NAZ vs SPBU
Comparison between Nuveen Arizona Quality Municipal Income Fund (NAZ, ETF) and ALLIANZIM BUFFER15 UNCAPPED ALLOCATION ETF (SPBU, ETF).
NAZ vs SPBU - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
NAZ
$149M
Winner
SPBU
$149M
Expense Ratio
NAZ
N/A
SPBU
0.79%
Max Drawdown
NAZ
48.77%
Winner
SPBU
8.30%
Sharpe Ratio
Winner
NAZ
1.55
SPBU
1.45
5Y Beta
Winner
NAZ
0.11
SPBU
0.62
5Y Dividends CAGR
NAZ
8.31%
SPBU
N/A
NAZ vs SPBU - Historical Returns
Returns include dividend reinvestment.
1M
Winner
NAZ
+5.62%
SPBU
+2.21%
3M
Winner
NAZ
+10.28%
SPBU
+6.80%
6M
Winner
NAZ
+14.48%
SPBU
+5.86%
1Y
Winner
NAZ
+23.28%
SPBU
+19.22%
5Y(CAGR)
NAZ
+1.53%
SPBU
N/A
10Y(CAGR)
NAZ
+2.93%
SPBU
N/A
Max(CAGR)
NAZ
+4.54%
Winner
SPBU
+16.75%
NAZ vs SPBU - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | NAZ | SPBU |
|---|---|---|
| 2026 | +15.00% | +6.46% |
| 2025 | +11.54% | +13.85% |
| 2024 | +12.88% | N/A |
| 2023 | -1.90% | N/A |
| 2022 | -27.11% | N/A |
| 2021 | +5.02% | N/A |
| 2020 | +22.04% | N/A |
| 2019 | +16.46% | N/A |
| 2018 | -12.82% | N/A |
| 2017 | +5.58% | N/A |
| 2016 | -3.17% | N/A |
| 2015 | +11.35% | N/A |
| 2014 | +25.72% | N/A |
| 2013 | -16.80% | N/A |
| 2012 | +14.38% | N/A |
| 2011 | +17.63% | N/A |
| 2010 | +3.58% | N/A |
| 2009 | +40.86% | N/A |
| 2008 | -22.86% | N/A |
| 2007 | -4.82% | N/A |
| 2006 | -0.29% | N/A |
| 2005 | -0.39% | N/A |
| 2004 | +0.02% | N/A |
| 2003 | +11.61% | N/A |
| 2002 | +0.75% | N/A |
| 2001 | +6.83% | N/A |
| 2000 | +15.21% | N/A |
| 1999 | -9.75% | N/A |
NAZ vs SPBU Drawdown Comparison
The maximum drawdown for NAZ was -38.28%, occurring on Oct 25, 2023. Recovery took 1109 trading sessions.
The maximum drawdown for SPBU was -8.30%, occurring on Apr 8, 2025. Recovery took 45 trading sessions.
The current SPBU drawdown is -2.18%.
| Rank | NAZ | SPBU |
|---|---|---|
| #1 | -38.28% Nov 9, 2021 - Apr 14, 2026 | -8.30% Mar 7, 2025 - May 12, 2025 |
| #2 | -34.81% Apr 1, 2004 - Sep 22, 2009 | -7.10% Jan 12, 2026 - Apr 15, 2026 |
| #3 | -28.08% Jul 6, 2016 - Sep 1, 2020 | -4.24% Oct 28, 2025 - Dec 26, 2025 |
| #4 | -27.21% Jan 28, 2013 - Jan 28, 2015 | -2.47% Oct 8, 2025 - Oct 24, 2025 |
| #5 | -20.06% Oct 29, 2010 - Dec 30, 2011 | -2.18% Jun 2, 2026 - Jun 5, 2026 |
| #6 | -13.78% Jul 11, 2002 - Jun 12, 2003 | -2.07% May 19, 2025 - Jun 6, 2025 |
| #7 | -13.30% Jul 15, 2003 - Feb 2, 2004 | -2.03% Jul 25, 2025 - Aug 12, 2025 |
| #8 | -11.33% Nov 4, 1999 - Dec 11, 2000 | -1.70% May 14, 2026 - May 26, 2026 |
| #9 | -6.87% Jan 14, 2010 - Aug 12, 2010 | -1.40% Aug 14, 2025 - Aug 27, 2025 |
| #10 | -6.81% Dec 4, 2020 - May 28, 2021 | -1.23% Dec 26, 2025 - Jan 9, 2026 |
| #11 | -5.89% Oct 6, 2009 - Jan 6, 2010 | -1.17% Sep 22, 2025 - Oct 1, 2025 |
| #12 | -4.81% Mar 5, 2002 - Apr 23, 2002 | -1.06% Aug 28, 2025 - Sep 9, 2025 |
| #13 | -4.69% Oct 3, 2012 - Jan 9, 2013 | -0.96% Jun 12, 2025 - Jun 24, 2025 |
| #14 | -4.65% Feb 2, 2015 - Apr 17, 2015 | -0.73% Jul 3, 2025 - Jul 17, 2025 |
| #15 | -4.64% Mar 13, 2012 - Mar 21, 2012 | -0.52% May 6, 2026 - May 8, 2026 |
Correlation
Correlation between NAZ and SPBU is 0.85 which considered as a strong positive correlation - the stocks tend to move together.
0.85
-101
Select Stocks to Compare
Popular: NAZ vs SPYSPBU vs SPY
More Comparisons
Compare with similar stocks