.13%
Max Drawdown	44.44%	17.62%
Sharpe Ratio	0.98	1.50
5Y Beta	0.19	0.63
5Y Dividends CAGR	-7.33%	N/A

Net Assets

PMO

$312M

Winner

BUFG

$312M

Expense Ratio

PMO

N/A

BUFG

1.13%

Max Drawdown

PMO

44.44%

Winner

BUFG

17.62%

Sharpe Ratio

PMO

0.98

Winner

BUFG

1.50

5Y Beta

Winner

PMO

0.19

BUFG

0.63

5Y Dividends CAGR

PMO

-7.33%

BUFG

N/A

PMO vs BUFG - Historical Returns

Returns include dividend reinvestment.

Period	PMO	BUFG
1 month	+2.02%	+1.37%
3 months	+1.54%	+7.50%
6 months	+3.27%	+6.98%
1 year	+12.59%	+16.74%
5 years(CAGR)	-1.06%	+8.65%
10 years(CAGR)	+2.63%	N/A
Max(CAGR)	+5.18%	+8.65%

Winner

PMO

+2.02%

BUFG

+1.37%

PMO

+1.54%

Winner

BUFG

+7.50%

PMO

+3.27%

Winner

BUFG

+6.98%

PMO

+12.59%

Winner

BUFG

+16.74%

5Y(CAGR)

PMO

-1.06%

Winner

BUFG

+8.65%

10Y(CAGR)

PMO

+2.63%

BUFG

N/A

Max(CAGR)

PMO

+5.18%

Winner

BUFG

+8.65%

PMO vs BUFG - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	PMO	BUFG
2026	+1.04%	+6.29%
2025	+9.91%	+12.79%
2024	+2.45%	+15.68%
2023	-3.28%	+18.88%
2022	-19.78%	-12.05%
2021	+9.37%	+1.80%
2020	+9.03%	N/A
2019	+21.21%	N/A
2018	-4.43%	N/A
2017	+8.53%	N/A
2016	+2.30%	N/A
2015	+8.40%	N/A
2014	+18.82%	N/A
2013	-14.31%	N/A
2012	+12.61%	N/A
2011	+22.64%	N/A
2010	+4.65%	N/A
2009	+34.84%	N/A
2008	-17.87%	N/A
2007	-1.05%	N/A
2006	+10.34%	N/A
2005	-0.56%	N/A
2004	+0.91%	N/A
2003	+15.65%	N/A
2002	+1.00%	N/A
2001	+3.07%	N/A
2000	+18.39%	N/A
1999	-11.15%	N/A

PMO vs BUFG Drawdown Comparison

The maximum drawdown for PMO was -36.47%, occurring on Oct 23, 2023. 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 PMO drawdown is -12.74%. The current BUFG drawdown is -0.15%.

Rank	PMO	BUFG
#1	-36.47% Dec 23, 2021 - Oct 23, 2023	-17.62% Jan 4, 2022 - Jul 13, 2023
#2	-30.16% Apr 3, 2007 - Sep 3, 2009	-13.20% Feb 19, 2025 - Jun 25, 2025
#3	-26.06% Feb 25, 2020 - Jul 17, 2020	-7.82% Jul 28, 2023 - Dec 1, 2023
#4	-22.27% Nov 30, 2012 - Jan 15, 2015	-5.74% Feb 9, 2026 - Apr 14, 2026
#5	-15.92% Oct 18, 2010 - Aug 17, 2011	-5.00% Jul 16, 2024 - Aug 19, 2024
#6	-14.04% Aug 22, 2016 - Feb 14, 2019	-3.33% Mar 28, 2024 - May 9, 2024
#7	-13.12% Apr 1, 2004 - Oct 27, 2006	-2.81% Nov 16, 2021 - Dec 27, 2021
#8	-12.90% Nov 5, 1999 - Jul 11, 2000	-2.60% Aug 30, 2024 - Sep 19, 2024
#9	-10.47% Oct 7, 2002 - May 6, 2003	-2.54% Oct 28, 2025 - Nov 28, 2025
#10	-10.09% Sep 18, 2001 - Sep 4, 2002	-2.17% Dec 4, 2024 - Jan 21, 2025
#11	-8.71% Aug 18, 2021 - Dec 20, 2021	-1.97% Jun 4, 2026 - Jun 10, 2026
#12	-7.75% Jul 7, 2003 - Dec 18, 2003	-1.64% Oct 21, 2024 - Nov 6, 2024
#13	-7.05% Aug 5, 2020 - Dec 15, 2020	-1.61% Oct 8, 2025 - Oct 20, 2025
#14	-6.52% Feb 2, 2015 - Oct 21, 2015	-1.58% Jan 27, 2026 - Feb 9, 2026
#15	-5.79% Jul 8, 2016 - Aug 17, 2016	-1.39% Jan 12, 2026 - Jan 27, 2026