DYFI vs SPBX
Comparison between IDX DYNAMIC FIXED INCOME ETF (DYFI, ETF) and ALLIANZIM 6 MONTH BUFFER10 ALLOCATION ETF (SPBX, ETF).
DYFI vs SPBX - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
DYFI
$56M
Winner
SPBX
$56M
Expense Ratio
DYFI
1.13%
Winner
SPBX
0.79%
Max Drawdown
Winner
DYFI
10.25%
SPBX
11.11%
Sharpe Ratio
DYFI
0.00
Winner
SPBX
1.67
5Y Beta
Winner
DYFI
0.06
SPBX
0.51
DYFI vs SPBX - Historical Returns
Returns include dividend reinvestment.
1M
DYFI
+0.88%
Winner
SPBX
+1.26%
3M
DYFI
+0.72%
Winner
SPBX
+6.60%
6M
DYFI
+0.58%
Winner
SPBX
+6.68%
1Y
DYFI
+3.81%
Winner
SPBX
+14.16%
Max(CAGR)
DYFI
+1.02%
Winner
SPBX
+11.29%
DYFI vs SPBX - Annual Returns (2024 - 2026)
Returns include dividend reinvestment.
| Year | DYFI | SPBX |
|---|---|---|
| 2026 | +0.15% | +6.11% |
| 2025 | +3.57% | +9.86% |
| 2024 | -1.38% | N/A |
DYFI vs SPBX Drawdown Comparison
The maximum drawdown for DYFI was -4.54%, occurring on Aug 8, 2024. Recovery took 359 trading sessions.
The maximum drawdown for SPBX was -11.11%, occurring on Apr 8, 2025. Recovery took 86 trading sessions.
The current DYFI drawdown is -0.79%.
| Rank | DYFI | SPBX |
|---|---|---|
| #1 | -4.54% Mar 7, 2024 - Aug 13, 2025 | -11.11% Feb 19, 2025 - Jun 24, 2025 |
| #2 | -2.49% Feb 23, 2026 - Mar 27, 2026 | -4.49% Feb 25, 2026 - Apr 14, 2026 |
| #3 | -1.65% Feb 1, 2024 - Mar 7, 2024 | -1.66% Nov 12, 2025 - Nov 26, 2025 |
| #4 | -1.23% Jan 12, 2024 - Feb 1, 2024 | -1.41% Jun 2, 2026 - Jun 15, 2026 |
| #5 | -0.75% Sep 22, 2025 - Oct 27, 2025 | -1.25% Feb 9, 2026 - Feb 25, 2026 |
| #6 | -0.62% Oct 28, 2025 - Nov 26, 2025 | -1.22% Feb 2, 2026 - Feb 9, 2026 |
| #7 | -0.37% Dec 3, 2025 - Dec 18, 2025 | -1.18% Jan 12, 2026 - Jan 27, 2026 |
| #8 | -0.35% Jan 14, 2026 - Feb 6, 2026 | -0.98% Oct 8, 2025 - Oct 20, 2025 |
| #9 | -0.20% Nov 28, 2025 - Dec 3, 2025 | -0.94% Dec 11, 2025 - Dec 19, 2025 |
| #10 | -0.16% Aug 13, 2025 - Aug 22, 2025 | -0.86% Jul 28, 2025 - Aug 8, 2025 |
| #11 | -0.11% Aug 28, 2025 - Sep 3, 2025 | -0.80% Jan 8, 2025 - Jan 15, 2025 |
| #12 | -0.09% Jan 6, 2026 - Jan 9, 2026 | -0.67% Jan 24, 2025 - Feb 6, 2025 |
| #13 | -0.09% Feb 10, 2026 - Feb 12, 2026 | -0.58% Oct 27, 2025 - Nov 10, 2025 |
| #14 | -0.09% Sep 15, 2025 - Sep 19, 2025 | -0.45% Apr 17, 2026 - Apr 22, 2026 |
| #15 | -0.06% Sep 11, 2025 - Sep 15, 2025 | -0.44% May 14, 2026 - May 21, 2026 |
Correlation
Correlation between DYFI and SPBX is 0.92 which considered as a very strong positive correlation - the stocks move almost identically together.
0.92
-101
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