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ITOT vs. BUFH
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

ITOT vs. BUFH - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in iShares Core S&P Total U.S. Stock Market ETF (ITOT) and FT Vest Laddered Max Buffer ETF (BUFH). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, ITOT achieves a 11.25% return, which is significantly higher than BUFH's 2.45% return.


ITOT

1D
-0.73%
1M
5.01%
YTD
11.25%
6M
11.12%
1Y
28.12%
3Y*
22.09%
5Y*
12.69%
10Y*
15.01%

BUFH

1D
-0.05%
1M
0.75%
YTD
2.45%
6M
2.82%
1Y
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

ITOT vs. BUFH - Yearly Performance Comparison


Correlation

The correlation between ITOT and BUFH is 0.74, 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 26, 2025

0.74

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Return for Risk

ITOT vs. BUFH — Risk / Return Rank

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

ITOT
ITOT Risk / Return Rank: 6868
Overall Rank
ITOT Sharpe Ratio Rank: 6969
Sharpe Ratio Rank
ITOT Sortino Ratio Rank: 6868
Sortino Ratio Rank
ITOT Omega Ratio Rank: 6767
Omega Ratio Rank
ITOT Calmar Ratio Rank: 6363
Calmar Ratio Rank
ITOT Martin Ratio Rank: 7575
Martin Ratio Rank

BUFH
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.

ITOT vs. BUFH - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares Core S&P Total U.S. Stock Market ETF (ITOT) and FT Vest Laddered Max Buffer ETF (BUFH). 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.


ITOTBUFHDifference
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

3.17

Martin ratioReturn relative to average drawdown

14.57

ITOT vs. BUFH - Sharpe Ratio Comparison


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Sharpe Ratios by Period


ITOTBUFHDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

2.32

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.74

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.82

Sharpe Ratio (All Time)

Calculated using the full available price history

0.57

2.91

-2.34

Drawdowns

ITOT vs. BUFH - Drawdown Comparison

The maximum ITOT drawdown since its inception was -55.20%, which is greater than BUFH's maximum drawdown of -1.53%. Use the drawdown chart below to compare losses from any high point for ITOT and BUFH.


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Drawdown Indicators


ITOTBUFHDifference

Max Drawdown

Largest peak-to-trough decline

-55.20%

-1.53%

-53.67%

Max Drawdown (1Y)

Largest decline over 1 year

-8.90%

Max Drawdown (3Y)

Largest decline over 3 years

-19.44%

Max Drawdown (5Y)

Largest decline over 5 years

-25.36%

Max Drawdown (10Y)

Largest decline over 10 years

-35.00%

Current Drawdown

Current decline from peak

-0.73%

-0.05%

-0.68%

Average Drawdown

Average peak-to-trough decline

-6.97%

-0.18%

-6.79%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.94%

Volatility

ITOT vs. BUFH - Volatility Comparison


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Volatility by Period


ITOTBUFHDifference

Volatility (1M)

Calculated over the trailing 1-month period

2.99%

Volatility (6M)

Calculated over the trailing 6-month period

9.13%

Volatility (1Y)

Calculated over the trailing 1-year period

12.20%

2.37%

+9.83%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

17.36%

2.37%

+14.99%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

18.26%

2.37%

+15.89%

ITOT vs. BUFH - Expense Ratio Comparison

ITOT has a 0.03% expense ratio, which is lower than BUFH's 0.95% expense ratio.


Dividends

ITOT vs. BUFH - Dividend Comparison

ITOT's dividend yield for the trailing twelve months is around 0.98%, while BUFH has not paid dividends to shareholders.


PositionTTM20252024202320222021202020192018201720162015
BUFH
FT Vest Laddered Max 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%
ITOT
iShares Core S&P Total U.S. Stock Market ETF
0.98%1.11%1.23%1.47%1.66%1.18%1.41%1.88%2.14%1.69%1.83%2.01%

Frequently Asked Questions


ITOT and BUFH have a correlation of 0.74, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, ITOT is cheaper at 0.03% per year. The better choice depends on whether you care most about return, fees, risk, or income.

ITOT is cheaper with a 0.03% expense ratio, compared with 0.95% for BUFH.

ITOT has the higher dividend yield at 0.98%, compared with 0.00% for BUFH.

ITOT is categorized as Large Cap Blend Equities, while BUFH is Defined Outcome. They also come from different issuers: iShares and First Trust. Their fees differ too: 0.03% for ITOT and 0.95% for BUFH.

Portfolio Optimizer

Find the right allocation for ITOT and BUFH

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