DEED vs JULU

Comparison between FIRST TRUST TCW SECURITIZED PLUS ETF (DEED, ETF) and ALLIANZIM U.S. EQUITY BUFFER15 UNCAPPED JUL ETF (JULU, ETF).

DEED vs JULU - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	DEED(ETF)	JULU(ETF)
Net Assets	$66M	$67M
Expense Ratio	0.66%	0.74%
Max Drawdown	25.99%	12.46%
Sharpe Ratio	0.65	1.39
5Y Beta	0.02	0.65
5Y Dividends CAGR	11.17%	N/A

Net Assets

DEED

$66M

Winner

JULU

$67M

Expense Ratio

Winner

DEED

0.66%

JULU

0.74%

Max Drawdown

DEED

25.99%

Winner

JULU

12.46%

Sharpe Ratio

DEED

0.65

Winner

JULU

1.39

5Y Beta

Winner

DEED

0.02

JULU

0.65

5Y Dividends CAGR

DEED

11.17%

JULU

N/A

DEED vs JULU - Historical Returns

Returns include dividend reinvestment.

Period	DEED	JULU
1 month	+0.35%	+0.28%
3 months	+0.01%	+9.18%
6 months	+1.34%	+7.15%
1 year	+5.96%	+18.45%
5 years(CAGR)	+0.22%	N/A
Max(CAGR)	+1.19%	+12.90%

Winner

DEED

+0.35%

JULU

+0.28%

DEED

+0.01%

Winner

JULU

+9.18%

DEED

+1.34%

Winner

JULU

+7.15%

DEED

+5.96%

Winner

JULU

+18.45%

5Y(CAGR)

DEED

+0.22%

JULU

N/A

Max(CAGR)

DEED

+1.19%

Winner

JULU

+12.90%

DEED vs JULU - Annual Returns (2020 - 2026)

Returns include dividend reinvestment.

Year	DEED	JULU
2026	+0.61%	+7.06%
2025	+9.04%	+12.37%
2024	+3.74%	+5.59%
2023	+5.87%	N/A
2022	-15.96%	N/A
2021	+1.68%	N/A
2020	+4.71%	N/A

DEED vs JULU Drawdown Comparison

The maximum drawdown for DEED was -19.96%, occurring on Oct 25, 2023. Recovery took 1077 trading sessions.

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

The current DEED drawdown is -1.76%. The current JULU drawdown is -2.40%.

Rank	DEED	JULU
#1	-19.96% Sep 14, 2021 - Dec 29, 2025	-12.46% Feb 19, 2025 - Jun 30, 2025
#2	-3.18% Feb 27, 2026 - May 19, 2026	-7.04% Jan 28, 2026 - Apr 15, 2026
#3	-0.84% Jan 14, 2026 - Feb 10, 2026	-6.20% Jul 16, 2024 - Sep 19, 2024
#4	-0.73% Feb 24, 2021 - Apr 15, 2021	-4.34% Oct 29, 2025 - Jan 6, 2026
#5	-0.47% May 29, 2020 - Jun 9, 2020	-4.32% Jun 2, 2026 - Jun 10, 2026
#6	-0.46% Aug 3, 2021 - Sep 7, 2021	-3.90% Dec 6, 2024 - Jan 23, 2025
#7	-0.40% Feb 10, 2021 - Feb 23, 2021	-2.33% Oct 8, 2025 - Oct 24, 2025
#8	-0.37% Dec 29, 2025 - Jan 9, 2026	-2.29% Jan 12, 2026 - Jan 28, 2026
#9	-0.35% Jun 11, 2021 - Jul 8, 2021	-2.21% Oct 14, 2024 - Nov 6, 2024
#10	-0.29% Aug 4, 2020 - Aug 27, 2020	-1.96% May 14, 2026 - May 26, 2026
#11	-0.29% May 7, 2021 - May 25, 2021	-1.71% Nov 11, 2024 - Nov 26, 2024
#12	-0.27% Apr 22, 2021 - May 5, 2021	-1.65% Jul 25, 2025 - Aug 8, 2025
#13	-0.27% Jul 8, 2021 - Jul 19, 2021	-1.60% Jan 23, 2025 - Feb 19, 2025
#14	-0.25% Oct 16, 2020 - Nov 18, 2020	-1.21% Aug 14, 2025 - Aug 27, 2025
#15	-0.23% Jul 20, 2021 - Jul 28, 2021	-1.18% Aug 28, 2025 - Sep 10, 2025