WLTG vs. BUFX
WLTG (WealthTrust DBS Long Term Growth ETF) and BUFX (FT Vest Laddered Enhance & Moderate Buffer ETF) are both exchange-traded funds - WLTG is a Large Cap Blend Equities fund actively managed by WealthTrust, while BUFX is a Defined Outcome fund managed by First Trust. Their correlation of 0.84 suggests significant overlap in exposure. WLTG charges 0.75%/yr vs 0.96%/yr for BUFX.
Performance
WLTG vs. BUFX - Performance Comparison
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Returns By Period
In the year-to-date period, WLTG achieves a 5.87% return, which is significantly higher than BUFX's 3.84% return.
WLTG
- 1D
- -1.55%
- 1M
- -0.80%
- YTD
- 5.87%
- 6M
- 4.59%
- 1Y
- 24.44%
- 3Y*
- 22.76%
- 5Y*
- —
- 10Y*
- —
BUFX
- 1D
- -0.27%
- 1M
- 0.09%
- YTD
- 3.84%
- 6M
- 3.89%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
WLTG vs. BUFX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
WLTG WealthTrust DBS Long Term Growth ETF | 5.87% | 16.14% |
BUFX FT Vest Laddered Enhance & Moderate Buffer ETF | 3.84% | 5.43% |
Correlation
The correlation between WLTG and BUFX is 0.84, 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 25, 2025 | 0.84 |
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Return for Risk
WLTG vs. BUFX — Risk / Return Rank
WLTG
BUFX
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
WLTG vs. BUFX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for WealthTrust DBS Long Term Growth ETF (WLTG) 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.
| WLTG | BUFX | Difference | |
|---|---|---|---|
| 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 | 2.57 | — | — |
| Martin ratioReturn relative to average drawdown | 11.26 | — | — |
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Drawdowns
WLTG vs. BUFX - Drawdown Comparison
The maximum WLTG drawdown since its inception was -25.14%, which is greater than BUFX's maximum drawdown of -2.87%. Use the drawdown chart below to compare losses from any high point for WLTG and BUFX.
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Drawdown Indicators
| WLTG | BUFX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -25.14% | -2.87% | -22.27% |
Max Drawdown (1Y)Largest decline over 1 year | -9.56% | — | — |
Max Drawdown (3Y)Largest decline over 3 years | -17.12% | — | — |
Current DrawdownCurrent decline from peak | -2.33% | -0.59% | -1.74% |
Average DrawdownAverage peak-to-trough decline | -8.98% | -0.24% | -8.74% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.18% | — | — |
Volatility
WLTG vs. BUFX - Volatility Comparison
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Volatility by Period
| WLTG | BUFX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.08% | — | — |
Volatility (6M)Calculated over the trailing 6-month period | 11.02% | — | — |
Volatility (1Y)Calculated over the trailing 1-year period | 14.07% | 4.05% | +10.02% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.21% | 4.05% | +11.16% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.21% | 4.05% | +11.16% |
WLTG vs. BUFX - Expense Ratio Comparison
WLTG has a 0.75% expense ratio, which is lower than BUFX's 0.96% expense ratio.
Dividends
WLTG vs. BUFX - Dividend Comparison
WLTG's dividend yield for the trailing twelve months is around 4.18%, while BUFX has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|---|
BUFX FT Vest Laddered Enhance & Moderate Buffer ETF | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
WLTG WealthTrust DBS Long Term Growth ETF | 4.18% | 4.43% | 0.55% | 0.71% | 0.44% | 0.02% |
Frequently Asked Questions
WLTG and BUFX have a correlation of 0.84, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, WLTG is cheaper at 0.75% per year. The better choice depends on whether you care most about return, fees, risk, or income.
WLTG is cheaper with a 0.75% expense ratio, compared with 0.96% for BUFX.
WLTG has the higher dividend yield at 4.18%, compared with 0.00% for BUFX.
WLTG is categorized as Large Cap Blend Equities, while BUFX is Defined Outcome. They also come from different issuers: WealthTrust and First Trust. Their fees differ too: 0.75% for WLTG and 0.96% for BUFX.
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