See what your fund actually adds
FT Vest Laddered U.S. Equity Uncapped Accelerator ETF BFXU
Historical return decomposition and an investable replication portfolio, using data through 2026-10-09.
Fund and replication metrics
| Measure | BFXU | Replication |
|---|---|---|
| Annualized growth | 34.2% | 34.2% |
| Annualized volatility | 13.1% | 13.0% |
| Sharpe ratio | 2.31 | 2.33 |
| Maximum drawdown | 4.1% | 3.7% |
| Replication fit (R²) | 0.99 · Tracking error 1.0% | |
Replication portfolio
The published portfolio below is the investable basket used to model BFXU’s historical return behavior.
| Ticker | Building block | Weight |
|---|---|---|
| VOO | US Large Cap | 47.9% |
| VUG | Style · Growth | 36.2% |
| XLF | Sector · Financials | 7.4% |
| EFV | Intl · Value | 4.3% |
| VOT | Mid-Cap · Growth | 4.3% |