SEPT vs YLDW

Comparison between ALLIANZIM U.S. EQUITY BUFFER10 SEP ETF (SEPT, ETF) and Westwood Enhanced Income Opportunity ETF (YLDW, ETF).

SEPT vs YLDW - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	SEPT(ETF)	YLDW(ETF)
Net Assets	$33M	$33M
Expense Ratio	0.74%	0.79%
Max Drawdown	12.83%	6.79%
Sharpe Ratio	1.40	0.69
5Y Beta	0.61	0.52

Net Assets

SEPT

$33M

Winner

YLDW

$33M

Expense Ratio

Winner

SEPT

0.74%

YLDW

0.79%

Max Drawdown

SEPT

12.83%

Winner

YLDW

6.79%

Sharpe Ratio

Winner

SEPT

1.40

YLDW

0.69

5Y Beta

SEPT

0.61

Winner

YLDW

0.52

SEPT vs YLDW - Historical Returns

Returns include dividend reinvestment.

Period	SEPT	YLDW
1 month	+0.86%	-0.78%
3 months	+3.56%	+1.63%
6 months	+6.01%	+2.73%
1 year	+14.35%	N/A
Max(CAGR)	+15.02%	+9.50%

Winner

SEPT

+0.86%

YLDW

-0.78%

Winner

SEPT

+3.56%

YLDW

+1.63%

Winner

SEPT

+6.01%

YLDW

+2.73%

SEPT

+14.35%

YLDW

N/A

Max(CAGR)

Winner

SEPT

+15.02%

YLDW

+9.50%

SEPT vs YLDW - Annual Returns (2023 - 2026)

Returns include dividend reinvestment.

Year	SEPT	YLDW
2026	+6.73%	+4.40%
2025	+14.99%	+1.00%
2024	+16.94%	N/A
2023	+4.86%	N/A

SEPT vs YLDW Drawdown Comparison

The maximum drawdown for SEPT was -12.83%, occurring on Apr 8, 2025. Recovery took 79 trading sessions.

The maximum drawdown for YLDW was -5.69%, occurring on Mar 30, 2026. Recovery took 47 trading sessions.

The current SEPT drawdown is -0.67%. The current YLDW drawdown is -2.46%.

Rank	SEPT	YLDW
#1	-12.83% Feb 19, 2025 - Jun 12, 2025	-5.69% Feb 9, 2026 - Apr 17, 2026
#2	-6.25% Sep 1, 2023 - Nov 14, 2023	-3.14% Jun 4, 2026 - Jun 29, 2026
#3	-5.39% Feb 25, 2026 - Apr 13, 2026	-1.15% Apr 17, 2026 - May 6, 2026
#4	-3.72% Jul 16, 2024 - Aug 14, 2024	-1.07% Jan 27, 2026 - Feb 6, 2026
#5	-3.24% Mar 28, 2024 - May 7, 2024	-1.00% Jan 16, 2026 - Jan 26, 2026
#6	-2.83% Oct 27, 2025 - Dec 3, 2025	-0.92% May 14, 2026 - May 21, 2026
#7	-2.82% Aug 30, 2024 - Sep 17, 2024	-0.75% Jan 6, 2026 - Jan 12, 2026
#8	-2.15% Dec 6, 2024 - Jan 21, 2025	-0.55% May 6, 2026 - May 8, 2026
#9	-1.70% Oct 8, 2025 - Oct 20, 2025	-0.53% Dec 24, 2025 - Jan 5, 2026
#10	-1.62% Jul 28, 2025 - Aug 8, 2025	-0.36% Jun 2, 2026 - Jun 4, 2026
#11	-1.60% Jan 27, 2026 - Feb 25, 2026	-0.30% Dec 15, 2025 - Dec 19, 2025
#12	-1.55% Jan 12, 2026 - Jan 27, 2026	-0.27% May 8, 2026 - May 14, 2026
#13	-1.53% Oct 18, 2024 - Nov 6, 2024	-0.09% May 26, 2026 - May 28, 2026
#14	-1.49% Jun 4, 2026 - Jun 15, 2026	-0.04% Jan 12, 2026 - Jan 14, 2026
#15	-1.40% Dec 28, 2023 - Jan 10, 2024	N/A