SIXO vs UPGD

Comparison between ALLIANZIM U.S. EQUITY 6 MONTH BUFFER10 APR/OCT ETF (SIXO, ETF) and INVESCO BLOOMBERG ANALYST RATING IMPROVERS ETF (UPGD, ETF).

5-Year PerformanceUPGD has outperformed SIXO, delivering a return of +8.2% compared to +7.8%

SIXO vs UPGD - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	SIXO(ETF)	UPGD(ETF)
Net Assets	$119M	$118M
Expense Ratio	0.74%	0.40%
Max Drawdown	12.04%	64.78%
Sharpe Ratio	0.78	0.73
5Y Beta	0.46	0.70
P/E Ratio	N/A	32.02
Forward P/E	N/A	19.27
PEG Ratio	N/A	-0.03
5Y Dividends CAGR	N/A	55.56%
5Y EPS CAGR	N/A	11.96%
Debt to Equity	N/A	443.07%
P/S Ratio	N/A	1.83
P/B Ratio	N/A	4.46

Net Assets

Winner

SIXO

$119M

UPGD

$118M

Expense Ratio

SIXO

0.74%

Winner

UPGD

0.40%

Max Drawdown

Winner

SIXO

12.04%

UPGD

64.78%

Sharpe Ratio

Winner

SIXO

0.78

UPGD

0.73

5Y Beta

Winner

SIXO

0.46

UPGD

0.70

P/E Ratio

SIXO

N/A

UPGD

32.02

Forward P/E

SIXO

N/A

UPGD

19.27

PEG Ratio

SIXO

N/A

UPGD

-0.03

5Y Dividends CAGR

SIXO

N/A

UPGD

55.56%

5Y EPS CAGR

SIXO

N/A

UPGD

11.96%

Debt to Equity

SIXO

N/A

UPGD

443.07%

P/S Ratio

SIXO

N/A

UPGD

1.83

P/B Ratio

SIXO

N/A

UPGD

4.46

SIXO vs UPGD - Historical Returns

Returns include dividend reinvestment.

Period	SIXO	UPGD
1 month	+1.25%	+2.55%
3 months	+2.19%	+5.14%
6 months	+3.44%	+6.85%
1 year	+8.04%	+14.65%
5 years(CAGR)	+7.85%	+8.17%
10 years(CAGR)	N/A	+9.83%
Max(CAGR)	+7.85%	+8.05%

SIXO

+1.25%

Winner

UPGD

+2.55%

SIXO

+2.19%

Winner

UPGD

+5.14%

SIXO

+3.44%

Winner

UPGD

+6.85%

SIXO

+8.04%

Winner

UPGD

+14.65%

5Y(CAGR)

SIXO

+7.85%

Winner

UPGD

+8.17%

10Y(CAGR)

SIXO

N/A

UPGD

+9.83%

Max(CAGR)

SIXO

+7.85%

Winner

UPGD

+8.05%

SIXO vs UPGD - Annual Returns (2006 - 2026)

Returns include dividend reinvestment.

Year	SIXO	UPGD
2026	+4.79%	+13.11%
2025	+7.29%	+8.98%
2024	+12.45%	+13.80%
2023	+17.63%	+16.47%
2022	-5.84%	-13.97%
2021	+3.65%	+25.57%
2020	N/A	+6.10%
2019	N/A	+30.23%
2018	N/A	-15.51%
2017	N/A	+12.33%
2016	N/A	+21.96%
2015	N/A	-5.93%
2014	N/A	+5.65%
2013	N/A	+39.25%
2012	N/A	+12.96%
2011	N/A	-3.39%
2010	N/A	+25.78%
2009	N/A	+51.42%
2008	N/A	-38.29%
2007	N/A	+2.96%
2006	N/A	-14.71%

SIXO vs UPGD Drawdown Comparison

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

The maximum drawdown for UPGD was -60.86%, occurring on Nov 20, 2008. Recovery took 1142 trading sessions.

The current UPGD drawdown is -0.94%.

Rank	SIXO	UPGD
#1	-12.04% Mar 29, 2022 - Apr 18, 2023	-60.86% May 23, 2006 - Dec 3, 2010
#2	-11.95% Feb 18, 2025 - Jul 21, 2025	-50.19% Aug 29, 2018 - Dec 3, 2020
#3	-5.34% Sep 14, 2023 - Nov 20, 2023	-28.87% Apr 29, 2011 - Mar 15, 2012
#4	-4.34% Jul 16, 2024 - Aug 19, 2024	-27.28% Jun 23, 2015 - Nov 18, 2016
#5	-4.33% Jan 3, 2022 - Mar 25, 2022	-24.31% Nov 9, 2021 - Feb 27, 2024
#6	-4.13% Feb 2, 2026 - Apr 30, 2026	-16.90% Nov 29, 2024 - Aug 22, 2025
#7	-2.74% Mar 28, 2024 - May 9, 2024	-13.43% Mar 26, 2012 - Jan 2, 2013
#8	-2.66% Aug 30, 2024 - Sep 16, 2024	-12.68% Jul 3, 2014 - Feb 24, 2015
#9	-2.27% Oct 27, 2025 - Nov 28, 2025	-10.11% Jan 26, 2018 - May 16, 2018
#10	-1.89% Dec 11, 2024 - Jan 21, 2025	-10.01% Feb 27, 2026 - May 26, 2026
#11	-1.61% Nov 8, 2021 - Dec 8, 2021	-8.56% Jun 8, 2021 - Oct 19, 2021
#12	-1.51% May 1, 2023 - May 17, 2023	-6.75% Oct 6, 2025 - Dec 11, 2025
#13	-1.47% Oct 8, 2025 - Oct 20, 2025	-6.71% Jan 22, 2014 - Feb 26, 2014
#14	-1.41% Jul 31, 2023 - Aug 29, 2023	-6.69% Jul 25, 2017 - Sep 27, 2017
#15	-1.40% Jan 9, 2026 - Jan 27, 2026	-6.68% Apr 2, 2014 - Jun 18, 2014