BRIF vs SEPU

Comparison between FIS Bright Portfolios Focused Equity ETF (BRIF, ETF) and ALLIANZIM U.S. EQUITY BUFFER15 UNCAPPED SEP ETF (SEPU, ETF).

BRIF vs SEPU - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	BRIF(ETF)	SEPU(ETF)
Net Assets	$154M	$154M
Expense Ratio	0.65%	0.74%
Max Drawdown	17.22%	11.76%
Sharpe Ratio	1.96	1.01
5Y Beta	0.92	0.63
P/E Ratio	30.57	N/A
Forward P/E	21.39	N/A
PEG Ratio	0.24	N/A
5Y EPS CAGR	30.85%	N/A
P/S Ratio	3.75	N/A
P/B Ratio	6.74	N/A

Net Assets

BRIF

$154M

SEPU

$154M

Expense Ratio

Winner

BRIF

0.65%

SEPU

0.74%

Max Drawdown

BRIF

17.22%

Winner

SEPU

11.76%

Sharpe Ratio

Winner

BRIF

1.96

SEPU

1.01

5Y Beta

BRIF

0.92

Winner

SEPU

0.63

P/E Ratio

BRIF

30.57

SEPU

N/A

Forward P/E

BRIF

21.39

SEPU

N/A

PEG Ratio

BRIF

0.24

SEPU

N/A

5Y EPS CAGR

BRIF

30.85%

SEPU

N/A

P/S Ratio

BRIF

3.75

SEPU

N/A

P/B Ratio

BRIF

6.74

SEPU

N/A

BRIF vs SEPU - Historical Returns

Returns include dividend reinvestment.

Period	BRIF	SEPU
1 month	+0.63%	+0.19%
3 months	+13.82%	+4.85%
6 months	+22.00%	+7.00%
1 year	+54.65%	+14.68%
Max(CAGR)	+40.63%	+13.04%

Winner

BRIF

+0.63%

SEPU

+0.19%

Winner

BRIF

+13.82%

SEPU

+4.85%

Winner

BRIF

+22.00%

SEPU

+7.00%

Winner

BRIF

+54.65%

SEPU

+14.68%

Max(CAGR)

Winner

BRIF

+40.63%

SEPU

+13.04%

BRIF vs SEPU - Annual Returns (2024 - 2026)

Returns include dividend reinvestment.

Year	BRIF	SEPU
2026	+22.65%	+7.16%
2025	+40.27%	+12.43%
2024	-0.41%	+4.59%

BRIF vs SEPU Drawdown Comparison

The maximum drawdown for BRIF was -17.22%, occurring on Apr 8, 2025. Recovery took 82 trading sessions.

The maximum drawdown for SEPU was -11.76%, occurring on Apr 8, 2025. Recovery took 90 trading sessions.

The current BRIF drawdown is -0.76%. The current SEPU drawdown is -1.68%.

Rank	BRIF	SEPU
#1	-17.22% Feb 13, 2025 - Jun 12, 2025	-11.76% Feb 19, 2025 - Jun 30, 2025
#2	-6.60% Mar 2, 2026 - Apr 8, 2026	-6.23% Jan 28, 2026 - Apr 16, 2026
#3	-5.65% Jun 2, 2026 - Jun 30, 2026	-4.34% Jun 2, 2026 - Jun 26, 2026
#4	-4.07% Nov 12, 2025 - Jan 28, 2026	-3.87% Oct 28, 2025 - Dec 24, 2025
#5	-3.32% Jan 28, 2026 - Feb 9, 2026	-3.60% Dec 6, 2024 - Jan 23, 2025
#6	-3.28% Dec 26, 2024 - Jan 21, 2025	-2.26% Jul 25, 2025 - Aug 12, 2025
#7	-2.94% Jan 23, 2025 - Feb 10, 2025	-2.16% Oct 8, 2025 - Oct 24, 2025
#8	-2.76% May 14, 2026 - May 22, 2026	-2.16% Jan 12, 2026 - Jan 28, 2026
#9	-2.53% Oct 8, 2025 - Oct 27, 2025	-2.06% Oct 14, 2024 - Nov 6, 2024
#10	-2.39% Jul 28, 2025 - Aug 26, 2025	-1.83% May 14, 2026 - May 26, 2026
#11	-2.31% Oct 29, 2025 - Nov 12, 2025	-1.67% Nov 11, 2024 - Nov 26, 2024
#12	-1.95% Jun 30, 2026 - Jul 2, 2026	-1.67% Aug 14, 2025 - Aug 27, 2025
#13	-1.69% Aug 28, 2025 - Sep 9, 2025	-1.46% Jan 23, 2025 - Feb 18, 2025
#14	-1.55% Apr 27, 2026 - Apr 30, 2026	-1.26% Sep 22, 2025 - Oct 1, 2025
#15	-1.47% Jun 12, 2025 - Jun 24, 2025	-1.22% Sep 4, 2024 - Sep 11, 2024