SMHB vs FBUF

Comparison between UBS AG London Branch (SMHB, ETF) and Fidelity Dynamic Buffered Equity ETF (FBUF, ETF).

SMHB vs FBUF - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	SMHB(ETF)	FBUF(ETF)
Net Assets	$20M	$20M
Expense Ratio	N/A	0.48%
Max Drawdown	92.37%	11.28%
Sharpe Ratio	0.21	1.55
5Y Beta	1.49	0.56
P/E Ratio	N/A	25.93
Forward P/E	N/A	20.53
PEG Ratio	N/A	0.25
5Y Dividends CAGR	-4.70%	N/A
5Y EPS CAGR	N/A	28.85%
Debt to Equity	N/A	49.16%
P/S Ratio	N/A	3.60
P/B Ratio	N/A	5.54

Net Assets

SMHB

$20M

FBUF

$20M

Expense Ratio

SMHB

N/A

FBUF

0.48%

Max Drawdown

SMHB

92.37%

Winner

FBUF

11.28%

Sharpe Ratio

SMHB

0.21

Winner

FBUF

1.55

5Y Beta

SMHB

1.49

Winner

FBUF

0.56

P/E Ratio

SMHB

N/A

FBUF

25.93

Forward P/E

SMHB

N/A

FBUF

20.53

PEG Ratio

SMHB

N/A

FBUF

0.25

5Y Dividends CAGR

SMHB

-4.70%

FBUF

N/A

5Y EPS CAGR

SMHB

N/A

FBUF

28.85%

Debt to Equity

SMHB

N/A

FBUF

49.16%

P/S Ratio

SMHB

N/A

FBUF

3.60

P/B Ratio

SMHB

N/A

FBUF

5.54

SMHB vs FBUF - Historical Returns

Returns include dividend reinvestment.

Period	SMHB	FBUF
1 month	+3.15%	+0.62%
3 months	+11.74%	+4.68%
6 months	+4.62%	+4.57%
1 year	+7.30%	+16.95%
5 years(CAGR)	-6.85%	N/A
Max(CAGR)	-6.24%	+13.01%

Winner

SMHB

+3.15%

FBUF

+0.62%

Winner

SMHB

+11.74%

FBUF

+4.68%

Winner

SMHB

+4.62%

FBUF

+4.57%

SMHB

+7.30%

Winner

FBUF

+16.95%

5Y(CAGR)

SMHB

-6.85%

FBUF

N/A

Max(CAGR)

SMHB

-6.24%

Winner

FBUF

+13.01%

SMHB vs FBUF - Annual Returns (2018 - 2026)

Returns include dividend reinvestment.

Year	SMHB	FBUF
2026	+8.11%	+3.84%
2025	-8.10%	+14.10%
2024	-16.10%	+10.12%
2023	+32.71%	N/A
2022	-37.87%	N/A
2021	+71.88%	N/A
2020	-41.27%	N/A
2019	+8.23%	N/A
2018	-24.78%	N/A

SMHB vs FBUF Drawdown Comparison

The maximum drawdown for SMHB was -90.28%, occurring on Mar 18, 2020. This drawdown has not yet recovered.

The maximum drawdown for FBUF was -11.09%, occurring on Apr 8, 2025. Recovery took 89 trading sessions.

The current SMHB drawdown is -38.60%. The current FBUF drawdown is -1.63%.

Rank	SMHB	FBUF
#1	-90.28% Nov 14, 2018 - Mar 18, 2020	-11.09% Feb 19, 2025 - Jun 27, 2025
#2	N/A	-5.61% Feb 2, 2026 - Apr 30, 2026
#3	N/A	-4.66% Jul 16, 2024 - Aug 27, 2024
#4	N/A	-3.43% Jun 1, 2026 - Jun 10, 2026
#5	N/A	-3.31% Nov 12, 2025 - Dec 3, 2025
#6	N/A	-2.80% Dec 6, 2024 - Feb 14, 2025
#7	N/A	-2.64% Aug 30, 2024 - Sep 19, 2024
#8	N/A	-2.52% Apr 11, 2024 - May 14, 2024
#9	N/A	-2.16% Oct 6, 2025 - Oct 20, 2025
#10	N/A	-1.92% Jan 9, 2026 - Jan 26, 2026
#11	N/A	-1.68% Dec 11, 2025 - Dec 22, 2025
#12	N/A	-1.51% Nov 11, 2024 - Nov 26, 2024
#13	N/A	-1.36% Nov 3, 2025 - Nov 11, 2025
#14	N/A	-1.32% Jul 28, 2025 - Aug 6, 2025
#15	N/A	-1.16% Oct 18, 2024 - Nov 6, 2024

Correlation

Correlation between SMHB and FBUF is -0.34 which considered as a weak negative correlation - the stocks show a slight tendency to move in opposite directions.

-0.34

-101