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BUFQ vs. AGTHX
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between BUFQ and AGTHX is 0.92, 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.


Performance

BUFQ vs. AGTHX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in FT Vest Laddered Nasdaq Buffer ETF (BUFQ) and American Funds The Growth Fund of America Class A (AGTHX). The values are adjusted to include any dividend payments, if applicable.

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Key characteristics

Sharpe Ratio

BUFQ:

0.70

AGTHX:

0.80

Sortino Ratio

BUFQ:

1.02

AGTHX:

1.12

Omega Ratio

BUFQ:

1.15

AGTHX:

1.16

Calmar Ratio

BUFQ:

0.64

AGTHX:

0.75

Martin Ratio

BUFQ:

2.41

AGTHX:

2.67

Ulcer Index

BUFQ:

4.16%

AGTHX:

6.08%

Daily Std Dev

BUFQ:

15.51%

AGTHX:

23.00%

Max Drawdown

BUFQ:

-15.74%

AGTHX:

-51.65%

Current Drawdown

BUFQ:

-1.96%

AGTHX:

-3.19%

Returns By Period

In the year-to-date period, BUFQ achieves a 1.65% return, which is significantly lower than AGTHX's 3.26% return.


BUFQ

YTD

1.65%

1M

6.29%

6M

2.14%

1Y

10.75%

3Y*

N/A

5Y*

N/A

10Y*

N/A

AGTHX

YTD

3.26%

1M

8.36%

6M

1.21%

1Y

18.36%

3Y*

16.28%

5Y*

14.02%

10Y*

12.80%

*Annualized

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BUFQ vs. AGTHX - Expense Ratio Comparison

BUFQ has a 1.10% expense ratio, which is higher than AGTHX's 0.61% expense ratio.


Go deeper with the Portfolio Analysis tool — backtest performance, assess risk, compare to benchmarks, and more

Risk-Adjusted Performance

BUFQ vs. AGTHX — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

BUFQ
The Risk-Adjusted Performance Rank of BUFQ is 6161
Overall Rank
The Sharpe Ratio Rank of BUFQ is 5959
Sharpe Ratio Rank
The Sortino Ratio Rank of BUFQ is 5858
Sortino Ratio Rank
The Omega Ratio Rank of BUFQ is 6363
Omega Ratio Rank
The Calmar Ratio Rank of BUFQ is 6262
Calmar Ratio Rank
The Martin Ratio Rank of BUFQ is 6060
Martin Ratio Rank

AGTHX
The Risk-Adjusted Performance Rank of AGTHX is 6262
Overall Rank
The Sharpe Ratio Rank of AGTHX is 5959
Sharpe Ratio Rank
The Sortino Ratio Rank of AGTHX is 6161
Sortino Ratio Rank
The Omega Ratio Rank of AGTHX is 6464
Omega Ratio Rank
The Calmar Ratio Rank of AGTHX is 6868
Calmar Ratio Rank
The Martin Ratio Rank of AGTHX is 6060
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

BUFQ vs. AGTHX - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for FT Vest Laddered Nasdaq Buffer ETF (BUFQ) and American Funds The Growth Fund of America Class A (AGTHX). 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.


The current BUFQ Sharpe Ratio is 0.70, which is comparable to the AGTHX Sharpe Ratio of 0.80. The chart below compares the historical Sharpe Ratios of BUFQ and AGTHX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Go to the full Sharpe Ratio tool to analyze any stock or portfolio. Customize time frames, set your own risk-free rate, and more

Dividends

BUFQ vs. AGTHX - Dividend Comparison

BUFQ has not paid dividends to shareholders, while AGTHX's dividend yield for the trailing twelve months is around 8.70%.


TTM20242023202220212020201920182017201620152014
BUFQ
FT Vest Laddered Nasdaq 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%
AGTHX
American Funds The Growth Fund of America Class A
8.70%8.99%6.81%0.75%8.18%4.30%7.15%11.99%7.03%6.61%8.87%9.90%

Drawdowns

BUFQ vs. AGTHX - Drawdown Comparison

The maximum BUFQ drawdown since its inception was -15.74%, smaller than the maximum AGTHX drawdown of -51.65%. Use the drawdown chart below to compare losses from any high point for BUFQ and AGTHX.


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Go to the full Drawdowns tool for more analysis options, including inflation-adjusted drawdowns, and more

Volatility

BUFQ vs. AGTHX - Volatility Comparison

The current volatility for FT Vest Laddered Nasdaq Buffer ETF (BUFQ) is 3.80%, while American Funds The Growth Fund of America Class A (AGTHX) has a volatility of 5.51%. This indicates that BUFQ experiences smaller price fluctuations and is considered to be less risky than AGTHX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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