HTEC vs SPBX

Comparison between ROBO GLOBAL(R) HEALTHCARE TECHNOLOGY AND INNOVATION ETF (HTEC, ETF) and ALLIANZIM 6 MONTH BUFFER10 ALLOCATION ETF (SPBX, ETF).

HTEC vs SPBX - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	HTEC(ETF)	SPBX(ETF)
Net Assets	$56M	$56M
Expense Ratio	0.68%	0.79%
Max Drawdown	57.55%	11.11%
Sharpe Ratio	1.02	1.67
5Y Beta	0.94	0.51
P/E Ratio	-123.09	N/A
Forward P/E	21.21	N/A
5Y EPS CAGR	6.77%	N/A
Debt to Equity	-0.73%	N/A
P/S Ratio	3.87	N/A
P/B Ratio	3.55	N/A

Net Assets

HTEC

$56M

Winner

SPBX

$56M

Expense Ratio

Winner

HTEC

0.68%

SPBX

0.79%

Max Drawdown

HTEC

57.55%

Winner

SPBX

11.11%

Sharpe Ratio

HTEC

1.02

Winner

SPBX

1.67

5Y Beta

HTEC

0.94

Winner

SPBX

0.51

P/E Ratio

HTEC

-123.09

SPBX

N/A

Forward P/E

HTEC

21.21

SPBX

N/A

5Y EPS CAGR

HTEC

6.77%

SPBX

N/A

Debt to Equity

HTEC

-0.73%

SPBX

N/A

P/S Ratio

HTEC

3.87

SPBX

N/A

P/B Ratio

HTEC

3.55

SPBX

N/A

HTEC vs SPBX - Holdings Comparison

HTEC and SPBX have 0 common holdings. Overlap is 0.00%

HTEC's top 25 holdings weight is 52.69%. SPBX's top 25 holdings weight is 100.01%.

Rank	HTEC	SPBX
#1	GUARDANT HEALTH INC (GH) - 2.91%	ALLIANZIM US EQUITY 6M BFR10 MAR/SEP ETF (SIXP) - 17.02%
#2	AXOGEN INC (AXGN) - 2.82%	ALLIANZIM US EQUITY 6M BFR10 FEB/AUG ETF (SIXF) - 16.96%
#3	TWIST BIOSCIENCE CORP (TWST) - 2.74%	ALLIANZIM US EQUITY 6M BFR10 JAN/JUL ETF (SIXJ) - 16.89%
#4	ILLUMINA INC (ILMN) - 2.45%	ALLIANZIM US EQUITY 6M BFR10 JUN/DEC ETF (SIXD) - 16.66%
#5	ARROWHEAD PHARMACEUTICALS INC (ARWR) - 2.42%	ALLIANZIM US EQUITY 6M BFR10 MAY/NOV ETF (SIXZ) - 16.46%
#6	VERACYTE INC (VCYT) - 2.33%	ALLIANZIM US EQUITY 6M BFR10 APR/OCT ETF (SIXO) - 16.02%
#7	LIVANOVA PLC (LIVN) - 2.20%	N/A
#8	NATERA INC (NTRA) - 2.19%	N/A
#9	NOVANTA INC (NOVT) - 2.12%	N/A
#10	INTEGRA LIFESCIENCES HOLDINGS CORP (IART) - 2.09%	N/A
#11	NOVOCURE LTD (NVCR) - 2.08%	N/A
#12	GRAIL INC (GRAL) - 2.04%	N/A
#13	THERMO FISHER SCIENTIFIC INC (TMO) - 1.96%	N/A
#14	TECAN GROUP AG (n/a) - 1.96%	N/A
#15	IQVIA HOLDINGS INC (IQV) - 1.93%	N/A
#16	CAREDX INC (CDNA) - 1.91%	N/A
#17	VERTEX PHARMACEUTICALS INC (VRTX) - 1.90%	N/A
#18	EDWARDS LIFESCIENCES CORP (EW) - 1.89%	N/A
#19	AGILENT TECHNOLOGIES INC (A) - 1.86%	N/A
#20	TEMPUS AI INC CLASS A COMMON STOCK (TEM) - 1.86%	N/A
#21	ADAPTIVE BIOTECHNOLOGIES CORP (ADPT) - 1.83%	N/A
#22	ALNYLAM PHARMACEUTICALS INC (ALNY) - 1.82%	N/A
#23	LONZA GROUP LTD (n/a) - 1.81%	N/A
#24	MEDPACE HOLDINGS INC (MEDP) - 1.80%	N/A
#25	PENUMBRA INC (PEN) - 1.77%	N/A
Total Holdings	63	6

HTEC vs SPBX - Historical Returns

Returns include dividend reinvestment.

Period	HTEC	SPBX
1 month	+3.77%	+0.82%
3 months	+7.67%	+6.28%
6 months	-1.44%	+6.16%
1 year	+26.06%	+13.42%
5 years(CAGR)	-5.29%	N/A
Max(CAGR)	+5.53%	+10.92%

Winner

HTEC

+3.77%

SPBX

+0.82%

Winner

HTEC

+7.67%

SPBX

+6.28%

HTEC

-1.44%

Winner

SPBX

+6.16%

Winner

HTEC

+26.06%

SPBX

+13.42%

5Y(CAGR)

HTEC

-5.29%

SPBX

N/A

Max(CAGR)

HTEC

+5.53%

Winner

SPBX

+10.92%

HTEC vs SPBX - Annual Returns (2019 - 2026)

Returns include dividend reinvestment.

Year	HTEC	SPBX
2026	-1.44%	+5.50%
2025	+23.85%	+9.86%
2024	+3.04%	N/A
2023	-2.50%	N/A
2022	-34.11%	N/A
2021	-0.08%	N/A
2020	+64.61%	N/A
2019	+9.34%	N/A

HTEC vs SPBX Drawdown Comparison

The maximum drawdown for HTEC was -57.53%, occurring on Oct 30, 2023. 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 HTEC drawdown is -32.03%. The current SPBX drawdown is -0.38%.

Rank	HTEC	SPBX
#1	-57.53% Feb 12, 2021 - Oct 30, 2023	-11.11% Feb 19, 2025 - Jun 24, 2025
#2	-29.99% Feb 19, 2020 - May 11, 2020	-4.49% Feb 25, 2026 - Apr 14, 2026
#3	-11.08% Jul 30, 2019 - Nov 22, 2019	-1.66% Nov 12, 2025 - Nov 26, 2025
#4	-7.20% Sep 2, 2020 - Oct 1, 2020	-1.41% Jun 2, 2026 - Jun 10, 2026
#5	-6.62% Oct 12, 2020 - Nov 5, 2020	-1.25% Feb 9, 2026 - Feb 25, 2026
#6	-6.30% Jun 3, 2020 - Jun 19, 2020	-1.22% Feb 2, 2026 - Feb 9, 2026
#7	-4.70% Jan 22, 2020 - Feb 11, 2020	-1.18% Jan 12, 2026 - Jan 27, 2026
#8	-4.18% Jun 23, 2020 - Jul 2, 2020	-0.98% Oct 8, 2025 - Oct 20, 2025
#9	-3.88% Aug 5, 2020 - Sep 2, 2020	-0.94% Dec 11, 2025 - Dec 19, 2025
#10	-3.79% May 11, 2020 - May 18, 2020	-0.86% Jul 28, 2025 - Aug 8, 2025
#11	-2.70% Jul 20, 2020 - Jul 29, 2020	-0.80% Jan 8, 2025 - Jan 15, 2025
#12	-2.47% Jan 25, 2021 - Feb 2, 2021	-0.67% Jan 24, 2025 - Feb 6, 2025
#13	-2.09% Jul 9, 2020 - Jul 15, 2020	-0.58% Oct 27, 2025 - Nov 10, 2025
#14	-2.01% Dec 24, 2019 - Jan 9, 2020	-0.45% Apr 17, 2026 - Apr 22, 2026
#15	-1.91% Jul 3, 2019 - Jul 24, 2019	-0.44% May 14, 2026 - May 21, 2026