SPBW vs SURI
Comparison between ALLIANZIM BUFFER20 ALLOCATION ETF (SPBW, ETF) and SIMPLIFY PROPEL OPPORTUNITIES ETF (SURI, ETF).
SPBW vs SURI - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
SPBW
$76M
SURI
$75M
Expense Ratio
Winner
SPBW
0.79%
SURI
2.56%
Max Drawdown
Winner
SPBW
8.76%
SURI
52.10%
Sharpe Ratio
Winner
SPBW
1.77
SURI
1.10
5Y Beta
Winner
SPBW
0.41
SURI
0.77
P/E Ratio
SPBW
N/A
SURI
-6.89
Forward P/E
SPBW
N/A
SURI
17.38
P/S Ratio
SPBW
N/A
SURI
0.26
P/B Ratio
SPBW
N/A
SURI
3.88
SPBW vs SURI - Holdings Comparison
SPBW and SURI have 0 common holdings. Overlap is 0.00%
SPBW's top 25 holdings weight is 99.99%. SURI's top 25 holdings weight is 97.43%.
| Rank | SPBW | SURI |
|---|---|---|
| #1 | ALLIANZIM US EQUITY BUFFER20 DEC ETF (DECW) - 8.42% | PLAINS GP HOLDINGS LP CLASS A (PAGP) - 40.10% |
| #2 | ALLIANZIM US EQUITY BUFFER20 JUL ETF (JULW) - 8.41% | ACHIEVE LIFE SCIENCES INC (ACHV) - 8.50% |
| #3 | ALLIANZIM US EQUITY BUFFER20 AUG ETF (AUGW) - 8.39% | MILESTONE PHARMACEUTICALS INC (MIST) - 8.20% |
| #4 | ALLIANZIM US EQUITY BUFFER20 MAR ETF (MARW) - 8.37% | PHATHOM PHARMACEUTICALS INC ORDINARY SHARES (PHAT) - 4.09% |
| #5 | ALLIANZIM US EQUITY BUFFER20 SEP ETF (SEPW) - 8.35% | DELCATH SYSTEMS INC (DCTH) - 3.92% |
| #6 | ALLIANZIM US EQUITY BUFFER20 FEB ETF (FEBW) - 8.35% | ABEONA THERAPEUTICS INC (ABEO) - 3.80% |
| #7 | ALLIANZIM US EQUITY BUFFER20 OCT ETF (OCTW) - 8.34% | CELLDEX THERAPEUTICS INC (CLDX) - 2.60% |
| #8 | ALLIANZIM US EQUITY BUFFER20 NOV ETF (NVBW) - 8.33% | CORCEPT THERAPEUTICS INC (CORT) - 2.52% |
| #9 | ALLIANZIM US EQUITY BUFFER20 JAN ETF (JANW) - 8.33% | OCULIS HOLDING AG (OCS) - 2.41% |
| #10 | ALLIANZIM US EQUITY BUFFER20 APR ETF (APRW) - 8.31% | ACHIEVE LIFE SCIENCES ([WTS/RTS]) (n/a) - 1.96% |
| #11 | ALLIANZIM US EQUITY BUFFER20 MAY ETF (MAYW) - 8.20% | CASH (n/a) - 1.88% |
| #12 | ALLIANZIM US EQUITY BUFFER20 JUN ETF (JUNW) - 8.19% | LEONABIO INC (LONA) - 1.83% |
| #13 | N/A | COMPASS PATHWAYS PLC ADR (CMPS) - 1.74% |
| #14 | N/A | INVENTIVA SA ADR (IVA) - 1.61% |
| #15 | N/A | KYVERNA THERAPEUTICS INC (KYTX) - 1.57% |
| #16 | N/A | PALISADE BIO INC (PALI) - 1.37% |
| #17 | N/A | ZEVRA THERAPEUTICS INC (ZVRA) - 1.33% |
| #18 | N/A | AQUESTIVE THERAPEUTICS INC (AQST) - 1.27% |
| #19 | N/A | ORCHESTRA BIOMED HOLDINGS INC (OBIO) - 1.15% |
| #20 | N/A | TELESAT CANADA /TELESAT LLC 5.625% (n/a) - 1.15% |
| #21 | N/A | OCULAR THERAPEUTIX INC (OCUL) - 1.02% |
| #22 | N/A | EYEPOINT INC (EYPT) - 0.96% |
| #23 | N/A | SAB BIOTHERAPEUTICS INC (SABS) - 0.90% |
| #24 | N/A | TREVI THERAPEUTICS INC (TRVI) - 0.81% |
| #25 | N/A | UPSTREAM BIO INC (UPB) - 0.74% |
| Total Holdings | 12 | 38 |
SPBW vs SURI - Historical Returns
Returns include dividend reinvestment.
1M
Winner
SPBW
+0.56%
SURI
-3.95%
3M
SPBW
+4.55%
Winner
SURI
+7.16%
6M
SPBW
+4.76%
Winner
SURI
+5.81%
1Y
SPBW
+11.58%
Winner
SURI
+28.30%
Max(CAGR)
Winner
SPBW
+9.80%
SURI
+5.22%
SPBW vs SURI - Annual Returns (2023 - 2026)
Returns include dividend reinvestment.
| Year | SPBW | SURI |
|---|---|---|
| 2026 | +4.18% | +8.89% |
| 2025 | +9.57% | +22.66% |
| 2024 | N/A | -14.71% |
| 2023 | N/A | -2.96% |
SPBW vs SURI Drawdown Comparison
The maximum drawdown for SPBW was -8.76%, occurring on Apr 8, 2025. Recovery took 72 trading sessions.
The maximum drawdown for SURI was -47.73%, occurring on Apr 8, 2025. This drawdown has not yet recovered.
The current SPBW drawdown is -0.35%. The current SURI drawdown is -14.66%.
| Rank | SPBW | SURI |
|---|---|---|
| #1 | -8.76% Feb 19, 2025 - Jun 3, 2025 | -47.73% Nov 7, 2024 - Apr 8, 2025 |
| #2 | -2.86% Jan 27, 2026 - Apr 9, 2026 | -19.48% Feb 15, 2023 - Feb 12, 2024 |
| #3 | -1.40% Oct 27, 2025 - Nov 25, 2025 | -16.79% Mar 1, 2024 - Jul 15, 2024 |
| #4 | -1.14% Jun 1, 2026 - Jun 10, 2026 | -12.52% Jul 16, 2024 - Nov 1, 2024 |
| #5 | -0.83% Oct 6, 2025 - Oct 20, 2025 | -2.96% Feb 12, 2024 - Feb 15, 2024 |
| #6 | -0.76% Jul 28, 2025 - Aug 8, 2025 | -1.45% Feb 23, 2024 - Feb 27, 2024 |
| #7 | -0.68% Jan 12, 2026 - Jan 26, 2026 | -0.70% Feb 28, 2024 - Mar 1, 2024 |
| #8 | -0.54% Jan 8, 2025 - Jan 15, 2025 | -0.51% Feb 8, 2023 - Feb 14, 2023 |
| #9 | -0.51% Jun 12, 2025 - Jun 16, 2025 | -0.40% Feb 20, 2024 - Feb 22, 2024 |
| #10 | -0.44% Aug 13, 2025 - Aug 22, 2025 | N/A |
| #11 | -0.44% Jun 16, 2025 - Jun 23, 2025 | N/A |
| #12 | -0.43% Jan 23, 2025 - Feb 6, 2025 | N/A |
| #13 | -0.39% Dec 11, 2025 - Dec 19, 2025 | N/A |
| #14 | -0.33% May 14, 2026 - May 21, 2026 | N/A |
| #15 | -0.28% Apr 17, 2026 - Apr 22, 2026 | N/A |
Correlation
Correlation between SPBW and SURI is 0.93 which considered as a very strong positive correlation - the stocks move almost identically together.
0.93
-101
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