TPZ vs SIXO

Comparison between TORTOISE ELECTRIFICATION INFRASTRUCTURE ETF (TPZ, ETF) and ALLIANZIM U.S. EQUITY 6 MONTH BUFFER10 APR/OCT ETF (SIXO, ETF).

5-Year PerformanceTPZ has outperformed SIXO, delivering a return of +18.1% compared to +7.8%

TPZ vs SIXO - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	TPZ(ETF)	SIXO(ETF)
Net Assets	$128M	$127M
Expense Ratio	0.85%	0.74%
Max Drawdown	85.78%	12.04%
Sharpe Ratio	0.56	0.79
5Y Beta	0.50	0.47
P/E Ratio	7.92	N/A
Forward P/E	18.84	N/A
PEG Ratio	1.01	N/A
5Y Dividends CAGR	8.00%	N/A
5Y EPS CAGR	14.71%	N/A
P/S Ratio	2.36	N/A
P/B Ratio	3.62	N/A

Net Assets

Winner

TPZ

$128M

SIXO

$127M

Expense Ratio

TPZ

0.85%

Winner

SIXO

0.74%

Max Drawdown

TPZ

85.78%

Winner

SIXO

12.04%

Sharpe Ratio

TPZ

0.56

Winner

SIXO

0.79

5Y Beta

TPZ

0.50

Winner

SIXO

0.47

P/E Ratio

TPZ

7.92

SIXO

N/A

Forward P/E

TPZ

18.84

SIXO

N/A

PEG Ratio

TPZ

1.01

SIXO

N/A

5Y Dividends CAGR

TPZ

8.00%

SIXO

N/A

5Y EPS CAGR

TPZ

14.71%

SIXO

N/A

P/S Ratio

TPZ

2.36

SIXO

N/A

P/B Ratio

TPZ

3.62

SIXO

N/A

TPZ vs SIXO - Historical Returns

Returns include dividend reinvestment.

Period	TPZ	SIXO
1 month	+0.68%	+0.66%
3 months	+2.97%	+3.02%
6 months	+8.92%	+3.42%
1 year	+11.94%	+7.97%
5 years(CAGR)	+18.09%	+7.78%
10 years(CAGR)	+8.55%	N/A
Max(CAGR)	+8.14%	+7.78%

Winner

TPZ

+0.68%

SIXO

+0.66%

TPZ

+2.97%

Winner

SIXO

+3.02%

Winner

TPZ

+8.92%

SIXO

+3.42%

Winner

TPZ

+11.94%

SIXO

+7.97%

5Y(CAGR)

Winner

TPZ

+18.09%

SIXO

+7.78%

10Y(CAGR)

TPZ

+8.55%

SIXO

N/A

Max(CAGR)

Winner

TPZ

+8.14%

SIXO

+7.78%

TPZ vs SIXO - Annual Returns (2009 - 2026)

Returns include dividend reinvestment.

Year	TPZ	SIXO
2026	+8.24%	+3.71%
2025	+3.94%	+7.29%
2024	+53.58%	+12.45%
2023	+21.59%	+17.63%
2022	-0.80%	-5.84%
2021	+28.88%	+3.65%
2020	-27.97%	N/A
2019	+13.42%	N/A
2018	-16.88%	N/A
2017	-0.56%	N/A
2016	+43.21%	N/A
2015	-30.40%	N/A
2014	+12.66%	N/A
2013	+6.62%	N/A
2012	+7.31%	N/A
2011	+7.50%	N/A
2010	+28.56%	N/A
2009	+4.00%	N/A

TPZ vs SIXO Drawdown Comparison

The maximum drawdown for TPZ was -78.15%, occurring on Mar 18, 2020. Recovery took 2179 trading sessions.

The maximum drawdown for SIXO was -12.04%, occurring on Oct 12, 2022. Recovery took 264 trading sessions.

The current TPZ drawdown is -2.85%. The current SIXO drawdown is -0.05%.

Rank	TPZ	SIXO
#1	-78.15% May 1, 2015 - Dec 27, 2023	-12.04% Mar 29, 2022 - Apr 18, 2023
#2	-20.50% Apr 25, 2011 - Dec 27, 2011	-11.95% Feb 18, 2025 - Jul 21, 2025
#3	-17.78% Jan 21, 2025 - Nov 28, 2025	-5.34% Sep 14, 2023 - Nov 20, 2023
#4	-12.78% Aug 29, 2014 - Apr 10, 2015	-4.34% Jul 16, 2024 - Aug 19, 2024
#5	-11.41% May 20, 2013 - Apr 23, 2014	-4.33% Jan 3, 2022 - Mar 25, 2022
#6	-9.81% Mar 9, 2012 - Jul 18, 2012	-4.13% Feb 2, 2026 - Apr 30, 2026
#7	-9.58% Apr 23, 2010 - Jul 30, 2010	-2.74% Mar 28, 2024 - May 9, 2024
#8	-8.93% Jul 19, 2012 - Dec 24, 2012	-2.66% Aug 30, 2024 - Sep 16, 2024
#9	-8.06% Aug 6, 2009 - Dec 10, 2009	-2.27% Oct 27, 2025 - Nov 28, 2025
#10	-6.56% Nov 22, 2024 - Jan 14, 2025	-1.89% Dec 11, 2024 - Jan 21, 2025
#11	-6.29% Nov 28, 2025 - Feb 10, 2026	-1.61% Nov 8, 2021 - Dec 8, 2021
#12	-6.17% Apr 30, 2026 - Jun 1, 2026	-1.51% May 1, 2023 - May 17, 2023
#13	-6.02% Apr 4, 2024 - May 15, 2024	-1.47% Oct 8, 2025 - Oct 20, 2025
#14	-5.36% Mar 2, 2026 - Apr 30, 2026	-1.41% Jul 31, 2023 - Aug 29, 2023
#15	-5.05% Nov 11, 2010 - Dec 9, 2010	-1.40% Jan 9, 2026 - Jan 27, 2026