SPBX vs PSR
Comparison between ALLIANZIM 6 MONTH BUFFER10 ALLOCATION ETF (SPBX, ETF) and INVESCO ACTIVE U.S. REAL ESTATE ETF (PSR, ETF).
SPBX vs PSR - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
SPBX
$58M
PSR
$57M
Expense Ratio
SPBX
0.79%
Winner
PSR
0.35%
Max Drawdown
Winner
SPBX
11.11%
PSR
42.96%
Sharpe Ratio
Winner
SPBX
1.48
PSR
0.97
5Y Beta
SPBX
0.50
Winner
PSR
0.45
P/E Ratio
SPBX
N/A
PSR
31.39
Forward P/E
SPBX
N/A
PSR
34.87
PEG Ratio
SPBX
N/A
PSR
0.40
5Y Dividends CAGR
SPBX
N/A
PSR
-0.40%
5Y EPS CAGR
SPBX
N/A
PSR
14.22%
Debt to Equity
SPBX
N/A
PSR
43.34%
P/S Ratio
SPBX
N/A
PSR
8.40
P/B Ratio
SPBX
N/A
PSR
3.25
SPBX vs PSR - Holdings Comparison
SPBX and PSR have 0 common holdings. Overlap is 0.00%
SPBX's top 25 holdings weight is 100.01%. PSR's top 25 holdings weight is 94.40%.
| Rank | SPBX | PSR |
|---|---|---|
| #1 | ALLIANZIM US EQUITY 6M BFR10 FEB/AUG ETF (SIXF) - 16.95% | PROLOGIS INC (PLD) - 9.18% |
| #2 | ALLIANZIM US EQUITY 6M BFR10 MAR/SEP ETF (SIXP) - 16.95% | WELLTOWER INC (WELL) - 8.48% |
| #3 | ALLIANZIM US EQUITY 6M BFR10 JAN/JUL ETF (SIXJ) - 16.88% | AMERICAN TOWER CORP (AMT) - 7.22% |
| #4 | ALLIANZIM US EQUITY 6M BFR10 JUN/DEC ETF (SIXD) - 16.65% | DIGITAL REALTY TRUST INC (DLR) - 6.10% |
| #5 | ALLIANZIM US EQUITY 6M BFR10 MAY/NOV ETF (SIXZ) - 16.50% | EQUINIX INC (EQIX) - 4.86% |
| #6 | ALLIANZIM US EQUITY 6M BFR10 APR/OCT ETF (SIXO) - 16.08% | TERRENO REALTY CORP (TRNO) - 4.43% |
| #7 | N/A | OMEGA HEALTHCARE INVESTORS INC (OHI) - 4.13% |
| #8 | N/A | TANGER INC (SKT) - 4.10% |
| #9 | N/A | UDR INC (UDR) - 4.00% |
| #10 | N/A | CAMDEN PROPERTY TRUST (CPT) - 3.97% |
| #11 | N/A | W.P. CAREY INC (WPC) - 3.59% |
| #12 | N/A | AMERICAN HEALTHCARE REIT INC ORDINARY SHARES (AHR) - 3.39% |
| #13 | N/A | IRON MOUNTAIN INC (IRM) - 3.32% |
| #14 | N/A | BRIXMOR PROPERTY GROUP INC (BRX) - 3.03% |
| #15 | N/A | EASTGROUP PROPERTIES INC (EGP) - 2.88% |
| #16 | N/A | GAMING AND LEISURE PROPERTIES INC (GLPI) - 2.84% |
| #17 | N/A | PUBLIC STORAGE (PSA) - 2.69% |
| #18 | N/A | EQUITY LIFESTYLE PROPERTIES INC (ELS) - 2.59% |
| #19 | N/A | CUBESMART (CUBE) - 2.37% |
| #20 | N/A | AMERICAN HOMES 4 RENT CLASS A (AMH) - 2.16% |
| #21 | N/A | VENTAS INC (VTR) - 2.04% |
| #22 | N/A | SIMON PROPERTY GROUP INC (SPG) - 1.91% |
| #23 | N/A | VORNADO REALTY TRUST (VNO) - 1.88% |
| #24 | N/A | RYMAN HOSPITALITY PROPERTIES INC (RHP) - 1.63% |
| #25 | N/A | BROADSTONE NET LEASE INC ORDINARY SHARES (BNL) - 1.61% |
| Total Holdings | 6 | 32 |
SPBX vs PSR - Historical Returns
Returns include dividend reinvestment.
1M
SPBX
+0.77%
Winner
PSR
+2.19%
3M
SPBX
+3.36%
Winner
PSR
+6.61%
6M
SPBX
+5.46%
Winner
PSR
+16.89%
1Y
SPBX
+11.39%
Winner
PSR
+15.55%
5Y(CAGR)
SPBX
N/A
PSR
+2.36%
10Y(CAGR)
SPBX
N/A
PSR
+5.39%
Max(CAGR)
SPBX
+10.55%
Winner
PSR
+12.42%
SPBX vs PSR - Annual Returns (2008 - 2026)
Returns include dividend reinvestment.
| Year | SPBX | PSR |
|---|---|---|
| 2026 | +6.20% | +18.76% |
| 2025 | +9.86% | +3.54% |
| 2024 | N/A | +0.80% |
| 2023 | N/A | +8.21% |
| 2022 | N/A | -24.78% |
| 2021 | N/A | +46.63% |
| 2020 | N/A | -4.44% |
| 2019 | N/A | +31.92% |
| 2018 | N/A | -4.15% |
| 2017 | N/A | +9.52% |
| 2016 | N/A | +6.23% |
| 2015 | N/A | +1.24% |
| 2014 | N/A | +33.32% |
| 2013 | N/A | -0.12% |
| 2012 | N/A | +14.39% |
| 2011 | N/A | +9.35% |
| 2010 | N/A | +27.90% |
| 2009 | N/A | +29.27% |
| 2008 | N/A | +44.81% |
SPBX vs PSR Drawdown Comparison
The maximum drawdown for SPBX was -11.11%, occurring on Apr 8, 2025. Recovery took 86 trading sessions.
The maximum drawdown for PSR was -42.28%, occurring on Mar 23, 2020. Recovery took 296 trading sessions.
The current SPBX drawdown is -0.70%. The current PSR drawdown is -1.09%.
| Rank | SPBX | PSR |
|---|---|---|
| #1 | -11.11% Feb 19, 2025 - Jun 24, 2025 | -42.28% Feb 14, 2020 - Apr 20, 2021 |
| #2 | -4.49% Feb 25, 2026 - Apr 14, 2026 | -37.98% Dec 19, 2008 - Aug 4, 2009 |
| #3 | -1.66% Nov 12, 2025 - Nov 26, 2025 | -34.80% Dec 31, 2021 - Jul 16, 2026 |
| #4 | -1.41% Jun 2, 2026 - Jun 15, 2026 | -21.54% Jul 22, 2011 - Jan 26, 2012 |
| #5 | -1.25% Feb 9, 2026 - Feb 25, 2026 | -18.70% May 21, 2013 - Jun 5, 2014 |
| #6 | -1.22% Feb 2, 2026 - Feb 9, 2026 | -16.92% Jan 27, 2015 - May 6, 2016 |
| #7 | -1.18% Jan 12, 2026 - Jan 27, 2026 | -16.61% Apr 29, 2010 - Sep 3, 2010 |
| #8 | -0.98% Oct 8, 2025 - Oct 20, 2025 | -14.25% Aug 1, 2016 - Nov 6, 2017 |
| #9 | -0.94% Dec 11, 2025 - Dec 19, 2025 | -12.25% Dec 6, 2018 - Jan 31, 2019 |
| #10 | -0.86% Jul 28, 2025 - Aug 8, 2025 | -11.81% Nov 13, 2017 - Jul 6, 2018 |
| #11 | -0.80% Jan 8, 2025 - Jan 15, 2025 | -11.25% Dec 28, 2009 - Mar 5, 2010 |
| #12 | -0.77% Jun 15, 2026 - Jun 30, 2026 | -10.78% Aug 7, 2009 - Sep 14, 2009 |
| #13 | -0.70% Jul 15, 2026 - Jul 23, 2026 | -9.76% Sep 22, 2009 - Dec 2, 2009 |
| #14 | -0.67% Jan 24, 2025 - Feb 6, 2025 | -9.14% May 1, 2012 - Jul 5, 2012 |
| #15 | -0.58% Oct 27, 2025 - Nov 10, 2025 | -9.03% Aug 20, 2018 - Dec 6, 2018 |
Correlation
Correlation between SPBX and PSR is 0.82 which considered as a strong positive correlation - the stocks tend to move together.
0.82
-101
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