BNKU vs JNEU
Comparison between Bank of Montreal (BNKU, ETF) and ALLIANZIM U.S. EQUITY BUFFER15 UNCAPPED JUN ETF (JNEU, ETF).
BNKU vs JNEU - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
BNKU
$32M
Winner
JNEU
$32M
Expense Ratio
BNKU
N/A
JNEU
0.74%
Max Drawdown
BNKU
91.10%
Winner
JNEU
13.53%
Sharpe Ratio
Winner
BNKU
1.53
JNEU
1.46
5Y Beta
BNKU
1.43
Winner
JNEU
0.69
P/E Ratio
BNKU
8.63
JNEU
N/A
Forward P/E
BNKU
13.58
JNEU
N/A
PEG Ratio
BNKU
0.32
JNEU
N/A
5Y EPS CAGR
BNKU
11.94%
JNEU
N/A
Debt to Equity
BNKU
92.79%
JNEU
N/A
P/S Ratio
BNKU
3.90
JNEU
N/A
P/B Ratio
BNKU
1.81
JNEU
N/A
BNKU vs JNEU - Historical Returns
Returns include dividend reinvestment.
1M
Winner
BNKU
+25.82%
JNEU
+0.89%
3M
Winner
BNKU
+63.63%
JNEU
+11.05%
6M
Winner
BNKU
+15.82%
JNEU
+8.59%
1Y
Winner
BNKU
+111.56%
JNEU
+19.94%
5Y(CAGR)
BNKU
-7.25%
JNEU
N/A
Max(CAGR)
BNKU
-3.64%
Winner
JNEU
+14.62%
BNKU vs JNEU - Annual Returns (2019 - 2026)
Returns include dividend reinvestment.
| Year | BNKU | JNEU |
|---|---|---|
| 2026 | +9.19% | +8.44% |
| 2025 | +46.04% | +11.52% |
| 2024 | +44.52% | +8.93% |
| 2023 | -7.85% | N/A |
| 2022 | -57.27% | N/A |
| 2021 | +120.87% | N/A |
| 2020 | -68.69% | N/A |
| 2019 | +55.82% | N/A |
BNKU vs JNEU Drawdown Comparison
The maximum drawdown for BNKU was -91.10%, occurring on Mar 23, 2020. This drawdown has not yet recovered.
The maximum drawdown for JNEU was -13.53%, occurring on Apr 8, 2025. Recovery took 93 trading sessions.
The current BNKU drawdown is -52.28%. The current JNEU drawdown is -1.72%.
| Rank | BNKU | JNEU |
|---|---|---|
| #1 | -91.10% Jan 2, 2020 - Mar 23, 2020 | -13.53% Feb 19, 2025 - Jul 3, 2025 |
| #2 | -35.57% Jul 26, 2019 - Oct 25, 2019 | -8.05% Jan 12, 2026 - Apr 15, 2026 |
| #3 | -28.32% May 3, 2019 - Jul 24, 2019 | -6.41% Jul 16, 2024 - Sep 19, 2024 |
| #4 | -8.07% Nov 27, 2019 - Dec 6, 2019 | -4.50% Oct 28, 2025 - Jan 6, 2026 |
| #5 | -4.22% Nov 8, 2019 - Nov 22, 2019 | -4.09% Dec 6, 2024 - Jan 23, 2025 |
| #6 | -3.87% Apr 4, 2019 - Apr 12, 2019 | -2.96% Jun 2, 2026 - Jun 10, 2026 |
| #7 | -3.36% Apr 12, 2019 - Apr 16, 2019 | -2.47% Oct 8, 2025 - Oct 24, 2025 |
| #8 | -3.09% Apr 29, 2019 - May 3, 2019 | -2.30% Oct 14, 2024 - Nov 6, 2024 |
| #9 | -2.90% Apr 17, 2019 - Apr 29, 2019 | -1.98% May 14, 2026 - May 26, 2026 |
| #10 | -2.75% Jul 24, 2019 - Jul 26, 2019 | -1.87% Jul 25, 2025 - Aug 12, 2025 |
| #11 | -2.72% Dec 17, 2019 - Dec 26, 2019 | -1.82% Nov 11, 2024 - Nov 26, 2024 |
| #12 | -2.21% Dec 26, 2019 - Jan 2, 2020 | -1.72% Jan 23, 2025 - Feb 18, 2025 |
| #13 | -1.74% Dec 6, 2019 - Dec 13, 2019 | -1.29% Aug 14, 2025 - Aug 27, 2025 |
| #14 | -1.42% Oct 28, 2019 - Nov 1, 2019 | -1.21% Sep 22, 2025 - Oct 1, 2025 |
| #15 | -1.18% Nov 25, 2019 - Nov 27, 2019 | -1.16% Aug 28, 2025 - Sep 9, 2025 |
Correlation
Correlation between BNKU and JNEU is 0.61 which considered as a moderate positive correlation - the stocks show some tendency to move together.
0.61
-101
Select Stocks to Compare
Popular: BNKU vs SPYJNEU vs SPY
More Comparisons
Compare with similar stocks