SPBX vs HTEC

Comparison between ALLIANZIM 6 MONTH BUFFER10 ALLOCATION ETF (SPBX, ETF) and ROBO GLOBAL(R) HEALTHCARE TECHNOLOGY AND INNOVATION ETF (HTEC, ETF).

SPBX vs HTEC - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	SPBX(ETF)	HTEC(ETF)
Net Assets	$56M	$56M
Expense Ratio	0.79%	0.68%
Max Drawdown	11.11%	57.55%
Sharpe Ratio	1.67	1.02
5Y Beta	0.51	0.94
P/E Ratio	N/A	-123.09
Forward P/E	N/A	21.21
5Y EPS CAGR	N/A	6.77%
Debt to Equity	N/A	-0.73%
P/S Ratio	N/A	3.87
P/B Ratio	N/A	3.55

Net Assets

Winner

SPBX

$56M

HTEC

$56M

Expense Ratio

SPBX

0.79%

Winner

HTEC

0.68%

Max Drawdown

Winner

SPBX

11.11%

HTEC

57.55%

Sharpe Ratio

Winner

SPBX

1.67

HTEC

1.02

5Y Beta

Winner

SPBX

0.51

HTEC

0.94

P/E Ratio

SPBX

N/A

HTEC

-123.09

Forward P/E

SPBX

N/A

HTEC

21.21

5Y EPS CAGR

SPBX

N/A

HTEC

6.77%

Debt to Equity

SPBX

N/A

HTEC

-0.73%

P/S Ratio

SPBX

N/A

HTEC

3.87

P/B Ratio

SPBX

N/A

HTEC

3.55

SPBX vs HTEC - Holdings Comparison

SPBX and HTEC have 0 common holdings. Overlap is 0.00%

SPBX's top 25 holdings weight is 100.01%. HTEC's top 25 holdings weight is 52.69%.

Rank	SPBX	HTEC
#1	ALLIANZIM US EQUITY 6M BFR10 MAR/SEP ETF (SIXP) - 17.02%	GUARDANT HEALTH INC (GH) - 2.91%
#2	ALLIANZIM US EQUITY 6M BFR10 FEB/AUG ETF (SIXF) - 16.96%	AXOGEN INC (AXGN) - 2.82%
#3	ALLIANZIM US EQUITY 6M BFR10 JAN/JUL ETF (SIXJ) - 16.89%	TWIST BIOSCIENCE CORP (TWST) - 2.74%
#4	ALLIANZIM US EQUITY 6M BFR10 JUN/DEC ETF (SIXD) - 16.66%	ILLUMINA INC (ILMN) - 2.45%
#5	ALLIANZIM US EQUITY 6M BFR10 MAY/NOV ETF (SIXZ) - 16.46%	ARROWHEAD PHARMACEUTICALS INC (ARWR) - 2.42%
#6	ALLIANZIM US EQUITY 6M BFR10 APR/OCT ETF (SIXO) - 16.02%	VERACYTE INC (VCYT) - 2.33%
#7	N/A	LIVANOVA PLC (LIVN) - 2.20%
#8	N/A	NATERA INC (NTRA) - 2.19%
#9	N/A	NOVANTA INC (NOVT) - 2.12%
#10	N/A	INTEGRA LIFESCIENCES HOLDINGS CORP (IART) - 2.09%
#11	N/A	NOVOCURE LTD (NVCR) - 2.08%
#12	N/A	GRAIL INC (GRAL) - 2.04%
#13	N/A	THERMO FISHER SCIENTIFIC INC (TMO) - 1.96%
#14	N/A	TECAN GROUP AG (n/a) - 1.96%
#15	N/A	IQVIA HOLDINGS INC (IQV) - 1.93%
#16	N/A	CAREDX INC (CDNA) - 1.91%
#17	N/A	VERTEX PHARMACEUTICALS INC (VRTX) - 1.90%
#18	N/A	EDWARDS LIFESCIENCES CORP (EW) - 1.89%
#19	N/A	AGILENT TECHNOLOGIES INC (A) - 1.86%
#20	N/A	TEMPUS AI INC CLASS A COMMON STOCK (TEM) - 1.86%
#21	N/A	ADAPTIVE BIOTECHNOLOGIES CORP (ADPT) - 1.83%
#22	N/A	ALNYLAM PHARMACEUTICALS INC (ALNY) - 1.82%
#23	N/A	LONZA GROUP LTD (n/a) - 1.81%
#24	N/A	MEDPACE HOLDINGS INC (MEDP) - 1.80%
#25	N/A	PENUMBRA INC (PEN) - 1.77%
Total Holdings	6	63

SPBX vs HTEC - Historical Returns

Returns include dividend reinvestment.

Period	SPBX	HTEC
1 month	+0.82%	+3.77%
3 months	+6.28%	+7.67%
6 months	+6.16%	-1.44%
1 year	+13.42%	+26.06%
5 years(CAGR)	N/A	-5.29%
Max(CAGR)	+10.92%	+5.53%

SPBX

+0.82%

Winner

HTEC

+3.77%

SPBX

+6.28%

Winner

HTEC

+7.67%

Winner

SPBX

+6.16%

HTEC

-1.44%

SPBX

+13.42%

Winner

HTEC

+26.06%

5Y(CAGR)

SPBX

N/A

HTEC

-5.29%

Max(CAGR)

Winner

SPBX

+10.92%

HTEC

+5.53%

SPBX vs HTEC - Annual Returns (2019 - 2026)

Returns include dividend reinvestment.

Year	SPBX	HTEC
2026	+5.50%	-1.44%
2025	+9.86%	+23.85%
2024	N/A	+3.04%
2023	N/A	-2.50%
2022	N/A	-34.11%
2021	N/A	-0.08%
2020	N/A	+64.61%
2019	N/A	+9.34%

SPBX vs HTEC Drawdown Comparison

The maximum drawdown for SPBX was -11.11%, occurring on Apr 8, 2025. Recovery took 86 trading sessions.

The maximum drawdown for HTEC was -57.53%, occurring on Oct 30, 2023. This drawdown has not yet recovered.

The current SPBX drawdown is -0.38%. The current HTEC drawdown is -32.03%.

Rank	SPBX	HTEC
#1	-11.11% Feb 19, 2025 - Jun 24, 2025	-57.53% Feb 12, 2021 - Oct 30, 2023
#2	-4.49% Feb 25, 2026 - Apr 14, 2026	-29.99% Feb 19, 2020 - May 11, 2020
#3	-1.66% Nov 12, 2025 - Nov 26, 2025	-11.08% Jul 30, 2019 - Nov 22, 2019
#4	-1.41% Jun 2, 2026 - Jun 10, 2026	-7.20% Sep 2, 2020 - Oct 1, 2020
#5	-1.25% Feb 9, 2026 - Feb 25, 2026	-6.62% Oct 12, 2020 - Nov 5, 2020
#6	-1.22% Feb 2, 2026 - Feb 9, 2026	-6.30% Jun 3, 2020 - Jun 19, 2020
#7	-1.18% Jan 12, 2026 - Jan 27, 2026	-4.70% Jan 22, 2020 - Feb 11, 2020
#8	-0.98% Oct 8, 2025 - Oct 20, 2025	-4.18% Jun 23, 2020 - Jul 2, 2020
#9	-0.94% Dec 11, 2025 - Dec 19, 2025	-3.88% Aug 5, 2020 - Sep 2, 2020
#10	-0.86% Jul 28, 2025 - Aug 8, 2025	-3.79% May 11, 2020 - May 18, 2020
#11	-0.80% Jan 8, 2025 - Jan 15, 2025	-2.70% Jul 20, 2020 - Jul 29, 2020
#12	-0.67% Jan 24, 2025 - Feb 6, 2025	-2.47% Jan 25, 2021 - Feb 2, 2021
#13	-0.58% Oct 27, 2025 - Nov 10, 2025	-2.09% Jul 9, 2020 - Jul 15, 2020
#14	-0.45% Apr 17, 2026 - Apr 22, 2026	-2.01% Dec 24, 2019 - Jan 9, 2020
#15	-0.44% May 14, 2026 - May 21, 2026	-1.91% Jul 3, 2019 - Jul 24, 2019