AUGW vs XJR

Comparison between ALLIANZIM U.S. EQUITY BUFFER20 AUG ETF (AUGW, ETF) and ISHARES ESG SELECT SCREENED S&P SMALL-CAP ETF (XJR, ETF).

AUGW vs XJR - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	AUGW(ETF)	XJR(ETF)
Net Assets	$138M	$138M
Expense Ratio	0.74%	0.12%
Max Drawdown	8.76%	27.89%
Sharpe Ratio	1.79	1.27
5Y Beta	0.40	1.02
P/E Ratio	N/A	37.41
Forward P/E	N/A	15.99
5Y Dividends CAGR	N/A	20.23%
5Y EPS CAGR	N/A	12.08%
Debt to Equity	N/A	69.04%
P/S Ratio	N/A	1.17
P/B Ratio	N/A	2.09

Net Assets

Winner

AUGW

$138M

XJR

$138M

Expense Ratio

AUGW

0.74%

Winner

XJR

0.12%

Max Drawdown

Winner

AUGW

8.76%

XJR

27.89%

Sharpe Ratio

Winner

AUGW

1.79

XJR

1.27

5Y Beta

Winner

AUGW

0.40

XJR

1.02

P/E Ratio

AUGW

N/A

XJR

37.41

Forward P/E

AUGW

N/A

XJR

15.99

5Y Dividends CAGR

AUGW

N/A

XJR

20.23%

5Y EPS CAGR

AUGW

N/A

XJR

12.08%

Debt to Equity

AUGW

N/A

XJR

69.04%

P/S Ratio

AUGW

N/A

XJR

1.17

P/B Ratio

AUGW

N/A

XJR

2.09

AUGW vs XJR - Historical Returns

Returns include dividend reinvestment.

Period	AUGW	XJR
1 month	+0.88%	+0.22%
3 months	+3.57%	+8.52%
6 months	+4.42%	+13.90%
1 year	+13.04%	+28.13%
5 years(CAGR)	N/A	+5.31%
Max(CAGR)	+11.15%	+14.32%

Winner

AUGW

+0.88%

XJR

+0.22%

AUGW

+3.57%

Winner

XJR

+8.52%

AUGW

+4.42%

Winner

XJR

+13.90%

AUGW

+13.04%

Winner

XJR

+28.13%

5Y(CAGR)

AUGW

N/A

XJR

+5.31%

Max(CAGR)

AUGW

+11.15%

Winner

XJR

+14.32%

AUGW vs XJR - Annual Returns (2020 - 2026)

Returns include dividend reinvestment.

Year	AUGW	XJR
2026	+3.79%	+13.48%
2025	+11.11%	+5.10%
2024	+13.44%	+10.38%
2023	+3.32%	+16.42%
2022	N/A	-18.05%
2021	N/A	+26.45%
2020	N/A	+35.61%

AUGW vs XJR Drawdown Comparison

The maximum drawdown for AUGW was -8.76%, occurring on Apr 8, 2025. Recovery took 62 trading sessions.

The maximum drawdown for XJR was -27.12%, occurring on Apr 8, 2025. Recovery took 280 trading sessions.

The current AUGW drawdown is -0.37%. The current XJR drawdown is -1.81%.

Rank	AUGW	XJR
#1	-8.76% Feb 19, 2025 - May 19, 2025	-27.12% Nov 25, 2024 - Jan 9, 2026
#2	-4.44% Aug 1, 2023 - Nov 20, 2023	-26.88% Nov 5, 2021 - Jul 16, 2024
#3	-3.20% Feb 25, 2026 - Apr 9, 2026	-9.76% Jun 8, 2021 - Nov 3, 2021
#4	-2.77% Jul 30, 2024 - Aug 15, 2024	-9.43% Feb 10, 2026 - Apr 14, 2026
#5	-2.07% Apr 1, 2024 - May 6, 2024	-9.34% Mar 12, 2021 - Jun 8, 2021
#6	-1.79% Aug 30, 2024 - Sep 16, 2024	-9.04% Jul 31, 2024 - Sep 19, 2024
#7	-1.66% Oct 27, 2025 - Nov 28, 2025	-6.34% Oct 23, 2020 - Nov 5, 2020
#8	-1.52% Dec 6, 2024 - Jan 21, 2025	-4.41% Nov 11, 2024 - Nov 25, 2024
#9	-1.40% May 19, 2025 - Jun 3, 2025	-4.33% May 6, 2026 - May 26, 2026
#10	-1.23% Dec 28, 2023 - Jan 10, 2024	-4.23% Feb 24, 2021 - Mar 8, 2021
#11	-1.11% Oct 18, 2024 - Nov 6, 2024	-3.65% Oct 16, 2024 - Nov 6, 2024
#12	-1.02% Oct 8, 2025 - Oct 20, 2025	-3.40% Jan 26, 2021 - Feb 4, 2021
#13	-0.89% Jan 23, 2025 - Feb 6, 2025	-3.28% Nov 24, 2020 - Dec 4, 2020
#14	-0.87% Feb 2, 2026 - Feb 9, 2026	-3.23% Sep 19, 2024 - Oct 16, 2024
#15	-0.83% Jan 29, 2024 - Feb 2, 2024	-2.74% Jan 22, 2026 - Feb 6, 2026