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FCPI vs. BUFX
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

FCPI vs. BUFX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Fidelity Stocks for Inflation ETF (FCPI) 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, FCPI achieves a 9.21% return, which is significantly higher than BUFX's 3.77% return.


FCPI

1D
-0.13%
1M
-0.34%
YTD
9.21%
6M
6.29%
1Y
18.58%
3Y*
20.70%
5Y*
14.29%
10Y*

BUFX

1D
-0.07%
1M
0.02%
YTD
3.77%
6M
3.59%
1Y
9.40%
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

FCPI vs. BUFX - Yearly Performance Comparison


Correlation

The correlation between FCPI and BUFX is 0.80, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.


Correlation
Correlation (All Time)
Calculated using the full available price history since Jun 25, 2025

0.80

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Return for Risk

FCPI vs. BUFX — Risk / Return Rank

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

FCPI
FCPI Risk / Return Rank: 5050
Overall Rank
FCPI Sharpe Ratio Rank: 4848
Sharpe Ratio Rank
FCPI Sortino Ratio Rank: 4646
Sortino Ratio Rank
FCPI Omega Ratio Rank: 4646
Omega Ratio Rank
FCPI Calmar Ratio Rank: 5454
Calmar Ratio Rank
FCPI Martin Ratio Rank: 5858
Martin Ratio Rank

BUFX

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

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.

FCPI vs. BUFX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Fidelity Stocks for Inflation ETF (FCPI) 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


FCPIBUFXDifference
Sharpe ratioReturn per unit of total volatility

Sortino ratioReturn per unit of downside risk

Omega ratioGain probability vs. loss probability

1.27

Calmar ratioReturn relative to maximum drawdown

2.37

Martin ratioReturn relative to average drawdown

9.39

FCPI vs. BUFX - Sharpe Ratio Comparison


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Drawdowns

FCPI vs. BUFX - Drawdown Comparison

The maximum FCPI drawdown since its inception was -37.26%, which is greater than BUFX's maximum drawdown of -2.87%. Use the drawdown chart below to compare losses from any high point for FCPI and BUFX.


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Drawdown Indicators


FCPIBUFXDifference

Max Drawdown

Largest peak-to-trough decline

-37.26%

-2.87%

-34.39%

Max Drawdown (1Y)

Largest decline over 1 year

-7.88%

-2.87%

-5.01%

Max Drawdown (3Y)

Largest decline over 3 years

-17.44%

Max Drawdown (5Y)

Largest decline over 5 years

-18.25%

Current Drawdown

Current decline from peak

-2.09%

-0.65%

-1.44%

Average Drawdown

Average peak-to-trough decline

-4.36%

-0.25%

-4.11%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.98%

Volatility

FCPI vs. BUFX - Volatility Comparison


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Volatility by Period


FCPIBUFXDifference

Volatility (1M)

Calculated over the trailing 1-month period

4.78%

Volatility (6M)

Calculated over the trailing 6-month period

10.09%

Volatility (1Y)

Calculated over the trailing 1-year period

12.42%

4.04%

+8.38%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

16.68%

4.04%

+12.64%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

20.11%

4.04%

+16.07%

FCPI vs. BUFX - Expense Ratio Comparison

FCPI has a 0.15% expense ratio, which is lower than BUFX's 0.96% expense ratio.


Dividends

FCPI vs. BUFX - Dividend Comparison

FCPI's dividend yield for the trailing twelve months is around 1.63%, while BUFX has not paid dividends to shareholders.


PositionTTM2025202420232022202120202019
BUFX
FT Vest Laddered Enhance & Moderate Buffer ETF
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
FCPI
Fidelity Stocks for Inflation ETF
1.63%1.74%1.29%1.88%1.77%1.19%3.53%0.43%

Frequently Asked Questions


FCPI and BUFX have a correlation of 0.80, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On 1-year performance, FCPI leads with 18.58% vs 9.40% for BUFX. On fees, FCPI is cheaper at 0.15% per year. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 1-year period, FCPI has performed better with a 18.58% return vs 9.40%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

FCPI is cheaper with a 0.15% expense ratio, compared with 0.96% for BUFX.

FCPI has the higher dividend yield at 1.63%, compared with 0.00% for BUFX.

FCPI is categorized as Large Cap Blend Equities, while BUFX is Defined Outcome. They also come from different issuers: Fidelity and First Trust. Their fees differ too: 0.15% for FCPI and 0.96% for BUFX.

Portfolio Optimizer

Find the right allocation for FCPI and BUFX

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

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