SIXO vs MBBA

Comparison between ALLIANZIM U.S. EQUITY 6 MONTH BUFFER10 APR/OCT ETF (SIXO, ETF) and iShares MortgageBacked Securities Active ETF (MBBA, ETF).

SIXO vs MBBA - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	SIXO(ETF)	MBBA(ETF)
Net Assets	$126M	$125M
Expense Ratio	0.74%	0.25%
Max Drawdown	12.04%	4.17%
Sharpe Ratio	0.94	-0.33
5Y Beta	0.48	0.15

Net Assets

Winner

SIXO

$126M

MBBA

$125M

Expense Ratio

SIXO

0.74%

Winner

MBBA

0.25%

Max Drawdown

SIXO

12.04%

Winner

MBBA

4.17%

Sharpe Ratio

Winner

SIXO

0.94

MBBA

-0.33

5Y Beta

SIXO

0.48

Winner

MBBA

0.15

SIXO vs MBBA - Historical Returns

Returns include dividend reinvestment.

Period	SIXO	MBBA
1 month	+0.66%	+0.49%
3 months	+3.86%	+0.81%
6 months	+3.19%	N/A
1 year	+8.72%	N/A
5 years(CAGR)	+7.73%	N/A
Max(CAGR)	+7.73%	+2.17%

Winner

SIXO

+0.66%

MBBA

+0.49%

Winner

SIXO

+3.86%

MBBA

+0.81%

SIXO

+3.19%

MBBA

N/A

SIXO

+8.72%

MBBA

N/A

5Y(CAGR)

SIXO

+7.73%

MBBA

N/A

Max(CAGR)

Winner

SIXO

+7.73%

MBBA

+2.17%

SIXO vs MBBA - Annual Returns (2021 - 2026)

Returns include dividend reinvestment.

Year	SIXO	MBBA
2026	+2.67%	+0.81%
2025	+7.29%	N/A
2024	+12.45%	N/A
2023	+17.63%	N/A
2022	-5.84%	N/A
2021	+3.65%	N/A

SIXO vs MBBA Drawdown Comparison

The maximum drawdown for SIXO was -12.04%, occurring on Oct 12, 2022. Recovery took 264 trading sessions.

The maximum drawdown for MBBA was -2.83%, occurring on Mar 27, 2026. This drawdown has not yet recovered.

The current SIXO drawdown is -0.21%. The current MBBA drawdown is -1.01%.

Rank	SIXO	MBBA
#1	-12.04% Mar 29, 2022 - Apr 18, 2023	-2.83% Feb 27, 2026 - Mar 27, 2026
#2	-11.95% Feb 18, 2025 - Jul 21, 2025	-0.32% Feb 13, 2026 - Feb 23, 2026
#3	-5.34% Sep 14, 2023 - Nov 20, 2023	-0.17% Feb 10, 2026 - Feb 12, 2026
#4	-4.34% Jul 16, 2024 - Aug 19, 2024	-0.15% Jan 26, 2026 - Jan 29, 2026
#5	-4.33% Jan 3, 2022 - Mar 25, 2022	-0.11% Feb 5, 2026 - Feb 10, 2026
#6	-4.13% Feb 2, 2026 - Apr 30, 2026	-0.11% Feb 23, 2026 - Feb 25, 2026
#7	-2.74% Mar 28, 2024 - May 9, 2024	-0.07% Feb 2, 2026 - Feb 5, 2026
#8	-2.66% Aug 30, 2024 - Sep 16, 2024	-0.04% Jan 29, 2026 - Feb 2, 2026
#9	-2.27% Oct 27, 2025 - Nov 28, 2025	N/A
#10	-1.89% Dec 11, 2024 - Jan 21, 2025	N/A
#11	-1.61% Nov 8, 2021 - Dec 8, 2021	N/A
#12	-1.51% May 1, 2023 - May 17, 2023	N/A
#13	-1.47% Oct 8, 2025 - Oct 20, 2025	N/A
#14	-1.41% Jul 31, 2023 - Aug 29, 2023	N/A
#15	-1.40% Jan 9, 2026 - Jan 27, 2026	N/A