RDVY vs. BUFX
RDVY (First Trust Rising Dividend Achievers ETF) and BUFX (FT Vest Laddered Enhance & Moderate Buffer ETF) are both exchange-traded funds - RDVY is a Large Cap Blend Equities fund tracking the NASDAQ US Rising Dividend Achievers, while BUFX is a Defined Outcome fund managed by First Trust. A 0.74 correlation means they provide meaningful diversification when combined. RDVY charges 0.50%/yr vs 0.96%/yr for BUFX.
Performance
RDVY vs. BUFX - Performance Comparison
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Returns By Period
In the year-to-date period, RDVY achieves a 9.82% return, which is significantly higher than BUFX's 4.10% return.
RDVY
- 1D
- 0.07%
- 1M
- 3.10%
- YTD
- 9.82%
- 6M
- 10.80%
- 1Y
- 26.23%
- 3Y*
- 20.29%
- 5Y*
- 11.01%
- 10Y*
- 15.66%
BUFX
- 1D
- -0.05%
- 1M
- 1.35%
- YTD
- 4.10%
- 6M
- 4.88%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
RDVY vs. BUFX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
RDVY First Trust Rising Dividend Achievers ETF | 9.82% | 13.50% |
BUFX FT Vest Laddered Enhance & Moderate Buffer ETF | 4.10% | 5.62% |
Correlation
The correlation between RDVY and BUFX 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
RDVY vs. BUFX — Risk / Return Rank
RDVY
BUFX
RDVY vs. BUFX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for First Trust Rising Dividend Achievers ETF (RDVY) 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.
| RDVY | BUFX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.88 | — | — |
Sortino ratioReturn per unit of downside risk | 2.71 | — | — |
Omega ratioGain probability vs. loss probability | 1.33 | — | — |
Calmar ratioReturn relative to maximum drawdown | 2.92 | — | — |
Martin ratioReturn relative to average drawdown | 12.26 | — | — |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| RDVY | BUFX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.88 | — | — |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.59 | — | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.74 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.66 | 2.68 | -2.02 |
Drawdowns
RDVY vs. BUFX - Drawdown Comparison
The maximum RDVY drawdown since its inception was -40.60%, which is greater than BUFX's maximum drawdown of -2.87%. Use the drawdown chart below to compare losses from any high point for RDVY and BUFX.
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Drawdown Indicators
| RDVY | BUFX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -40.60% | -2.87% | -37.73% |
Max Drawdown (1Y)Largest decline over 1 year | -9.04% | — | — |
Max Drawdown (3Y)Largest decline over 3 years | -19.11% | — | — |
Max Drawdown (5Y)Largest decline over 5 years | -25.32% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -40.60% | — | — |
Current DrawdownCurrent decline from peak | -0.42% | -0.07% | -0.35% |
Average DrawdownAverage peak-to-trough decline | -5.00% | -0.24% | -4.76% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.14% | — | — |
Volatility
RDVY vs. BUFX - Volatility Comparison
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Volatility by Period
| RDVY | BUFX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.96% | — | — |
Volatility (6M)Calculated over the trailing 6-month period | 10.95% | — | — |
Volatility (1Y)Calculated over the trailing 1-year period | 14.02% | 3.98% | +10.04% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.92% | 3.98% | +14.94% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.11% | 3.98% | +17.13% |
RDVY vs. BUFX - Expense Ratio Comparison
RDVY has a 0.50% expense ratio, which is lower than BUFX's 0.96% expense ratio.
Dividends
RDVY vs. BUFX - Dividend Comparison
RDVY's dividend yield for the trailing twelve months is around 0.92%, while BUFX has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BUFX FT Vest Laddered Enhance & Moderate 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% |
RDVY First Trust Rising Dividend Achievers ETF | 0.92% | 1.11% | 1.64% | 2.09% | 2.21% | 1.04% | 1.53% | 1.55% | 1.68% | 1.25% | 2.07% | 2.14% |
Frequently Asked Questions
RDVY and BUFX 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, RDVY is cheaper at 0.50% per year. The better choice depends on whether you care most about return, fees, risk, or income.
RDVY is cheaper with a 0.50% expense ratio, compared with 0.96% for BUFX.
RDVY has the higher dividend yield at 0.92%, compared with 0.00% for BUFX.
RDVY is categorized as Large Cap Blend Equities, while BUFX is Defined Outcome. Their fees differ too: 0.50% for RDVY and 0.96% for BUFX.
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