TOS vs. BUFX

Last updated Jun 27, 2026

TOS (Twin Oak Strategic Solutions ETF) and BUFX (FT Vest Laddered Enhance & Moderate Buffer ETF) are both exchange-traded funds - TOS is a Large Cap Blend Equities fund actively managed by Twin Oak ETF Company, while BUFX is a Defined Outcome fund managed by First Trust. A 0.76 correlation means they provide meaningful diversification when combined. TOS charges 0.76%/yr vs 0.96%/yr for BUFX.

Performance

TOS vs. BUFX - Performance Comparison

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

Returns By Period

TOS

• 1D: -0.72%
• 1M: 0.34%
• YTD: —
• 6M: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

BUFX

• 1D: 0.07%
• 1M: -0.00%
• YTD: 3.88%
• 6M: 3.66%
• 1Y: 9.26%
• 3Y*: —
• 5Y*: —
• 10Y*: —

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

TOS vs. BUFX - Yearly Performance Comparison

	2026 (YTD)
TOS Twin Oak Strategic Solutions ETF	18.66%
BUFX FT Vest Laddered Enhance & Moderate Buffer ETF	3.18%

Correlation

The correlation between TOS and BUFX is 0.76, 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 Jan 28, 2026	0.76

Return for Risk

TOS vs. BUFX — Risk / Return Rank

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

TOS

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

BUFX

BUFX Risk / Return Rank: 86
BUFX Sharpe Ratio Rank: 84
BUFX Sortino Ratio Rank: 90
BUFX Omega Ratio Rank: 91
BUFX Calmar Ratio Rank: 74
BUFX Martin Ratio Rank: 92

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.

TOS vs. BUFX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Twin Oak Strategic Solutions ETF (TOS) 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.

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.

	TOS	BUFX	Difference
Sharpe ratio: Return per unit of total volatility	—	2.32	—
Sortino ratio: Return per unit of downside risk	—	3.64	—
Omega ratio: Gain probability vs. loss probability	—	1.51	—
Calmar ratio: Return relative to maximum drawdown	—	3.24	—
Martin ratio: Return relative to average drawdown	—	19.06	—

Drawdowns

TOS vs. BUFX - Drawdown Comparison

The maximum TOS drawdown since its inception was -11.72%, which is greater than BUFX's maximum drawdown of -2.87%. Use the drawdown chart below to compare losses from any high point for TOS and BUFX.

Drawdown Indicators

	TOS	BUFX	Difference
Max Drawdown Largest peak-to-trough decline	-11.72%	-2.87%	-8.85%
Max Drawdown (1Y) Largest decline over 1 year	—	-2.87%	—
Current Drawdown Current decline from peak	-3.23%	-0.54%	-2.69%
Average Drawdown Average peak-to-trough decline	-2.51%	-0.25%	-2.26%
Ulcer Index Depth and duration of drawdowns from previous peaks	—	0.49%	—

Volatility

Volatility by Period

	TOS	BUFX	Difference
Volatility (1M) Calculated over the trailing 1-month period	—	1.22%	—
Volatility (6M) Calculated over the trailing 6-month period	—	3.39%	—
Volatility (1Y) Calculated over the trailing 1-year period	26.53%	4.03%	+22.50%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	26.53%	4.03%	+22.50%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	26.53%	4.03%	+22.50%

TOS vs. BUFX - Expense Ratio Comparison

TOS has a 0.76% expense ratio, which is lower than BUFX's 0.96% expense ratio.

Dividends

TOS vs. BUFX - Dividend Comparison

Neither TOS nor BUFX has paid dividends to shareholders.

Tickers have no history of dividend payments

Frequently Asked Questions

Can I hold both TOS and BUFX in my portfolio?

TOS and BUFX have a correlation of 0.76, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which ETF is better, TOS or BUFX?

On fees, TOS is cheaper at 0.76% per year. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF is cheaper, TOS or BUFX?

TOS is cheaper with a 0.76% expense ratio, compared with 0.96% for BUFX.

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

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

What is the main difference between TOS and BUFX?

TOS is categorized as Large Cap Blend Equities, while BUFX is Defined Outcome. They also come from different issuers: Twin Oak ETF Company and First Trust. Their fees differ too: 0.76% for TOS and 0.96% for BUFX.