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FLJJ vs UTWY

Comparison between ALLIANZIM U.S. EQUITY 6 MONTH FLOOR5 JAN/JUL ETF (FLJJ, ETF) and F/M US TREASURY 20 YEAR BOND ETF (UTWY, ETF).

FLJJ vs UTWY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
FLJJ
$8.50M
UTWY
$8.50M
Expense Ratio
FLJJ
0.74%
Winner
UTWY
0.15%
Max Drawdown
Winner
FLJJ
6.91%
UTWY
19.94%
Sharpe Ratio
Winner
FLJJ
1.59
UTWY
-0.12
5Y Beta
FLJJ
0.33
Winner
UTWY
0.05

FLJJ vs UTWY - Historical Returns

Returns include dividend reinvestment.

1M
Winner
FLJJ
+0.52%
UTWY
-1.84%
3M
Winner
FLJJ
+3.75%
UTWY
-1.98%
6M
Winner
FLJJ
+5.64%
UTWY
-1.78%
1Y
Winner
FLJJ
+11.35%
UTWY
+1.83%
Max(CAGR)
Winner
FLJJ
+12.83%
UTWY
-1.22%

FLJJ vs UTWY - Annual Returns (2023 - 2026)

Returns include dividend reinvestment.

YearFLJJUTWY
2026+5.87%-1.73%
2025+11.35%+4.80%
2024+14.19%-4.49%
2023N/A-1.81%

FLJJ vs UTWY Drawdown Comparison

The maximum drawdown for FLJJ was -6.91%, occurring on Apr 8, 2025. Recovery took 77 trading sessions.

The maximum drawdown for UTWY was -18.18%, occurring on Oct 19, 2023. Recovery took 362 trading sessions.

The current FLJJ drawdown is -0.29%. The current UTWY drawdown is -7.19%.

RankFLJJUTWY
#1-6.91%
Feb 19, 2025 - Jun 10, 2025
-18.18%
Apr 6, 2023 - Sep 16, 2024
#2-3.86%
Feb 25, 2026 - Apr 14, 2026
-11.88%
Sep 16, 2024 - Jan 14, 2025
#3-3.67%
Jul 16, 2024 - Aug 21, 2024
-0.18%
Mar 28, 2023 - Mar 30, 2023
#4-2.55%
Mar 28, 2024 - May 6, 2024
N/A
#5-2.30%
Aug 30, 2024 - Sep 19, 2024
N/A
#6-1.36%
Nov 12, 2025 - Nov 25, 2025
N/A
#7-1.20%
Oct 18, 2024 - Nov 6, 2024
N/A
#8-1.15%
Dec 17, 2024 - Dec 24, 2024
N/A
#9-1.15%
Jun 12, 2025 - Jun 24, 2025
N/A
#10-1.05%
Feb 2, 2026 - Feb 25, 2026
N/A
#11-0.98%
May 29, 2026 - Jun 15, 2026
N/A
#12-0.98%
Jan 6, 2025 - Jan 17, 2025
N/A
#13-0.89%
Jan 12, 2026 - Jan 27, 2026
N/A
#14-0.84%
Jul 25, 2025 - Aug 8, 2025
N/A
#15-0.82%
Oct 8, 2025 - Oct 20, 2025
N/A

Correlation

Correlation between FLJJ and UTWY is 0.43 which considered as a weak positive correlation - the stocks show a slight tendency to move together.

0.43
-101

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