SPBU vs NAZ
Comparison between ALLIANZIM BUFFER15 UNCAPPED ALLOCATION ETF (SPBU, ETF) and Nuveen Arizona Quality Municipal Income Fund (NAZ, ETF).
SPBU vs NAZ - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
SPBU
$149M
NAZ
$149M
Expense Ratio
SPBU
0.79%
NAZ
N/A
Max Drawdown
Winner
SPBU
8.30%
NAZ
48.77%
Sharpe Ratio
SPBU
1.45
Winner
NAZ
1.55
5Y Beta
SPBU
0.62
Winner
NAZ
0.11
5Y Dividends CAGR
SPBU
N/A
NAZ
8.31%
SPBU vs NAZ - Historical Returns
Returns include dividend reinvestment.
1M
SPBU
+2.21%
Winner
NAZ
+5.62%
3M
SPBU
+6.80%
Winner
NAZ
+10.28%
6M
SPBU
+5.86%
Winner
NAZ
+14.48%
1Y
SPBU
+19.22%
Winner
NAZ
+23.28%
5Y(CAGR)
SPBU
N/A
NAZ
+1.53%
10Y(CAGR)
SPBU
N/A
NAZ
+2.93%
Max(CAGR)
Winner
SPBU
+16.75%
NAZ
+4.54%
SPBU vs NAZ - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | SPBU | NAZ |
|---|---|---|
| 2026 | +6.46% | +15.00% |
| 2025 | +13.85% | +11.54% |
| 2024 | N/A | +12.88% |
| 2023 | N/A | -1.90% |
| 2022 | N/A | -27.11% |
| 2021 | N/A | +5.02% |
| 2020 | N/A | +22.04% |
| 2019 | N/A | +16.46% |
| 2018 | N/A | -12.82% |
| 2017 | N/A | +5.58% |
| 2016 | N/A | -3.17% |
| 2015 | N/A | +11.35% |
| 2014 | N/A | +25.72% |
| 2013 | N/A | -16.80% |
| 2012 | N/A | +14.38% |
| 2011 | N/A | +17.63% |
| 2010 | N/A | +3.58% |
| 2009 | N/A | +40.86% |
| 2008 | N/A | -22.86% |
| 2007 | N/A | -4.82% |
| 2006 | N/A | -0.29% |
| 2005 | N/A | -0.39% |
| 2004 | N/A | +0.02% |
| 2003 | N/A | +11.61% |
| 2002 | N/A | +0.75% |
| 2001 | N/A | +6.83% |
| 2000 | N/A | +15.21% |
| 1999 | N/A | -9.75% |
SPBU vs NAZ Drawdown Comparison
The maximum drawdown for SPBU was -8.30%, occurring on Apr 8, 2025. Recovery took 45 trading sessions.
The maximum drawdown for NAZ was -38.28%, occurring on Oct 25, 2023. Recovery took 1109 trading sessions.
The current SPBU drawdown is -2.18%.
| Rank | SPBU | NAZ |
|---|---|---|
| #1 | -8.30% Mar 7, 2025 - May 12, 2025 | -38.28% Nov 9, 2021 - Apr 14, 2026 |
| #2 | -7.10% Jan 12, 2026 - Apr 15, 2026 | -34.81% Apr 1, 2004 - Sep 22, 2009 |
| #3 | -4.24% Oct 28, 2025 - Dec 26, 2025 | -28.08% Jul 6, 2016 - Sep 1, 2020 |
| #4 | -2.47% Oct 8, 2025 - Oct 24, 2025 | -27.21% Jan 28, 2013 - Jan 28, 2015 |
| #5 | -2.18% Jun 2, 2026 - Jun 5, 2026 | -20.06% Oct 29, 2010 - Dec 30, 2011 |
| #6 | -2.07% May 19, 2025 - Jun 6, 2025 | -13.78% Jul 11, 2002 - Jun 12, 2003 |
| #7 | -2.03% Jul 25, 2025 - Aug 12, 2025 | -13.30% Jul 15, 2003 - Feb 2, 2004 |
| #8 | -1.70% May 14, 2026 - May 26, 2026 | -11.33% Nov 4, 1999 - Dec 11, 2000 |
| #9 | -1.40% Aug 14, 2025 - Aug 27, 2025 | -6.87% Jan 14, 2010 - Aug 12, 2010 |
| #10 | -1.23% Dec 26, 2025 - Jan 9, 2026 | -6.81% Dec 4, 2020 - May 28, 2021 |
| #11 | -1.17% Sep 22, 2025 - Oct 1, 2025 | -5.89% Oct 6, 2009 - Jan 6, 2010 |
| #12 | -1.06% Aug 28, 2025 - Sep 9, 2025 | -4.81% Mar 5, 2002 - Apr 23, 2002 |
| #13 | -0.96% Jun 12, 2025 - Jun 24, 2025 | -4.69% Oct 3, 2012 - Jan 9, 2013 |
| #14 | -0.73% Jul 3, 2025 - Jul 17, 2025 | -4.65% Feb 2, 2015 - Apr 17, 2015 |
| #15 | -0.52% May 6, 2026 - May 8, 2026 | -4.64% Mar 13, 2012 - Mar 21, 2012 |
Correlation
Correlation between SPBU and NAZ is 0.85 which considered as a strong positive correlation - the stocks tend to move together.
0.85
-101
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