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SIXD vs SPY

Comparison between ALLIANZIM U.S. EQUITY 6 MONTH BUFFER10 JUN/DEC ETF (SIXD, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSIXD has outperformed SPY, delivering a return of +228.2% compared to +13.3%

SIXD vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
SIXD
$32M
Winner
SPY
$735B
Expense Ratio
SIXD
0.74%
Winner
SPY
0.09%
Max Drawdown
SIXD
99.97%
Winner
SPY
56.47%
Sharpe Ratio
SIXD
1.00
Winner
SPY
1.62
5Y Beta
Winner
SIXD
0.55
SPY
1.00
P/E Ratio
SIXD
N/A
SPY
28.99
Forward P/E
SIXD
N/A
SPY
22.37
5Y Dividends CAGR
SIXD
N/A
SPY
5.43%
5Y EPS CAGR
SIXD
N/A
SPY
26.05%
Debt to Equity
SIXD
N/A
SPY
32.40%
P/S Ratio
SIXD
N/A
SPY
3.74
P/B Ratio
SIXD
N/A
SPY
5.61

SIXD vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
SIXD
+1.08%
Winner
SPY
+1.90%
3M
SIXD
+5.50%
Winner
SPY
+8.55%
6M
SIXD
+5.57%
Winner
SPY
+8.18%
1Y
SIXD
N/A
SPY
+25.79%
5Y(CAGR)
Winner
SIXD
+228.23%
SPY
+13.32%
10Y(CAGR)
Winner
SIXD
+66.23%
SPY
+15.19%
Max(CAGR)
Winner
SIXD
+63.13%
SPY
+8.47%

SIXD vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearSIXDSPY
2026+5.64%+8.26%
2025-0.18%+18.00%
2024N/A+25.59%
2023N/A+26.72%
2022+0.00%-18.64%
2021-99.93%+30.52%
2020+14900.00%+17.28%
2019+0.00%+31.09%
2018-98.00%-5.24%
2017+232.78%+20.78%
2016-99.95%+13.59%
2015N/A+1.31%
2014N/A+14.56%
2013N/A+29.00%
2012N/A+14.17%
2011N/A+0.85%
2010N/A+13.14%
2009N/A+22.67%
2008N/A-36.25%
2007N/A+5.32%
2006N/A+13.85%
2005N/A+5.32%
2004N/A+10.75%
2003N/A+24.18%
2002N/A-22.42%
2001N/A-10.13%
2000N/A-8.84%
1999N/A+8.61%

SIXD vs SPY Drawdown Comparison

The maximum drawdown for SIXD was -99.97%, occurring on Dec 20, 2016. Recovery took 790 trading sessions.

The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.

The current SIXD drawdown is -1.35%. The current SPY drawdown is -2.90%.

RankSIXDSPY
#1-99.97%
Apr 19, 2016 - Dec 22, 2025
-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-52.00%
Apr 4, 2016 - Apr 18, 2016
-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-4.69%
Feb 25, 2026 - Apr 14, 2026
-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-1.38%
Feb 2, 2026 - Feb 9, 2026
-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-1.36%
Jan 12, 2026 - Jan 27, 2026
-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-1.35%
Jun 2, 2026 - Jun 5, 2026
-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-1.12%
Feb 9, 2026 - Feb 25, 2026
-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-0.56%
Dec 26, 2025 - Jan 6, 2026
-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-0.55%
May 14, 2026 - May 21, 2026
-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-0.50%
Apr 27, 2026 - Apr 30, 2026
-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-0.44%
Apr 17, 2026 - Apr 22, 2026
-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-0.30%
Jan 27, 2026 - Feb 2, 2026
-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-0.28%
May 1, 2026 - May 5, 2026
-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-0.16%
Jan 6, 2026 - Jan 9, 2026
-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-0.15%
Apr 22, 2026 - Apr 24, 2026
-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between SIXD and SPY is 0.84 which considered as a strong positive correlation - the stocks tend to move together.

0.84
-101

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