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FDEC vs. DMAX
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

FDEC vs. DMAX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in FT Vest U.S. Equity Buffer ETF - December (FDEC) and iShares Large Cap Max Buffer December ETF (DMAX). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, FDEC achieves a 5.40% return, which is significantly higher than DMAX's 2.19% return.


FDEC

1D
-0.67%
1M
-0.22%
YTD
5.40%
6M
5.03%
1Y
18.13%
3Y*
15.03%
5Y*
10.20%
10Y*

DMAX

1D
-0.15%
1M
0.07%
YTD
2.19%
6M
2.35%
1Y
7.75%
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

FDEC vs. DMAX - Yearly Performance Comparison


Correlation

The correlation between FDEC and DMAX is 0.85, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.85

Correlation (All Time)
Calculated using the full available price history since Jan 2, 2025

0.86

The correlation between FDEC and DMAX has been stable across timeframes, ranging from 0.85 to 0.86 - a consistent structural relationship.

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Return for Risk

FDEC vs. DMAX — Risk / Return Rank

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

FDEC
FDEC Risk / Return Rank: 8080
Overall Rank
FDEC Sharpe Ratio Rank: 8181
Sharpe Ratio Rank
FDEC Sortino Ratio Rank: 8383
Sortino Ratio Rank
FDEC Omega Ratio Rank: 8282
Omega Ratio Rank
FDEC Calmar Ratio Rank: 6767
Calmar Ratio Rank
FDEC Martin Ratio Rank: 8484
Martin Ratio Rank

DMAX
DMAX Risk / Return Rank: 9494
Overall Rank
DMAX Sharpe Ratio Rank: 9494
Sharpe Ratio Rank
DMAX Sortino Ratio Rank: 9696
Sortino Ratio Rank
DMAX Omega Ratio Rank: 9595
Omega Ratio Rank
DMAX Calmar Ratio Rank: 9191
Calmar Ratio Rank
DMAX Martin Ratio Rank: 9595
Martin Ratio Rank
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.

FDEC vs. DMAX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for FT Vest U.S. Equity Buffer ETF - December (FDEC) and iShares Large Cap Max Buffer December ETF (DMAX). 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.


FDECDMAXDifference
Sharpe ratioReturn per unit of total volatility

-0.99

Sortino ratioReturn per unit of downside risk

-1.71

Omega ratioGain probability vs. loss probability

1.45

1.70

-0.25

Calmar ratioReturn relative to maximum drawdown

3.12

5.51

-2.39

Martin ratioReturn relative to average drawdown

15.92

27.58

-11.67

FDEC vs. DMAX - Sharpe Ratio Comparison

The current FDEC Sharpe Ratio is 2.36, which is comparable to the DMAX Sharpe Ratio of 3.35. The chart below compares the historical Sharpe Ratios of FDEC and DMAX, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Drawdowns

FDEC vs. DMAX - Drawdown Comparison

The maximum FDEC drawdown since its inception was -15.67%, which is greater than DMAX's maximum drawdown of -3.37%. Use the drawdown chart below to compare losses from any high point for FDEC and DMAX.


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Drawdown Indicators


FDECDMAXDifference

Max Drawdown

Largest peak-to-trough decline

-15.67%

-3.37%

-12.30%

Max Drawdown (1Y)

Largest decline over 1 year

-5.83%

-1.41%

-4.42%

Max Drawdown (3Y)

Largest decline over 3 years

-13.04%

Max Drawdown (5Y)

Largest decline over 5 years

-15.67%

Current Drawdown

Current decline from peak

-1.11%

-0.38%

-0.73%

Average Drawdown

Average peak-to-trough decline

-2.55%

-0.38%

-2.17%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.14%

0.28%

+0.86%

Volatility

FDEC vs. DMAX - Volatility Comparison

FT Vest U.S. Equity Buffer ETF - December (FDEC) has a higher volatility of 2.26% compared to iShares Large Cap Max Buffer December ETF (DMAX) at 0.65%. This indicates that FDEC's price experiences larger fluctuations and is considered to be riskier than DMAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


FDECDMAXDifference

Volatility (1M)

Calculated over the trailing 1-month period

2.26%

0.65%

+1.61%

Volatility (6M)

Calculated over the trailing 6-month period

6.19%

1.65%

+4.54%

Volatility (1Y)

Calculated over the trailing 1-year period

7.73%

2.34%

+5.39%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

11.25%

3.38%

+7.87%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

10.99%

3.38%

+7.61%

FDEC vs. DMAX - Expense Ratio Comparison

FDEC has a 0.85% expense ratio, which is higher than DMAX's 0.50% expense ratio.


Dividends

FDEC vs. DMAX - Dividend Comparison

FDEC has not paid dividends to shareholders, while DMAX's dividend yield for the trailing twelve months is around 1.15%.


Frequently Asked Questions


FDEC and DMAX have a correlation of 0.85, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

FDEC has higher volatility (2.26%) compared to DMAX (0.65%). In terms of maximum drawdown, FDEC dropped -15.67% vs DMAX's -3.37%.

On 1-year performance, FDEC leads with 18.13% vs 7.75% for DMAX. On fees, DMAX is cheaper at 0.50% per year. On volatility, DMAX has been the lower-risk option at 0.65%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 1-year period, FDEC has performed better with a 18.13% return vs 7.75%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

DMAX is cheaper with a 0.50% expense ratio, compared with 0.85% for FDEC.

DMAX has the higher dividend yield at 1.15%, compared with 0.00% for FDEC.

They also come from different issuers: FT Vest and iShares. Their fees differ too: 0.85% for FDEC and 0.50% for DMAX.

DMAX currently has the higher Sharpe Ratio (3.35 vs 2.36), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

Portfolio Optimizer

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