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SPBU vs BBBI

Comparison between ALLIANZIM BUFFER15 UNCAPPED ALLOCATION ETF (SPBU, ETF) and BondBloxx BBB Rated 5-10 Year Corporate Bond ETF (BBBI, ETF).

SPBU vs BBBI - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
SPBU
$165M
Winner
BBBI
$165M
Expense Ratio
SPBU
0.79%
Winner
BBBI
0.19%
Max Drawdown
SPBU
8.30%
Winner
BBBI
5.71%
Sharpe Ratio
Winner
SPBU
1.03
BBBI
0.08
5Y Beta
SPBU
0.62
Winner
BBBI
0.10

SPBU vs BBBI - Historical Returns

Returns include dividend reinvestment.

1M
Winner
SPBU
-0.02%
BBBI
-0.47%
3M
Winner
SPBU
+4.62%
BBBI
-0.76%
6M
Winner
SPBU
+6.73%
BBBI
-0.29%
1Y
Winner
SPBU
+14.60%
BBBI
+3.80%
Max(CAGR)
Winner
SPBU
+15.56%
BBBI
+5.37%

SPBU vs BBBI - Annual Returns (2024 - 2026)

Returns include dividend reinvestment.

YearSPBUBBBI
2026+7.04%-0.14%
2025+13.85%+9.21%
2024N/A+4.36%

SPBU vs BBBI Drawdown Comparison

The maximum drawdown for SPBU was -8.30%, occurring on Apr 8, 2025. Recovery took 45 trading sessions.

The maximum drawdown for BBBI was -4.11%, occurring on Jan 13, 2025. Recovery took 126 trading sessions.

The current SPBU drawdown is -1.65%. The current BBBI drawdown is -1.66%.

RankSPBUBBBI
#1-8.30%
Mar 7, 2025 - May 12, 2025
-4.11%
Oct 1, 2024 - Apr 3, 2025
#2-7.10%
Jan 12, 2026 - Apr 15, 2026
-3.33%
Feb 1, 2024 - Jun 5, 2024
#3-4.24%
Oct 28, 2025 - Dec 26, 2025
-3.30%
Apr 3, 2025 - Jun 4, 2025
#4-3.72%
Jun 2, 2026 - Jun 10, 2026
-2.94%
Feb 27, 2026 - Mar 27, 2026
#5-2.47%
Oct 8, 2025 - Oct 24, 2025
-1.24%
Oct 27, 2025 - Nov 26, 2025
#6-2.07%
May 19, 2025 - Jun 6, 2025
-1.08%
Jun 13, 2024 - Jul 5, 2024
#7-2.03%
Jul 25, 2025 - Aug 12, 2025
-1.01%
Aug 2, 2024 - Aug 13, 2024
#8-1.70%
May 14, 2026 - May 26, 2026
-0.98%
Jun 30, 2025 - Jul 22, 2025
#9-1.40%
Aug 14, 2025 - Aug 27, 2025
-0.85%
Jun 5, 2024 - Jun 13, 2024
#10-1.23%
Dec 26, 2025 - Jan 9, 2026
-0.84%
Sep 16, 2025 - Oct 14, 2025
#11-1.17%
Sep 22, 2025 - Oct 1, 2025
-0.80%
Jul 17, 2024 - Jul 29, 2024
#12-1.06%
Aug 28, 2025 - Sep 9, 2025
-0.76%
Jan 14, 2026 - Feb 5, 2026
#13-0.96%
Jun 12, 2025 - Jun 24, 2025
-0.75%
Jun 4, 2025 - Jun 12, 2025
#14-0.73%
Jul 3, 2025 - Jul 17, 2025
-0.61%
Nov 26, 2025 - Dec 26, 2025
#15-0.52%
May 6, 2026 - May 8, 2026
-0.47%
Aug 13, 2025 - Aug 22, 2025

Correlation

Correlation between SPBU and BBBI is 0.91 which considered as a very strong positive correlation - the stocks move almost identically together.

0.91
-101

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