SPBU vs BWG
Comparison between ALLIANZIM BUFFER15 UNCAPPED ALLOCATION ETF (SPBU, ETF) and BrandywineGLOBAL - Global Income Opportunities Fund Inc (BWG, ETF).
SPBU vs BWG - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
SPBU
$149M
BWG
$149M
Expense Ratio
SPBU
0.79%
BWG
N/A
Max Drawdown
Winner
SPBU
8.30%
BWG
67.84%
Sharpe Ratio
Winner
SPBU
1.45
BWG
0.53
5Y Beta
SPBU
0.62
Winner
BWG
0.34
5Y Dividends CAGR
SPBU
N/A
BWG
1.61%
SPBU vs BWG - Historical Returns
Returns include dividend reinvestment.
1M
Winner
SPBU
+2.21%
BWG
-0.87%
3M
Winner
SPBU
+6.80%
BWG
+1.04%
6M
Winner
SPBU
+5.86%
BWG
-1.93%
1Y
Winner
SPBU
+19.22%
BWG
+9.34%
5Y(CAGR)
SPBU
N/A
BWG
+1.66%
10Y(CAGR)
SPBU
N/A
BWG
+4.90%
Max(CAGR)
Winner
SPBU
+16.75%
BWG
+3.07%
SPBU vs BWG - Annual Returns (2012 - 2026)
Returns include dividend reinvestment.
| Year | SPBU | BWG |
|---|---|---|
| 2026 | +6.46% | -1.46% |
| 2025 | +13.85% | +16.63% |
| 2024 | N/A | +8.11% |
| 2023 | N/A | +15.67% |
| 2022 | N/A | -21.86% |
| 2021 | N/A | +2.00% |
| 2020 | N/A | +4.50% |
| 2019 | N/A | +30.08% |
| 2018 | N/A | -12.62% |
| 2017 | N/A | +16.07% |
| 2016 | N/A | +12.89% |
| 2015 | N/A | -20.90% |
| 2014 | N/A | +7.60% |
| 2013 | N/A | -9.61% |
| 2012 | N/A | +6.06% |
SPBU vs BWG Drawdown Comparison
The maximum drawdown for SPBU was -8.30%, occurring on Apr 8, 2025. Recovery took 45 trading sessions.
The maximum drawdown for BWG was -35.45%, occurring on Jan 20, 2016. Recovery took 1182 trading sessions.
The current SPBU drawdown is -2.18%. The current BWG drawdown is -5.54%.
| Rank | SPBU | BWG |
|---|---|---|
| #1 | -8.30% Mar 7, 2025 - May 12, 2025 | -35.45% May 9, 2013 - Jan 18, 2018 |
| #2 | -7.10% Jan 12, 2026 - Apr 15, 2026 | -34.27% Feb 20, 2020 - Jan 28, 2021 |
| #3 | -4.24% Oct 28, 2025 - Dec 26, 2025 | -34.11% Sep 3, 2021 - Jun 30, 2025 |
| #4 | -2.47% Oct 8, 2025 - Oct 24, 2025 | -18.97% Jan 25, 2018 - Aug 1, 2019 |
| #5 | -2.18% Jun 2, 2026 - Jun 5, 2026 | -13.69% May 7, 2012 - Aug 6, 2012 |
| #6 | -2.07% May 19, 2025 - Jun 6, 2025 | -12.02% Feb 11, 2026 - Mar 30, 2026 |
| #7 | -2.03% Jul 25, 2025 - Aug 12, 2025 | -5.70% Sep 17, 2025 - Jan 28, 2026 |
| #8 | -1.70% May 14, 2026 - May 26, 2026 | -4.94% Feb 17, 2021 - May 27, 2021 |
| #9 | -1.40% Aug 14, 2025 - Aug 27, 2025 | -4.71% Feb 11, 2013 - Apr 9, 2013 |
| #10 | -1.23% Dec 26, 2025 - Jan 9, 2026 | -4.44% Aug 7, 2012 - Sep 6, 2012 |
| #11 | -1.17% Sep 22, 2025 - Oct 1, 2025 | -4.37% Nov 12, 2012 - Dec 11, 2012 |
| #12 | -1.06% Aug 28, 2025 - Sep 9, 2025 | -3.10% Jun 9, 2021 - Aug 30, 2021 |
| #13 | -0.96% Jun 12, 2025 - Jun 24, 2025 | -3.09% Oct 23, 2012 - Nov 9, 2012 |
| #14 | -0.73% Jul 3, 2025 - Jul 17, 2025 | -2.00% Jul 9, 2025 - Aug 4, 2025 |
| #15 | -0.52% May 6, 2026 - May 8, 2026 | -1.80% Aug 16, 2019 - Sep 24, 2019 |
Correlation
Correlation between SPBU and BWG is 0.83 which considered as a strong positive correlation - the stocks tend to move together.
0.83
-101
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