Correlation
The correlation between BUFB and DGRO is 0.87, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
BUFB vs. DGRO
Compare and contrast key facts about Innovator Laddered Allocation Buffer ETF (BUFB) and iShares Core Dividend Growth ETF (DGRO).
BUFB and DGRO are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. BUFB is a passively managed fund by Innovator that tracks the performance of the MerQube U.S. Large Cap Equity Buffer Laddered Index - Benchmark TR Gross. It was launched on Feb 8, 2022. DGRO is a passively managed fund by iShares that tracks the performance of the Morningstar US Dividend Growth Index. It was launched on Jun 10, 2014. Both BUFB and DGRO are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BUFB or DGRO.
Performance
BUFB vs. DGRO - Performance Comparison
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Key characteristics
BUFB:
0.73
DGRO:
0.78
BUFB:
1.05
DGRO:
1.12
BUFB:
1.16
DGRO:
1.16
BUFB:
0.65
DGRO:
0.79
BUFB:
2.72
DGRO:
3.10
BUFB:
3.30%
DGRO:
3.57%
BUFB:
13.53%
DGRO:
15.20%
BUFB:
-14.88%
DGRO:
-35.10%
BUFB:
-1.89%
DGRO:
-3.30%
Returns By Period
In the year-to-date period, BUFB achieves a 1.24% return, which is significantly lower than DGRO's 1.76% return.
BUFB
1.24%
4.68%
0.35%
9.81%
11.52%
N/A
N/A
DGRO
1.76%
3.28%
-3.30%
11.82%
9.13%
13.13%
11.38%
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BUFB vs. DGRO - Expense Ratio Comparison
BUFB has a 0.89% expense ratio, which is higher than DGRO's 0.08% expense ratio.
Risk-Adjusted Performance
BUFB vs. DGRO — Risk-Adjusted Performance Rank
BUFB
DGRO
BUFB vs. DGRO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Innovator Laddered Allocation Buffer ETF (BUFB) and iShares Core Dividend Growth ETF (DGRO). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
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Dividends
BUFB vs. DGRO - Dividend Comparison
BUFB has not paid dividends to shareholders, while DGRO's dividend yield for the trailing twelve months is around 2.23%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BUFB Innovator Laddered Allocation Buffer ETF | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
DGRO iShares Core Dividend Growth ETF | 2.23% | 2.26% | 2.45% | 2.34% | 1.93% | 2.30% | 2.21% | 2.44% | 2.03% | 2.27% | 2.52% | 0.97% |
Drawdowns
BUFB vs. DGRO - Drawdown Comparison
The maximum BUFB drawdown since its inception was -14.88%, smaller than the maximum DGRO drawdown of -35.10%. Use the drawdown chart below to compare losses from any high point for BUFB and DGRO.
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Volatility
BUFB vs. DGRO - Volatility Comparison
The current volatility for Innovator Laddered Allocation Buffer ETF (BUFB) is 3.44%, while iShares Core Dividend Growth ETF (DGRO) has a volatility of 4.35%. This indicates that BUFB experiences smaller price fluctuations and is considered to be less risky than DGRO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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