OCTB vs. BUFY
OCTB (Aptus October Buffer ETF) and BUFY (FT Vest Laddered International Moderate Buffer ETF) are both Defined Outcome funds. Both are actively managed. A 0.78 correlation means they provide meaningful diversification when combined. OCTB charges 0.25%/yr vs 1.00%/yr for BUFY.
Performance
OCTB vs. BUFY - Performance Comparison
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Returns By Period
In the year-to-date period, OCTB achieves a 6.11% return, which is significantly higher than BUFY's 5.54% return.
OCTB
- 1D
- -0.15%
- 1M
- 0.56%
- YTD
- 6.11%
- 6M
- 6.02%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
BUFY
- 1D
- -0.05%
- 1M
- 1.17%
- YTD
- 5.54%
- 6M
- 5.83%
- 1Y
- 13.37%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
OCTB vs. BUFY - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
OCTB Aptus October Buffer ETF | 6.11% | 2.37% |
BUFY FT Vest Laddered International Moderate Buffer ETF | 5.54% | 2.74% |
Correlation
The correlation between OCTB and BUFY is 0.78, 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 Oct 14, 2025 | 0.78 |
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Return for Risk
OCTB vs. BUFY — Risk / Return Rank
OCTB
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
BUFY
OCTB vs. BUFY - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Aptus October Buffer ETF (OCTB) and FT Vest Laddered International Moderate Buffer ETF (BUFY). 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.
| OCTB | BUFY | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | — | 1.38 | — |
| Calmar ratioReturn relative to maximum drawdown | — | 2.89 | — |
| Martin ratioReturn relative to average drawdown | — | 12.37 | — |
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Drawdowns
OCTB vs. BUFY - Drawdown Comparison
The maximum OCTB drawdown since its inception was -4.79%, smaller than the maximum BUFY drawdown of -8.01%. Use the drawdown chart below to compare losses from any high point for OCTB and BUFY.
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Drawdown Indicators
| OCTB | BUFY | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -4.79% | -8.01% | +3.22% |
Max Drawdown (1Y)Largest decline over 1 year | — | -4.65% | — |
Current DrawdownCurrent decline from peak | -0.26% | -0.05% | -0.21% |
Average DrawdownAverage peak-to-trough decline | -0.69% | -1.66% | +0.97% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | — | 1.08% | — |
Volatility
OCTB vs. BUFY - Volatility Comparison
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Volatility by Period
| OCTB | BUFY | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | — | 1.93% | — |
Volatility (6M)Calculated over the trailing 6-month period | — | 5.74% | — |
Volatility (1Y)Calculated over the trailing 1-year period | 7.24% | 6.92% | +0.32% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 7.24% | 8.48% | -1.24% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 7.24% | 8.48% | -1.24% |
OCTB vs. BUFY - Expense Ratio Comparison
OCTB has a 0.25% expense ratio, which is lower than BUFY's 1.00% expense ratio.
Dividends
OCTB vs. BUFY - Dividend Comparison
Neither OCTB nor BUFY has paid dividends to shareholders.
Frequently Asked Questions
OCTB and BUFY have a correlation of 0.78, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, OCTB is cheaper at 0.25% per year. The better choice depends on whether you care most about return, fees, risk, or income.
OCTB is cheaper with a 0.25% expense ratio, compared with 1.00% for BUFY.
OCTB and BUFY have nearly identical dividend yields, around 0.00%.
They also come from different issuers: Aptus Capital Advisors and First Trust. Their fees differ too: 0.25% for OCTB and 1.00% for BUFY.
Find the right allocation for OCTB and BUFY
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