AVRY vs JULU

Comparison between AVORY FOUNDATIONAL ETF (AVRY, ETF) and ALLIANZIM U.S. EQUITY BUFFER15 UNCAPPED JUL ETF (JULU, ETF).

AVRY vs JULU - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	AVRY(ETF)	JULU(ETF)
Net Assets	$58M	$59M
Expense Ratio	0.89%	0.74%
Max Drawdown	21.58%	12.46%
Sharpe Ratio	-0.64	0.92
5Y Beta	1.17	0.65
P/E Ratio	111.38	N/A
Forward P/E	21.84	N/A
Debt to Equity	29.38%	N/A
P/S Ratio	2.78	N/A
P/B Ratio	3.71	N/A

Net Assets

AVRY

$58M

Winner

JULU

$59M

Expense Ratio

AVRY

0.89%

Winner

JULU

0.74%

Max Drawdown

AVRY

21.58%

Winner

JULU

12.46%

Sharpe Ratio

AVRY

-0.64

Winner

JULU

0.92

5Y Beta

AVRY

1.17

Winner

JULU

0.65

P/E Ratio

AVRY

111.38

JULU

N/A

Forward P/E

AVRY

21.84

JULU

N/A

Debt to Equity

AVRY

29.38%

JULU

N/A

P/S Ratio

AVRY

2.78

JULU

N/A

P/B Ratio

AVRY

3.71

JULU

N/A

AVRY vs JULU - Historical Returns

Returns include dividend reinvestment.

Period	AVRY	JULU
1 month	+2.66%	+0.40%
3 months	+1.64%	+3.83%
6 months	-8.55%	+5.98%
1 year	N/A	+13.19%
Max(CAGR)	-16.24%	+12.00%

Winner

AVRY

+2.66%

JULU

+0.40%

AVRY

+1.64%

Winner

JULU

+3.83%

AVRY

-8.55%

Winner

JULU

+5.98%

AVRY

N/A

JULU

+13.19%

Max(CAGR)

AVRY

-16.24%

Winner

JULU

+12.00%

AVRY vs JULU - Annual Returns (2024 - 2026)

Returns include dividend reinvestment.

Year	AVRY	JULU
2026	-8.45%	+6.75%
2025	N/A	+12.37%
2024	N/A	+5.59%

AVRY vs JULU Drawdown Comparison

The maximum drawdown for AVRY was -21.58%, occurring on Mar 27, 2026. This drawdown has not yet recovered.

The maximum drawdown for JULU was -12.46%, occurring on Apr 8, 2025. Recovery took 90 trading sessions.

The current AVRY drawdown is -9.83%. The current JULU drawdown is -2.67%.

Rank	AVRY	JULU
#1	-21.58% Jan 26, 2026 - Mar 27, 2026	-12.46% Feb 19, 2025 - Jun 30, 2025
#2	N/A	-7.04% Jan 28, 2026 - Apr 15, 2026
#3	N/A	-6.20% Jul 16, 2024 - Sep 19, 2024
#4	N/A	-4.34% Oct 29, 2025 - Jan 6, 2026
#5	N/A	-4.32% Jun 2, 2026 - Jun 10, 2026
#6	N/A	-3.90% Dec 6, 2024 - Jan 23, 2025
#7	N/A	-2.33% Oct 8, 2025 - Oct 24, 2025
#8	N/A	-2.29% Jan 12, 2026 - Jan 28, 2026
#9	N/A	-2.21% Oct 14, 2024 - Nov 6, 2024
#10	N/A	-1.96% May 14, 2026 - May 26, 2026
#11	N/A	-1.71% Nov 11, 2024 - Nov 26, 2024
#12	N/A	-1.65% Jul 25, 2025 - Aug 8, 2025
#13	N/A	-1.60% Jan 23, 2025 - Feb 19, 2025
#14	N/A	-1.21% Aug 14, 2025 - Aug 27, 2025
#15	N/A	-1.18% Aug 28, 2025 - Sep 10, 2025