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SPBX vs URE

Comparison between ALLIANZIM 6 MONTH BUFFER10 ALLOCATION ETF (SPBX, ETF) and PROSHARES ULTRA REAL ESTATE (URE, ETF).

SPBX vs URE - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
SPBX
$56M
Winner
URE
$56M
Expense Ratio
SPBX
0.79%
URE
N/A
Max Drawdown
Winner
SPBX
11.11%
URE
97.34%
Sharpe Ratio
Winner
SPBX
1.67
URE
0.53
5Y Beta
Winner
SPBX
0.51
URE
0.97
P/E Ratio
SPBX
N/A
URE
37.50
Forward P/E
SPBX
N/A
URE
35.99
PEG Ratio
SPBX
N/A
URE
0.93
5Y Dividends CAGR
SPBX
N/A
URE
22.83%
5Y EPS CAGR
SPBX
N/A
URE
7.39%
Debt to Equity
SPBX
N/A
URE
12.08%
P/S Ratio
SPBX
N/A
URE
6.08
P/B Ratio
SPBX
N/A
URE
3.13

SPBX vs URE - Holdings Comparison

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

SPBX's top 25 holdings weight is 100.01%. URE's top 25 holdings weight is 92.75%.

RankSPBXURE
#1
ALLIANZIM US EQUITY 6M BFR10 MAR/SEP ETF (SIXP) - 17.02%
CTE PROSHARES TRUST M (n/a) - 16.47%
#2
ALLIANZIM US EQUITY 6M BFR10 FEB/AUG ETF (SIXF) - 16.96%
CASH (n/a) - 12.94%
#3
ALLIANZIM US EQUITY 6M BFR10 JAN/JUL ETF (SIXJ) - 16.89%
WELLTOWER INC (WELL) - 7.05%
#4
ALLIANZIM US EQUITY 6M BFR10 JUN/DEC ETF (SIXD) - 16.66%
PROLOGIS INC (PLD) - 6.21%
#5
ALLIANZIM US EQUITY 6M BFR10 MAY/NOV ETF (SIXZ) - 16.46%
EQUINIX INC (EQIX) - 4.93%
#6
ALLIANZIM US EQUITY 6M BFR10 APR/OCT ETF (SIXO) - 16.02%
AMERICAN TOWER CORP (AMT) - 3.89%
#7N/A
SIMON PROPERTY GROUP INC (SPG) - 3.17%
#8N/A
DIGITAL REALTY TRUST INC (DLR) - 3.16%
#9N/A
PUBLIC STORAGE (PSA) - 3.03%
#10N/A
VENTAS INC (VTR) - 3.00%
#11N/A
CBRE GROUP INC CLASS A (CBRE) - 2.99%
#12N/A
CROWN CASTLE INC (CCI) - 2.84%
#13N/A
REALTY INCOME CORP (O) - 2.82%
#14N/A
IRON MOUNTAIN INC (IRM) - 2.66%
#15N/A
REAL ESTATE SELECT SECTOR INDEX SWAP (n/a) - 2.25%
#16N/A
VICI PROPERTIES INC ORDINARY SHARES (VICI) - 2.22%
#17N/A
EXTRA SPACE STORAGE INC (EXR) - 2.19%
#18N/A
AVALONBAY COMMUNITIES INC (AVB) - 1.89%
#19N/A
EQUITY RESIDENTIAL (EQR) - 1.62%
#20N/A
SBA COMMUNICATIONS CORP CLASS A (SBAC) - 1.62%
#21N/A
ESSEX PROPERTY TRUST INC (ESS) - 1.24%
#22N/A
WEYERHAEUSER CO (WY) - 1.21%
#23N/A
INVITATION HOMES INC (INVH) - 1.14%
#24N/A
KIMCO REALTY CORP (KIM) - 1.13%
#25N/A
MID-AMERICA APARTMENT COMMUNITIES INC (MAA) - 1.08%
Total Holdings634

SPBX vs URE - Historical Returns

Returns include dividend reinvestment.

1M
SPBX
+0.82%
Winner
URE
+2.40%
3M
SPBX
+6.28%
Winner
URE
+14.94%
6M
SPBX
+6.16%
Winner
URE
+23.41%
1Y
SPBX
+13.42%
Winner
URE
+14.29%
5Y(CAGR)
SPBX
N/A
URE
-3.32%
10Y(CAGR)
SPBX
N/A
URE
+3.60%
Max(CAGR)
Winner
SPBX
+10.92%
URE
-3.04%

SPBX vs URE - Annual Returns (2007 - 2026)

Returns include dividend reinvestment.

YearSPBXURE
2026+5.50%+23.52%
2025+9.86%-1.81%
2024N/A-1.28%
2023N/A+10.84%
2022N/A-48.71%
2021N/A+101.06%
2020N/A-26.15%
2019N/A+64.33%
2018N/A-12.84%
2017N/A+15.73%
2016N/A+12.88%
2015N/A-2.73%
2014N/A+58.21%
2013N/A-3.70%
2012N/A+35.10%
2011N/A-1.09%
2010N/A+49.16%
2009N/A+19.45%
2008N/A-80.57%
2007N/A-50.03%

SPBX vs URE Drawdown Comparison

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

The maximum drawdown for URE was -97.16%, occurring on Mar 6, 2009. This drawdown has not yet recovered.

The current SPBX drawdown is -0.38%. The current URE drawdown is -48.52%.

RankSPBXURE
#1-11.11%
Feb 19, 2025 - Jun 24, 2025
-97.16%
Feb 7, 2007 - Mar 6, 2009
#2-4.49%
Feb 25, 2026 - Apr 14, 2026
N/A
#3-1.66%
Nov 12, 2025 - Nov 26, 2025
N/A
#4-1.41%
Jun 2, 2026 - Jun 10, 2026
N/A
#5-1.25%
Feb 9, 2026 - Feb 25, 2026
N/A
#6-1.22%
Feb 2, 2026 - Feb 9, 2026
N/A
#7-1.18%
Jan 12, 2026 - Jan 27, 2026
N/A
#8-0.98%
Oct 8, 2025 - Oct 20, 2025
N/A
#9-0.94%
Dec 11, 2025 - Dec 19, 2025
N/A
#10-0.86%
Jul 28, 2025 - Aug 8, 2025
N/A
#11-0.80%
Jan 8, 2025 - Jan 15, 2025
N/A
#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

Correlation

Correlation between SPBX and URE is 0.44 which considered as a weak positive correlation - the stocks show a slight tendency to move together.

0.44
-101

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