SPBX vs RTRE

Comparison between ALLIANZIM 6 MONTH BUFFER10 ALLOCATION ETF (SPBX, ETF) and RAREVIEW TOTAL RETURN BOND ETF (RTRE, ETF).

SPBX vs RTRE - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	SPBX(ETF)	RTRE(ETF)
Net Assets	$56M	$56M
Expense Ratio	0.79%	0.70%
Max Drawdown	11.11%	7.25%
Sharpe Ratio	1.67	0.26
5Y Beta	0.51	0.05

Net Assets

SPBX

$56M

Winner

RTRE

$56M

Expense Ratio

SPBX

0.79%

Winner

RTRE

0.70%

Max Drawdown

SPBX

11.11%

Winner

RTRE

7.25%

Sharpe Ratio

Winner

SPBX

1.67

RTRE

0.26

5Y Beta

SPBX

0.51

Winner

RTRE

0.05

SPBX vs RTRE - Historical Returns

Returns include dividend reinvestment.

Period	SPBX	RTRE
1 month	+0.82%	+0.30%
3 months	+6.28%	+0.22%
6 months	+6.16%	+0.73%
1 year	+13.42%	+4.51%
Max(CAGR)	+10.92%	+4.21%

Winner

SPBX

+0.82%

RTRE

+0.30%

Winner

SPBX

+6.28%

RTRE

+0.22%

Winner

SPBX

+6.16%

RTRE

+0.73%

Winner

SPBX

+13.42%

RTRE

+4.51%

Max(CAGR)

Winner

SPBX

+10.92%

RTRE

+4.21%

SPBX vs RTRE - Annual Returns (2024 - 2026)

Returns include dividend reinvestment.

Year	SPBX	RTRE
2026	+5.50%	+0.29%
2025	+9.86%	+6.60%
2024	N/A	+1.75%

SPBX vs RTRE Drawdown Comparison

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

The maximum drawdown for RTRE was -4.98%, occurring on Jan 13, 2025. Recovery took 220 trading sessions.

The current SPBX drawdown is -0.38%. The current RTRE drawdown is -2.07%.

Rank	SPBX	RTRE
#1	-11.11% Feb 19, 2025 - Jun 24, 2025	-4.98% Sep 16, 2024 - Aug 4, 2025
#2	-4.49% Feb 25, 2026 - Apr 14, 2026	-3.70% Feb 27, 2026 - May 19, 2026
#3	-1.66% Nov 12, 2025 - Nov 26, 2025	-1.31% Jun 13, 2024 - Jul 10, 2024
#4	-1.41% Jun 2, 2026 - Jun 10, 2026	-1.17% Oct 28, 2025 - Jan 14, 2026
#5	-1.25% Feb 9, 2026 - Feb 25, 2026	-1.07% Aug 2, 2024 - Aug 14, 2024
#6	-1.22% Feb 2, 2026 - Feb 9, 2026	-0.74% Sep 16, 2025 - Oct 14, 2025
#7	-1.18% Jan 12, 2026 - Jan 27, 2026	-0.71% Jul 17, 2024 - Jul 30, 2024
#8	-0.98% Oct 8, 2025 - Oct 20, 2025	-0.64% Jan 14, 2026 - Jan 29, 2026
#9	-0.94% Dec 11, 2025 - Dec 19, 2025	-0.62% Jun 5, 2024 - Jun 13, 2024
#10	-0.86% Jul 28, 2025 - Aug 8, 2025	-0.57% Aug 26, 2024 - Sep 4, 2024
#11	-0.80% Jan 8, 2025 - Jan 15, 2025	-0.47% Aug 13, 2025 - Aug 22, 2025
#12	-0.67% Jan 24, 2025 - Feb 6, 2025	-0.40% Aug 14, 2024 - Aug 20, 2024
#13	-0.58% Oct 27, 2025 - Nov 10, 2025	-0.39% Jan 29, 2026 - Feb 5, 2026
#14	-0.45% Apr 17, 2026 - Apr 22, 2026	-0.35% Aug 21, 2024 - Aug 23, 2024
#15	-0.44% May 14, 2026 - May 21, 2026	-0.32% Aug 6, 2025 - Aug 13, 2025