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Dividend Vision

SPBW — AllianzIM Buffer20 Allocation ETF

AllianzIM Buffer20 Allocation ETF (SPBW)

SPBW pays a 0.00% distribution rate, on a 0.79% expense ratio. Total return is 16.7% over the past 1.6 years, 17.3 points behind SPY at 34.0%. Its deepest 1-year drawdown was 2.9%.

AllianzIM Buffer20 Allocation ETF pursues a buffered strategy through underlying ETFs that seek to match S&P 500 returns over one-year periods while capping upside gains and providing downside protection against the first 20% of losses. The fund does not currently distribute income, and charges an expense ratio of 0.79%. It appeals to equity investors seeking capital appreciation with modified risk characteristics rather than current income.

SPBW key facts

Issuer
AllianzIM
Asset type
ETF
Asset class
Equity
Inception date
01/07/2025
Expense ratio
0.79%
Distribution rate
0.00%
Last close
$29.20
AUM
$83,672,936
Average volume
15800.0
Beta
0.3099
P/E ratio
25.5078