BBBI vs SPBU

Comparison between BondBloxx BBB Rated 5-10 Year Corporate Bond ETF (BBBI, ETF) and ALLIANZIM BUFFER15 UNCAPPED ALLOCATION ETF (SPBU, ETF).

BBBI vs SPBU - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	BBBI(ETF)	SPBU(ETF)
Net Assets	$165M	$165M
Expense Ratio	0.19%	0.79%
Max Drawdown	5.71%	8.30%
Sharpe Ratio	0.08	1.03
5Y Beta	0.10	0.62

Net Assets

Winner

BBBI

$165M

SPBU

$165M

Expense Ratio

Winner

BBBI

0.19%

SPBU

0.79%

Max Drawdown

Winner

BBBI

5.71%

SPBU

8.30%

Sharpe Ratio

BBBI

0.08

Winner

SPBU

1.03

5Y Beta

Winner

BBBI

0.10

SPBU

0.62

BBBI vs SPBU - Historical Returns

Returns include dividend reinvestment.

Period	BBBI	SPBU
1 month	-0.47%	-0.02%
3 months	-0.76%	+4.62%
6 months	-0.29%	+6.73%
1 year	+3.80%	+14.60%
Max(CAGR)	+5.37%	+15.56%

BBBI

-0.47%

Winner

SPBU

-0.02%

BBBI

-0.76%

Winner

SPBU

+4.62%

BBBI

-0.29%

Winner

SPBU

+6.73%

BBBI

+3.80%

Winner

SPBU

+14.60%

Max(CAGR)

BBBI

+5.37%

Winner

SPBU

+15.56%

BBBI vs SPBU - Annual Returns (2024 - 2026)

Returns include dividend reinvestment.

Year	BBBI	SPBU
2026	-0.14%	+7.04%
2025	+9.21%	+13.85%
2024	+4.36%	N/A

BBBI vs SPBU Drawdown Comparison

The maximum drawdown for BBBI was -4.11%, occurring on Jan 13, 2025. Recovery took 126 trading sessions.

The maximum drawdown for SPBU was -8.30%, occurring on Apr 8, 2025. Recovery took 45 trading sessions.

The current BBBI drawdown is -1.66%. The current SPBU drawdown is -1.65%.

Rank	BBBI	SPBU
#1	-4.11% Oct 1, 2024 - Apr 3, 2025	-8.30% Mar 7, 2025 - May 12, 2025
#2	-3.33% Feb 1, 2024 - Jun 5, 2024	-7.10% Jan 12, 2026 - Apr 15, 2026
#3	-3.30% Apr 3, 2025 - Jun 4, 2025	-4.24% Oct 28, 2025 - Dec 26, 2025
#4	-2.94% Feb 27, 2026 - Mar 27, 2026	-3.72% Jun 2, 2026 - Jun 10, 2026
#5	-1.24% Oct 27, 2025 - Nov 26, 2025	-2.47% Oct 8, 2025 - Oct 24, 2025
#6	-1.08% Jun 13, 2024 - Jul 5, 2024	-2.07% May 19, 2025 - Jun 6, 2025
#7	-1.01% Aug 2, 2024 - Aug 13, 2024	-2.03% Jul 25, 2025 - Aug 12, 2025
#8	-0.98% Jun 30, 2025 - Jul 22, 2025	-1.70% May 14, 2026 - May 26, 2026
#9	-0.85% Jun 5, 2024 - Jun 13, 2024	-1.40% Aug 14, 2025 - Aug 27, 2025
#10	-0.84% Sep 16, 2025 - Oct 14, 2025	-1.23% Dec 26, 2025 - Jan 9, 2026
#11	-0.80% Jul 17, 2024 - Jul 29, 2024	-1.17% Sep 22, 2025 - Oct 1, 2025
#12	-0.76% Jan 14, 2026 - Feb 5, 2026	-1.06% Aug 28, 2025 - Sep 9, 2025
#13	-0.75% Jun 4, 2025 - Jun 12, 2025	-0.96% Jun 12, 2025 - Jun 24, 2025
#14	-0.61% Nov 26, 2025 - Dec 26, 2025	-0.73% Jul 3, 2025 - Jul 17, 2025
#15	-0.47% Aug 13, 2025 - Aug 22, 2025	-0.52% May 6, 2026 - May 8, 2026