DVAL vs JULT
Comparison between BRANDYWINEGLOBAL-DYNAMIC US LARGE CAP VALUE ETF (DVAL, ETF) and ALLIANZIM U.S. EQUITY BUFFER10 JUL ETF (JULT, ETF).
DVAL vs JULT - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
DVAL
$80M
JULT
$79M
Expense Ratio
Winner
DVAL
0.49%
JULT
0.74%
Max Drawdown
DVAL
20.38%
Winner
JULT
13.57%
Sharpe Ratio
DVAL
1.00
Winner
JULT
1.80
5Y Beta
DVAL
0.67
Winner
JULT
0.64
P/E Ratio
DVAL
13.13
JULT
N/A
Forward P/E
DVAL
12.63
JULT
N/A
PEG Ratio
DVAL
0.27
JULT
N/A
5Y EPS CAGR
DVAL
13.94%
JULT
N/A
Debt to Equity
DVAL
58.00%
JULT
N/A
P/S Ratio
DVAL
1.33
JULT
N/A
P/B Ratio
DVAL
2.41
JULT
N/A
DVAL vs JULT - Historical Returns
Returns include dividend reinvestment.
1M
Winner
DVAL
+2.36%
JULT
+1.16%
3M
DVAL
+2.06%
Winner
JULT
+5.04%
6M
Winner
DVAL
+8.02%
JULT
+6.03%
1Y
DVAL
+14.90%
Winner
JULT
+18.48%
5Y(CAGR)
DVAL
N/A
JULT
+11.27%
Max(CAGR)
DVAL
+10.96%
Winner
JULT
+12.01%
DVAL vs JULT - Annual Returns (2020 - 2026)
Returns include dividend reinvestment.
| Year | DVAL | JULT |
|---|---|---|
| 2026 | +6.67% | +5.45% |
| 2025 | +9.14% | +13.84% |
| 2024 | +12.13% | +18.15% |
| 2023 | +8.56% | +21.66% |
| 2022 | +1.62% | -6.01% |
| 2021 | N/A | +10.39% |
| 2020 | N/A | +10.68% |
DVAL vs JULT Drawdown Comparison
The maximum drawdown for DVAL was -18.14%, occurring on Apr 8, 2025. Recovery took 258 trading sessions.
The maximum drawdown for JULT was -13.57%, occurring on Apr 8, 2025. Recovery took 86 trading sessions.
The current DVAL drawdown is -0.35%. The current JULT drawdown is -0.45%.
| Rank | DVAL | JULT |
|---|---|---|
| #1 | -18.14% Nov 29, 2024 - Dec 11, 2025 | -13.57% Feb 19, 2025 - Jun 24, 2025 |
| #2 | -11.87% Feb 2, 2023 - Dec 19, 2023 | -11.50% Jan 3, 2022 - Feb 2, 2023 |
| #3 | -6.20% Feb 9, 2026 - Jun 4, 2026 | -6.74% Jul 28, 2023 - Nov 20, 2023 |
| #4 | -6.14% Nov 30, 2022 - Jan 11, 2023 | -5.84% Jul 16, 2024 - Aug 21, 2024 |
| #5 | -6.09% Mar 28, 2024 - Jul 31, 2024 | -5.83% Feb 2, 2023 - Apr 28, 2023 |
| #6 | -5.95% Jul 31, 2024 - Aug 23, 2024 | -5.22% Feb 25, 2026 - Apr 13, 2026 |
| #7 | -3.74% Oct 18, 2024 - Nov 6, 2024 | -4.09% Sep 2, 2020 - Oct 12, 2020 |
| #8 | -3.45% Aug 30, 2024 - Sep 19, 2024 | -3.80% Oct 12, 2020 - Nov 5, 2020 |
| #9 | -3.07% Jan 13, 2023 - Jan 25, 2023 | -3.07% Mar 28, 2024 - May 6, 2024 |
| #10 | -2.75% Nov 1, 2022 - Nov 7, 2022 | -2.93% Aug 30, 2024 - Sep 16, 2024 |
| #11 | -2.11% Nov 11, 2022 - Nov 23, 2022 | -2.64% Sep 2, 2021 - Oct 19, 2021 |
| #12 | -2.08% Nov 11, 2024 - Nov 22, 2024 | -2.52% Oct 27, 2025 - Nov 28, 2025 |
| #13 | -2.01% Nov 8, 2022 - Nov 10, 2022 | -2.35% Dec 6, 2024 - Jan 21, 2025 |
| #14 | -1.99% Jan 2, 2024 - Jan 26, 2024 | -2.27% May 1, 2023 - May 18, 2023 |
| #15 | -1.84% Jan 15, 2026 - Jan 29, 2026 | -2.24% Nov 4, 2021 - Dec 23, 2021 |
Correlation
Correlation between DVAL and JULT is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.
0.97
-101
Dividend Comparison (2020 - 2025)
DVAL vs JULT dividend yield comparison.
| Year | DVAL | JULT |
|---|---|---|
| 2025 | 2.00% | 0.00% |
| 2024 | 2.82% | 0.00% |
| 2023 | 1.16% | 0.00% |
| 2022 | 13.13% | 0.00% |
| 2020 | 0.00% | 3.86% |
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