SIXD vs ZTR

Comparison between ALLIANZIM U.S. EQUITY 6 MONTH BUFFER10 JUN/DEC ETF (SIXD, ETF) and Virtus Total Return Fund Inc (ZTR, ETF).

5-Year PerformanceSIXD has outperformed ZTR, delivering a return of +208.4% compared to +4.6%

SIXD vs ZTR - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	SIXD(ETF)	ZTR(ETF)
Net Assets	$381M	$381M
Expense Ratio	0.74%	N/A
Max Drawdown	99.97%	84.80%
Sharpe Ratio	1.00	1.28
5Y Beta	0.54	0.40
5Y Dividends CAGR	N/A	-10.12%

Net Assets

Winner

SIXD

$381M

ZTR

$381M

Expense Ratio

SIXD

0.74%

ZTR

N/A

Max Drawdown

SIXD

99.97%

Winner

ZTR

84.80%

Sharpe Ratio

SIXD

1.00

Winner

ZTR

1.28

5Y Beta

SIXD

0.54

Winner

ZTR

0.40

5Y Dividends CAGR

SIXD

N/A

ZTR

-10.12%

SIXD vs ZTR - Historical Returns

Returns include dividend reinvestment.

Period	SIXD	ZTR
1 month	+0.56%	+2.01%
3 months	+4.23%	+3.76%
6 months	+6.58%	+12.78%
1 year	N/A	+20.51%
5 years(CAGR)	+208.37%	+4.63%
10 years(CAGR)	+65.54%	+6.48%
Max(CAGR)	+62.35%	+5.18%

SIXD

+0.56%

Winner

ZTR

+2.01%

Winner

SIXD

+4.23%

ZTR

+3.76%

SIXD

+6.58%

Winner

ZTR

+12.78%

SIXD

N/A

ZTR

+20.51%

5Y(CAGR)

Winner

SIXD

+208.37%

ZTR

+4.63%

10Y(CAGR)

Winner

SIXD

+65.54%

ZTR

+6.48%

Max(CAGR)

Winner

SIXD

+62.35%

ZTR

+5.18%

SIXD vs ZTR - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	SIXD	ZTR
2026	+6.94%	+13.14%
2025	-0.18%	+17.83%
2024	N/A	+18.28%
2023	N/A	-4.66%
2022	+0.00%	-22.41%
2021	-99.93%	+20.48%
2020	+14900.00%	-12.48%
2019	+0.00%	+42.64%
2018	-98.00%	-25.04%
2017	+232.78%	+31.80%
2016	-99.95%	+10.64%
2015	N/A	-4.51%
2014	N/A	+8.76%
2013	N/A	+20.59%
2012	N/A	+9.53%
2011	N/A	-4.61%
2010	N/A	+0.82%
2009	N/A	+27.39%
2008	N/A	-18.35%
2007	N/A	-15.13%
2006	N/A	+35.97%
2005	N/A	-1.42%
2004	N/A	+14.95%
2003	N/A	-0.83%
2002	N/A	-14.89%
2001	N/A	+16.24%
2000	N/A	+10.90%
1999	N/A	-11.73%

SIXD vs ZTR Drawdown Comparison

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

The maximum drawdown for ZTR was -57.21%, occurring on Mar 18, 2020. Recovery took 323 trading sessions.

The current SIXD drawdown is -0.51%. The current ZTR drawdown is -0.58%.

Rank	SIXD	ZTR
#1	-99.97% Apr 19, 2016 - Dec 22, 2025	-57.21% Feb 20, 2020 - Jun 2, 2021
#2	-52.00% Apr 4, 2016 - Apr 18, 2016	-46.50% Apr 17, 2007 - Mar 25, 2013
#3	-4.69% Feb 25, 2026 - Apr 14, 2026	-42.60% Apr 13, 2022 - Oct 2, 2025
#4	-2.13% Jun 2, 2026 - Jul 10, 2026	-33.40% Jan 24, 2018 - Jul 8, 2019
#5	-1.38% Feb 2, 2026 - Feb 9, 2026	-24.24% Feb 7, 2002 - Jul 21, 2006
#6	-1.36% Jan 12, 2026 - Jan 27, 2026	-20.28% Aug 9, 2001 - Jan 11, 2002
#7	-1.12% Feb 9, 2026 - Feb 25, 2026	-17.20% Feb 25, 2015 - Jul 21, 2016
#8	-0.88% Jul 15, 2026 - Jul 20, 2026	-15.10% Nov 9, 1999 - Aug 14, 2000
#9	-0.56% Dec 26, 2025 - Jan 6, 2026	-11.54% Jul 10, 2019 - Oct 31, 2019
#10	-0.55% May 14, 2026 - May 21, 2026	-9.69% Jan 3, 2007 - Mar 26, 2007
#11	-0.50% Apr 27, 2026 - Apr 30, 2026	-8.83% Sep 7, 2016 - Dec 27, 2016
#12	-0.44% Apr 17, 2026 - Apr 22, 2026	-8.54% Jul 22, 2014 - Dec 4, 2014
#13	-0.42% Jul 10, 2026 - Jul 14, 2026	-7.11% Nov 15, 2006 - Dec 11, 2006
#14	-0.30% Jan 27, 2026 - Feb 2, 2026	-7.09% Sep 14, 2000 - Jan 9, 2001
#15	-0.28% May 1, 2026 - May 5, 2026	-7.07% Mar 2, 2026 - Jul 20, 2026