SPBW vs RUSC
Comparison between ALLIANZIM BUFFER20 ALLOCATION ETF (SPBW, ETF) and RUSSELL INVESTMENTS U.S. SMALL CAP EQUITY ETF (RUSC, ETF).
SPBW vs RUSC - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
SPBW
$80M
RUSC
$79M
Expense Ratio
SPBW
0.79%
Winner
RUSC
0.64%
Max Drawdown
Winner
SPBW
8.76%
RUSC
9.18%
Sharpe Ratio
SPBW
1.43
Winner
RUSC
1.61
5Y Beta
Winner
SPBW
0.40
RUSC
1.18
P/E Ratio
SPBW
N/A
RUSC
107.74
Forward P/E
SPBW
N/A
RUSC
16.78
5Y EPS CAGR
SPBW
N/A
RUSC
4.69%
Debt to Equity
SPBW
N/A
RUSC
-7.89%
P/S Ratio
SPBW
N/A
RUSC
1.23
P/B Ratio
SPBW
N/A
RUSC
2.15
SPBW vs RUSC - Holdings Comparison
SPBW and RUSC have 0 common holdings. Overlap is 0.00%
SPBW's top 25 holdings weight is 100.00%. RUSC's top 25 holdings weight is 11.18%.
| Rank | SPBW | RUSC |
|---|---|---|
| #1 | ALLIANZIM US EQUITY BUFFER20 DEC ETF (DECW) - 8.44% | LIGAND PHARMACEUTICALS INC (LGND) - 0.67% |
| #2 | ALLIANZIM US EQUITY BUFFER20 MAR ETF (MARW) - 8.37% | SELECT WATER SOLUTIONS INC CLASS A (WTTR) - 0.58% |
| #3 | ALLIANZIM US EQUITY BUFFER20 NOV ETF (NVBW) - 8.36% | PDF SOLUTIONS INC (PDFS) - 0.49% |
| #4 | ALLIANZIM US EQUITY BUFFER20 AUG ETF (AUGW) - 8.36% | BRIDGEBIO PHARMA INC (BBIO) - 0.49% |
| #5 | ALLIANZIM US EQUITY BUFFER20 OCT ETF (OCTW) - 8.35% | CRANE NXT CO (CXT) - 0.48% |
| #6 | ALLIANZIM US EQUITY BUFFER20 FEB ETF (FEBW) - 8.35% | GUARDANT HEALTH INC (GH) - 0.48% |
| #7 | ALLIANZIM US EQUITY BUFFER20 JUL ETF (JULW) - 8.35% | OCEANFIRST FINANCIAL CORP (OCFC) - 0.48% |
| #8 | ALLIANZIM US EQUITY BUFFER20 SEP ETF (SEPW) - 8.34% | UNIVERSAL INSURANCE HOLDINGS INC (UVE) - 0.48% |
| #9 | ALLIANZIM US EQUITY BUFFER20 JAN ETF (JANW) - 8.34% | RAYONIER INC (RYN) - 0.47% |
| #10 | ALLIANZIM US EQUITY BUFFER20 APR ETF (APRW) - 8.29% | ARGAN INC (AGX) - 0.45% |
| #11 | ALLIANZIM US EQUITY BUFFER20 MAY ETF (MAYW) - 8.23% | APPIAN CORP CLASS A (APPN) - 0.44% |
| #12 | ALLIANZIM US EQUITY BUFFER20 JUN ETF (JUNW) - 8.22% | CECO ENVIRONMENTAL CORP (CECO) - 0.43% |
| #13 | N/A | DAVE INC ORDINARY SHARES CLASS A (DAVE) - 0.43% |
| #14 | N/A | JFROG LTD ORDINARY SHARES (FROG) - 0.42% |
| #15 | N/A | MIRUM PHARMACEUTICALS INC (MIRM) - 0.42% |
| #16 | N/A | CNO FINANCIAL GROUP INC (CNO) - 0.42% |
| #17 | N/A | BUSINESS FIRST BANCSHARES INC (BFST) - 0.42% |
| #18 | N/A | BOWHEAD SPECIALTY HOLDINGS INC (BOW) - 0.42% |
| #19 | N/A | ULTRA CLEAN HOLDINGS INC (UCTT) - 0.41% |
| #20 | N/A | MADRIGAL PHARMACEUTICALS INC (MDGL) - 0.40% |
| #21 | N/A | COVENANT LOGISTICS GROUP INC CLASS A (CVLG) - 0.38% |
| #22 | N/A | n/a (RSI) - 0.38% |
| #23 | N/A | n/a (SEI) - 0.38% |
| #24 | N/A | ORUKA THERAPEUTICS INC (ORKA) - 0.38% |
| #25 | N/A | SILICON MOTION TECHNOLOGY CORP ADR (SIMO) - 0.38% |
| Total Holdings | 12 | 486 |
SPBW vs RUSC - Historical Returns
Returns include dividend reinvestment.
1M
Winner
SPBW
+0.54%
RUSC
+0.44%
3M
SPBW
+2.73%
Winner
RUSC
+9.21%
6M
SPBW
+4.73%
Winner
RUSC
+14.59%
1Y
SPBW
+10.02%
Winner
RUSC
+37.43%
Max(CAGR)
SPBW
+9.65%
Winner
RUSC
+37.00%
SPBW vs RUSC - Annual Returns (2025 - 2026)
Returns include dividend reinvestment.
| Year | SPBW | RUSC |
|---|---|---|
| 2026 | +5.00% | +22.77% |
| 2025 | +9.57% | +17.50% |
SPBW vs RUSC Drawdown Comparison
The maximum drawdown for SPBW was -8.76%, occurring on Apr 8, 2025. Recovery took 72 trading sessions.
The maximum drawdown for RUSC was -9.18%, occurring on Mar 30, 2026. Recovery took 42 trading sessions.
The current SPBW drawdown is -0.29%. The current RUSC drawdown is -1.48%.
| Rank | SPBW | RUSC |
|---|---|---|
| #1 | -8.76% Feb 19, 2025 - Jun 3, 2025 | -9.18% Feb 10, 2026 - Apr 13, 2026 |
| #2 | -2.86% Jan 27, 2026 - Apr 9, 2026 | -7.13% Oct 27, 2025 - Nov 28, 2025 |
| #3 | -1.40% Oct 27, 2025 - Nov 25, 2025 | -6.02% Sep 18, 2025 - Oct 27, 2025 |
| #4 | -1.14% Jun 1, 2026 - Jun 15, 2026 | -4.83% May 6, 2026 - May 26, 2026 |
| #5 | -0.83% Oct 6, 2025 - Oct 20, 2025 | -4.11% Jul 23, 2025 - Aug 12, 2025 |
| #6 | -0.76% Jul 28, 2025 - Aug 8, 2025 | -3.30% May 16, 2025 - Jun 6, 2025 |
| #7 | -0.68% Jan 12, 2026 - Jan 26, 2026 | -3.25% Jun 30, 2026 - Jul 8, 2026 |
| #8 | -0.63% Jun 18, 2026 - Jul 6, 2026 | -3.11% Dec 11, 2025 - Jan 6, 2026 |
| #9 | -0.57% Jul 15, 2026 - Jul 20, 2026 | -2.97% May 28, 2026 - Jun 11, 2026 |
| #10 | -0.54% Jan 8, 2025 - Jan 15, 2025 | -2.89% Jan 22, 2026 - Feb 6, 2026 |
| #11 | -0.51% Jun 12, 2025 - Jun 16, 2025 | -2.63% Jul 10, 2025 - Jul 23, 2025 |
| #12 | -0.44% Aug 13, 2025 - Aug 22, 2025 | -2.36% Jun 10, 2025 - Jun 24, 2025 |
| #13 | -0.44% Jun 16, 2025 - Jun 23, 2025 | -1.99% Aug 13, 2025 - Aug 22, 2025 |
| #14 | -0.43% Jan 23, 2025 - Feb 6, 2025 | -1.62% Jan 15, 2026 - Jan 21, 2026 |
| #15 | -0.39% Dec 11, 2025 - Dec 19, 2025 | -1.58% Apr 24, 2026 - Apr 30, 2026 |
Correlation
Correlation between SPBW and RUSC is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.
0.98
-101
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