SPBW vs PFOE
Comparison between ALLIANZIM BUFFER20 ALLOCATION ETF (SPBW, ETF) and PATHFINDER FOCUSED OPPORTUNITIES ETF (PFOE, ETF).
SPBW vs PFOE - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
SPBW vs PFOE - Holdings Comparison
SPBW and PFOE have 0 common holdings. Overlap is 0.00%
SPBW's top 25 holdings weight is 100.00%. PFOE's top 25 holdings weight is 99.98%.
| Rank | SPBW | PFOE |
|---|---|---|
| #1 | ALLIANZIM US EQUITY BUFFER20 DEC ETF (DECW) - 8.44% | UNITEDHEALTH GROUP INC (UNH) - 7.05% |
| #2 | ALLIANZIM US EQUITY BUFFER20 MAR ETF (MARW) - 8.37% | ASML HOLDING NV ADR (ASML) - 6.55% |
| #3 | ALLIANZIM US EQUITY BUFFER20 NOV ETF (NVBW) - 8.36% | ALPHABET INC CLASS C (GOOG) - 6.18% |
| #4 | ALLIANZIM US EQUITY BUFFER20 AUG ETF (AUGW) - 8.36% | UNIVERSAL MUSIC GROUP NV ADR (UNVGY) - 6.00% |
| #5 | ALLIANZIM US EQUITY BUFFER20 OCT ETF (OCTW) - 8.35% | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD ADR (TSM) - 5.88% |
| #6 | ALLIANZIM US EQUITY BUFFER20 FEB ETF (FEBW) - 8.35% | MERCADOLIBRE INC (MELI) - 5.73% |
| #7 | ALLIANZIM US EQUITY BUFFER20 JUL ETF (JULW) - 8.35% | FERROVIAL NV (n/a) - 5.54% |
| #8 | ALLIANZIM US EQUITY BUFFER20 SEP ETF (SEPW) - 8.34% | SPOTIFY TECHNOLOGY SA (SPOT) - 5.29% |
| #9 | ALLIANZIM US EQUITY BUFFER20 JAN ETF (JANW) - 8.34% | IDEXX LABORATORIES INC (IDXX) - 4.98% |
| #10 | ALLIANZIM US EQUITY BUFFER20 APR ETF (APRW) - 8.29% | UBER TECHNOLOGIES INC (UBER) - 4.83% |
| #11 | ALLIANZIM US EQUITY BUFFER20 MAY ETF (MAYW) - 8.23% | NETFLIX INC (NFLX) - 4.62% |
| #12 | ALLIANZIM US EQUITY BUFFER20 JUN ETF (JUNW) - 8.22% | BROOKFIELD CORP REGISTERED SHS -A- LIMITED VTG (BN) - 4.62% |
| #13 | N/A | ELI LILLY AND CO (LLY) - 4.21% |
| #14 | N/A | NU HOLDINGS LTD ORDINARY SHARES CLASS A (NU) - 3.86% |
| #15 | N/A | QXO INC (QXO) - 3.79% |
| #16 | N/A | HERMES INTERNATIONAL SA ADR (HESAY) - 3.78% |
| #17 | N/A | VISA INC CLASS A (V) - 3.49% |
| #18 | N/A | MASTERCARD INC CLASS A (MA) - 3.37% |
| #19 | N/A | INTUIT INC (INTU) - 3.22% |
| #20 | N/A | NIKE INC CLASS B (NKE) - 3.04% |
| #21 | N/A | INTUITIVE SURGICAL INC (ISRG) - 2.65% |
| #22 | N/A | FIRST AMERICAN TREASURY OBLIGS X (FXFXX) - 1.29% |
| #23 | N/A | OTHER ASSETS AND LIABILITIES (n/a) - 0.85% |
| #24 | N/A | US DOLLARS (n/a) - -0.84% |
| #25 | N/A | N/A |
| Total Holdings | 12 | 24 |
SPBW vs PFOE - Historical Returns
Returns include dividend reinvestment.
SPBW vs PFOE - Annual Returns (2025 - 2026)
Returns include dividend reinvestment.
| Year | SPBW | PFOE |
|---|---|---|
| 2026 | +5.00% | -8.78% |
| 2025 | +9.57% | +0.00% |
SPBW vs PFOE Drawdown Comparison
The maximum drawdown for SPBW was -8.76%, occurring on Apr 8, 2025. Recovery took 72 trading sessions.
The maximum drawdown for PFOE was -18.19%, occurring on Mar 27, 2026. This drawdown has not yet recovered.
The current SPBW drawdown is -0.29%. The current PFOE drawdown is -13.07%.
| Rank | SPBW | PFOE |
|---|---|---|
| #1 | -8.76% Feb 19, 2025 - Jun 3, 2025 | -18.19% Jan 12, 2026 - Mar 27, 2026 |
| #2 | -2.86% Jan 27, 2026 - Apr 9, 2026 | -0.59% Jan 6, 2026 - Jan 8, 2026 |
| #3 | -1.40% Oct 27, 2025 - Nov 25, 2025 | N/A |
| #4 | -1.14% Jun 1, 2026 - Jun 15, 2026 | N/A |
| #5 | -0.83% Oct 6, 2025 - Oct 20, 2025 | N/A |
| #6 | -0.76% Jul 28, 2025 - Aug 8, 2025 | N/A |
| #7 | -0.68% Jan 12, 2026 - Jan 26, 2026 | N/A |
| #8 | -0.63% Jun 18, 2026 - Jul 6, 2026 | N/A |
| #9 | -0.57% Jul 15, 2026 - Jul 20, 2026 | N/A |
| #10 | -0.54% Jan 8, 2025 - Jan 15, 2025 | N/A |
| #11 | -0.51% Jun 12, 2025 - Jun 16, 2025 | N/A |
| #12 | -0.44% Aug 13, 2025 - Aug 22, 2025 | N/A |
| #13 | -0.44% Jun 16, 2025 - Jun 23, 2025 | N/A |
| #14 | -0.43% Jan 23, 2025 - Feb 6, 2025 | N/A |
| #15 | -0.39% Dec 11, 2025 - Dec 19, 2025 | N/A |
Correlation
Correlation between SPBW and PFOE is -0.42 which considered as a weak negative correlation - the stocks show a slight tendency to move in opposite directions.
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