SEPT vs PBMR
Comparison between ALLIANZIM U.S. EQUITY BUFFER10 SEP ETF (SEPT, ETF) and PGIM S&P 500 BUFFER 20 ETF - MARCH (PBMR, ETF).
SEPT vs PBMR - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
SEPT
$33M
PBMR
$33M
Expense Ratio
SEPT
0.74%
Winner
PBMR
0.50%
Max Drawdown
SEPT
12.83%
Winner
PBMR
7.64%
Sharpe Ratio
Winner
SEPT
1.52
PBMR
1.52
5Y Beta
SEPT
0.61
Winner
PBMR
0.38
SEPT vs PBMR - Historical Returns
Returns include dividend reinvestment.
1M
Winner
SEPT
+1.03%
PBMR
+0.59%
3M
Winner
SEPT
+4.49%
PBMR
+2.81%
6M
Winner
SEPT
+7.07%
PBMR
+5.28%
1Y
Winner
SEPT
+15.68%
PBMR
+10.85%
Max(CAGR)
Winner
SEPT
+15.28%
PBMR
+10.94%
SEPT vs PBMR - Annual Returns (2023 - 2026)
Returns include dividend reinvestment.
| Year | SEPT | PBMR |
|---|---|---|
| 2026 | +7.36% | +5.68% |
| 2025 | +14.99% | +10.97% |
| 2024 | +16.94% | +9.41% |
| 2023 | +4.86% | N/A |
SEPT vs PBMR Drawdown Comparison
The maximum drawdown for SEPT was -12.83%, occurring on Apr 8, 2025. Recovery took 79 trading sessions.
The maximum drawdown for PBMR was -7.64%, occurring on Apr 8, 2025. Recovery took 51 trading sessions.
The current SEPT drawdown is -0.09%. The current PBMR drawdown is -0.12%.
| Rank | SEPT | PBMR |
|---|---|---|
| #1 | -12.83% Feb 19, 2025 - Jun 12, 2025 | -7.64% Feb 28, 2025 - May 13, 2025 |
| #2 | -6.25% Sep 1, 2023 - Nov 14, 2023 | -3.43% Jul 16, 2024 - Aug 19, 2024 |
| #3 | -5.39% Feb 25, 2026 - Apr 13, 2026 | -3.33% Mar 2, 2026 - Apr 9, 2026 |
| #4 | -3.72% Jul 16, 2024 - Aug 14, 2024 | -2.31% Mar 28, 2024 - May 8, 2024 |
| #5 | -3.24% Mar 28, 2024 - May 7, 2024 | -1.65% Aug 30, 2024 - Sep 13, 2024 |
| #6 | -2.83% Oct 27, 2025 - Dec 3, 2025 | -1.17% Jun 1, 2026 - Jun 15, 2026 |
| #7 | -2.82% Aug 30, 2024 - Sep 17, 2024 | -1.17% Nov 12, 2025 - Nov 25, 2025 |
| #8 | -2.15% Dec 6, 2024 - Jan 21, 2025 | -1.13% May 19, 2025 - Jun 3, 2025 |
| #9 | -1.70% Oct 8, 2025 - Oct 20, 2025 | -0.88% Jul 28, 2025 - Aug 8, 2025 |
| #10 | -1.62% Jul 28, 2025 - Aug 8, 2025 | -0.86% Dec 16, 2024 - Jan 6, 2025 |
| #11 | -1.60% Jan 27, 2026 - Feb 25, 2026 | -0.85% Oct 8, 2025 - Oct 20, 2025 |
| #12 | -1.55% Jan 12, 2026 - Jan 27, 2026 | -0.65% Jun 16, 2026 - Jul 7, 2026 |
| #13 | -1.53% Oct 18, 2024 - Nov 6, 2024 | -0.65% Mar 12, 2024 - Mar 20, 2024 |
| #14 | -1.49% Jun 4, 2026 - Jun 15, 2026 | -0.63% Jan 6, 2025 - Jan 16, 2025 |
| #15 | -1.40% Dec 28, 2023 - Jan 10, 2024 | -0.61% Mar 1, 2024 - Mar 7, 2024 |
Correlation
Correlation between SEPT and PBMR is 0.99 which considered as a very strong positive correlation - the stocks move almost identically together.
0.99
-101
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