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SPBW vs SHNY

Comparison between ALLIANZIM BUFFER20 ALLOCATION ETF (SPBW, ETF) and MicroSectors Gold 3X Leveraged ETN (SHNY, ETF).

SPBW vs SHNY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
Winner
SPBW
$80M
SHNY
$79M
Expense Ratio
SPBW
0.79%
SHNY
N/A
Max Drawdown
Winner
SPBW
8.76%
SHNY
69.36%
Sharpe Ratio
Winner
SPBW
1.43
SHNY
0.55
5Y Beta
Winner
SPBW
0.40
SHNY
0.68

SPBW vs SHNY - Holdings Comparison

SPBW and SHNY have 0 common holdings. Overlap is 0.00%

SPBW's top 25 holdings weight is 100.00%. SHNY's top 25 holdings weight is 100.00%.

RankSPBWSHNY
#1
ALLIANZIM US EQUITY BUFFER20 DEC ETF (DECW) - 8.44%
SPDR® GOLD SHARES (GLD) - 100.00%
#2
ALLIANZIM US EQUITY BUFFER20 MAR ETF (MARW) - 8.37%
N/A
#3
ALLIANZIM US EQUITY BUFFER20 NOV ETF (NVBW) - 8.36%
N/A
#4
ALLIANZIM US EQUITY BUFFER20 AUG ETF (AUGW) - 8.36%
N/A
#5
ALLIANZIM US EQUITY BUFFER20 OCT ETF (OCTW) - 8.35%
N/A
#6
ALLIANZIM US EQUITY BUFFER20 FEB ETF (FEBW) - 8.35%
N/A
#7
ALLIANZIM US EQUITY BUFFER20 JUL ETF (JULW) - 8.35%
N/A
#8
ALLIANZIM US EQUITY BUFFER20 SEP ETF (SEPW) - 8.34%
N/A
#9
ALLIANZIM US EQUITY BUFFER20 JAN ETF (JANW) - 8.34%
N/A
#10
ALLIANZIM US EQUITY BUFFER20 APR ETF (APRW) - 8.29%
N/A
#11
ALLIANZIM US EQUITY BUFFER20 MAY ETF (MAYW) - 8.23%
N/A
#12
ALLIANZIM US EQUITY BUFFER20 JUN ETF (JUNW) - 8.22%
N/A
#13N/AN/A
#14N/AN/A
#15N/AN/A
#16N/AN/A
#17N/AN/A
#18N/AN/A
#19N/AN/A
#20N/AN/A
#21N/AN/A
#22N/AN/A
#23N/AN/A
#24N/AN/A
#25N/AN/A
Total Holdings121

SPBW vs SHNY - Historical Returns

Returns include dividend reinvestment.

1M
Winner
SPBW
+0.54%
SHNY
-10.09%
3M
Winner
SPBW
+2.73%
SHNY
-39.62%
6M
Winner
SPBW
+4.73%
SHNY
-54.44%
1Y
Winner
SPBW
+10.02%
SHNY
+9.03%
Max(CAGR)
SPBW
+9.65%
Winner
SHNY
+42.41%

SPBW vs SHNY - Annual Returns (2023 - 2026)

Returns include dividend reinvestment.

YearSPBWSHNY
2026+5.00%-38.18%
2025+9.57%+202.87%
2024N/A+51.45%
2023N/A+12.52%

SPBW vs SHNY Drawdown Comparison

The maximum drawdown for SPBW was -8.76%, occurring on Apr 8, 2025. Recovery took 72 trading sessions.

The maximum drawdown for SHNY was -69.36%, occurring on Jul 16, 2026. This drawdown has not yet recovered.

The current SPBW drawdown is -0.29%. The current SHNY drawdown is -66.99%.

RankSPBWSHNY
#1-8.76%
Feb 19, 2025 - Jun 3, 2025
-69.36%
Jan 29, 2026 - Jul 16, 2026
#2-2.86%
Jan 27, 2026 - Apr 9, 2026
-37.84%
Apr 13, 2023 - Apr 1, 2024
#3-1.40%
Oct 27, 2025 - Nov 25, 2025
-29.40%
Oct 20, 2025 - Dec 23, 2025
#4-1.14%
Jun 1, 2026 - Jun 15, 2026
-23.68%
Oct 30, 2024 - Feb 10, 2025
#5-0.83%
Oct 6, 2025 - Oct 20, 2025
-22.33%
Apr 21, 2025 - Sep 5, 2025
#6-0.76%
Jul 28, 2025 - Aug 8, 2025
-18.11%
May 20, 2024 - Aug 16, 2024
#7-0.68%
Jan 12, 2026 - Jan 26, 2026
-15.19%
Mar 31, 2025 - Apr 10, 2025
#8-0.63%
Jun 18, 2026 - Jul 6, 2026
-14.79%
Dec 26, 2025 - Jan 12, 2026
#9-0.57%
Jul 15, 2026 - Jul 20, 2026
-13.12%
Apr 16, 2024 - May 17, 2024
#10-0.54%
Jan 8, 2025 - Jan 15, 2025
-9.99%
Feb 24, 2025 - Mar 13, 2025
#11-0.51%
Jun 12, 2025 - Jun 16, 2025
-7.97%
Sep 26, 2024 - Oct 17, 2024
#12-0.44%
Aug 13, 2025 - Aug 22, 2025
-6.92%
Mar 3, 2023 - Mar 10, 2023
#13-0.44%
Jun 16, 2025 - Jun 23, 2025
-6.10%
Mar 23, 2023 - Apr 4, 2023
#14-0.43%
Jan 23, 2025 - Feb 6, 2025
-5.97%
Mar 20, 2023 - Mar 23, 2023
#15-0.39%
Dec 11, 2025 - Dec 19, 2025
-5.78%
Oct 16, 2025 - Oct 20, 2025

Correlation

Correlation between SPBW and SHNY is 0.56 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.56
-101

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