NVBT vs SPY
Comparison between ALLIANZIM U.S. EQUITY BUFFER10 NOV ETF (NVBT, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).
NVBT vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
NVBT
$31M
Winner
SPY
$781B
Expense Ratio
NVBT
0.74%
Winner
SPY
0.09%
Max Drawdown
Winner
NVBT
12.90%
SPY
56.47%
Sharpe Ratio
Winner
NVBT
1.25
SPY
1.25
5Y Beta
Winner
NVBT
0.59
SPY
1.00
P/E Ratio
NVBT
N/A
SPY
28.78
Forward P/E
NVBT
N/A
SPY
21.23
5Y Dividends CAGR
NVBT
N/A
SPY
6.00%
5Y EPS CAGR
NVBT
N/A
SPY
25.62%
Debt to Equity
NVBT
N/A
SPY
31.92%
P/S Ratio
NVBT
N/A
SPY
3.76
P/B Ratio
NVBT
N/A
SPY
5.64
NVBT vs SPY - Historical Returns
Returns include dividend reinvestment.
1M
Winner
NVBT
+0.68%
SPY
+0.52%
3M
NVBT
+4.98%
Winner
SPY
+6.55%
6M
NVBT
+7.48%
Winner
SPY
+9.76%
1Y
NVBT
+14.49%
Winner
SPY
+20.32%
5Y(CAGR)
NVBT
N/A
SPY
+13.01%
10Y(CAGR)
NVBT
N/A
SPY
+15.06%
Max(CAGR)
Winner
NVBT
+13.28%
SPY
+8.50%
NVBT vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | NVBT | SPY |
|---|---|---|
| 2026 | +7.85% | +10.11% |
| 2025 | +12.92% | +18.00% |
| 2024 | +12.31% | +25.59% |
| 2023 | +16.66% | +26.72% |
| 2022 | +0.24% | -18.64% |
| 2021 | N/A | +30.52% |
| 2020 | N/A | +17.28% |
| 2019 | N/A | +31.09% |
| 2018 | N/A | -5.24% |
| 2017 | N/A | +20.78% |
| 2016 | N/A | +13.59% |
| 2015 | N/A | +1.31% |
| 2014 | N/A | +14.56% |
| 2013 | N/A | +29.00% |
| 2012 | N/A | +14.17% |
| 2011 | N/A | +0.85% |
| 2010 | N/A | +13.14% |
| 2009 | N/A | +22.67% |
| 2008 | N/A | -36.25% |
| 2007 | N/A | +5.32% |
| 2006 | N/A | +13.85% |
| 2005 | N/A | +5.32% |
| 2004 | N/A | +10.75% |
| 2003 | N/A | +24.18% |
| 2002 | N/A | -22.42% |
| 2001 | N/A | -10.13% |
| 2000 | N/A | -8.84% |
| 1999 | N/A | +8.61% |
NVBT vs SPY Drawdown Comparison
The maximum drawdown for NVBT was -12.90%, occurring on Apr 8, 2025. Recovery took 79 trading sessions.
The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.
The current NVBT drawdown is -0.47%. The current SPY drawdown is -1.24%.
| Rank | NVBT | SPY |
|---|---|---|
| #1 | -12.90% Feb 19, 2025 - Jun 12, 2025 | -55.20% Oct 9, 2007 - Aug 16, 2012 |
| #2 | -9.98% Jul 31, 2023 - Jan 12, 2024 | -47.50% Mar 24, 2000 - Oct 26, 2006 |
| #3 | -6.21% Jan 27, 2026 - Apr 14, 2026 | -33.70% Feb 19, 2020 - Aug 10, 2020 |
| #4 | -5.76% Feb 2, 2023 - Apr 18, 2023 | -24.50% Jan 3, 2022 - Dec 13, 2023 |
| #5 | -4.83% Dec 1, 2022 - Jan 26, 2023 | -19.34% Sep 20, 2018 - Apr 12, 2019 |
| #6 | -3.00% Nov 1, 2022 - Nov 10, 2022 | -18.76% Feb 19, 2025 - Jun 26, 2025 |
| #7 | -2.94% Nov 12, 2025 - Nov 28, 2025 | -13.02% Jul 20, 2015 - Apr 18, 2016 |
| #8 | -2.57% Jun 2, 2026 - Jul 6, 2026 | -10.10% Jan 26, 2018 - Aug 6, 2018 |
| #9 | -2.47% Jul 31, 2024 - Aug 14, 2024 | -9.44% Sep 2, 2020 - Nov 11, 2020 |
| #10 | -2.21% Dec 6, 2024 - Jan 21, 2025 | -9.30% Jan 19, 2000 - Mar 17, 2000 |
| #11 | -2.11% May 1, 2023 - May 18, 2023 | -9.05% Jul 19, 2007 - Oct 5, 2007 |
| #12 | -1.89% Apr 18, 2023 - Apr 28, 2023 | -8.88% Jan 27, 2026 - Apr 14, 2026 |
| #13 | -1.78% Jun 15, 2023 - Jun 30, 2023 | -8.41% Jul 16, 2024 - Sep 19, 2024 |
| #14 | -1.78% Jan 12, 2026 - Jan 27, 2026 | -7.35% Sep 14, 2012 - Jan 2, 2013 |
| #15 | -1.66% May 18, 2023 - May 26, 2023 | -7.27% Sep 18, 2014 - Oct 31, 2014 |
Correlation
Correlation between NVBT and SPY is 1.00 which considered as a very strong positive correlation - the stocks move almost identically together.
1.00
-101
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