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BNDS vs JUNW

Comparison between INFRASTRUCTURE CAPITAL BOND INCOME ETF (BNDS, ETF) and ALLIANZIM U.S. EQUITY BUFFER20 JUN ETF (JUNW, ETF).

BNDS vs JUNW - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
BNDS
$60M
Winner
JUNW
$60M
Expense Ratio
BNDS
0.88%
Winner
JUNW
0.74%
Max Drawdown
BNDS
21.88%
Winner
JUNW
8.57%
Sharpe Ratio
Winner
BNDS
2.30
JUNW
1.30
5Y Beta
Winner
BNDS
0.22
JUNW
0.41

BNDS vs JUNW - Historical Returns

Returns include dividend reinvestment.

1M
Winner
BNDS
-0.05%
JUNW
-0.54%
3M
BNDS
+1.43%
Winner
JUNW
+1.44%
6M
Winner
BNDS
+4.40%
JUNW
+2.70%
1Y
Winner
BNDS
+12.39%
JUNW
+9.03%
10Y(CAGR)
BNDS
+0.02%
JUNW
N/A
Max(CAGR)
BNDS
+2.26%
Winner
JUNW
+10.57%

BNDS vs JUNW - Annual Returns (2007 - 2026)

Returns include dividend reinvestment.

YearBNDSJUNW
2026+3.96%+2.14%
2025+8.30%+11.29%
2024N/A+11.33%
2023N/A+7.28%
2017+3.56%N/A
2016+2.28%N/A
2015+0.06%N/A
2014+5.94%N/A
2013-2.08%N/A
2012+4.23%N/A
2011+7.93%N/A
2010+6.29%N/A
2009+3.94%N/A
2008+7.97%N/A
2007+5.46%N/A

BNDS vs JUNW Drawdown Comparison

The maximum drawdown for BNDS was -18.02%, occurring on Apr 8, 2025. This drawdown has not yet recovered.

The maximum drawdown for JUNW was -8.57%, occurring on Apr 8, 2025. Recovery took 57 trading sessions.

The current BNDS drawdown is -2.29%. The current JUNW drawdown is -1.19%.

RankBNDSJUNW
#1-18.02%
Sep 7, 2017 - Apr 8, 2025
-8.57%
Feb 19, 2025 - May 12, 2025
#2-13.75%
Sep 9, 2008 - Nov 10, 2008
-3.86%
Sep 14, 2023 - Nov 14, 2023
#3-6.43%
Jan 20, 2009 - Aug 13, 2009
-3.54%
Jul 16, 2024 - Aug 19, 2024
#4-5.01%
May 1, 2013 - May 7, 2014
-2.31%
Feb 26, 2026 - Apr 8, 2026
#5-4.38%
Jul 6, 2016 - Aug 31, 2017
-1.70%
Aug 1, 2023 - Sep 14, 2023
#6-3.71%
Nov 4, 2010 - May 5, 2011
-1.69%
Aug 30, 2024 - Sep 16, 2024
#7-3.47%
Mar 17, 2008 - Sep 9, 2008
-1.51%
May 16, 2025 - May 27, 2025
#8-3.11%
Jan 30, 2015 - Feb 8, 2016
-1.19%
Jun 2, 2026 - Jun 5, 2026
#9-2.97%
Nov 10, 2008 - Nov 25, 2008
-1.13%
Oct 28, 2025 - Nov 26, 2025
#10-1.82%
Dec 18, 2008 - Jan 14, 2009
-1.13%
Dec 16, 2024 - Jan 15, 2025
#11-1.81%
May 30, 2007 - Jul 26, 2007
-0.74%
Oct 29, 2024 - Nov 6, 2024
#12-1.81%
Nov 30, 2009 - Mar 1, 2010
-0.71%
Oct 8, 2025 - Oct 20, 2025
#13-1.79%
Sep 22, 2011 - Dec 16, 2011
-0.65%
Jul 28, 2025 - Aug 8, 2025
#14-1.77%
Dec 3, 2007 - Jan 3, 2008
-0.62%
Jun 15, 2023 - Jun 30, 2023
#15-1.62%
Jan 22, 2008 - Mar 14, 2008
-0.62%
Sep 30, 2024 - Oct 11, 2024

Correlation

Correlation between BNDS and JUNW is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.

0.96
-101

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