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DFUS vs. BUFX
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

DFUS vs. BUFX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Dimensional U.S. Equity Market ETF (DFUS) and FT Vest Laddered Enhance & Moderate Buffer ETF (BUFX). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, DFUS achieves a 11.25% return, which is significantly higher than BUFX's 4.10% return.


DFUS

1D
-0.66%
1M
5.24%
YTD
11.25%
6M
11.19%
1Y
28.63%
3Y*
22.42%
5Y*
10Y*

BUFX

1D
-0.05%
1M
1.35%
YTD
4.10%
6M
4.88%
1Y
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

DFUS vs. BUFX - Yearly Performance Comparison


Correlation

The correlation between DFUS and BUFX is 0.89, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.


Correlation
Correlation (All Time)
Calculated using the full available price history since Jun 26, 2025

0.89

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Return for Risk

DFUS vs. BUFX — Risk / Return Rank

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

DFUS
DFUS Risk / Return Rank: 6969
Overall Rank
DFUS Sharpe Ratio Rank: 7070
Sharpe Ratio Rank
DFUS Sortino Ratio Rank: 6969
Sortino Ratio Rank
DFUS Omega Ratio Rank: 6969
Omega Ratio Rank
DFUS Calmar Ratio Rank: 6363
Calmar Ratio Rank
DFUS Martin Ratio Rank: 7575
Martin Ratio Rank

BUFX
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

DFUS vs. BUFX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Dimensional U.S. Equity Market ETF (DFUS) and FT Vest Laddered Enhance & Moderate Buffer ETF (BUFX). 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.


DFUSBUFXDifference
Sharpe ratioReturn per unit of total volatility

Sortino ratioReturn per unit of downside risk

Omega ratioGain probability vs. loss probability

1.42

Calmar ratioReturn relative to maximum drawdown

3.21

Martin ratioReturn relative to average drawdown

14.70

DFUS vs. BUFX - Sharpe Ratio Comparison


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Sharpe Ratios by Period


DFUSBUFXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

2.35

Sharpe Ratio (All Time)

Calculated using the full available price history

0.79

2.68

-1.90

Drawdowns

DFUS vs. BUFX - Drawdown Comparison

The maximum DFUS drawdown since its inception was -24.62%, which is greater than BUFX's maximum drawdown of -2.87%. Use the drawdown chart below to compare losses from any high point for DFUS and BUFX.


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Drawdown Indicators


DFUSBUFXDifference

Max Drawdown

Largest peak-to-trough decline

-24.62%

-2.87%

-21.75%

Max Drawdown (1Y)

Largest decline over 1 year

-8.96%

Max Drawdown (3Y)

Largest decline over 3 years

-19.44%

Current Drawdown

Current decline from peak

-0.66%

-0.07%

-0.59%

Average Drawdown

Average peak-to-trough decline

-5.82%

-0.24%

-5.58%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.95%

Volatility

DFUS vs. BUFX - Volatility Comparison


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Volatility by Period


DFUSBUFXDifference

Volatility (1M)

Calculated over the trailing 1-month period

3.07%

Volatility (6M)

Calculated over the trailing 6-month period

9.18%

Volatility (1Y)

Calculated over the trailing 1-year period

12.23%

3.98%

+8.25%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

17.21%

3.98%

+13.23%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

17.21%

3.98%

+13.23%

DFUS vs. BUFX - Expense Ratio Comparison

DFUS has a 0.09% expense ratio, which is lower than BUFX's 0.96% expense ratio.


Dividends

DFUS vs. BUFX - Dividend Comparison

DFUS's dividend yield for the trailing twelve months is around 0.83%, while BUFX has not paid dividends to shareholders.


PositionTTM20252024202320222021
BUFX
FT Vest Laddered Enhance & Moderate Buffer ETF
0.00%0.00%0.00%0.00%0.00%0.00%
DFUS
Dimensional U.S. Equity Market ETF
0.83%0.88%1.04%1.33%1.48%0.85%

Frequently Asked Questions


DFUS and BUFX have a correlation of 0.89, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, DFUS is cheaper at 0.09% per year. The better choice depends on whether you care most about return, fees, risk, or income.

DFUS is cheaper with a 0.09% expense ratio, compared with 0.96% for BUFX.

DFUS has the higher dividend yield at 0.83%, compared with 0.00% for BUFX.

DFUS is categorized as Large Cap Blend Equities, while BUFX is Defined Outcome. They also come from different issuers: Dimensional and First Trust. Their fees differ too: 0.09% for DFUS and 0.96% for BUFX.

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