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SPBX vs QIS

Comparison between ALLIANZIM 6 MONTH BUFFER10 ALLOCATION ETF (SPBX, ETF) and SIMPLIFY MULTI-QIS ALTERNATIVE ETF (QIS, ETF).

SPBX vs QIS - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
SPBX
$53M
Winner
QIS
$54M
Expense Ratio
Winner
SPBX
0.79%
QIS
1.21%
Max Drawdown
Winner
SPBX
11.11%
QIS
56.61%
Sharpe Ratio
Winner
SPBX
1.71
QIS
-1.55
5Y Beta
SPBX
0.51
Winner
QIS
0.31

SPBX vs QIS - Holdings Comparison

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

SPBX's top 25 holdings weight is 100.01%. QIS's top 25 holdings weight is 227.29%.

RankSPBXQIS
#1
ALLIANZIM US EQUITY 6M BFR10 MAR/SEP ETF (SIXP) - 17.01%
TRSBA0006 (n/a) - 42.05%
#2
ALLIANZIM US EQUITY 6M BFR10 FEB/AUG ETF (SIXF) - 16.95%
TRSCI0009 (n/a) - 37.56%
#3
ALLIANZIM US EQUITY 6M BFR10 JAN/JUL ETF (SIXJ) - 16.86%
TRSUB0004 (n/a) - 37.56%
#4
ALLIANZIM US EQUITY 6M BFR10 JUN/DEC ETF (SIXD) - 16.72%
TRSCI0011 (n/a) - 35.60%
#5
ALLIANZIM US EQUITY 6M BFR10 MAY/NOV ETF (SIXZ) - 16.48%
TRSBA0003 (n/a) - 9.72%
#6
ALLIANZIM US EQUITY 6M BFR10 APR/OCT ETF (SIXO) - 15.99%
TRSBP0001 (n/a) - 7.64%
#7N/A
TRSCI0008 (n/a) - 7.64%
#8N/A
TRSBP0002 (n/a) - 6.90%
#9N/A
FOXBP1TRS (n/a) - 5.38%
#10N/A
FOXBP2TRS (n/a) - 5.38%
#11N/A
SIMPLIFY US EQ PLUS MGD FUTS STGY ETF (CTAP) - 4.75%
#12N/A
SIMPLIFY ANCORATO TARGET 25 DIST ETF (XXV) - 4.35%
#13N/A
TRSBA0005 (n/a) - 4.30%
#14N/A
UNITEDHEALTH GROUP INC (UNH) - 1.75%
#15N/A
MONOLITHIC POWER SYSTEMS INC (MPWR) - 1.74%
#16N/A
n/a (DELL) - 1.62%
#17N/A
BROADCOM INC (AVGO) - 1.58%
#18N/A
UNITED RENTALS INC (URI) - 1.54%
#19N/A
CADENCE DESIGN SYSTEMS INC (CDNS) - 1.51%
#20N/A
SYNOPSYS INC (SNPS) - 1.48%
#21N/A
CISCO SYSTEMS INC (CSCO) - 1.47%
#22N/A
EMCOR GROUP INC (EME) - 1.46%
#23N/A
LAM RESEARCH CORP (LRCX) - 1.45%
#24N/A
SOUTHERN COPPER CORP (SCCO) - 1.44%
#25N/A
INVESCO LTD (IVZ) - 1.42%
Total Holdings6236

SPBX vs QIS - Historical Returns

Returns include dividend reinvestment.

1M
Winner
SPBX
+1.07%
QIS
-14.96%
3M
Winner
SPBX
+4.50%
QIS
-16.84%
6M
Winner
SPBX
+5.64%
QIS
-25.99%
1Y
Winner
SPBX
+14.18%
QIS
-46.24%
Max(CAGR)
Winner
SPBX
+10.74%
QIS
-21.32%

SPBX vs QIS - Annual Returns (2023 - 2026)

Returns include dividend reinvestment.

YearSPBXQIS
2026+5.06%-20.37%
2025+9.86%-37.75%
2024N/A+0.11%
2023N/A+1.95%

SPBX vs QIS Drawdown Comparison

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

The maximum drawdown for QIS was -55.50%, occurring on Apr 17, 2026. This drawdown has not yet recovered.

The current SPBX drawdown is -0.80%. The current QIS drawdown is -53.82%.

RankSPBXQIS
#1-11.11%
Feb 19, 2025 - Jun 24, 2025
-55.50%
Oct 1, 2024 - Apr 17, 2026
#2-4.49%
Feb 25, 2026 - Apr 14, 2026
-4.21%
May 28, 2024 - Oct 1, 2024
#3-1.66%
Nov 12, 2025 - Nov 26, 2025
-2.56%
Oct 5, 2023 - Feb 28, 2024
#4-1.25%
Feb 9, 2026 - Feb 25, 2026
-1.33%
Apr 3, 2024 - Apr 25, 2024
#5-1.22%
Feb 2, 2026 - Feb 9, 2026
-1.17%
Aug 28, 2023 - Sep 6, 2023
#6-1.18%
Jan 12, 2026 - Jan 27, 2026
-1.03%
Apr 25, 2024 - May 28, 2024
#7-0.98%
Oct 8, 2025 - Oct 20, 2025
-1.01%
Feb 28, 2024 - Mar 11, 2024
#8-0.94%
Dec 11, 2025 - Dec 19, 2025
-0.81%
Mar 11, 2024 - Mar 15, 2024
#9-0.86%
Jul 28, 2025 - Aug 8, 2025
-0.50%
Aug 22, 2023 - Aug 25, 2023
#10-0.80%
Jun 2, 2026 - Jun 5, 2026
-0.44%
Mar 15, 2024 - Mar 26, 2024
#11-0.80%
Jan 8, 2025 - Jan 15, 2025
-0.40%
Oct 3, 2023 - Oct 5, 2023
#12-0.67%
Jan 24, 2025 - Feb 6, 2025
-0.39%
Sep 12, 2023 - Sep 22, 2023
#13-0.58%
Oct 27, 2025 - Nov 10, 2025
-0.38%
Sep 29, 2023 - Oct 3, 2023
#14-0.45%
Apr 17, 2026 - Apr 22, 2026
-0.36%
Aug 8, 2023 - Aug 15, 2023
#15-0.44%
May 14, 2026 - May 21, 2026
-0.33%
Sep 26, 2023 - Sep 29, 2023

Correlation

Correlation between SPBX and QIS is -0.90 which considered as a very strong negative correlation - the stocks move almost identically in opposite directions.

-0.90
-101

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