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FEBW vs MSTB

Comparison between ALLIANZIM U.S. EQUITY BUFFER20 FEB ETF (FEBW, ETF) and LHA MARKET STATE TACTICAL BETA ETF (MSTB, ETF).

FEBW vs MSTB - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
Winner
FEBW
$196M
MSTB
$196M
Expense Ratio
Winner
FEBW
0.74%
MSTB
1.38%
Max Drawdown
Winner
FEBW
8.82%
MSTB
26.34%
Sharpe Ratio
Winner
FEBW
1.40
MSTB
0.92
5Y Beta
Winner
FEBW
0.37
MSTB
0.58
5Y Dividends CAGR
FEBW
N/A
MSTB
0.26%

FEBW vs MSTB - Historical Returns

Returns include dividend reinvestment.

1M
Winner
FEBW
+0.58%
MSTB
+0.31%
3M
FEBW
+2.92%
Winner
MSTB
+4.56%
6M
FEBW
+4.51%
Winner
MSTB
+7.83%
1Y
FEBW
+10.82%
Winner
MSTB
+13.70%
5Y(CAGR)
FEBW
N/A
MSTB
+7.81%
Max(CAGR)
FEBW
+10.63%
Winner
MSTB
+10.92%

FEBW vs MSTB - Annual Returns (2020 - 2026)

Returns include dividend reinvestment.

YearFEBWMSTB
2026+4.99%+7.52%
2025+9.47%+18.86%
2024+11.35%+19.29%
2023+10.63%+16.84%
2022N/A-23.20%
2021N/A+22.88%
2020N/A+9.44%

FEBW vs MSTB Drawdown Comparison

The maximum drawdown for FEBW was -8.82%, occurring on Apr 8, 2025. Recovery took 79 trading sessions.

The maximum drawdown for MSTB was -25.64%, occurring on Sep 30, 2022. Recovery took 613 trading sessions.

The current FEBW drawdown is -0.23%. The current MSTB drawdown is -1.73%.

RankFEBWMSTB
#1-8.82%
Feb 19, 2025 - Jun 12, 2025
-25.64%
Jan 3, 2022 - Jun 12, 2024
#2-4.63%
Sep 14, 2023 - Nov 14, 2023
-10.81%
Jan 23, 2025 - May 12, 2025
#3-4.00%
Feb 26, 2026 - Apr 14, 2026
-8.31%
Oct 29, 2025 - Apr 16, 2026
#4-3.50%
Feb 2, 2023 - Apr 6, 2023
-6.18%
Aug 30, 2021 - Nov 3, 2021
#5-2.86%
Jul 16, 2024 - Aug 15, 2024
-5.83%
Nov 18, 2021 - Dec 23, 2021
#6-1.93%
Mar 28, 2024 - May 6, 2024
-5.60%
Jul 16, 2024 - Sep 19, 2024
#7-1.71%
Aug 1, 2023 - Sep 1, 2023
-5.16%
Oct 12, 2020 - Nov 9, 2020
#8-1.50%
Oct 28, 2025 - Nov 26, 2025
-5.03%
Feb 12, 2021 - Apr 1, 2021
#9-1.28%
Apr 28, 2023 - May 18, 2023
-4.26%
Dec 6, 2024 - Jan 23, 2025
#10-1.22%
Jun 4, 2026 - Jul 6, 2026
-4.09%
Jun 2, 2026 - Jun 10, 2026
#11-1.16%
Aug 30, 2024 - Sep 13, 2024
-3.39%
Jul 12, 2021 - Jul 23, 2021
#12-1.05%
Feb 2, 2026 - Feb 26, 2026
-3.20%
May 7, 2021 - Jun 30, 2021
#13-1.01%
Jul 28, 2025 - Aug 8, 2025
-2.88%
Oct 18, 2024 - Nov 7, 2024
#14-1.00%
Apr 24, 2023 - Apr 28, 2023
-2.80%
Oct 8, 2025 - Oct 21, 2025
#15-0.87%
Oct 8, 2025 - Oct 20, 2025
-2.62%
May 19, 2025 - Jun 3, 2025

Correlation

Correlation between FEBW and MSTB is 0.99 which considered as a very strong positive correlation - the stocks move almost identically together.

0.99
-101

Dividend Comparison (2020 - 2025)

FEBW vs MSTB dividend yield comparison.

YearFEBWMSTB
20250.00%0.41%
20240.14%0.95%
20230.00%0.16%
20220.00%1.34%
20210.00%2.20%
20200.00%1.78%

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