AUGW vs SMDX

Comparison between ALLIANZIM U.S. EQUITY BUFFER20 AUG ETF (AUGW, ETF) and INTECH S&P SMALL-MID CAP DIVERSIFIED ALPHA ETF (SMDX, ETF).

AUGW vs SMDX - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	AUGW(ETF)	SMDX(ETF)
Net Assets	$134M	$133M
Expense Ratio	0.74%	0.35%
Max Drawdown	8.76%	14.52%
Sharpe Ratio	1.36	1.18
5Y Beta	0.40	0.94
P/E Ratio	N/A	21.98
Forward P/E	N/A	15.64
5Y EPS CAGR	N/A	15.36%
Debt to Equity	N/A	35.89%
P/S Ratio	N/A	1.36
P/B Ratio	N/A	2.69

Net Assets

Winner

AUGW

$134M

SMDX

$133M

Expense Ratio

AUGW

0.74%

Winner

SMDX

0.35%

Max Drawdown

Winner

AUGW

8.76%

SMDX

14.52%

Sharpe Ratio

Winner

AUGW

1.36

SMDX

1.18

5Y Beta

Winner

AUGW

0.40

SMDX

0.94

P/E Ratio

AUGW

N/A

SMDX

21.98

Forward P/E

AUGW

N/A

SMDX

15.64

5Y EPS CAGR

AUGW

N/A

SMDX

15.36%

Debt to Equity

AUGW

N/A

SMDX

35.89%

P/S Ratio

AUGW

N/A

SMDX

1.36

P/B Ratio

AUGW

N/A

SMDX

2.69

AUGW vs SMDX - Historical Returns

Returns include dividend reinvestment.

Period	AUGW	SMDX
1 month	+0.86%	+0.57%
3 months	+2.72%	+4.05%
6 months	+4.62%	+11.39%
1 year	+9.96%	+22.56%
Max(CAGR)	+11.07%	+22.58%

Winner

AUGW

+0.86%

SMDX

+0.57%

AUGW

+2.72%

Winner

SMDX

+4.05%

AUGW

+4.62%

Winner

SMDX

+11.39%

AUGW

+9.96%

Winner

SMDX

+22.56%

Max(CAGR)

AUGW

+11.07%

Winner

SMDX

+22.58%

AUGW vs SMDX - Annual Returns (2023 - 2026)

Returns include dividend reinvestment.

Year	AUGW	SMDX
2026	+5.02%	+14.99%
2025	+11.11%	+14.21%
2024	+13.44%	N/A
2023	+3.32%	N/A

AUGW vs SMDX Drawdown Comparison

The maximum drawdown for AUGW was -8.76%, occurring on Apr 8, 2025. Recovery took 62 trading sessions.

The maximum drawdown for SMDX was -14.52%, occurring on Apr 7, 2025. Recovery took 50 trading sessions.

The current AUGW drawdown is -0.07%. The current SMDX drawdown is -2.15%.

Rank	AUGW	SMDX
#1	-8.76% Feb 19, 2025 - May 19, 2025	-14.52% Feb 28, 2025 - May 12, 2025
#2	-4.44% Aug 1, 2023 - Nov 20, 2023	-8.66% Feb 6, 2026 - Apr 14, 2026
#3	-3.20% Feb 25, 2026 - Apr 9, 2026	-6.74% Oct 27, 2025 - Nov 28, 2025
#4	-2.77% Jul 30, 2024 - Aug 15, 2024	-5.15% Sep 11, 2025 - Oct 24, 2025
#5	-2.07% Apr 1, 2024 - May 6, 2024	-4.44% May 6, 2026 - Jun 4, 2026
#6	-1.79% Aug 30, 2024 - Sep 16, 2024	-3.79% Jul 25, 2025 - Aug 12, 2025
#7	-1.66% Oct 27, 2025 - Nov 28, 2025	-3.74% May 16, 2025 - Jun 23, 2025
#8	-1.52% Dec 6, 2024 - Jan 21, 2025	-3.16% Jul 10, 2025 - Jul 25, 2025
#9	-1.40% May 19, 2025 - Jun 3, 2025	-2.70% Jun 30, 2026 - Jul 8, 2026
#10	-1.23% Dec 28, 2023 - Jan 10, 2024	-2.52% Dec 11, 2025 - Jan 6, 2026
#11	-1.11% Oct 18, 2024 - Nov 6, 2024	-2.21% Apr 20, 2026 - May 6, 2026
#12	-1.02% Oct 8, 2025 - Oct 20, 2025	-1.76% Aug 13, 2025 - Aug 22, 2025
#13	-0.89% Jan 23, 2025 - Feb 6, 2025	-1.69% Jan 15, 2026 - Jan 21, 2026
#14	-0.87% Feb 2, 2026 - Feb 9, 2026	-1.56% Jan 21, 2026 - Feb 4, 2026
#15	-0.83% Jan 29, 2024 - Feb 2, 2024	-1.55% Jun 12, 2026 - Jun 25, 2026