SPBW vs PCM
Comparison between ALLIANZIM BUFFER20 ALLOCATION ETF (SPBW, ETF) and PCM Fund Inc (PCM, ETF).
SPBW vs PCM - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
SPBW
$71M
Winner
PCM
$71M
Expense Ratio
SPBW
0.79%
PCM
N/A
Max Drawdown
Winner
SPBW
8.76%
PCM
73.17%
Sharpe Ratio
Winner
SPBW
1.81
PCM
-0.09
5Y Beta
SPBW
0.41
Winner
PCM
0.14
5Y Dividends CAGR
SPBW
N/A
PCM
-1.05%
SPBW vs PCM - Historical Returns
Returns include dividend reinvestment.
1M
Winner
SPBW
+0.62%
PCM
-3.35%
3M
Winner
SPBW
+3.39%
PCM
-3.62%
6M
Winner
SPBW
+4.49%
PCM
-2.96%
1Y
Winner
SPBW
+12.02%
PCM
+1.73%
5Y(CAGR)
SPBW
N/A
PCM
-3.75%
10Y(CAGR)
SPBW
N/A
PCM
+5.21%
Max(CAGR)
Winner
SPBW
+9.69%
PCM
+7.15%
SPBW vs PCM - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | SPBW | PCM |
|---|---|---|
| 2026 | +3.84% | -2.86% |
| 2025 | +9.57% | -10.89% |
| 2024 | N/A | +10.50% |
| 2023 | N/A | +6.61% |
| 2022 | N/A | -19.89% |
| 2021 | N/A | +7.51% |
| 2020 | N/A | +3.70% |
| 2019 | N/A | +21.45% |
| 2018 | N/A | -5.50% |
| 2017 | N/A | +26.73% |
| 2016 | N/A | +25.57% |
| 2015 | N/A | -5.76% |
| 2014 | N/A | +0.98% |
| 2013 | N/A | +5.42% |
| 2012 | N/A | +22.62% |
| 2011 | N/A | +11.74% |
| 2010 | N/A | +51.88% |
| 2009 | N/A | +45.17% |
| 2008 | N/A | -32.91% |
| 2007 | N/A | -22.78% |
| 2006 | N/A | +11.03% |
| 2005 | N/A | +15.55% |
| 2004 | N/A | -0.64% |
| 2003 | N/A | +9.91% |
| 2002 | N/A | +11.96% |
| 2001 | N/A | +23.65% |
| 2000 | N/A | +9.82% |
| 1999 | N/A | -4.00% |
SPBW vs PCM Drawdown Comparison
The maximum drawdown for SPBW was -8.76%, occurring on Apr 8, 2025. Recovery took 72 trading sessions.
The maximum drawdown for PCM was -64.85%, occurring on Mar 9, 2009. Recovery took 803 trading sessions.
The current SPBW drawdown is -0.67%. The current PCM drawdown is -21.80%.
| Rank | SPBW | PCM |
|---|---|---|
| #1 | -8.76% Feb 19, 2025 - Jun 3, 2025 | -64.85% Feb 5, 2007 - Apr 14, 2010 |
| #2 | -2.86% Jan 27, 2026 - Apr 9, 2026 | -47.67% Feb 21, 2020 - Jan 12, 2021 |
| #3 | -1.40% Oct 27, 2025 - Nov 25, 2025 | -29.61% Aug 8, 2023 - Oct 27, 2023 |
| #4 | -0.83% Oct 6, 2025 - Oct 20, 2025 | -28.19% Aug 12, 2021 - Aug 7, 2023 |
| #5 | -0.76% Jul 28, 2025 - Aug 8, 2025 | -18.35% Apr 1, 2004 - Nov 3, 2004 |
| #6 | -0.68% Jan 12, 2026 - Jan 26, 2026 | -17.91% Jul 1, 2014 - Jul 18, 2016 |
| #7 | -0.67% Jun 1, 2026 - Jun 5, 2026 | -16.04% May 10, 2013 - Jun 10, 2014 |
| #8 | -0.54% Jan 8, 2025 - Jan 15, 2025 | -14.96% Sep 16, 2002 - Jan 3, 2003 |
| #9 | -0.51% Jun 12, 2025 - Jun 16, 2025 | -14.39% Aug 16, 2018 - Feb 28, 2019 |
| #10 | -0.44% Aug 13, 2025 - Aug 22, 2025 | -13.54% Jul 5, 2011 - Nov 11, 2011 |
| #11 | -0.44% Jun 16, 2025 - Jun 23, 2025 | -12.72% Nov 10, 2017 - May 2, 2018 |
| #12 | -0.43% Jan 23, 2025 - Feb 6, 2025 | -9.36% Nov 9, 2010 - Nov 26, 2010 |
| #13 | -0.39% Dec 11, 2025 - Dec 19, 2025 | -9.28% Jun 13, 2003 - Dec 3, 2003 |
| #14 | -0.33% May 14, 2026 - May 21, 2026 | -8.92% Nov 12, 1999 - Jul 13, 2000 |
| #15 | -0.28% Apr 17, 2026 - Apr 22, 2026 | -8.86% Oct 5, 2012 - Jan 3, 2013 |
Correlation
Correlation between SPBW and PCM is 0.38 which considered as a weak positive correlation - the stocks show a slight tendency to move together.
0.38
-101
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