AUGU vs SPBC
Comparison between ALLIANZIM U.S. EQUITY BUFFER15 UNCAPPED AUG ETF (AUGU, ETF) and SIMPLIFY US EQUITY PLUS BITCOIN STRATEGY ETF (SPBC, ETF).
AUGU vs SPBC - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
AUGU
$43M
Winner
SPBC
$43M
Expense Ratio
AUGU
0.74%
Winner
SPBC
0.54%
Max Drawdown
Winner
AUGU
12.17%
SPBC
35.13%
Sharpe Ratio
Winner
AUGU
1.49
SPBC
0.98
5Y Beta
Winner
AUGU
0.63
SPBC
1.08
AUGU vs SPBC - Historical Returns
Returns include dividend reinvestment.
1M
Winner
AUGU
+1.84%
SPBC
-0.78%
3M
AUGU
+6.85%
Winner
SPBC
+7.47%
6M
Winner
AUGU
+5.96%
SPBC
+4.39%
1Y
Winner
AUGU
+19.71%
SPBC
+19.44%
5Y(CAGR)
AUGU
N/A
SPBC
+15.31%
Max(CAGR)
AUGU
+13.61%
Winner
SPBC
+15.43%
AUGU vs SPBC - Annual Returns (2021 - 2026)
Returns include dividend reinvestment.
| Year | AUGU | SPBC |
|---|---|---|
| 2026 | +6.44% | +4.43% |
| 2025 | +12.69% | +16.31% |
| 2024 | +5.68% | +36.87% |
| 2023 | N/A | +48.87% |
| 2022 | N/A | -28.38% |
| 2021 | N/A | +14.86% |
AUGU vs SPBC Drawdown Comparison
The maximum drawdown for AUGU was -12.17%, occurring on Apr 8, 2025. Recovery took 90 trading sessions.
The maximum drawdown for SPBC was -33.99%, occurring on Oct 14, 2022. Recovery took 523 trading sessions.
The current AUGU drawdown is -2.70%. The current SPBC drawdown is -3.99%.
| Rank | AUGU | SPBC |
|---|---|---|
| #1 | -12.17% Feb 19, 2025 - Jun 30, 2025 | -33.99% Nov 9, 2021 - Dec 8, 2023 |
| #2 | -6.72% Jan 12, 2026 - Apr 15, 2026 | -21.00% Dec 16, 2024 - Jun 24, 2025 |
| #3 | -4.24% Oct 27, 2025 - Jan 6, 2026 | -12.24% Oct 28, 2025 - Apr 17, 2026 |
| #4 | -3.77% Dec 6, 2024 - Jan 23, 2025 | -10.19% Jul 16, 2024 - Sep 19, 2024 |
| #5 | -3.19% Aug 1, 2024 - Aug 14, 2024 | -7.10% Mar 28, 2024 - May 20, 2024 |
| #6 | -2.80% Aug 30, 2024 - Sep 16, 2024 | -6.66% Sep 3, 2021 - Oct 15, 2021 |
| #7 | -2.70% Jun 2, 2026 - Jun 5, 2026 | -3.99% Jun 1, 2026 - Jun 5, 2026 |
| #8 | -2.24% Oct 8, 2025 - Oct 24, 2025 | -3.94% Jul 7, 2021 - Jul 23, 2021 |
| #9 | -2.10% Oct 14, 2024 - Nov 6, 2024 | -3.54% Oct 6, 2025 - Oct 27, 2025 |
| #10 | -1.89% May 14, 2026 - May 26, 2026 | -2.97% Oct 29, 2024 - Nov 6, 2024 |
| #11 | -1.72% Jul 25, 2025 - Aug 12, 2025 | -2.92% Jun 14, 2021 - Jun 29, 2021 |
| #12 | -1.66% Nov 11, 2024 - Nov 26, 2024 | -2.81% Jul 28, 2025 - Aug 12, 2025 |
| #13 | -1.54% Jan 23, 2025 - Feb 18, 2025 | -2.62% Aug 16, 2021 - Aug 23, 2021 |
| #14 | -1.24% Aug 14, 2025 - Aug 27, 2025 | -2.58% May 14, 2026 - May 29, 2026 |
| #15 | -1.11% Sep 22, 2025 - Oct 1, 2025 | -2.50% Aug 13, 2025 - Sep 10, 2025 |
Correlation
Correlation between AUGU and SPBC is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.
0.97
-101
Select Stocks to Compare
Popular: AUGU vs SPYSPBC vs SPY
More Comparisons
Compare with similar stocks