AUGU vs CEFZ
Comparison between ALLIANZIM U.S. EQUITY BUFFER15 UNCAPPED AUG ETF (AUGU, ETF) and RIVERNORTH ACTIVE INCOME ETF (CEFZ, ETF).
AUGU vs CEFZ - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
AUGU
$40M
Winner
CEFZ
$40M
Expense Ratio
Winner
AUGU
0.74%
CEFZ
3.36%
Max Drawdown
Winner
AUGU
12.17%
CEFZ
93.56%
Sharpe Ratio
AUGU
1.04
Winner
CEFZ
1.10
5Y Beta
AUGU
0.64
Winner
CEFZ
0.62
AUGU vs CEFZ - Historical Returns
Returns include dividend reinvestment.
1M
AUGU
+0.40%
Winner
CEFZ
+0.40%
3M
Winner
AUGU
+5.30%
CEFZ
+1.27%
6M
Winner
AUGU
+7.34%
CEFZ
+2.88%
1Y
Winner
AUGU
+14.99%
CEFZ
+13.06%
5Y(CAGR)
AUGU
N/A
CEFZ
+15.28%
Max(CAGR)
Winner
AUGU
+13.34%
CEFZ
-5.38%
AUGU vs CEFZ - Annual Returns (2019 - 2026)
Returns include dividend reinvestment.
| Year | AUGU | CEFZ |
|---|---|---|
| 2026 | +7.66% | +4.80% |
| 2025 | +12.69% | +7.67% |
| 2024 | +5.68% | N/A |
| 2020 | N/A | -73.60% |
| 2019 | N/A | +5.16% |
AUGU vs CEFZ Drawdown Comparison
The maximum drawdown for AUGU was -12.17%, occurring on Apr 8, 2025. Recovery took 90 trading sessions.
The maximum drawdown for CEFZ was -93.40%, occurring on Mar 18, 2020. This drawdown has not yet recovered.
The current AUGU drawdown is -1.58%. The current CEFZ drawdown is -37.72%.
| Rank | AUGU | CEFZ |
|---|---|---|
| #1 | -12.17% Feb 19, 2025 - Jun 30, 2025 | -93.40% Feb 19, 2020 - Mar 18, 2020 |
| #2 | -6.72% Jan 12, 2026 - Apr 15, 2026 | -3.84% Jan 22, 2020 - Feb 19, 2020 |
| #3 | -4.54% Jun 2, 2026 - Jun 26, 2026 | -1.49% Nov 4, 2019 - Nov 29, 2019 |
| #4 | -4.24% Oct 27, 2025 - Jan 6, 2026 | -1.11% Dec 26, 2019 - Jan 2, 2020 |
| #5 | -3.77% Dec 6, 2024 - Jan 23, 2025 | -0.64% Nov 29, 2019 - Dec 9, 2019 |
| #6 | -3.19% Aug 1, 2024 - Aug 14, 2024 | -0.56% Jan 17, 2020 - Jan 22, 2020 |
| #7 | -2.80% Aug 30, 2024 - Sep 16, 2024 | -0.34% Oct 25, 2019 - Nov 1, 2019 |
| #8 | -2.24% Oct 8, 2025 - Oct 24, 2025 | -0.17% Jan 2, 2020 - Jan 7, 2020 |
| #9 | -2.10% Oct 14, 2024 - Nov 6, 2024 | -0.10% Dec 12, 2019 - Dec 16, 2019 |
| #10 | -1.89% May 14, 2026 - May 26, 2026 | -0.07% Dec 20, 2019 - Dec 24, 2019 |
| #11 | -1.72% Jul 25, 2025 - Aug 12, 2025 | N/A |
| #12 | -1.66% Nov 11, 2024 - Nov 26, 2024 | N/A |
| #13 | -1.54% Jan 23, 2025 - Feb 18, 2025 | N/A |
| #14 | -1.24% Aug 14, 2025 - Aug 27, 2025 | N/A |
| #15 | -1.11% Sep 22, 2025 - Oct 1, 2025 | N/A |
Correlation
Correlation between AUGU and CEFZ is 0.93 which considered as a very strong positive correlation - the stocks move almost identically together.
0.93
-101
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