SPBW vs EUDG
Comparison between ALLIANZIM BUFFER20 ALLOCATION ETF (SPBW, ETF) and WISDOMTREE EUROPE QUALITY DIVIDEND GROWTH FUND (EUDG, ETF).
SPBW vs EUDG - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
SPBW
$71M
EUDG
$71M
Expense Ratio
SPBW
0.79%
Winner
EUDG
0.58%
Max Drawdown
Winner
SPBW
8.76%
EUDG
36.12%
Sharpe Ratio
Winner
SPBW
1.81
EUDG
0.52
5Y Beta
Winner
SPBW
0.41
EUDG
0.61
5Y Dividends CAGR
SPBW
N/A
EUDG
7.85%
SPBW vs EUDG - Holdings Comparison
SPBW and EUDG have 0 common holdings. Overlap is 0.00%
SPBW's top 25 holdings weight is 99.98%. EUDG's top 25 holdings weight is 60.28%.
| Rank | SPBW | EUDG |
|---|---|---|
| #1 | ALLIANZIM US EQUITY BUFFER20 DEC ETF (DECW) - 8.43% | NOVARTIS AG REGISTERED SHARES (n/a) - 5.00% |
| #2 | ALLIANZIM US EQUITY BUFFER20 MAR ETF (MARW) - 8.37% | NESTLE SA (n/a) - 4.90% |
| #3 | ALLIANZIM US EQUITY BUFFER20 AUG ETF (AUGW) - 8.36% | ROCHE HOLDING AG ORDINARY SHARES NEW (n/a) - 4.53% |
| #4 | ALLIANZIM US EQUITY BUFFER20 FEB ETF (FEBW) - 8.35% | BP PLC (n/a) - 3.49% |
| #5 | ALLIANZIM US EQUITY BUFFER20 NOV ETF (NVBW) - 8.35% | LVMH MOET HENNESSY LOUIS VUITTON SE (n/a) - 3.32% |
| #6 | ALLIANZIM US EQUITY BUFFER20 JUL ETF (JULW) - 8.34% | n/a (n/a) - 3.16% |
| #7 | ALLIANZIM US EQUITY BUFFER20 JAN ETF (JANW) - 8.34% | BANCO BILBAO VIZCAYA ARGENTARIA SA (n/a) - 3.00% |
| #8 | ALLIANZIM US EQUITY BUFFER20 SEP ETF (SEPW) - 8.33% | ASTRAZENECA PLC (AZN:XLON) - 2.70% |
| #9 | ALLIANZIM US EQUITY BUFFER20 OCT ETF (OCTW) - 8.33% | NOVO NORDISK AS CLASS B (n/a) - 2.61% |
| #10 | ALLIANZIM US EQUITY BUFFER20 APR ETF (APRW) - 8.29% | ING GROEP NV (n/a) - 2.60% |
| #11 | ALLIANZIM US EQUITY BUFFER20 JUN ETF (JUNW) - 8.26% | DEUTSCHE TELEKOM AG (n/a) - 2.53% |
| #12 | ALLIANZIM US EQUITY BUFFER20 MAY ETF (MAYW) - 8.23% | ASML HOLDING NV (n/a) - 2.34% |
| #13 | N/A | UNILEVER PLC (n/a) - 2.25% |
| #14 | N/A | L'OREAL SA (n/a) - 2.18% |
| #15 | N/A | GSK PLC (n/a) - 2.01% |
| #16 | N/A | VOLVO AB CLASS B (n/a) - 1.96% |
| #17 | N/A | LLOYDS BANKING GROUP PLC (n/a) - 1.70% |
| #18 | N/A | DEUTSCHE POST AG (n/a) - 1.65% |
| #19 | N/A | UBS GROUP AG REGISTERED SHARES (n/a) - 1.50% |
| #20 | N/A | SCHNEIDER ELECTRIC SE (n/a) - 1.45% |
| #21 | N/A | AIR LIQUIDE SA (n/a) - 1.18% |
| #22 | N/A | ABB LTD (n/a) - 1.07% |
| #23 | N/A | SAP SE (n/a) - 1.07% |
| #24 | N/A | DAIMLER TRUCK HOLDING AG ORDINARY SHARES (n/a) - 1.07% |
| #25 | N/A | ERSTE GROUP BANK AG. (n/a) - 1.01% |
| Total Holdings | 12 | 228 |
SPBW vs EUDG - Historical Returns
Returns include dividend reinvestment.
1M
SPBW
+0.62%
Winner
EUDG
+0.99%
3M
Winner
SPBW
+3.39%
EUDG
+1.12%
6M
SPBW
+4.49%
Winner
EUDG
+4.81%
1Y
Winner
SPBW
+12.02%
EUDG
+10.93%
5Y(CAGR)
SPBW
N/A
EUDG
+4.72%
10Y(CAGR)
SPBW
N/A
EUDG
+7.90%
Max(CAGR)
Winner
SPBW
+9.69%
EUDG
+5.86%
SPBW vs EUDG - Annual Returns (2014 - 2026)
Returns include dividend reinvestment.
| Year | SPBW | EUDG |
|---|---|---|
| 2026 | +3.84% | +1.27% |
| 2025 | +9.57% | +29.22% |
| 2024 | N/A | -3.10% |
| 2023 | N/A | +18.43% |
| 2022 | N/A | -18.47% |
| 2021 | N/A | +15.07% |
| 2020 | N/A | +10.43% |
| 2019 | N/A | +29.45% |
| 2018 | N/A | -15.42% |
| 2017 | N/A | +29.91% |
| 2016 | N/A | -1.76% |
| 2015 | N/A | +4.16% |
| 2014 | N/A | -11.12% |
SPBW vs EUDG Drawdown Comparison
The maximum drawdown for SPBW was -8.76%, occurring on Apr 8, 2025. Recovery took 72 trading sessions.
The maximum drawdown for EUDG was -33.76%, occurring on Mar 23, 2020. Recovery took 158 trading sessions.
The current SPBW drawdown is -0.67%. The current EUDG drawdown is -5.01%.
| Rank | SPBW | EUDG |
|---|---|---|
| #1 | -8.76% Feb 19, 2025 - Jun 3, 2025 | -33.76% Jan 17, 2020 - Sep 2, 2020 |
| #2 | -2.86% Jan 27, 2026 - Apr 9, 2026 | -33.31% Aug 13, 2021 - May 14, 2024 |
| #3 | -1.40% Oct 27, 2025 - Nov 25, 2025 | -22.07% Jan 26, 2018 - Dec 12, 2019 |
| #4 | -0.83% Oct 6, 2025 - Oct 20, 2025 | -19.79% Jul 3, 2014 - May 1, 2017 |
| #5 | -0.76% Jul 28, 2025 - Aug 8, 2025 | -13.73% Sep 26, 2024 - May 16, 2025 |
| #6 | -0.68% Jan 12, 2026 - Jan 26, 2026 | -12.20% Feb 20, 2026 - Mar 27, 2026 |
| #7 | -0.67% Jun 1, 2026 - Jun 5, 2026 | -9.73% Oct 12, 2020 - Nov 10, 2020 |
| #8 | -0.54% Jan 8, 2025 - Jan 15, 2025 | -6.04% Jul 10, 2025 - Aug 22, 2025 |
| #9 | -0.51% Jun 12, 2025 - Jun 16, 2025 | -5.64% Jun 6, 2024 - Aug 19, 2024 |
| #10 | -0.44% Aug 13, 2025 - Aug 22, 2025 | -4.69% Jan 8, 2021 - Apr 1, 2021 |
| #11 | -0.44% Jun 16, 2025 - Jun 23, 2025 | -4.61% Nov 12, 2025 - Dec 3, 2025 |
| #12 | -0.43% Jan 23, 2025 - Feb 6, 2025 | -4.06% Sep 17, 2020 - Oct 9, 2020 |
| #13 | -0.39% Dec 11, 2025 - Dec 19, 2025 | -4.04% Jun 2, 2017 - Sep 1, 2017 |
| #14 | -0.33% May 14, 2026 - May 21, 2026 | -3.95% Aug 30, 2024 - Sep 26, 2024 |
| #15 | -0.28% Apr 17, 2026 - Apr 22, 2026 | -3.81% Jun 12, 2025 - Jul 2, 2025 |
Correlation
Correlation between SPBW and EUDG is 0.90 which considered as a very strong positive correlation - the stocks move almost identically together.
0.90
-101
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