EQRR vs JULB

Comparison between PROSHARES EQUITIES FOR RISING RATES ETF (EQRR, ETF) and APTUS JULY BUFFER ETF (JULB, ETF).

EQRR vs JULB - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	EQRR(ETF)	JULB(ETF)
Net Assets	$38M	$38M
Expense Ratio	0.35%	0.25%
Max Drawdown	59.49%	5.24%
Sharpe Ratio	1.80	1.28
5Y Beta	0.75	0.48
P/E Ratio	21.10	N/A
Forward P/E	14.05	N/A
PEG Ratio	0.65	N/A
5Y Dividends CAGR	5.42%	N/A
5Y EPS CAGR	16.87%	N/A
Debt to Equity	-123.17%	N/A
P/S Ratio	2.15	N/A
P/B Ratio	3.36	N/A

Net Assets

EQRR

$38M

Winner

JULB

$38M

Expense Ratio

EQRR

0.35%

Winner

JULB

0.25%

Max Drawdown

EQRR

59.49%

Winner

JULB

5.24%

Sharpe Ratio

Winner

EQRR

1.80

JULB

1.28

5Y Beta

EQRR

0.75

Winner

JULB

0.48

P/E Ratio

EQRR

21.10

JULB

N/A

Forward P/E

EQRR

14.05

JULB

N/A

PEG Ratio

EQRR

0.65

JULB

N/A

5Y Dividends CAGR

EQRR

5.42%

JULB

N/A

5Y EPS CAGR

EQRR

16.87%

JULB

N/A

Debt to Equity

EQRR

-123.17%

JULB

N/A

P/S Ratio

EQRR

2.15

JULB

N/A

P/B Ratio

EQRR

3.36

JULB

N/A

EQRR vs JULB - Holdings Comparison

EQRR and JULB have 0 common holdings. Overlap is 0.00%

EQRR's top 25 holdings weight is 65.81%. JULB's top 25 holdings weight is 2.62%.

Rank	EQRR	JULB
#1	MARATHON PETROLEUM CORP (MPC) - 3.05%	FIRST AMERICAN TREASURY OBLIGS X (FXFXX) - 2.62%
#2	OCCIDENTAL PETROLEUM CORP (OXY) - 3.00%	N/A
#3	VALERO ENERGY CORP (VLO) - 2.98%	N/A
#4	CONOCOPHILLIPS (COP) - 2.97%	N/A
#5	EOG RESOURCES INC (EOG) - 2.95%	N/A
#6	CHEVRON CORP (CVX) - 2.95%	N/A
#7	DEVON ENERGY CORP (DVN) - 2.92%	N/A
#8	DIAMONDBACK ENERGY INC (FANG) - 2.91%	N/A
#9	HALLIBURTON CO (HAL) - 2.87%	N/A
#10	BAKER HUGHES CO CLASS A (BKR) - 2.80%	N/A
#11	ZSCALER INC (ZS) - 2.74%	N/A
#12	CROWDSTRIKE HOLDINGS INC CLASS A (CRWD) - 2.69%	N/A
#13	PALO ALTO NETWORKS INC (PANW) - 2.69%	N/A
#14	APPLOVIN CORP ORDINARY SHARES CLASS A (APP) - 2.68%	N/A
#15	ALPHABET INC CLASS A (GOOGL) - 2.63%	N/A
#16	FORTINET INC (FTNT) - 2.54%	N/A
#17	NVIDIA CORP (NVDA) - 2.48%	N/A
#18	VERTIV HOLDINGS CO CLASS A (VRT) - 2.44%	N/A
#19	HP INC (HPQ) - 2.43%	N/A
#20	SYNOPSYS INC (SNPS) - 2.33%	N/A
#21	LPL FINANCIAL HOLDINGS INC (LPLA) - 2.22%	N/A
#22	AMERIPRISE FINANCIAL INC (AMP) - 2.17%	N/A
#23	RAYMOND JAMES FINANCIAL INC (RJF) - 2.16%	N/A
#24	ARES MANAGEMENT CORP ORDINARY SHARES CLASS A (ARES) - 2.14%	N/A
#25	METLIFE INC (MET) - 2.07%	N/A
Total Holdings	51	1

EQRR vs JULB - Historical Returns

Returns include dividend reinvestment.

Period	EQRR	JULB
1 month	+0.55%	+0.60%
3 months	+8.85%	+3.87%
6 months	+21.73%	+6.28%
1 year	+32.84%	N/A
5 years(CAGR)	+13.80%	N/A
10 years(CAGR)	+10.21%	N/A
Max(CAGR)	+10.21%	+12.81%

EQRR

+0.55%

Winner

JULB

+0.60%

Winner

EQRR

+8.85%

JULB

+3.87%

Winner

EQRR

+21.73%

JULB

+6.28%

EQRR

+32.84%

JULB

N/A

5Y(CAGR)

EQRR

+13.80%

JULB

N/A

10Y(CAGR)

EQRR

+10.21%

JULB

N/A

Max(CAGR)

EQRR

+10.21%

Winner

JULB

+12.81%

EQRR vs JULB - Annual Returns (2017 - 2026)

Returns include dividend reinvestment.

Year	EQRR	JULB
2026	+23.91%	+6.95%
2025	+14.89%	+2.56%
2024	+7.29%	N/A
2023	+10.33%	N/A
2022	+0.60%	N/A
2021	+34.92%	N/A
2020	-10.19%	N/A
2019	+17.43%	N/A
2018	-19.25%	N/A
2017	+15.64%	N/A

EQRR vs JULB Drawdown Comparison

The maximum drawdown for EQRR was -57.93%, occurring on Mar 18, 2020. Recovery took 670 trading sessions.

The maximum drawdown for JULB was -5.24%, occurring on Mar 30, 2026. Recovery took 53 trading sessions.

The current EQRR drawdown is -2.07%. The current JULB drawdown is -1.19%.

Rank	EQRR	JULB
#1	-57.93% Aug 29, 2018 - Apr 29, 2021	-5.24% Jan 28, 2026 - Apr 15, 2026
#2	-21.74% Jun 7, 2022 - Jan 13, 2023	-2.28% Oct 28, 2025 - Nov 28, 2025
#3	-18.78% Feb 7, 2023 - Jan 30, 2024	-1.47% Jun 4, 2026 - Jun 15, 2026
#4	-17.76% Nov 29, 2024 - Aug 22, 2025	-1.31% Jan 12, 2026 - Jan 27, 2026
#5	-11.78% Jun 8, 2021 - Oct 15, 2021	-1.19% Dec 11, 2025 - Dec 22, 2025
#6	-10.78% Apr 5, 2024 - Nov 18, 2024	-1.19% Jul 10, 2026 - Jul 23, 2026
#7	-10.78% Jan 26, 2018 - May 16, 2018	-0.58% May 14, 2026 - May 22, 2026
#8	-10.77% Mar 25, 2022 - Jun 7, 2022	-0.48% Jun 18, 2026 - Jun 29, 2026
#9	-9.30% Jan 12, 2022 - Feb 9, 2022	-0.47% Dec 26, 2025 - Jan 6, 2026
#10	-9.14% Nov 8, 2021 - Jan 4, 2022	-0.41% Jun 15, 2026 - Jun 18, 2026
#11	-8.94% Feb 9, 2022 - Mar 25, 2022	-0.39% Apr 17, 2026 - Apr 22, 2026
#12	-6.45% Jun 11, 2018 - Aug 29, 2018	-0.39% Oct 15, 2025 - Oct 17, 2025
#13	-6.22% Jul 25, 2017 - Sep 22, 2017	-0.33% Jul 6, 2026 - Jul 10, 2026
#14	-4.95% Nov 11, 2025 - Nov 28, 2025	-0.28% Apr 27, 2026 - Apr 30, 2026
#15	-4.18% Sep 26, 2025 - Nov 11, 2025	-0.28% Oct 21, 2025 - Oct 23, 2025