FEBW vs SPY

AFEBW

BSPY

Measures won2–3SPY wins · of 6 · 5Y

$10,000 · 5Y$17,414IVV · SPY $17,358

Lowest cost0.03%IVV · $3 on $10k

Most income1.11%IVV · $111 on $10k

Smallest drop−4.0%FEBW · worst fall in 1Y

Held in common[…]FEBW and SPY

AllianzIM U.S. Equity Buffer20 Feb ETF · $202MState Street SPDR S&P 500 ETF · $792B

+11.1%3 years · per year$13,707 · $17,888+21.4%

[…]5 years · per year[…] · $17,358+11.7%

0.74%Expense ratio$74 · $9 on $10k · lower wins0.09%

0.00%12-mo yield$0 · $101 on $10k1.01%

Cards for this view

FEBW

AllianzIM U.S. Equity Buffer20 Feb

[…]

SPY

SPDR S&P 500

$17,358

MeasureFEBWSPY

Fee0.74%0.09%

Cost on $10k a year$74$9

Yield0.00%1.01%

5 years, per year[…]+11.7%

3 years, per year+11.1%+21.4%

Worst drop · 1Y−4.0%−8.9%

Volatility · 1Y5.3%

#
1	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.11%	−0.4%	+10.9%	+13.0%	+21.5%	+11.7%	−8.9%	$871.7B
2	BSPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.01%	−0.4%	+10.8%	+13.0%	+21.4%	+11.7%	−8.9%	$791.9B
3	AFEBW	AllianzIM U.S. Equity Buffer20 Feb ETFRead Desk	0.74%	0.00%	−0.2%	+6.9%	+9.1%	+11.1%	new	−4.0%	$202M

#
1	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.11%	−0.4%	+10.9%	+13.0%	+21.5%	+11.7%	−8.9%	$871.7B
2	BSPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.01%	−0.4%	+10.8%	+13.0%	+21.4%	+11.7%	−8.9%	$791.9B
3	AFEBW	AllianzIM U.S. Equity Buffer20 Feb ETFRead Desk	0.74%	0.00%	−0.2%	+6.9%	+9.1%	+11.1%	new	−4.0%	$202M

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