SWP vs BUFT
Comparison between SWP GROWTH & INCOME ETF (SWP, ETF) and FT VEST BUFFERED ALLOCATION DEFENSIVE ETF (BUFT, ETF).
SWP vs BUFT - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
SWP
$147M
BUFT
$146M
Expense Ratio
Winner
SWP
0.99%
BUFT
1.21%
Max Drawdown
SWP
17.14%
Winner
BUFT
10.40%
Sharpe Ratio
SWP
0.88
Winner
BUFT
1.70
5Y Beta
SWP
0.76
Winner
BUFT
0.33
P/E Ratio
SWP
25.05
BUFT
N/A
Forward P/E
SWP
19.81
BUFT
N/A
PEG Ratio
SWP
0.69
BUFT
N/A
5Y EPS CAGR
SWP
16.00%
BUFT
N/A
P/S Ratio
SWP
2.40
BUFT
N/A
P/B Ratio
SWP
4.90
BUFT
N/A
SWP vs BUFT - Holdings Comparison
SWP and BUFT have 0 common holdings. Overlap is 0.00%
SWP's top 25 holdings weight is 68.91%. BUFT's top 25 holdings weight is 99.99%.
| Rank | SWP | BUFT |
|---|---|---|
| #1 | MICROSOFT CORP (MSFT) - 5.50% | FT VEST US EQ ENH&MOD BFFR ETF JUNE (XJUN) - 10.82% |
| #2 | APPLE INC (AAPL) - 4.50% | FT VEST U.S. EQ ENH & MODBUFETF-SEP (XSEP) - 9.15% |
| #3 | BROADCOM INC (AVGO) - 4.17% | FT VEST US EQ ENH & MOD BUF ETF-OCT (XOCT) - 8.29% |
| #4 | ALPHABET INC CLASS A (GOOGL) - 3.73% | FT VEST U.S. EQ MOD BUFFR ETF JUN (GJUN) - 8.16% |
| #5 | META PLATFORMS INC CLASS A (META) - 3.65% | FT VEST US EQ ENH & MOD BUF ETF-NOV (XNOV) - 7.98% |
| #6 | PROLOGIS INC (PLD) - 2.83% | FT VEST U.S. EQ ENH & MODBUFETF-JUL (XJUL) - 7.86% |
| #7 | JPMORGAN CHASE & CO (JPM) - 2.80% | FT VEST US EQUITY DEEP BFR ETF JUN (DJUN) - 7.64% |
| #8 | PHILIP MORRIS INTERNATIONAL INC (PM) - 2.72% | FT VEST U.S. EQ ENH & MODBUFETF-MAR (XMAR) - 7.50% |
| #9 | UNITED RENTALS INC (URI) - 2.71% | FT VEST US EQ ENH & MDT BFR ETF DEC (XDEC) - 6.97% |
| #10 | THE GOLDMAN SACHS GROUP INC (GS) - 2.70% | FT VEST U.S. EQ ENH & MODBUFETF-AUG (XAUG) - 6.72% |
| #11 | INTERNATIONAL BUSINESS MACHINES CORP (IBM) - 2.53% | FT VEST US EQUITY DEEP BFFR ETF MAR (DMAR) - 6.54% |
| #12 | FIRST AMERICAN TREASURY OBLIGS X (FXFXX) - 2.51% | FT VEST U.S. EQ MOD BUFFR ETF SEP (GSEP) - 6.37% |
| #13 | AMERICAN EXPRESS CO (AXP) - 2.39% | FT VEST US EQUITY BUFFER ETF JUN (FJUN) - 5.97% |
| #14 | ORACLE CORP (ORCL) - 2.37% | MORGAN STANLEY INSTL LQUDTY TRS INSTL (MISXX) - 0.02% |
| #15 | CITIGROUP INC (C) - 2.30% | N/A |
| #16 | ELI LILLY AND CO (LLY) - 2.24% | N/A |
| #17 | ABBVIE INC (ABBV) - 2.23% | N/A |
| #18 | BLACKSTONE INC (BX) - 2.23% | N/A |
| #19 | TJX COMPANIES INC (TJX) - 2.22% | N/A |
| #20 | NEXTERA ENERGY INC (NEE) - 2.18% | N/A |
| #21 | RTX CORP (RTX) - 2.16% | N/A |
| #22 | EMERSON ELECTRIC CO (EMR) - 2.15% | N/A |
| #23 | CENCORA INC (COR) - 2.07% | N/A |
| #24 | PNC FINANCIAL SERVICES GROUP INC (PNC) - 2.01% | N/A |
| #25 | BLACKROCK INC (BLK) - 2.01% | N/A |
| Total Holdings | 76 | 14 |
SWP vs BUFT - Historical Returns
Returns include dividend reinvestment.
1M
Winner
SWP
+0.41%
BUFT
+0.37%
3M
SWP
+0.68%
Winner
BUFT
+1.96%
6M
SWP
+2.73%
Winner
BUFT
+5.33%
1Y
Winner
SWP
+14.60%
BUFT
+9.72%
5Y(CAGR)
SWP
N/A
BUFT
+5.69%
Max(CAGR)
Winner
SWP
+12.96%
BUFT
+5.69%
SWP vs BUFT - Annual Returns (2021 - 2026)
Returns include dividend reinvestment.
| Year | SWP | BUFT |
|---|---|---|
| 2026 | +4.58% | +5.56% |
| 2025 | +16.94% | +9.67% |
| 2024 | +1.24% | +7.86% |
| 2023 | N/A | +13.07% |
| 2022 | N/A | -8.39% |
| 2021 | N/A | +0.70% |
SWP vs BUFT Drawdown Comparison
The maximum drawdown for SWP was -16.40%, occurring on Apr 8, 2025. Recovery took 96 trading sessions.
The maximum drawdown for BUFT was -10.40%, occurring on Sep 30, 2022. Recovery took 410 trading sessions.
The current SWP drawdown is -2.16%. The current BUFT drawdown is -0.06%.
| Rank | SWP | BUFT |
|---|---|---|
| #1 | -16.40% Feb 11, 2025 - Jul 1, 2025 | -10.40% Mar 29, 2022 - Nov 14, 2023 |
| #2 | -9.97% Feb 10, 2026 - Apr 17, 2026 | -7.97% Feb 20, 2025 - May 12, 2025 |
| #3 | -5.57% Nov 29, 2024 - Jan 23, 2025 | -3.75% Dec 30, 2021 - Mar 29, 2022 |
| #4 | -3.54% Nov 12, 2025 - Nov 26, 2025 | -2.02% Mar 23, 2026 - Apr 2, 2026 |
| #5 | -3.47% Sep 22, 2025 - Oct 24, 2025 | -1.87% Jul 16, 2024 - Aug 13, 2024 |
| #6 | -3.26% Jun 4, 2026 - Jun 25, 2026 | -1.68% Mar 20, 2024 - May 3, 2024 |
| #7 | -2.98% Oct 18, 2024 - Nov 6, 2024 | -1.52% Nov 16, 2021 - Dec 27, 2021 |
| #8 | -2.93% Dec 10, 2025 - Jan 5, 2026 | -1.17% May 16, 2025 - Jun 2, 2025 |
| #9 | -2.35% Jan 16, 2026 - Feb 6, 2026 | -0.82% Nov 11, 2025 - Nov 25, 2025 |
| #10 | -2.06% May 6, 2026 - May 22, 2026 | -0.71% Jun 18, 2026 - Jul 6, 2026 |
| #11 | -2.03% Jul 25, 2025 - Aug 13, 2025 | -0.65% Dec 26, 2024 - Jan 16, 2025 |
| #12 | -1.48% Apr 20, 2026 - May 6, 2026 | -0.57% Oct 8, 2025 - Oct 20, 2025 |
| #13 | -1.48% Nov 11, 2024 - Nov 21, 2024 | -0.52% Jan 29, 2024 - Feb 6, 2024 |
| #14 | -1.29% Aug 13, 2025 - Aug 22, 2025 | -0.51% Dec 29, 2023 - Jan 8, 2024 |
| #15 | -1.24% Sep 30, 2024 - Oct 9, 2024 | -0.50% Dec 19, 2023 - Dec 26, 2023 |
Correlation
Correlation between SWP and BUFT is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.
0.96
-101
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