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WLTG vs. BUFX
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

WLTG vs. BUFX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in WealthTrust DBS Long Term Growth ETF (WLTG) 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, 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*
*Multi-year figures are annualized to reflect compound growth (CAGR)

WLTG vs. BUFX - Yearly Performance Comparison


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

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

WLTG
WLTG Risk / Return Rank: 5757
Overall Rank
WLTG Sharpe Ratio Rank: 5656
Sharpe Ratio Rank
WLTG Sortino Ratio Rank: 5454
Sortino Ratio Rank
WLTG Omega Ratio Rank: 5353
Omega Ratio Rank
WLTG Calmar Ratio Rank: 5656
Calmar Ratio Rank
WLTG Martin Ratio Rank: 6666
Martin Ratio Rank

BUFX

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

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.

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.


WLTGBUFXDifference
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

WLTG vs. BUFX - Sharpe Ratio Comparison


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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


WLTGBUFXDifference

Max Drawdown

Largest 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 Drawdown

Current decline from peak

-2.33%

-0.59%

-1.74%

Average Drawdown

Average peak-to-trough decline

-8.98%

-0.24%

-8.74%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.18%

Volatility

WLTG vs. BUFX - Volatility Comparison


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Volatility by Period


WLTGBUFXDifference

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.


PositionTTM20252024202320222021
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.

Portfolio Optimizer

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