SEPW vs DBL
Comparison between ALLIANZIM U.S. EQUITY BUFFER20 SEP ETF (SEPW, ETF) and DoubleLine Opportunistic Credit Fund (DBL, ETF).
SEPW vs DBL - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
SEPW
$289M
Winner
DBL
$289M
Expense Ratio
SEPW
0.74%
DBL
N/A
Max Drawdown
Winner
SEPW
8.43%
DBL
50.83%
Sharpe Ratio
Winner
SEPW
1.67
DBL
-0.47
5Y Beta
SEPW
0.39
Winner
DBL
0.17
5Y Dividends CAGR
SEPW
N/A
DBL
-4.68%
SEPW vs DBL - Historical Returns
Returns include dividend reinvestment.
1M
Winner
SEPW
+0.82%
DBL
+0.07%
3M
Winner
SEPW
+3.37%
DBL
-0.40%
6M
Winner
SEPW
+4.23%
DBL
-2.00%
1Y
Winner
SEPW
+12.39%
DBL
-0.13%
5Y(CAGR)
SEPW
N/A
DBL
+2.07%
10Y(CAGR)
SEPW
N/A
DBL
+2.36%
Max(CAGR)
Winner
SEPW
+10.60%
DBL
+4.53%
SEPW vs DBL - Annual Returns (2012 - 2026)
Returns include dividend reinvestment.
| Year | SEPW | DBL |
|---|---|---|
| 2026 | +3.79% | -1.93% |
| 2025 | +10.49% | +7.08% |
| 2024 | +11.36% | +10.67% |
| 2023 | +3.74% | +12.59% |
| 2022 | N/A | -14.98% |
| 2021 | N/A | +5.85% |
| 2020 | N/A | +4.27% |
| 2019 | N/A | +15.02% |
| 2018 | N/A | -6.48% |
| 2017 | N/A | +4.42% |
| 2016 | N/A | -2.09% |
| 2015 | N/A | +12.98% |
| 2014 | N/A | +22.63% |
| 2013 | N/A | -10.37% |
| 2012 | N/A | +12.82% |
SEPW vs DBL Drawdown Comparison
The maximum drawdown for SEPW was -8.43%, occurring on Apr 8, 2025. Recovery took 72 trading sessions.
The maximum drawdown for DBL was -26.44%, occurring on Mar 18, 2020. Recovery took 238 trading sessions.
The current SEPW drawdown is -0.42%. The current DBL drawdown is -3.12%.
| Rank | SEPW | DBL |
|---|---|---|
| #1 | -8.43% Feb 19, 2025 - Jun 3, 2025 | -26.44% Jan 22, 2020 - Dec 30, 2020 |
| #2 | -4.24% Sep 1, 2023 - Nov 14, 2023 | -24.54% Oct 14, 2021 - Aug 2, 2024 |
| #3 | -3.19% Feb 9, 2026 - Apr 9, 2026 | -21.29% May 10, 2013 - Nov 25, 2014 |
| #4 | -1.87% Oct 28, 2025 - Nov 28, 2025 | -19.89% Jul 3, 2017 - Jan 22, 2020 |
| #5 | -1.82% Jul 31, 2024 - Aug 13, 2024 | -15.86% Sep 8, 2016 - Jul 3, 2017 |
| #6 | -1.74% Aug 30, 2024 - Sep 13, 2024 | -10.90% Feb 3, 2015 - Oct 7, 2015 |
| #7 | -1.73% Mar 28, 2024 - May 6, 2024 | -6.67% May 12, 2016 - Jun 7, 2016 |
| #8 | -1.27% Oct 8, 2025 - Oct 21, 2025 | -5.96% Nov 5, 2015 - Dec 7, 2015 |
| #9 | -1.26% Dec 16, 2024 - Dec 26, 2024 | -5.72% Oct 22, 2025 - Mar 30, 2026 |
| #10 | -1.21% Oct 22, 2024 - Nov 6, 2024 | -4.78% Feb 21, 2012 - Apr 26, 2012 |
| #11 | -1.17% Dec 26, 2024 - Jan 17, 2025 | -4.76% Sep 18, 2024 - Jan 15, 2025 |
| #12 | -0.89% Jan 12, 2026 - Jan 26, 2026 | -4.69% Oct 4, 2012 - Dec 12, 2012 |
| #13 | -0.87% Dec 28, 2023 - Jan 10, 2024 | -3.97% Apr 26, 2012 - Jun 4, 2012 |
| #14 | -0.87% Feb 2, 2026 - Feb 9, 2026 | -3.94% Dec 17, 2015 - Feb 5, 2016 |
| #15 | -0.77% Jul 28, 2025 - Aug 6, 2025 | -3.82% Jun 27, 2016 - Jul 22, 2016 |
Correlation
Correlation between SEPW and DBL is 0.92 which considered as a very strong positive correlation - the stocks move almost identically together.
0.92
-101
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