SPBX vs SPLS

Comparison between ALLIANZIM 6 MONTH BUFFER10 ALLOCATION ETF (SPBX, ETF) and PIMCO US Stocks PLUS Active Bond Exchange Traded Fund (SPLS, ETF).

SPBX vs SPLS - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	SPBX(ETF)	SPLS(ETF)
Net Assets	$56M	$56M
Expense Ratio	0.79%	0.18%
Max Drawdown	11.11%	9.24%
Sharpe Ratio	1.67	1.03
5Y Beta	0.51	1.06

Net Assets

Winner

SPBX

$56M

SPLS

$56M

Expense Ratio

SPBX

0.79%

Winner

SPLS

0.18%

Max Drawdown

SPBX

11.11%

Winner

SPLS

9.24%

Sharpe Ratio

Winner

SPBX

1.67

SPLS

1.03

5Y Beta

Winner

SPBX

0.51

SPLS

1.06

SPBX vs SPLS - Holdings Comparison

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

SPBX's top 25 holdings weight is 100.01%. SPLS's top 25 holdings weight is 97.71%.

Rank	SPBX	SPLS
#1	ALLIANZIM US EQUITY 6M BFR10 MAR/SEP ETF (SIXP) - 17.02%	ISHARES CORE S&P 500 ETF (IVV) - 97.71%
#2	ALLIANZIM US EQUITY 6M BFR10 FEB/AUG ETF (SIXF) - 16.96%	N/A
#3	ALLIANZIM US EQUITY 6M BFR10 JAN/JUL ETF (SIXJ) - 16.89%	N/A
#4	ALLIANZIM US EQUITY 6M BFR10 JUN/DEC ETF (SIXD) - 16.66%	N/A
#5	ALLIANZIM US EQUITY 6M BFR10 MAY/NOV ETF (SIXZ) - 16.46%	N/A
#6	ALLIANZIM US EQUITY 6M BFR10 APR/OCT ETF (SIXO) - 16.02%	N/A
#7	N/A	N/A
#8	N/A	N/A
#9	N/A	N/A
#10	N/A	N/A
#11	N/A	N/A
#12	N/A	N/A
#13	N/A	N/A
#14	N/A	N/A
#15	N/A	N/A
#16	N/A	N/A
#17	N/A	N/A
#18	N/A	N/A
#19	N/A	N/A
#20	N/A	N/A
#21	N/A	N/A
#22	N/A	N/A
#23	N/A	N/A
#24	N/A	N/A
#25	N/A	N/A
Total Holdings	6	1

SPBX vs SPLS - Historical Returns

Returns include dividend reinvestment.

Period	SPBX	SPLS
1 month	+0.82%	+0.66%
3 months	+6.28%	+12.16%
6 months	+6.16%	+7.67%
1 year	+13.42%	N/A
Max(CAGR)	+10.92%	+20.17%

Winner

SPBX

+0.82%

SPLS

+0.66%

SPBX

+6.28%

Winner

SPLS

+12.16%

SPBX

+6.16%

Winner

SPLS

+7.67%

SPBX

+13.42%

SPLS

N/A

Max(CAGR)

SPBX

+10.92%

Winner

SPLS

+20.17%

SPBX vs SPLS - Annual Returns (2025 - 2026)

Returns include dividend reinvestment.

Year	SPBX	SPLS
2026	+5.50%	+7.67%
2025	+9.86%	N/A

SPBX vs SPLS Drawdown Comparison

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

The maximum drawdown for SPLS was -9.24%, occurring on Mar 30, 2026. Recovery took 53 trading sessions.

The current SPBX drawdown is -0.38%. The current SPLS drawdown is -2.19%.

Rank	SPBX	SPLS
#1	-11.11% Feb 19, 2025 - Jun 24, 2025	-9.24% Jan 27, 2026 - Apr 14, 2026
#2	-4.49% Feb 25, 2026 - Apr 14, 2026	-4.38% Jun 2, 2026 - Jun 10, 2026
#3	-1.66% Nov 12, 2025 - Nov 26, 2025	-2.25% May 14, 2026 - May 26, 2026
#4	-1.41% Jun 2, 2026 - Jun 10, 2026	-2.20% Jan 16, 2026 - Jan 26, 2026
#5	-1.25% Feb 9, 2026 - Feb 25, 2026	-1.00% Apr 17, 2026 - Apr 22, 2026
#6	-1.22% Feb 2, 2026 - Feb 9, 2026	-0.60% Apr 27, 2026 - Apr 30, 2026
#7	-1.18% Jan 12, 2026 - Jan 27, 2026	-0.56% Apr 22, 2026 - Apr 24, 2026
#8	-0.98% Oct 8, 2025 - Oct 20, 2025	-0.55% May 6, 2026 - May 8, 2026
#9	-0.94% Dec 11, 2025 - Dec 19, 2025	-0.52% May 1, 2026 - May 5, 2026
#10	-0.86% Jul 28, 2025 - Aug 8, 2025	-0.16% May 11, 2026 - May 13, 2026
#11	-0.80% Jan 8, 2025 - Jan 15, 2025	-0.08% May 26, 2026 - May 28, 2026
#12	-0.67% Jan 24, 2025 - Feb 6, 2025	N/A
#13	-0.58% Oct 27, 2025 - Nov 10, 2025	N/A
#14	-0.45% Apr 17, 2026 - Apr 22, 2026	N/A
#15	-0.44% May 14, 2026 - May 21, 2026	N/A