SPBU vs MVV
Comparison between ALLIANZIM BUFFER15 UNCAPPED ALLOCATION ETF (SPBU, ETF) and PROSHARES ULTRA MIDCAP400 (MVV, ETF).
SPBU vs MVV - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
SPBU
$160M
MVV
$160M
Expense Ratio
SPBU
0.79%
MVV
N/A
Max Drawdown
Winner
SPBU
8.30%
MVV
86.35%
Sharpe Ratio
Winner
SPBU
1.32
MVV
1.16
5Y Beta
Winner
SPBU
0.62
MVV
2.02
P/E Ratio
SPBU
N/A
MVV
25.46
Forward P/E
SPBU
N/A
MVV
16.19
5Y Dividends CAGR
SPBU
N/A
MVV
34.85%
Debt to Equity
SPBU
N/A
MVV
48.69%
P/S Ratio
SPBU
N/A
MVV
1.52
P/B Ratio
SPBU
N/A
MVV
2.62
SPBU vs MVV - Holdings Comparison
SPBU and MVV have 0 common holdings. Overlap is 0.00%
SPBU's top 25 holdings weight is 99.97%. MVV's top 25 holdings weight is 34.49%.
| Rank | SPBU | MVV |
|---|---|---|
| #1 | ALLIANZIM U.S. EQUITY BUFFER15 UNCJUNETF (JNEU) - 8.45% | CASH (n/a) - 8.48% |
| #2 | ALLIANZIM US EQUITY BUFFER15 UNC MAY ETF (MAYU) - 8.43% | S&P MIDCAP 400 INDEX SWAP (n/a) - 8.14% |
| #3 | ALLIANZIM U.S. EQUITY BUFFER15 UNCAUGETF (AUGU) - 8.37% | CTE PROSHARES TRUST M (n/a) - 3.58% |
| #4 | ALLIANZIM U.S. EQUITY BUFFER15 UNCJULETF (JULU) - 8.37% | PROSHARES GENIUS MONEY MARKET ETF (IQMM) - 3.08% |
| #5 | ALLIANZIM U.S. EQUITY BUFFER15 UNCSEPETF (SEPU) - 8.33% | E-MINI S&P MIDCAP 400 FUTURE JUNE 26 (n/a) - 1.50% |
| #6 | ALLIANZIM U.S. EQUITY BUFFER15 UNCJANETF (JANU) - 8.32% | FLEX LTD (FLEX) - 1.25% |
| #7 | ALLIANZIM U.S. EQUITY BUFFER15 UNCFEBETF (FEBU) - 8.31% | TWILIO INC CLASS A (TWLO) - 0.74% |
| #8 | ALLIANZIM U.S. EQUITY BUFFER15 UNCOCTETF (OCTU) - 8.31% | TECHNIPFMC PLC (n/a) - 0.60% |
| #9 | ALLIANZIM U.S. EQUITY BUFFER15 UNCNOVETF (NVBU) - 8.31% | NVENT ELECTRIC PLC (NVT) - 0.60% |
| #10 | ALLIANZIM U.S. EQUITY BUFFER15 UNCMARETF (MARU) - 8.29% | CURTISS-WRIGHT CORP (CW) - 0.57% |
| #11 | ALLIANZIM U.S. EQUITY BUFFER15 UNCDECETF (DECU) - 8.26% | STERLING INFRASTRUCTURE INC (STRL) - 0.57% |
| #12 | ALLIANZIM U.S. EQUITY BUFFER15 UNCAPRETF (ARLU) - 8.22% | EVERPURE INC CLASS A (P) - 0.55% |
| #13 | N/A | XPO INC (XPO) - 0.54% |
| #14 | N/A | ILLUMINA INC (ILMN) - 0.53% |
| #15 | N/A | MACOM TECHNOLOGY SOLUTIONS HOLDINGS INC (MTSI) - 0.53% |
| #16 | N/A | FABRINET (FN) - 0.53% |
| #17 | N/A | DIGITALOCEAN HOLDINGS INC (DOCN) - 0.30% |
| #18 | N/A | CARLISLE COMPANIES INC (CSL) - 0.30% |
| #19 | N/A | ARAMARK (ARMK) - 0.30% |
| #20 | N/A | DICK'S SPORTING GOODS INC (DKS) - 0.30% |
| #21 | N/A | LINCOLN ELECTRIC HOLDINGS INC (LECO) - 0.30% |
| #22 | N/A | JONES LANG LASALLE INC (JLL) - 0.30% |
| #23 | N/A | TRANSUNION (TRU) - 0.30% |
| #24 | N/A | CLEAN HARBORS INC (CLH) - 0.30% |
| #25 | N/A | SOMNIGROUP INTERNATIONAL INC (SGI) - 0.30% |
| Total Holdings | 12 | 366 |
SPBU vs MVV - Historical Returns
Returns include dividend reinvestment.
1M
SPBU
+0.30%
Winner
MVV
+6.88%
3M
SPBU
+8.72%
Winner
MVV
+26.86%
6M
SPBU
+6.60%
Winner
MVV
+24.94%
1Y
SPBU
+17.96%
Winner
MVV
+46.23%
5Y(CAGR)
SPBU
N/A
MVV
+6.68%
10Y(CAGR)
SPBU
N/A
MVV
+14.17%
Max(CAGR)
Winner
SPBU
+16.60%
MVV
+11.56%
SPBU vs MVV - Annual Returns (2006 - 2026)
Returns include dividend reinvestment.
| Year | SPBU | MVV |
|---|---|---|
| 2026 | +6.60% | +25.31% |
| 2025 | +13.85% | +4.14% |
| 2024 | N/A | +18.77% |
| 2023 | N/A | +23.70% |
| 2022 | N/A | -32.28% |
| 2021 | N/A | +53.56% |
| 2020 | N/A | +5.89% |
| 2019 | N/A | +50.98% |
| 2018 | N/A | -26.72% |
| 2017 | N/A | +29.39% |
| 2016 | N/A | +43.69% |
| 2015 | N/A | -7.38% |
| 2014 | N/A | +18.60% |
| 2013 | N/A | +62.98% |
| 2012 | N/A | +31.00% |
| 2011 | N/A | -14.88% |
| 2010 | N/A | +47.37% |
| 2009 | N/A | +60.56% |
| 2008 | N/A | -67.39% |
| 2007 | N/A | +3.93% |
| 2006 | N/A | +14.49% |
SPBU vs MVV Drawdown Comparison
The maximum drawdown for SPBU was -8.30%, occurring on Apr 8, 2025. Recovery took 45 trading sessions.
The maximum drawdown for MVV was -85.56%, occurring on Mar 9, 2009. Recovery took 1487 trading sessions.
The current SPBU drawdown is -2.05%.
| Rank | SPBU | MVV |
|---|---|---|
| #1 | -8.30% Mar 7, 2025 - May 12, 2025 | -85.56% Jun 4, 2007 - Apr 30, 2013 |
| #2 | -7.10% Jan 12, 2026 - Apr 15, 2026 | -69.19% Feb 20, 2020 - Dec 15, 2020 |
| #3 | -4.24% Oct 28, 2025 - Dec 26, 2025 | -45.52% Nov 16, 2021 - Nov 6, 2024 |
| #4 | -3.72% Jun 2, 2026 - Jun 10, 2026 | -44.80% Nov 25, 2024 - Feb 6, 2026 |
| #5 | -2.47% Oct 8, 2025 - Oct 24, 2025 | -42.33% Aug 29, 2018 - Jan 16, 2020 |
| #6 | -2.07% May 19, 2025 - Jun 6, 2025 | -36.76% Jun 23, 2015 - Aug 5, 2016 |
| #7 | -2.03% Jul 25, 2025 - Aug 12, 2025 | -20.79% Jul 1, 2014 - Nov 24, 2014 |
| #8 | -1.70% May 14, 2026 - May 26, 2026 | -18.80% Jan 26, 2018 - Jul 9, 2018 |
| #9 | -1.40% Aug 14, 2025 - Aug 27, 2025 | -17.68% Feb 20, 2026 - Apr 17, 2026 |
| #10 | -1.23% Dec 26, 2025 - Jan 9, 2026 | -14.87% Jul 3, 2006 - Oct 12, 2006 |
| #11 | -1.17% Sep 22, 2025 - Oct 1, 2025 | -14.25% May 7, 2021 - Oct 20, 2021 |
| #12 | -1.06% Aug 28, 2025 - Sep 9, 2025 | -14.24% May 21, 2013 - Jul 11, 2013 |
| #13 | -0.96% Jun 12, 2025 - Jun 24, 2025 | -14.10% Feb 22, 2007 - Apr 16, 2007 |
| #14 | -0.73% Jul 3, 2025 - Jul 17, 2025 | -13.90% Jan 22, 2014 - Feb 26, 2014 |
| #15 | -0.52% May 6, 2026 - May 8, 2026 | -12.88% Sep 7, 2016 - Nov 14, 2016 |
Correlation
Correlation between SPBU and MVV is 0.93 which considered as a very strong positive correlation - the stocks move almost identically together.
0.93
-101
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