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CPHY vs QBSV

Comparison between Fm Compoundr High Yield Bond ETF (CPHY, ETF) and ALLIANZIM U.S. EQUITY BUFFER5 ETF (QBSV, ETF).

CPHY vs QBSV - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
CPHY
$7.20M
QBSV
$7.20M
Expense Ratio
Winner
CPHY
0.35%
QBSV
0.64%
Max Drawdown
CPHY
2.51%
Winner
QBSV
0.32%
Sharpe Ratio
CPHY
-0.19
Winner
QBSV
5.97
5Y Beta
Winner
CPHY
0.22
QBSV
0.26

CPHY vs QBSV - Historical Returns

Returns include dividend reinvestment.

1M
CPHY
+0.02%
Winner
QBSV
+0.89%
3M
CPHY
-0.17%
QBSV
N/A
6M
CPHY
+0.41%
QBSV
N/A
1Y
CPHY
+2.38%
QBSV
N/A
Max(CAGR)
CPHY
+2.93%
Winner
QBSV
+33.26%

CPHY vs QBSV - Annual Returns (2025 - 2026)

Returns include dividend reinvestment.

YearCPHYQBSV
2026+0.05%+5.24%
2025+2.31%N/A

CPHY vs QBSV Drawdown Comparison

The maximum drawdown for CPHY was -2.51%, occurring on Mar 30, 2026. This drawdown has not yet recovered.

The maximum drawdown for QBSV was -0.32%, occurring on Jun 5, 2026. This drawdown has not yet recovered.

The current CPHY drawdown is -0.92%. The current QBSV drawdown is -0.32%.

RankCPHYQBSV
#1-2.51%
Feb 19, 2026 - Mar 30, 2026
-0.32%
Jun 1, 2026 - Jun 5, 2026
#2-1.44%
Sep 22, 2025 - Oct 27, 2025
-0.28%
Apr 17, 2026 - Apr 22, 2026
#3-1.10%
Oct 27, 2025 - Nov 28, 2025
-0.19%
Apr 22, 2026 - Apr 24, 2026
#4-0.47%
Aug 13, 2025 - Aug 22, 2025
-0.17%
May 1, 2026 - May 5, 2026
#5-0.33%
Jan 22, 2026 - Feb 9, 2026
-0.10%
Apr 27, 2026 - Apr 30, 2026
#6-0.32%
Aug 28, 2025 - Sep 8, 2025
-0.09%
May 14, 2026 - May 20, 2026
#7-0.25%
Dec 5, 2025 - Dec 10, 2025
-0.06%
May 11, 2026 - May 13, 2026
#8-0.24%
Dec 10, 2025 - Dec 18, 2025
-0.05%
Apr 6, 2026 - Apr 8, 2026
#9-0.19%
Jan 16, 2026 - Jan 21, 2026
-0.02%
Apr 9, 2026 - Apr 13, 2026
#10-0.17%
Sep 15, 2025 - Sep 18, 2025
-0.01%
May 22, 2026 - May 27, 2026
#11-0.14%
Nov 28, 2025 - Dec 3, 2025
N/A
#12-0.12%
Feb 9, 2026 - Feb 18, 2026
N/A
#13-0.11%
Aug 22, 2025 - Aug 26, 2025
N/A
#14-0.10%
Sep 8, 2025 - Sep 11, 2025
N/A
#15-0.06%
Dec 30, 2025 - Jan 5, 2026
N/A

Correlation

Correlation between CPHY and QBSV is 0.84 which considered as a strong positive correlation - the stocks tend to move together.

0.84
-101

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