SPBU vs LDSF
Comparison between ALLIANZIM BUFFER15 UNCAPPED ALLOCATION ETF (SPBU, ETF) and FIRST TRUST LOW DURATION STRATEGIC FOCUS ETF (LDSF, ETF).
SPBU vs LDSF - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
SPBU
$165M
LDSF
$163M
Expense Ratio
SPBU
0.79%
Winner
LDSF
0.77%
Max Drawdown
Winner
SPBU
8.30%
LDSF
12.38%
Sharpe Ratio
Winner
SPBU
1.03
LDSF
0.16
5Y Beta
SPBU
0.62
Winner
LDSF
0.06
5Y Dividends CAGR
SPBU
N/A
LDSF
11.62%
SPBU vs LDSF - Historical Returns
Returns include dividend reinvestment.
1M
SPBU
-0.02%
Winner
LDSF
+0.11%
3M
Winner
SPBU
+4.62%
LDSF
+0.24%
6M
Winner
SPBU
+6.73%
LDSF
+0.66%
1Y
Winner
SPBU
+14.60%
LDSF
+4.04%
5Y(CAGR)
SPBU
N/A
LDSF
+2.44%
Max(CAGR)
Winner
SPBU
+15.56%
LDSF
+2.54%
SPBU vs LDSF - Annual Returns (2019 - 2026)
Returns include dividend reinvestment.
| Year | SPBU | LDSF |
|---|---|---|
| 2026 | +7.04% | +0.96% |
| 2025 | +13.85% | +6.76% |
| 2024 | N/A | +4.40% |
| 2023 | N/A | +6.47% |
| 2022 | N/A | -5.18% |
| 2021 | N/A | -0.23% |
| 2020 | N/A | +2.35% |
| 2019 | N/A | +4.52% |
SPBU vs LDSF Drawdown Comparison
The maximum drawdown for SPBU was -8.30%, occurring on Apr 8, 2025. Recovery took 45 trading sessions.
The maximum drawdown for LDSF was -8.56%, occurring on Mar 23, 2020. Recovery took 108 trading sessions.
The current SPBU drawdown is -1.65%. The current LDSF drawdown is -0.17%.
| Rank | SPBU | LDSF |
|---|---|---|
| #1 | -8.30% Mar 7, 2025 - May 12, 2025 | -8.56% Mar 3, 2020 - Aug 5, 2020 |
| #2 | -7.10% Jan 12, 2026 - Apr 15, 2026 | -7.87% Jan 15, 2021 - Dec 26, 2023 |
| #3 | -4.24% Oct 28, 2025 - Dec 26, 2025 | -1.74% Feb 26, 2026 - Jun 16, 2026 |
| #4 | -3.72% Jun 2, 2026 - Jun 10, 2026 | -1.46% Oct 1, 2024 - Feb 21, 2025 |
| #5 | -2.47% Oct 8, 2025 - Oct 24, 2025 | -1.33% Mar 27, 2024 - May 15, 2024 |
| #6 | -2.07% May 19, 2025 - Jun 6, 2025 | -1.30% Apr 1, 2025 - Apr 25, 2025 |
| #7 | -2.03% Jul 25, 2025 - Aug 12, 2025 | -1.16% Feb 1, 2024 - Mar 27, 2024 |
| #8 | -1.70% May 14, 2026 - May 26, 2026 | -0.72% May 15, 2024 - Jun 4, 2024 |
| #9 | -1.40% Aug 14, 2025 - Aug 27, 2025 | -0.63% Sep 2, 2020 - Nov 6, 2020 |
| #10 | -1.23% Dec 26, 2025 - Jan 9, 2026 | -0.58% Oct 4, 2019 - Nov 27, 2019 |
| #11 | -1.17% Sep 22, 2025 - Oct 1, 2025 | -0.56% Jan 12, 2024 - Jan 29, 2024 |
| #12 | -1.06% Aug 28, 2025 - Sep 9, 2025 | -0.53% Dec 27, 2023 - Jan 12, 2024 |
| #13 | -0.96% Jun 12, 2025 - Jun 24, 2025 | -0.51% Aug 6, 2020 - Sep 2, 2020 |
| #14 | -0.73% Jul 3, 2025 - Jul 17, 2025 | -0.48% Jun 18, 2024 - Jul 5, 2024 |
| #15 | -0.52% May 6, 2026 - May 8, 2026 | -0.44% Oct 28, 2025 - Nov 24, 2025 |
Correlation
Correlation between SPBU and LDSF is 0.94 which considered as a very strong positive correlation - the stocks move almost identically together.
0.94
-101
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