SEPW vs PGP
Comparison between ALLIANZIM U.S. EQUITY BUFFER20 SEP ETF (SEPW, ETF) and Pimco Global StocksPLUS & Income Fund (PGP, ETF).
SEPW vs PGP - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
SEPW
$105M
Winner
PGP
$105M
Expense Ratio
SEPW
0.74%
PGP
N/A
Max Drawdown
Winner
SEPW
8.43%
PGP
81.29%
Sharpe Ratio
Winner
SEPW
1.26
PGP
0.49
5Y Beta
Winner
SEPW
0.39
PGP
0.43
5Y Dividends CAGR
SEPW
N/A
PGP
0.00%
SEPW vs PGP - Historical Returns
Returns include dividend reinvestment.
1M
Winner
SEPW
+0.79%
PGP
-0.63%
3M
Winner
SEPW
+2.28%
PGP
-6.86%
6M
Winner
SEPW
+4.35%
PGP
-3.19%
1Y
SEPW
+9.52%
Winner
PGP
+10.31%
5Y(CAGR)
SEPW
N/A
PGP
+4.62%
10Y(CAGR)
SEPW
N/A
PGP
+1.19%
Max(CAGR)
Winner
SEPW
+10.48%
PGP
+6.91%
SEPW vs PGP - Annual Returns (2005 - 2026)
Returns include dividend reinvestment.
| Year | SEPW | PGP |
|---|---|---|
| 2026 | +4.89% | -4.47% |
| 2025 | +10.49% | +29.88% |
| 2024 | +11.36% | +15.62% |
| 2023 | +3.74% | +18.79% |
| 2022 | N/A | -29.54% |
| 2021 | N/A | +16.43% |
| 2020 | N/A | -8.61% |
| 2019 | N/A | +12.08% |
| 2018 | N/A | -17.35% |
| 2017 | N/A | +17.01% |
| 2016 | N/A | -12.00% |
| 2015 | N/A | +3.96% |
| 2014 | N/A | -7.91% |
| 2013 | N/A | +39.05% |
| 2012 | N/A | +5.41% |
| 2011 | N/A | -6.01% |
| 2010 | N/A | +33.54% |
| 2009 | N/A | +113.57% |
| 2008 | N/A | -38.33% |
| 2007 | N/A | -11.87% |
| 2006 | N/A | +32.65% |
| 2005 | N/A | -3.17% |
SEPW vs PGP Drawdown Comparison
The maximum drawdown for SEPW was -8.43%, occurring on Apr 8, 2025. Recovery took 72 trading sessions.
The maximum drawdown for PGP was -64.84%, occurring on Nov 21, 2008. Recovery took 569 trading sessions.
The current SEPW drawdown is -0.21%. The current PGP drawdown is -7.59%.
| Rank | SEPW | PGP |
|---|---|---|
| #1 | -8.43% Feb 19, 2025 - Jun 3, 2025 | -64.84% Jun 4, 2007 - Sep 3, 2009 |
| #2 | -4.24% Sep 1, 2023 - Nov 14, 2023 | -64.50% May 26, 2017 - Sep 12, 2025 |
| #3 | -3.19% Feb 9, 2026 - Apr 9, 2026 | -42.32% Jul 28, 2014 - May 24, 2017 |
| #4 | -1.87% Oct 28, 2025 - Nov 28, 2025 | -34.07% May 12, 2011 - Mar 4, 2013 |
| #5 | -1.82% Jul 31, 2024 - Aug 13, 2024 | -19.88% Apr 14, 2010 - Jul 28, 2010 |
| #6 | -1.74% Aug 30, 2024 - Sep 13, 2024 | -18.53% May 22, 2013 - Oct 11, 2013 |
| #7 | -1.73% Mar 28, 2024 - May 6, 2024 | -13.18% Aug 9, 2010 - Sep 21, 2010 |
| #8 | -1.27% Oct 8, 2025 - Oct 21, 2025 | -13.04% Feb 27, 2026 - Mar 27, 2026 |
| #9 | -1.26% Dec 16, 2024 - Dec 26, 2024 | -11.14% Oct 12, 2010 - Feb 14, 2011 |
| #10 | -1.21% Oct 22, 2024 - Nov 6, 2024 | -10.40% Sep 9, 2009 - Nov 4, 2009 |
| #11 | -1.17% Dec 26, 2024 - Jan 17, 2025 | -10.09% Sep 7, 2005 - Jan 6, 2006 |
| #12 | -0.89% Jan 12, 2026 - Jan 26, 2026 | -7.95% Dec 29, 2009 - Mar 31, 2010 |
| #13 | -0.87% Dec 28, 2023 - Jan 10, 2024 | -7.50% Mar 9, 2011 - Mar 25, 2011 |
| #14 | -0.87% Feb 2, 2026 - Feb 9, 2026 | -6.89% Nov 11, 2009 - Dec 2, 2009 |
| #15 | -0.78% Jun 2, 2026 - Jun 15, 2026 | -6.14% May 10, 2006 - Aug 2, 2006 |
Correlation
Correlation between SEPW and PGP is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.
0.98
-101
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