GDIV vs JULW

Comparison between HARBOR DIVIDEND GROWTH LEADERS ETF (GDIV, ETF) and ALLIANZIM U.S. EQUITY BUFFER20 JUL ETF (JULW, ETF).

GDIV vs JULW - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	GDIV(ETF)	JULW(ETF)
Net Assets	$231M	$231M
Expense Ratio	0.50%	0.74%
Max Drawdown	19.13%	9.49%
Sharpe Ratio	1.41	1.25
5Y Beta	0.84	0.42
P/E Ratio	24.95	N/A
Forward P/E	20.34	N/A
PEG Ratio	0.49	N/A
5Y EPS CAGR	25.40%	N/A
Debt to Equity	75.24%	N/A
P/S Ratio	0.45	N/A
P/B Ratio	4.42	N/A

Net Assets

GDIV

$231M

Winner

JULW

$231M

Expense Ratio

Winner

GDIV

0.50%

JULW

0.74%

Max Drawdown

GDIV

19.13%

Winner

JULW

9.49%

Sharpe Ratio

Winner

GDIV

1.41

JULW

1.25

5Y Beta

GDIV

0.84

Winner

JULW

0.42

P/E Ratio

GDIV

24.95

JULW

N/A

Forward P/E

GDIV

20.34

JULW

N/A

PEG Ratio

GDIV

0.49

JULW

N/A

5Y EPS CAGR

GDIV

25.40%

JULW

N/A

Debt to Equity

GDIV

75.24%

JULW

N/A

P/S Ratio

GDIV

0.45

JULW

N/A

P/B Ratio

GDIV

4.42

JULW

N/A

GDIV vs JULW - Historical Returns

Returns include dividend reinvestment.

Period	GDIV	JULW
1 month	+0.76%	+0.37%
3 months	+5.19%	+2.29%
6 months	+9.30%	+4.21%
1 year	+21.86%	+9.33%
5 years(CAGR)	+12.70%	+9.09%
Max(CAGR)	+12.70%	+8.97%

Winner

GDIV

+0.76%

JULW

+0.37%

Winner

GDIV

+5.19%

JULW

+2.29%

Winner

GDIV

+9.30%

JULW

+4.21%

Winner

GDIV

+21.86%

JULW

+9.33%

5Y(CAGR)

Winner

GDIV

+12.70%

JULW

+9.09%

Max(CAGR)

Winner

GDIV

+12.70%

JULW

+8.97%

GDIV vs JULW - Annual Returns (2020 - 2026)

Returns include dividend reinvestment.

Year	GDIV	JULW
2026	+12.07%	+4.54%
2025	+11.15%	+11.62%
2024	+15.09%	+12.61%
2023	+17.30%	+16.11%
2022	-1.62%	-1.85%
2021	N/A	+4.97%
2020	N/A	+6.92%

GDIV vs JULW Drawdown Comparison

The maximum drawdown for GDIV was -18.93%, occurring on Apr 8, 2025. Recovery took 149 trading sessions.

The maximum drawdown for JULW was -9.49%, occurring on Apr 8, 2025. Recovery took 72 trading sessions.

The current GDIV drawdown is -0.68%. The current JULW drawdown is -0.28%.

Rank	GDIV	JULW
#1	-18.93% Jan 24, 2025 - Aug 28, 2025	-9.49% Feb 19, 2025 - Jun 3, 2025
#2	-15.07% Jun 7, 2022 - Jun 15, 2023	-6.50% Aug 16, 2022 - Jan 13, 2023
#3	-9.67% Feb 11, 2026 - May 5, 2026	-4.68% Jan 3, 2022 - Aug 12, 2022
#4	-7.59% Jul 20, 2023 - Nov 20, 2023	-4.54% Jul 28, 2023 - Nov 14, 2023
#5	-7.11% Jul 16, 2024 - Aug 23, 2024	-3.54% Jul 16, 2024 - Aug 19, 2024
#6	-6.12% Mar 28, 2024 - Jun 20, 2024	-3.52% Feb 7, 2023 - Mar 31, 2023
#7	-4.48% Aug 30, 2024 - Sep 19, 2024	-2.96% Feb 26, 2026 - Apr 8, 2026
#8	-3.99% Nov 26, 2024 - Jan 21, 2025	-2.16% Oct 12, 2020 - Nov 5, 2020
#9	-3.78% Oct 18, 2024 - Nov 8, 2024	-2.11% Sep 2, 2020 - Oct 9, 2020
#10	-2.94% Nov 8, 2024 - Nov 26, 2024	-1.88% Aug 30, 2024 - Sep 16, 2024
#11	-2.89% Nov 12, 2025 - Nov 25, 2025	-1.56% May 1, 2023 - May 17, 2023
#12	-2.88% Dec 11, 2025 - Jan 6, 2026	-1.49% Nov 16, 2021 - Dec 10, 2021
#13	-2.84% Oct 3, 2025 - Oct 21, 2025	-1.44% Oct 28, 2025 - Nov 28, 2025
#14	-2.19% Jun 4, 2026 - Jun 15, 2026	-1.42% Apr 11, 2024 - May 3, 2024
#15	-2.08% Jun 15, 2023 - Jun 29, 2023	-1.33% May 18, 2023 - May 26, 2023