MARW vs DTF
Comparison between ALLIANZIM U.S. EQUITY BUFFER20 MAR ETF (MARW, ETF) and DTF Tax-Free Income 2028 Term Fund Inc (DTF, ETF).
MARW vs DTF - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
MARW
$84M
Winner
DTF
$85M
Expense Ratio
MARW
0.74%
DTF
N/A
Max Drawdown
Winner
MARW
7.58%
DTF
46.78%
Sharpe Ratio
Winner
MARW
1.87
DTF
0.41
5Y Beta
MARW
0.38
Winner
DTF
0.05
5Y Dividends CAGR
MARW
N/A
DTF
-2.53%
MARW vs DTF - Historical Returns
Returns include dividend reinvestment.
1M
Winner
MARW
+0.79%
DTF
+0.20%
3M
Winner
MARW
+3.41%
DTF
+0.94%
6M
Winner
MARW
+5.18%
DTF
+2.17%
1Y
Winner
MARW
+12.55%
DTF
+5.61%
5Y(CAGR)
MARW
N/A
DTF
-1.59%
10Y(CAGR)
MARW
N/A
DTF
+0.01%
Max(CAGR)
Winner
MARW
+11.71%
DTF
+4.01%
MARW vs DTF - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | MARW | DTF |
|---|---|---|
| 2026 | +4.41% | +1.70% |
| 2025 | +10.61% | +5.26% |
| 2024 | +11.17% | +7.67% |
| 2023 | +11.83% | +1.37% |
| 2022 | N/A | -21.00% |
| 2021 | N/A | +0.43% |
| 2020 | N/A | +2.72% |
| 2019 | N/A | +21.37% |
| 2018 | N/A | -7.50% |
| 2017 | N/A | +1.45% |
| 2016 | N/A | +1.26% |
| 2015 | N/A | +4.44% |
| 2014 | N/A | +15.52% |
| 2013 | N/A | -14.99% |
| 2012 | N/A | +9.74% |
| 2011 | N/A | +15.57% |
| 2010 | N/A | +7.00% |
| 2009 | N/A | +27.74% |
| 2008 | N/A | -11.40% |
| 2007 | N/A | -4.16% |
| 2006 | N/A | +9.24% |
| 2005 | N/A | -3.20% |
| 2004 | N/A | +4.10% |
| 2003 | N/A | +8.06% |
| 2002 | N/A | +15.28% |
| 2001 | N/A | +11.51% |
| 2000 | N/A | +6.24% |
| 1999 | N/A | -11.49% |
MARW vs DTF Drawdown Comparison
The maximum drawdown for MARW was -7.58%, occurring on Apr 8, 2025. Recovery took 51 trading sessions.
The maximum drawdown for DTF was -37.46%, occurring on Oct 10, 2008. Recovery took 1015 trading sessions.
The current MARW drawdown is -0.66%. The current DTF drawdown is -9.61%.
| Rank | MARW | DTF |
|---|---|---|
| #1 | -7.58% Feb 28, 2025 - May 13, 2025 | -37.46% Jul 21, 2005 - Aug 3, 2009 |
| #2 | -3.57% Sep 14, 2023 - Nov 8, 2023 | -25.72% Aug 27, 2021 - Nov 8, 2022 |
| #3 | -3.52% Jul 16, 2024 - Aug 19, 2024 | -25.45% Nov 28, 2012 - Mar 31, 2016 |
| #4 | -3.39% Feb 26, 2026 - Apr 9, 2026 | -21.21% Mar 9, 2020 - Nov 30, 2020 |
| #5 | -2.35% Mar 27, 2024 - May 10, 2024 | -17.93% Jun 6, 2016 - Sep 26, 2019 |
| #6 | -2.10% Mar 6, 2023 - Mar 21, 2023 | -16.23% Mar 17, 2004 - Jan 4, 2005 |
| #7 | -1.73% Aug 30, 2024 - Sep 19, 2024 | -13.73% Sep 30, 2010 - Sep 13, 2011 |
| #8 | -1.42% Jul 28, 2023 - Aug 30, 2023 | -13.25% Nov 1, 1999 - Jan 16, 2001 |
| #9 | -1.23% Nov 12, 2025 - Nov 26, 2025 | -10.52% Jun 4, 2003 - Feb 11, 2004 |
| #10 | -1.12% May 19, 2025 - Jun 2, 2025 | -8.54% Sep 11, 2002 - Jan 30, 2003 |
| #11 | -0.97% May 1, 2023 - May 17, 2023 | -8.26% Feb 14, 2005 - Jun 30, 2005 |
| #12 | -0.92% Oct 8, 2025 - Oct 20, 2025 | -6.50% Nov 14, 2001 - Mar 5, 2002 |
| #13 | -0.85% Dec 16, 2024 - Dec 24, 2024 | -5.87% Mar 6, 2002 - May 1, 2002 |
| #14 | -0.84% May 18, 2023 - May 26, 2023 | -5.45% Mar 1, 2012 - Apr 26, 2012 |
| #15 | -0.82% Apr 18, 2023 - Apr 28, 2023 | -5.44% Nov 30, 2020 - May 7, 2021 |
Correlation
Correlation between MARW and DTF is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.
0.98
-101
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