FFIU vs SPBX
Comparison between UVA UNCONSTRAINED MEDIUM-TERM FIXED INCOME ETF (FFIU, ETF) and ALLIANZIM 6 MONTH BUFFER10 ALLOCATION ETF (SPBX, ETF).
FFIU vs SPBX - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
FFIU
$54M
SPBX
$53M
Expense Ratio
Winner
FFIU
0.54%
SPBX
0.79%
Max Drawdown
FFIU
25.26%
Winner
SPBX
11.11%
Sharpe Ratio
FFIU
0.10
Winner
SPBX
1.71
5Y Beta
Winner
FFIU
0.08
SPBX
0.51
5Y Dividends CAGR
FFIU
2.23%
SPBX
N/A
FFIU vs SPBX - Historical Returns
Returns include dividend reinvestment.
1M
FFIU
-0.28%
Winner
SPBX
+1.07%
3M
FFIU
-1.22%
Winner
SPBX
+4.50%
6M
FFIU
-0.60%
Winner
SPBX
+5.64%
1Y
FFIU
+4.55%
Winner
SPBX
+14.18%
5Y(CAGR)
FFIU
-0.11%
SPBX
N/A
10Y(CAGR)
FFIU
+1.60%
SPBX
N/A
Max(CAGR)
FFIU
+1.60%
Winner
SPBX
+10.74%
FFIU vs SPBX - Annual Returns (2017 - 2026)
Returns include dividend reinvestment.
| Year | FFIU | SPBX |
|---|---|---|
| 2026 | +0.49% | +5.06% |
| 2025 | +7.95% | +9.86% |
| 2024 | +0.23% | N/A |
| 2023 | +5.79% | N/A |
| 2022 | -14.65% | N/A |
| 2021 | +0.10% | N/A |
| 2020 | +7.68% | N/A |
| 2019 | +9.50% | N/A |
| 2018 | -0.77% | N/A |
| 2017 | -0.55% | N/A |
FFIU vs SPBX Drawdown Comparison
The maximum drawdown for FFIU was -20.43%, occurring on Oct 21, 2022. This drawdown has not yet recovered.
The maximum drawdown for SPBX was -11.11%, occurring on Apr 8, 2025. Recovery took 86 trading sessions.
The current FFIU drawdown is -3.16%. The current SPBX drawdown is -0.80%.
| Rank | FFIU | SPBX |
|---|---|---|
| #1 | -20.43% Sep 14, 2021 - Oct 21, 2022 | -11.11% Feb 19, 2025 - Jun 24, 2025 |
| #2 | -11.05% Mar 6, 2020 - Jun 19, 2020 | -4.49% Feb 25, 2026 - Apr 14, 2026 |
| #3 | -5.48% Nov 2, 2017 - Jan 28, 2019 | -1.66% Nov 12, 2025 - Nov 26, 2025 |
| #4 | -3.68% Dec 31, 2020 - Jun 30, 2021 | -1.25% Feb 9, 2026 - Feb 25, 2026 |
| #5 | -1.83% Aug 5, 2020 - Nov 20, 2020 | -1.22% Feb 2, 2026 - Feb 9, 2026 |
| #6 | -1.51% Sep 3, 2019 - Oct 3, 2019 | -1.18% Jan 12, 2026 - Jan 27, 2026 |
| #7 | -1.19% Aug 2, 2021 - Sep 14, 2021 | -0.98% Oct 8, 2025 - Oct 20, 2025 |
| #8 | -0.93% Oct 4, 2019 - Nov 27, 2019 | -0.94% Dec 11, 2025 - Dec 19, 2025 |
| #9 | -0.76% Aug 21, 2017 - Nov 2, 2017 | -0.86% Jul 28, 2025 - Aug 8, 2025 |
| #10 | -0.56% Jul 19, 2021 - Jul 30, 2021 | -0.80% Jun 2, 2026 - Jun 5, 2026 |
| #11 | -0.54% Jul 8, 2021 - Jul 15, 2021 | -0.80% Jan 8, 2025 - Jan 15, 2025 |
| #12 | -0.51% Jul 3, 2019 - Jul 18, 2019 | -0.67% Jan 24, 2025 - Feb 6, 2025 |
| #13 | -0.46% Feb 25, 2020 - Mar 3, 2020 | -0.58% Oct 27, 2025 - Nov 10, 2025 |
| #14 | -0.43% Aug 15, 2019 - Aug 26, 2019 | -0.45% Apr 17, 2026 - Apr 22, 2026 |
| #15 | -0.43% Dec 8, 2020 - Dec 28, 2020 | -0.44% May 14, 2026 - May 21, 2026 |
Correlation
Correlation between FFIU and SPBX is 0.79 which considered as a strong positive correlation - the stocks tend to move together.
0.79
-101
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