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SPBU vs. CSHP
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

SPBU vs. CSHP - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in AllianzIM Buffer15 Uncapped Allocation ETF (SPBU) and iShares Enhanced Short-Term Bond Active ETF (CSHP). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, SPBU achieves a 7.60% return, which is significantly higher than CSHP's 1.87% return.


SPBU

1D
1.03%
1M
0.70%
YTD
7.60%
6M
7.99%
1Y
20.10%
3Y*
5Y*
10Y*

CSHP

1D
0.06%
1M
0.35%
YTD
1.87%
6M
1.95%
1Y
3.98%
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

SPBU vs. CSHP - Yearly Performance Comparison


Correlation

The correlation between SPBU and CSHP is -0.12, meaning they tend to move in opposite directions. This is especially valuable for risk management - when one declines, the other has historically tended to hold steady or rise.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

-0.12

Correlation (All Time)
Calculated using the full available price history since Mar 6, 2025

-0.06

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Return for Risk

SPBU vs. CSHP — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

SPBU
SPBU Risk / Return Rank: 6262
Overall Rank
SPBU Sharpe Ratio Rank: 6262
Sharpe Ratio Rank
SPBU Sortino Ratio Rank: 6363
Sortino Ratio Rank
SPBU Omega Ratio Rank: 6161
Omega Ratio Rank
SPBU Calmar Ratio Rank: 5858
Calmar Ratio Rank
SPBU Martin Ratio Rank: 6666
Martin Ratio Rank

CSHP
CSHP Risk / Return Rank: 9999
Overall Rank
CSHP Sharpe Ratio Rank: 100100
Sharpe Ratio Rank
CSHP Sortino Ratio Rank: 9999
Sortino Ratio Rank
CSHP Omega Ratio Rank: 9999
Omega Ratio Rank
CSHP Calmar Ratio Rank: 100100
Calmar Ratio Rank
CSHP Martin Ratio Rank: 100100
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

SPBU vs. CSHP - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for AllianzIM Buffer15 Uncapped Allocation ETF (SPBU) and iShares Enhanced Short-Term Bond Active ETF (CSHP). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


SPBUCSHPDifference
Sharpe ratioReturn per unit of total volatility

-9.37

Sortino ratioReturn per unit of downside risk

-25.86

Omega ratioGain probability vs. loss probability

1.36

6.83

-5.47

Calmar ratioReturn relative to maximum drawdown

2.80

66.48

-63.68

Martin ratioReturn relative to average drawdown

11.80

400.50

-388.69

SPBU vs. CSHP - Sharpe Ratio Comparison

The current SPBU Sharpe Ratio is 1.99, which is lower than the CSHP Sharpe Ratio of 11.36. The chart below compares the historical Sharpe Ratios of SPBU and CSHP, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Drawdowns

SPBU vs. CSHP - Drawdown Comparison

The maximum SPBU drawdown since its inception was -8.61%, which is greater than CSHP's maximum drawdown of -0.08%. Use the drawdown chart below to compare losses from any high point for SPBU and CSHP.


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Drawdown Indicators


SPBUCSHPDifference

Max Drawdown

Largest peak-to-trough decline

-8.61%

-0.08%

-8.53%

Max Drawdown (1Y)

Largest decline over 1 year

-7.10%

-0.06%

-7.04%

Current Drawdown

Current decline from peak

-1.24%

0.00%

-1.24%

Average Drawdown

Average peak-to-trough decline

-1.31%

-0.00%

-1.31%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.68%

0.01%

+1.67%

Volatility

SPBU vs. CSHP - Volatility Comparison

AllianzIM Buffer15 Uncapped Allocation ETF (SPBU) has a higher volatility of 3.89% compared to iShares Enhanced Short-Term Bond Active ETF (CSHP) at 0.15%. This indicates that SPBU's price experiences larger fluctuations and is considered to be riskier than CSHP based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


SPBUCSHPDifference

Volatility (1M)

Calculated over the trailing 1-month period

3.89%

0.15%

+3.74%

Volatility (6M)

Calculated over the trailing 6-month period

7.70%

0.27%

+7.43%

Volatility (1Y)

Calculated over the trailing 1-year period

9.97%

0.35%

+9.62%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

11.86%

0.41%

+11.45%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

11.86%

0.41%

+11.45%

SPBU vs. CSHP - Expense Ratio Comparison

SPBU has a 0.79% expense ratio, which is higher than CSHP's 0.20% expense ratio.


Dividends

SPBU vs. CSHP - Dividend Comparison

SPBU has not paid dividends to shareholders, while CSHP's dividend yield for the trailing twelve months is around 3.91%.


PositionTTM20252024
CSHP
iShares Enhanced Short-Term Bond Active ETF
3.91%5.39%1.96%
SPBU
AllianzIM Buffer15 Uncapped Allocation ETF
0.00%0.00%0.00%

Frequently Asked Questions


SPBU and CSHP have a correlation of -0.12, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

SPBU has higher volatility (3.89%) compared to CSHP (0.15%). In terms of maximum drawdown, SPBU dropped -8.61% vs CSHP's -0.08%.

On 1-year performance, SPBU leads with 20.10% vs 3.98% for CSHP. On fees, CSHP is cheaper at 0.20% per year. On volatility, CSHP has been the lower-risk option at 0.15%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 1-year period, SPBU has performed better with a 20.10% return vs 3.98%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

CSHP is cheaper with a 0.20% expense ratio, compared with 0.79% for SPBU.

CSHP has the higher dividend yield at 3.91%, compared with 0.00% for SPBU.

SPBU is categorized as Defined Outcome, while CSHP is Ultrashort Bond. They also come from different issuers: Allianz and iShares. Their fees differ too: 0.79% for SPBU and 0.20% for CSHP.

CSHP currently has the higher Sharpe Ratio (11.36 vs 1.99), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

Portfolio Optimizer

Find the right allocation for SPBU and CSHP

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

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