ARLU vs OZEM
Comparison between ALLIANZIM U.S. EQUITY BUFFER15 UNCAPPED APR ETF (ARLU, ETF) and ROUNDHILL GLP-1 & WEIGHT LOSS ETF (OZEM, ETF).
ARLU vs OZEM - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
ARLU
$54M
OZEM
$54M
Expense Ratio
ARLU
0.74%
Winner
OZEM
0.59%
Max Drawdown
Winner
ARLU
15.38%
OZEM
28.80%
Sharpe Ratio
ARLU
0.80
Winner
OZEM
0.95
5Y Beta
ARLU
0.75
Winner
OZEM
0.74
P/E Ratio
ARLU
N/A
OZEM
49.56
PEG Ratio
ARLU
N/A
OZEM
7.18
Debt to Equity
ARLU
N/A
OZEM
110.30%
P/B Ratio
ARLU
N/A
OZEM
5.49
ARLU vs OZEM - Historical Returns
Returns include dividend reinvestment.
1M
ARLU
+0.17%
Winner
OZEM
+4.48%
3M
Winner
ARLU
+5.03%
OZEM
+3.47%
6M
Winner
ARLU
+5.03%
OZEM
-10.21%
1Y
ARLU
+13.04%
Winner
OZEM
+27.61%
Max(CAGR)
ARLU
+11.22%
Winner
OZEM
+12.69%
ARLU vs OZEM - Annual Returns (2024 - 2026)
Returns include dividend reinvestment.
| Year | ARLU | OZEM |
|---|---|---|
| 2026 | +5.34% | -5.63% |
| 2025 | +11.45% | +41.48% |
| 2024 | +9.00% | -3.77% |
ARLU vs OZEM Drawdown Comparison
The maximum drawdown for ARLU was -15.38%, occurring on Apr 8, 2025. Recovery took 106 trading sessions.
The maximum drawdown for OZEM was -28.64%, occurring on Apr 8, 2025. Recovery took 249 trading sessions.
The current ARLU drawdown is -1.54%. The current OZEM drawdown is -12.44%.
| Rank | ARLU | OZEM |
|---|---|---|
| #1 | -15.38% Feb 19, 2025 - Jul 23, 2025 | -28.64% Oct 7, 2024 - Oct 6, 2025 |
| #2 | -9.66% Jan 28, 2026 - Apr 30, 2026 | -19.50% Jan 26, 2026 - Jun 8, 2026 |
| #3 | -6.23% Jul 16, 2024 - Sep 19, 2024 | -11.06% Jul 15, 2024 - Aug 19, 2024 |
| #4 | -4.88% Oct 28, 2025 - Dec 24, 2025 | -6.34% Aug 30, 2024 - Oct 7, 2024 |
| #5 | -4.20% Dec 6, 2024 - Feb 14, 2025 | -6.31% Oct 6, 2025 - Nov 4, 2025 |
| #6 | -3.82% Jun 2, 2026 - Jun 10, 2026 | -4.50% Nov 26, 2025 - Dec 8, 2025 |
| #7 | -3.54% Apr 1, 2024 - May 15, 2024 | -3.34% Dec 15, 2025 - Dec 23, 2025 |
| #8 | -2.62% Oct 8, 2025 - Oct 24, 2025 | -2.69% Dec 26, 2025 - Jan 7, 2026 |
| #9 | -2.57% Jan 12, 2026 - Jan 28, 2026 | -2.33% May 21, 2024 - Jun 3, 2024 |
| #10 | -2.34% Oct 14, 2024 - Nov 6, 2024 | -2.25% Dec 8, 2025 - Dec 10, 2025 |
| #11 | -1.99% Jul 25, 2025 - Aug 12, 2025 | -2.14% Jul 1, 2024 - Jul 5, 2024 |
| #12 | -1.87% Nov 11, 2024 - Nov 26, 2024 | -1.80% Jan 14, 2026 - Jan 16, 2026 |
| #13 | -1.85% May 14, 2026 - May 26, 2026 | -1.74% Jun 25, 2024 - Jul 1, 2024 |
| #14 | -1.40% Aug 14, 2025 - Aug 27, 2025 | -1.47% Nov 19, 2025 - Nov 25, 2025 |
| #15 | -1.29% Sep 22, 2025 - Oct 1, 2025 | -1.33% Jan 16, 2026 - Jan 22, 2026 |
Correlation
Correlation between ARLU and OZEM is 0.77 which considered as a strong positive correlation - the stocks tend to move together.
0.77
-101
Select Stocks to Compare
Popular: ARLU vs SPYOZEM vs SPY
More Comparisons
Compare with similar stocks