SPBU vs HAPS
Comparison between ALLIANZIM BUFFER15 UNCAPPED ALLOCATION ETF (SPBU, ETF) and HARBOR HUMAN CAPITAL FACTOR US SMALL CAP ETF (HAPS, ETF).
SPBU vs HAPS - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
SPBU
$160M
HAPS
$160M
Expense Ratio
SPBU
0.79%
Winner
HAPS
0.61%
Max Drawdown
Winner
SPBU
8.30%
HAPS
27.96%
Sharpe Ratio
Winner
SPBU
1.32
HAPS
1.28
5Y Beta
Winner
SPBU
0.62
HAPS
1.02
P/E Ratio
SPBU
N/A
HAPS
59.04
Forward P/E
SPBU
N/A
HAPS
11.39
5Y EPS CAGR
SPBU
N/A
HAPS
8.95%
Debt to Equity
SPBU
N/A
HAPS
104.80%
P/S Ratio
SPBU
N/A
HAPS
1.10
P/B Ratio
SPBU
N/A
HAPS
2.04
SPBU vs HAPS - Holdings Comparison
SPBU and HAPS have 0 common holdings. Overlap is 0.00%
SPBU's top 25 holdings weight is 99.97%. HAPS's top 25 holdings weight is 35.59%.
| Rank | SPBU | HAPS |
|---|---|---|
| #1 | ALLIANZIM U.S. EQUITY BUFFER15 UNCJUNETF (JNEU) - 8.45% | MAGNOLIA OIL & GAS CORP CLASS A (MGY) - 2.14% |
| #2 | ALLIANZIM US EQUITY BUFFER15 UNC MAY ETF (MAYU) - 8.43% | n/a (PECO) - 2.04% |
| #3 | ALLIANZIM U.S. EQUITY BUFFER15 UNCAUGETF (AUGU) - 8.37% | ORGANON & CO ORDINARY SHARES (OGN) - 1.88% |
| #4 | ALLIANZIM U.S. EQUITY BUFFER15 UNCJULETF (JULU) - 8.37% | KYMERA THERAPEUTICS INC ORDINARY SHARES (KYMR) - 1.85% |
| #5 | ALLIANZIM U.S. EQUITY BUFFER15 UNCSEPETF (SEPU) - 8.33% | THE CHEMOURS CO (CC) - 1.75% |
| #6 | ALLIANZIM U.S. EQUITY BUFFER15 UNCJANETF (JANU) - 8.32% | TWIST BIOSCIENCE CORP (TWST) - 1.72% |
| #7 | ALLIANZIM U.S. EQUITY BUFFER15 UNCFEBETF (FEBU) - 8.31% | SENSIENT TECHNOLOGIES CORP (SXT) - 1.67% |
| #8 | ALLIANZIM U.S. EQUITY BUFFER15 UNCOCTETF (OCTU) - 8.31% | AVNET INC (AVT) - 1.64% |
| #9 | ALLIANZIM U.S. EQUITY BUFFER15 UNCNOVETF (NVBU) - 8.31% | POWELL INDUSTRIES INC (POWL) - 1.50% |
| #10 | ALLIANZIM U.S. EQUITY BUFFER15 UNCMARETF (MARU) - 8.29% | ARCHROCK INC (AROC) - 1.49% |
| #11 | ALLIANZIM U.S. EQUITY BUFFER15 UNCDECETF (DECU) - 8.26% | APPLE HOSPITALITY REIT INC (APLE) - 1.40% |
| #12 | ALLIANZIM U.S. EQUITY BUFFER15 UNCAPRETF (ARLU) - 8.22% | VIASAT INC (VSAT) - 1.40% |
| #13 | N/A | RESIDEO TECHNOLOGIES INC (REZI) - 1.38% |
| #14 | N/A | GATX CORP (GATX) - 1.38% |
| #15 | N/A | SILICON LABORATORIES INC (SLAB) - 1.24% |
| #16 | N/A | INVENTRUST PROPERTIES CORP (IVT) - 1.21% |
| #17 | N/A | GRANITE CONSTRUCTION INC (GVA) - 1.20% |
| #18 | N/A | n/a (TARS) - 1.18% |
| #19 | N/A | PIPER SANDLER COS (PIPR) - 1.18% |
| #20 | N/A | HANCOCK WHITNEY CORP (HWC) - 1.14% |
| #21 | N/A | ATLANTIC UNION BANKSHARES CORP (AUB) - 1.09% |
| #22 | N/A | ULTRAGENYX PHARMACEUTICAL INC (RARE) - 1.06% |
| #23 | N/A | TRAVEL&LEISURE CO (TNL) - 1.04% |
| #24 | N/A | SAREPTA THERAPEUTICS INC (SRPT) - 1.01% |
| #25 | N/A | GRAND CANYON EDUCATION INC (LOPE) - 1.00% |
| Total Holdings | 12 | 197 |
SPBU vs HAPS - Historical Returns
Returns include dividend reinvestment.
1M
SPBU
+0.30%
Winner
HAPS
+4.82%
3M
SPBU
+8.72%
Winner
HAPS
+17.35%
6M
SPBU
+6.60%
Winner
HAPS
+11.43%
1Y
SPBU
+17.96%
Winner
HAPS
+29.77%
Max(CAGR)
Winner
SPBU
+16.60%
HAPS
+12.45%
SPBU vs HAPS - Annual Returns (2023 - 2026)
Returns include dividend reinvestment.
| Year | SPBU | HAPS |
|---|---|---|
| 2026 | +6.60% | +14.13% |
| 2025 | +13.85% | +8.30% |
| 2024 | N/A | +5.37% |
| 2023 | N/A | +12.43% |
SPBU vs HAPS Drawdown Comparison
The maximum drawdown for SPBU was -8.30%, occurring on Apr 8, 2025. Recovery took 45 trading sessions.
The maximum drawdown for HAPS was -27.44%, occurring on Apr 8, 2025. Recovery took 270 trading sessions.
The current SPBU drawdown is -2.05%.
| Rank | SPBU | HAPS |
|---|---|---|
| #1 | -8.30% Mar 7, 2025 - May 12, 2025 | -27.44% Nov 11, 2024 - Dec 10, 2025 |
| #2 | -7.10% Jan 12, 2026 - Apr 15, 2026 | -19.39% Jul 31, 2023 - Dec 14, 2023 |
| #3 | -4.24% Oct 28, 2025 - Dec 26, 2025 | -10.01% Jan 22, 2026 - Apr 16, 2026 |
| #4 | -3.72% Jun 2, 2026 - Jun 10, 2026 | -9.86% Jul 31, 2024 - Sep 19, 2024 |
| #5 | -2.47% Oct 8, 2025 - Oct 24, 2025 | -9.57% Dec 27, 2023 - Jul 16, 2024 |
| #6 | -2.07% May 19, 2025 - Jun 6, 2025 | -5.94% Apr 17, 2023 - Jun 2, 2023 |
| #7 | -2.03% Jul 25, 2025 - Aug 12, 2025 | -5.19% Jun 13, 2023 - Jul 11, 2023 |
| #8 | -1.70% May 14, 2026 - May 26, 2026 | -4.61% May 6, 2026 - Jun 4, 2026 |
| #9 | -1.40% Aug 14, 2025 - Aug 27, 2025 | -4.12% Oct 16, 2024 - Nov 6, 2024 |
| #10 | -1.23% Dec 26, 2025 - Jan 9, 2026 | -3.59% Sep 19, 2024 - Oct 16, 2024 |
| #11 | -1.17% Sep 22, 2025 - Oct 1, 2025 | -3.27% Dec 11, 2025 - Jan 8, 2026 |
| #12 | -1.06% Aug 28, 2025 - Sep 9, 2025 | -2.99% Jul 16, 2024 - Jul 30, 2024 |
| #13 | -0.96% Jun 12, 2025 - Jun 24, 2025 | -2.40% Dec 19, 2023 - Dec 22, 2023 |
| #14 | -0.73% Jul 3, 2025 - Jul 17, 2025 | -2.25% Jul 19, 2023 - Jul 31, 2023 |
| #15 | -0.52% May 6, 2026 - May 8, 2026 | -2.14% Jan 15, 2026 - Jan 22, 2026 |
Correlation
Correlation between SPBU and HAPS is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.
0.97
-101
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