XLBI vs QBQV

Comparison between STATE STREET(R) MATERIALS SELECT SECTOR SPDR(R) PREMIUM INCOME ETF (XLBI, ETF) and ALLIANZIM GROWTH-100 BUFFER5 ETF (QBQV, ETF).

XLBI vs QBQV - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	XLBI(ETF)	QBQV(ETF)
Net Assets	$6.70M	$6.70M
Expense Ratio	0.35%	0.74%
Max Drawdown	11.86%	0.26%
Sharpe Ratio	0.85	6.62
5Y Beta	0.68	0.26

Net Assets

XLBI

$6.70M

QBQV

$6.70M

Expense Ratio

Winner

XLBI

0.35%

QBQV

0.74%

Max Drawdown

XLBI

11.86%

Winner

QBQV

0.26%

Sharpe Ratio

XLBI

0.85

Winner

QBQV

6.62

5Y Beta

XLBI

0.68

Winner

QBQV

0.26

XLBI vs QBQV - Historical Returns

Returns include dividend reinvestment.

Period	XLBI	QBQV
1 month	+0.65%	+0.64%
3 months	+6.70%	N/A
6 months	+10.19%	N/A
1 year	+13.21%	N/A
Max(CAGR)	+15.37%	+40.05%

Winner

XLBI

+0.65%

QBQV

+0.64%

XLBI

+6.70%

QBQV

N/A

XLBI

+10.19%

QBQV

N/A

XLBI

+13.21%

QBQV

N/A

Max(CAGR)

XLBI

+15.37%

Winner

QBQV

+40.05%

XLBI vs QBQV - Annual Returns (2025 - 2026)

Returns include dividend reinvestment.

Year	XLBI	QBQV
2026	+7.71%	+6.87%
2025	+4.18%	N/A

XLBI vs QBQV Drawdown Comparison

The maximum drawdown for XLBI was -10.62%, occurring on Mar 20, 2026. Recovery took 73 trading sessions.

The maximum drawdown for QBQV was -0.26%, occurring on Jun 5, 2026. Recovery took 7 trading sessions.

Rank	XLBI	QBQV
#1	-10.62% Feb 27, 2026 - Jun 12, 2026	-0.26% Jun 2, 2026 - Jun 11, 2026
#2	-5.69% Sep 11, 2025 - Dec 22, 2025	-0.21% Apr 27, 2026 - Apr 30, 2026
#3	-2.15% Jul 30, 2025 - Aug 12, 2025	-0.19% Apr 17, 2026 - Apr 22, 2026
#4	-1.68% Feb 4, 2026 - Feb 9, 2026	-0.14% Apr 22, 2026 - Apr 24, 2026
#5	-1.19% Jan 15, 2026 - Jan 21, 2026	-0.10% Apr 6, 2026 - Apr 8, 2026
#6	-1.15% Aug 13, 2025 - Aug 22, 2025	-0.10% May 14, 2026 - May 20, 2026
#7	-1.02% Jan 29, 2026 - Feb 3, 2026	-0.07% May 11, 2026 - May 13, 2026
#8	-0.99% Aug 29, 2025 - Sep 11, 2025	-0.04% May 21, 2026 - May 26, 2026
#9	-0.66% Dec 26, 2025 - Jan 2, 2026	-0.01% May 1, 2026 - May 5, 2026
#10	-0.41% Jan 6, 2026 - Jan 8, 2026	N/A
#11	-0.40% Feb 11, 2026 - Feb 24, 2026	N/A
#12	-0.33% Feb 24, 2026 - Feb 27, 2026	N/A
#13	-0.23% Aug 22, 2025 - Aug 27, 2025	N/A
#14	-0.03% Aug 27, 2025 - Aug 29, 2025	N/A
#15	-0.02% Jan 27, 2026 - Jan 29, 2026	N/A