LOHA vs. BUFX

Last updated Jun 6, 2026

LOHA (Roundhill HALO ETF) and BUFX (FT Vest Laddered Enhance & Moderate Buffer ETF) are both exchange-traded funds - LOHA is a Large Cap Blend Equities fund tracking the Akros U.S. Heavy Assets Low Obsolescence (HALO) Index, while BUFX is a Defined Outcome fund managed by First Trust. A 0.53 correlation means they provide meaningful diversification when combined. LOHA charges 0.35%/yr vs 0.96%/yr for BUFX.

Performance

LOHA vs. BUFX - Performance Comparison

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

Returns By Period

LOHA

• 1D: -0.59%
• 1M: —
• YTD: —
• 6M: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

BUFX

• 1D: -0.59%
• 1M: 0.48%
• YTD: 3.65%
• 6M: 4.29%
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

LOHA vs. BUFX - Yearly Performance Comparison

	2026 (YTD)
LOHA Roundhill HALO ETF	-0.44%
BUFX FT Vest Laddered Enhance & Moderate Buffer ETF	0.14%

Correlation

The correlation between LOHA and BUFX is 0.53, 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 May 15, 2026	0.53

Return for Risk

LOHA vs. BUFX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Roundhill HALO ETF (LOHA) 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.

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

Sharpe Ratios by Period

	LOHA	BUFX	Difference
Sharpe Ratio (All Time) Calculated using the full available price history	-0.62	2.51	-3.13

Drawdowns

LOHA vs. BUFX - Drawdown Comparison

The maximum LOHA drawdown since its inception was -2.08%, smaller than the maximum BUFX drawdown of -2.87%. Use the drawdown chart below to compare losses from any high point for LOHA and BUFX.

Drawdown Indicators

	LOHA	BUFX	Difference
Max Drawdown Largest peak-to-trough decline	-2.08%	-2.87%	+0.79%
Current Drawdown Current decline from peak	-1.27%	-0.59%	-0.68%
Average Drawdown Average peak-to-trough decline	-0.81%	-0.24%	-0.57%

Volatility

Volatility by Period

	LOHA	BUFX	Difference
Volatility (1Y) Calculated over the trailing 1-year period	11.84%	4.02%	+7.82%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	11.84%	4.02%	+7.82%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	11.84%	4.02%	+7.82%

LOHA vs. BUFX - Expense Ratio Comparison

LOHA has a 0.35% expense ratio, which is lower than BUFX's 0.96% expense ratio.

Dividends

LOHA vs. BUFX - Dividend Comparison

Neither LOHA nor BUFX has paid dividends to shareholders.

Tickers have no history of dividend payments

Frequently Asked Questions

Can I hold both LOHA and BUFX in my portfolio?

LOHA and BUFX have a correlation of 0.53, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which ETF is better, LOHA or BUFX?

On fees, LOHA is cheaper at 0.35% per year. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF is cheaper, LOHA or BUFX?

LOHA is cheaper with a 0.35% expense ratio, compared with 0.96% for BUFX.

Which ETF pays a higher dividend yield, LOHA or BUFX?

LOHA and BUFX have nearly identical dividend yields, around 0.00%.

What is the main difference between LOHA and BUFX?

LOHA is categorized as Large Cap Blend Equities, while BUFX is Defined Outcome. They also come from different issuers: Roundhill and First Trust. Their fees differ too: 0.35% for LOHA and 0.96% for BUFX.