TBFC vs SIXZ
Comparison between THE BRINSMERE FUND - CONSERVATIVE ETF (TBFC, ETF) and ALLIANZIM U.S. EQUITY 6 MONTH BUFFER10 MAY/NOV ETF (SIXZ, ETF).
TBFC vs SIXZ - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
TBFC
$364M
Winner
SIXZ
$365M
Expense Ratio
Winner
TBFC
0.44%
SIXZ
0.74%
Max Drawdown
TBFC
11.02%
Winner
SIXZ
10.27%
Sharpe Ratio
Winner
TBFC
1.54
SIXZ
1.34
5Y Beta
Winner
TBFC
0.40
SIXZ
0.44
TBFC vs SIXZ - Historical Returns
Returns include dividend reinvestment.
1M
Winner
TBFC
+1.71%
SIXZ
+1.11%
3M
TBFC
+5.44%
Winner
SIXZ
+7.98%
6M
TBFC
+6.39%
Winner
SIXZ
+7.07%
1Y
Winner
TBFC
+14.96%
SIXZ
+12.47%
Max(CAGR)
TBFC
+10.52%
Winner
SIXZ
+11.48%
TBFC vs SIXZ - Annual Returns (2024 - 2026)
Returns include dividend reinvestment.
| Year | TBFC | SIXZ |
|---|---|---|
| 2026 | +5.35% | +6.19% |
| 2025 | +11.47% | +7.28% |
| 2024 | +8.18% | +10.54% |
TBFC vs SIXZ Drawdown Comparison
The maximum drawdown for TBFC was -8.89%, occurring on Apr 8, 2025. Recovery took 176 trading sessions.
The maximum drawdown for SIXZ was -10.27%, occurring on Apr 8, 2025. Recovery took 90 trading sessions.
The current TBFC drawdown is -0.28%. The current SIXZ drawdown is -0.22%.
| Rank | TBFC | SIXZ |
|---|---|---|
| #1 | -8.89% Sep 27, 2024 - Jun 12, 2025 | -10.27% Feb 19, 2025 - Jun 30, 2025 |
| #2 | -5.45% Feb 25, 2026 - May 6, 2026 | -4.45% Feb 2, 2026 - Apr 15, 2026 |
| #3 | -3.12% Mar 28, 2024 - May 15, 2024 | -3.46% Jul 16, 2024 - Aug 15, 2024 |
| #4 | -2.90% Jul 16, 2024 - Aug 21, 2024 | -2.47% Nov 3, 2025 - Nov 28, 2025 |
| #5 | -2.42% Jun 2, 2026 - Jun 10, 2026 | -1.72% Jun 2, 2026 - Jun 15, 2026 |
| #6 | -2.15% Oct 27, 2025 - Dec 10, 2025 | -1.52% Dec 11, 2024 - Dec 26, 2024 |
| #7 | -1.41% Jan 29, 2026 - Feb 9, 2026 | -1.51% Dec 26, 2024 - Jan 17, 2025 |
| #8 | -1.38% May 14, 2026 - May 26, 2026 | -1.46% Jan 9, 2026 - Jan 27, 2026 |
| #9 | -1.29% Oct 8, 2025 - Oct 17, 2025 | -1.32% Aug 30, 2024 - Sep 12, 2024 |
| #10 | -1.10% Feb 12, 2024 - Feb 22, 2024 | -1.28% Dec 11, 2025 - Dec 22, 2025 |
| #11 | -1.09% May 15, 2024 - Jun 5, 2024 | -0.79% Nov 8, 2024 - Nov 25, 2024 |
| #12 | -0.91% Dec 11, 2025 - Dec 22, 2025 | -0.74% Jul 23, 2025 - Jul 25, 2025 |
| #13 | -0.88% Jul 23, 2025 - Aug 8, 2025 | -0.73% Jun 15, 2026 - Jun 17, 2026 |
| #14 | -0.87% Jan 12, 2026 - Jan 22, 2026 | -0.69% Apr 17, 2026 - Apr 22, 2026 |
| #15 | -0.83% Aug 13, 2025 - Aug 22, 2025 | -0.65% Apr 27, 2026 - Apr 30, 2026 |
Correlation
Correlation between TBFC and SIXZ is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.
0.96
-101
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