SPBW vs PUI
Comparison between ALLIANZIM BUFFER20 ALLOCATION ETF (SPBW, ETF) and INVESCO DORSEY WRIGHT UTILITIES MOMENTUM ETF (PUI, ETF).
SPBW vs PUI - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
SPBW
$76M
Winner
PUI
$76M
Expense Ratio
SPBW
0.79%
Winner
PUI
0.60%
Max Drawdown
Winner
SPBW
8.76%
PUI
45.81%
Sharpe Ratio
Winner
SPBW
1.77
PUI
0.72
5Y Beta
Winner
SPBW
0.41
PUI
0.41
P/E Ratio
SPBW
N/A
PUI
20.67
Forward P/E
SPBW
N/A
PUI
17.08
5Y Dividends CAGR
SPBW
N/A
PUI
5.24%
5Y EPS CAGR
SPBW
N/A
PUI
10.93%
Debt to Equity
SPBW
N/A
PUI
116.67%
P/S Ratio
SPBW
N/A
PUI
2.51
P/B Ratio
SPBW
N/A
PUI
2.33
SPBW vs PUI - Holdings Comparison
SPBW and PUI have 0 common holdings. Overlap is 0.00%
SPBW's top 25 holdings weight is 99.99%. PUI's top 25 holdings weight is 77.73%.
| Rank | SPBW | PUI |
|---|---|---|
| #1 | ALLIANZIM US EQUITY BUFFER20 DEC ETF (DECW) - 8.42% | GE VERNOVA INC (GEV) - 5.36% |
| #2 | ALLIANZIM US EQUITY BUFFER20 JUL ETF (JULW) - 8.41% | ONEOK INC (OKE) - 4.36% |
| #3 | ALLIANZIM US EQUITY BUFFER20 AUG ETF (AUGW) - 8.39% | CONSTELLATION ENERGY CORP (CEG) - 4.32% |
| #4 | ALLIANZIM US EQUITY BUFFER20 MAR ETF (MARW) - 8.37% | NISOURCE INC (NI) - 4.11% |
| #5 | ALLIANZIM US EQUITY BUFFER20 SEP ETF (SEPW) - 8.35% | ATMOS ENERGY CORP (ATO) - 3.97% |
| #6 | ALLIANZIM US EQUITY BUFFER20 FEB ETF (FEBW) - 8.35% | DUKE ENERGY CORP (DUK) - 3.76% |
| #7 | ALLIANZIM US EQUITY BUFFER20 OCT ETF (OCTW) - 8.34% | WEC ENERGY GROUP INC (WEC) - 3.71% |
| #8 | ALLIANZIM US EQUITY BUFFER20 NOV ETF (NVBW) - 8.33% | SEMPRA (SRE) - 3.55% |
| #9 | ALLIANZIM US EQUITY BUFFER20 JAN ETF (JANW) - 8.33% | DTE ENERGY CO (DTE) - 3.29% |
| #10 | ALLIANZIM US EQUITY BUFFER20 APR ETF (APRW) - 8.31% | ENTERGY CORP (ETR) - 3.18% |
| #11 | ALLIANZIM US EQUITY BUFFER20 MAY ETF (MAYW) - 8.20% | PREFORMED LINE PRODUCTS CO (PLPC) - 2.93% |
| #12 | ALLIANZIM US EQUITY BUFFER20 JUN ETF (JUNW) - 8.19% | XCEL ENERGY INC (XEL) - 2.90% |
| #13 | N/A | NRG ENERGY INC (NRG) - 2.71% |
| #14 | N/A | TALEN ENERGY CORP ORDINARY SHARES NEW (TLN) - 2.68% |
| #15 | N/A | SOUTHERN CO (SO) - 2.67% |
| #16 | N/A | EVERGY INC (EVRG) - 2.67% |
| #17 | N/A | ALLIANT ENERGY CORP (LNT) - 2.61% |
| #18 | N/A | ORMAT TECHNOLOGIES INC (ORA) - 2.54% |
| #19 | N/A | CMS ENERGY CORP (CMS) - 2.53% |
| #20 | N/A | CENTERPOINT ENERGY INC (CNP) - 2.46% |
| #21 | N/A | AMERICAN ELECTRIC POWER CO INC (AEP) - 2.41% |
| #22 | N/A | AMEREN CORP (AEE) - 2.30% |
| #23 | N/A | CLEARWAY ENERGY INC CLASS C (CWEN) - 2.27% |
| #24 | N/A | EVERSOURCE ENERGY (ES) - 2.24% |
| #25 | N/A | MDU RESOURCES GROUP INC (MDU) - 2.20% |
| Total Holdings | 12 | 38 |
SPBW vs PUI - Historical Returns
Returns include dividend reinvestment.
1M
Winner
SPBW
+0.56%
PUI
-1.55%
3M
Winner
SPBW
+4.55%
PUI
-0.95%
6M
SPBW
+4.76%
Winner
PUI
+5.99%
1Y
SPBW
+11.58%
Winner
PUI
+13.28%
5Y(CAGR)
SPBW
N/A
PUI
+8.39%
10Y(CAGR)
SPBW
N/A
PUI
+8.33%
Max(CAGR)
Winner
SPBW
+9.80%
PUI
+8.31%
SPBW vs PUI - Annual Returns (2005 - 2026)
Returns include dividend reinvestment.
| Year | SPBW | PUI |
|---|---|---|
| 2026 | +4.18% | +5.69% |
| 2025 | +9.57% | +14.52% |
| 2024 | N/A | +22.33% |
| 2023 | N/A | -3.99% |
| 2022 | N/A | -1.46% |
| 2021 | N/A | +17.50% |
| 2020 | N/A | -3.62% |
| 2019 | N/A | +23.78% |
| 2018 | N/A | +7.65% |
| 2017 | N/A | +11.98% |
| 2016 | N/A | +20.58% |
| 2015 | N/A | -2.75% |
| 2014 | N/A | +19.27% |
| 2013 | N/A | +19.67% |
| 2012 | N/A | +9.61% |
| 2011 | N/A | +6.01% |
| 2010 | N/A | +6.47% |
| 2009 | N/A | +1.83% |
| 2008 | N/A | -19.56% |
| 2007 | N/A | +6.73% |
| 2006 | N/A | +21.61% |
| 2005 | N/A | +2.23% |
SPBW vs PUI Drawdown Comparison
The maximum drawdown for SPBW was -8.76%, occurring on Apr 8, 2025. Recovery took 72 trading sessions.
The maximum drawdown for PUI was -43.22%, occurring on Mar 9, 2009. Recovery took 1347 trading sessions.
The current SPBW drawdown is -0.35%. The current PUI drawdown is -4.57%.
| Rank | SPBW | PUI |
|---|---|---|
| #1 | -8.76% Feb 19, 2025 - Jun 3, 2025 | -43.22% May 21, 2007 - Sep 21, 2012 |
| #2 | -2.86% Jan 27, 2026 - Apr 9, 2026 | -35.59% Feb 18, 2020 - Mar 25, 2022 |
| #3 | -1.40% Oct 27, 2025 - Nov 25, 2025 | -23.47% Aug 18, 2022 - Jul 31, 2024 |
| #4 | -1.14% Jun 1, 2026 - Jun 10, 2026 | -16.85% Nov 30, 2017 - Aug 17, 2018 |
| #5 | -0.83% Oct 6, 2025 - Oct 20, 2025 | -16.14% Apr 20, 2022 - Aug 15, 2022 |
| #6 | -0.76% Jul 28, 2025 - Aug 8, 2025 | -15.64% Jan 29, 2015 - Feb 3, 2016 |
| #7 | -0.68% Jan 12, 2026 - Jan 26, 2026 | -12.58% Jul 6, 2016 - Mar 22, 2017 |
| #8 | -0.54% Jan 8, 2025 - Jan 15, 2025 | -11.07% Oct 15, 2025 - Apr 9, 2026 |
| #9 | -0.51% Jun 12, 2025 - Jun 16, 2025 | -10.24% Nov 26, 2024 - May 19, 2025 |
| #10 | -0.44% Aug 13, 2025 - Aug 22, 2025 | -10.04% Dec 13, 2018 - Feb 21, 2019 |
| #11 | -0.44% Jun 16, 2025 - Jun 23, 2025 | -8.91% Oct 18, 2012 - Jan 22, 2013 |
| #12 | -0.43% Jan 23, 2025 - Feb 6, 2025 | -8.29% Jun 30, 2014 - Oct 30, 2014 |
| #13 | -0.39% Dec 11, 2025 - Dec 19, 2025 | -7.16% May 15, 2013 - Jul 12, 2013 |
| #14 | -0.33% May 14, 2026 - May 21, 2026 | -6.66% Sep 26, 2019 - Jan 15, 2020 |
| #15 | -0.28% Apr 17, 2026 - Apr 22, 2026 | -6.56% Apr 30, 2026 - Jun 1, 2026 |
Correlation
Correlation between SPBW and PUI is 0.89 which considered as a strong positive correlation - the stocks tend to move together.
0.89
-101
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