SEPU vs MBBA
Comparison between ALLIANZIM U.S. EQUITY BUFFER15 UNCAPPED SEP ETF (SEPU, ETF) and iShares MortgageBacked Securities Active ETF (MBBA, ETF).
SEPU vs MBBA - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
SEPU
$154M
MBBA
$154M
Expense Ratio
SEPU
0.74%
Winner
MBBA
0.25%
Max Drawdown
SEPU
11.76%
Winner
MBBA
4.17%
Sharpe Ratio
Winner
SEPU
1.01
MBBA
-0.77
5Y Beta
SEPU
0.63
Winner
MBBA
0.15
SEPU vs MBBA - Historical Returns
Returns include dividend reinvestment.
1M
Winner
SEPU
+0.19%
MBBA
-0.61%
3M
Winner
SEPU
+4.85%
MBBA
-0.52%
6M
Winner
SEPU
+7.00%
MBBA
+0.08%
1Y
SEPU
+14.68%
MBBA
N/A
Max(CAGR)
Winner
SEPU
+13.04%
MBBA
+0.16%
SEPU vs MBBA - Annual Returns (2024 - 2026)
Returns include dividend reinvestment.
| Year | SEPU | MBBA |
|---|---|---|
| 2026 | +7.16% | +0.08% |
| 2025 | +12.43% | N/A |
| 2024 | +4.59% | N/A |
SEPU vs MBBA Drawdown Comparison
The maximum drawdown for SEPU was -11.76%, occurring on Apr 8, 2025. Recovery took 90 trading sessions.
The maximum drawdown for MBBA was -2.83%, occurring on Mar 27, 2026. This drawdown has not yet recovered.
The current SEPU drawdown is -1.68%. The current MBBA drawdown is -1.72%.
| Rank | SEPU | MBBA |
|---|---|---|
| #1 | -11.76% Feb 19, 2025 - Jun 30, 2025 | -2.83% Feb 27, 2026 - Mar 27, 2026 |
| #2 | -6.23% Jan 28, 2026 - Apr 16, 2026 | -0.32% Feb 13, 2026 - Feb 23, 2026 |
| #3 | -4.34% Jun 2, 2026 - Jun 26, 2026 | -0.17% Feb 10, 2026 - Feb 12, 2026 |
| #4 | -3.87% Oct 28, 2025 - Dec 24, 2025 | -0.15% Jan 26, 2026 - Jan 29, 2026 |
| #5 | -3.60% Dec 6, 2024 - Jan 23, 2025 | -0.11% Feb 5, 2026 - Feb 10, 2026 |
| #6 | -2.26% Jul 25, 2025 - Aug 12, 2025 | -0.11% Feb 23, 2026 - Feb 25, 2026 |
| #7 | -2.16% Oct 8, 2025 - Oct 24, 2025 | -0.07% Feb 2, 2026 - Feb 5, 2026 |
| #8 | -2.16% Jan 12, 2026 - Jan 28, 2026 | -0.04% Jan 29, 2026 - Feb 2, 2026 |
| #9 | -2.06% Oct 14, 2024 - Nov 6, 2024 | N/A |
| #10 | -1.83% May 14, 2026 - May 26, 2026 | N/A |
| #11 | -1.67% Nov 11, 2024 - Nov 26, 2024 | N/A |
| #12 | -1.67% Aug 14, 2025 - Aug 27, 2025 | N/A |
| #13 | -1.46% Jan 23, 2025 - Feb 18, 2025 | N/A |
| #14 | -1.26% Sep 22, 2025 - Oct 1, 2025 | N/A |
| #15 | -1.22% Sep 4, 2024 - Sep 11, 2024 | N/A |
Correlation
Correlation between SEPU and MBBA is 0.12 which considered as a very weak or no correlation - the stocks move independently of each other.
0.12
-101
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