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PABU vs. BUFX
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

PABU vs. BUFX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in iShares Paris-Aligned Climate Optimized MSCI USA ETF (PABU) 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, PABU achieves a 9.39% return, which is significantly higher than BUFX's 4.10% return.


PABU

1D
-1.29%
1M
7.47%
YTD
9.39%
6M
9.10%
1Y
23.78%
3Y*
20.14%
5Y*
10Y*

BUFX

1D
-0.05%
1M
1.35%
YTD
4.10%
6M
4.88%
1Y
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

PABU vs. BUFX - Yearly Performance Comparison


Correlation

The correlation between PABU and BUFX is 0.86, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.


Correlation
Correlation (All Time)
Calculated using the full available price history since Jun 26, 2025

0.86

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Return for Risk

PABU vs. BUFX — Risk / Return Rank

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

PABU
PABU Risk / Return Rank: 4646
Overall Rank
PABU Sharpe Ratio Rank: 5252
Sharpe Ratio Rank
PABU Sortino Ratio Rank: 5151
Sortino Ratio Rank
PABU Omega Ratio Rank: 5050
Omega Ratio Rank
PABU Calmar Ratio Rank: 3636
Calmar Ratio Rank
PABU Martin Ratio Rank: 4040
Martin Ratio Rank

BUFX
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.

PABU vs. BUFX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares Paris-Aligned Climate Optimized MSCI USA ETF (PABU) 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.


PABUBUFXDifference
Sharpe ratioReturn per unit of total volatility

Sortino ratioReturn per unit of downside risk

Omega ratioGain probability vs. loss probability

1.31

Calmar ratioReturn relative to maximum drawdown

1.78

Martin ratioReturn relative to average drawdown

6.25

PABU vs. BUFX - Sharpe Ratio Comparison


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Sharpe Ratios by Period


PABUBUFXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.79

Sharpe Ratio (All Time)

Calculated using the full available price history

0.73

2.68

-1.95

Drawdowns

PABU vs. BUFX - Drawdown Comparison

The maximum PABU drawdown since its inception was -22.76%, which is greater than BUFX's maximum drawdown of -2.87%. Use the drawdown chart below to compare losses from any high point for PABU and BUFX.


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Drawdown Indicators


PABUBUFXDifference

Max Drawdown

Largest peak-to-trough decline

-22.76%

-2.87%

-19.89%

Max Drawdown (1Y)

Largest decline over 1 year

-13.40%

Max Drawdown (3Y)

Largest decline over 3 years

-20.85%

Current Drawdown

Current decline from peak

-1.29%

-0.07%

-1.22%

Average Drawdown

Average peak-to-trough decline

-5.63%

-0.24%

-5.39%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.82%

Volatility

PABU vs. BUFX - Volatility Comparison


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Volatility by Period


PABUBUFXDifference

Volatility (1M)

Calculated over the trailing 1-month period

3.70%

Volatility (6M)

Calculated over the trailing 6-month period

10.24%

Volatility (1Y)

Calculated over the trailing 1-year period

13.37%

3.98%

+9.39%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

18.68%

3.98%

+14.70%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

18.68%

3.98%

+14.70%

PABU vs. BUFX - Expense Ratio Comparison

PABU has a 0.10% expense ratio, which is lower than BUFX's 0.96% expense ratio.


Dividends

PABU vs. BUFX - Dividend Comparison

PABU's dividend yield for the trailing twelve months is around 0.86%, while BUFX has not paid dividends to shareholders.


PositionTTM2025202420232022
BUFX
FT Vest Laddered Enhance & Moderate Buffer ETF
0.00%0.00%0.00%0.00%0.00%
PABU
iShares Paris-Aligned Climate Optimized MSCI USA ETF
0.86%0.90%1.00%1.06%1.00%

Frequently Asked Questions


PABU and BUFX have a correlation of 0.86, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, PABU is cheaper at 0.10% per year. The better choice depends on whether you care most about return, fees, risk, or income.

PABU is cheaper with a 0.10% expense ratio, compared with 0.96% for BUFX.

PABU has the higher dividend yield at 0.86%, compared with 0.00% for BUFX.

PABU is categorized as Large Cap Blend Equities, while BUFX is Defined Outcome. They also come from different issuers: iShares and First Trust. Their fees differ too: 0.10% for PABU and 0.96% for BUFX.

Portfolio Optimizer

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