SPBX
+0.94 · +3.52%
$27.62 · NYSE ARCA

AIM ETF Products Trust (SPBX) ETF Analysis | Defined Outcome

AllianzIM · USA
AUM:$47.3M
#– of – in Defined Outcome ETFs

Educational tool only – Figures are based on historical data, holdings and expense metrics for informational purposes. This is not financial advice or a recommendation to buy or sell any security. Always conduct your own research or consult a qualified financial adviser.

Market Performance

Up 10.6% over the past year, showing positive momentum.

What is SPBX?

The underlying ETFs each pursue a buffered strategy and as a result seek to match the share price returns of the SPDR® S&P 500® ETF Trust at the end of specified six-month periods, subject to an upside maximum percentage return and downside protection with a buffer against the first 10% of SPY ETF losses for the outcome period. Under normal market conditions, the underlying ETFs invest at least 80% of their respective net assets in instruments with economic characteristics similar to U.

Performance Highlights

Returns (%)
Top Sectors (%)

Investment Breakdown

Positive 1-Year Return
SPBX returned 10.6% over the past year. Historical returns only — past performance is not indicative of future results.
Moderate Concentration
Top 10 holdings make up 33.2% of the ETF — a moderate level of name concentration.
ETF Information
AUM$47.3M
Expense Ratio0.00%
Dividend Yield0.00%
Holdings2
Inception DateJan 2025
Domicile–
Distribution–
Index–
ProviderAllianzIM
Beta–
CategoryDefined Outcome
CurrencyUSD
Portfolio Impact

How would SPBX affect your portfolio?

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Example preview
6168
+7 points · better diversified

Chart Tools

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Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
+7.4%
1Y
+12.1%
3Y
+19.1%
5Y
+19.1%
OpenBook InsightIf you had invested £10,000 in SPBX 5 years ago, it would have grown to £11,913 — a gain of £1,913.

Annual Returns

Calendar year performance

SPBX delivered positive returns in 2 of the last 2 calendar years.
YearSPBX
2026 YTD+8.5%
2025+9.9%
2/2 positive yearsAvg return: +9.2%Worst year: +8.5% (2026)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: POSITIVE
Trend Strength
100%
Positive
Volatility
4.8%
Low
Momentum
+2.0%
30-day change
Support Level
29.54
Key floor
Key Insights
  • Price is currently trading above all key moving averages.
  • Price is consolidating, with low momentum over the recent period.
  • Low volatility environment with a narrower recent trading range.