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HAP vs JULW

Comparison between VANECK NATURAL RESOURCES ETF (HAP, ETF) and ALLIANZIM U.S. EQUITY BUFFER20 JUL ETF (JULW, ETF).

5-Year PerformanceHAP has outperformed JULW, delivering a return of +10.7% compared to +8.9%

HAP vs JULW - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
HAP
$316M
Winner
JULW
$316M
Expense Ratio
Winner
HAP
0.41%
JULW
0.74%
Max Drawdown
HAP
51.53%
Winner
JULW
9.49%
Sharpe Ratio
Winner
HAP
2.13
JULW
1.82
5Y Beta
HAP
0.62
Winner
JULW
0.43
P/E Ratio
HAP
19.00
JULW
N/A
Forward P/E
HAP
14.65
JULW
N/A
5Y Dividends CAGR
HAP
5.31%
JULW
N/A
5Y EPS CAGR
HAP
23.10%
JULW
N/A
Debt to Equity
HAP
51.49%
JULW
N/A
P/S Ratio
HAP
0.04
JULW
N/A
P/B Ratio
HAP
2.45
JULW
N/A

HAP vs JULW - Historical Returns

Returns include dividend reinvestment.

1M
HAP
-3.63%
Winner
JULW
+0.73%
3M
HAP
-0.25%
Winner
JULW
+3.22%
6M
Winner
HAP
+19.90%
JULW
+4.28%
1Y
Winner
HAP
+41.44%
JULW
+13.12%
5Y(CAGR)
Winner
HAP
+10.74%
JULW
+8.95%
10Y(CAGR)
HAP
+11.44%
JULW
N/A
Max(CAGR)
HAP
+6.03%
Winner
JULW
+9.03%

HAP vs JULW - Annual Returns (2008 - 2026)

Returns include dividend reinvestment.

YearHAPJULW
2026+15.38%+3.75%
2025+33.91%+11.62%
2024-3.97%+12.61%
2023+3.89%+16.11%
2022+6.89%-1.85%
2021+24.01%+4.97%
2020+5.73%+6.92%
2019+18.58%N/A
2018-11.67%N/A
2017+15.77%N/A
2016+25.98%N/A
2015-19.85%N/A
2014-6.34%N/A
2013+4.62%N/A
2012+5.13%N/A
2011-12.33%N/A
2010+13.27%N/A
2009+38.05%N/A
2008-35.61%N/A

HAP vs JULW Drawdown Comparison

The maximum drawdown for HAP was -50.73%, occurring on Nov 20, 2008. Recovery took 534 trading sessions.

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

The current HAP drawdown is -5.26%. The current JULW drawdown is -0.16%.

RankHAPJULW
#1-50.73%
Sep 23, 2008 - Nov 4, 2010
-9.49%
Feb 19, 2025 - Jun 3, 2025
#2-44.07%
Jan 26, 2018 - Nov 24, 2020
-6.50%
Aug 16, 2022 - Jan 13, 2023
#3-40.58%
Jul 3, 2014 - Jan 2, 2018
-4.68%
Jan 3, 2022 - Aug 12, 2022
#4-30.48%
Apr 5, 2011 - Jun 19, 2014
-4.54%
Jul 28, 2023 - Nov 14, 2023
#5-25.66%
Apr 20, 2022 - Jun 12, 2025
-3.54%
Jul 16, 2024 - Aug 19, 2024
#6-11.27%
May 10, 2021 - Jan 4, 2022
-3.52%
Feb 7, 2023 - Mar 31, 2023
#7-10.24%
Sep 3, 2008 - Sep 23, 2008
-2.96%
Feb 26, 2026 - Apr 8, 2026
#8-8.31%
Mar 2, 2026 - May 13, 2026
-2.16%
Oct 12, 2020 - Nov 5, 2020
#9-8.02%
Mar 3, 2011 - Mar 30, 2011
-2.11%
Sep 2, 2020 - Oct 9, 2020
#10-7.26%
Jan 14, 2021 - Feb 12, 2021
-1.88%
Aug 30, 2024 - Sep 16, 2024
#11-5.68%
Mar 15, 2021 - Apr 15, 2021
-1.56%
May 1, 2023 - May 17, 2023
#12-5.48%
Nov 11, 2010 - Dec 10, 2010
-1.49%
Nov 16, 2021 - Dec 10, 2021
#13-5.26%
May 13, 2026 - Jun 5, 2026
-1.44%
Oct 28, 2025 - Nov 28, 2025
#14-4.56%
Jan 12, 2022 - Feb 7, 2022
-1.42%
Apr 11, 2024 - May 3, 2024
#15-4.14%
Nov 12, 2025 - Nov 28, 2025
-1.33%
May 18, 2023 - May 26, 2023

Correlation

Correlation between HAP and JULW is 0.85 which considered as a strong positive correlation - the stocks tend to move together.

0.85
-101

Dividend Comparison (2008 - 2025)

HAP vs JULW dividend yield comparison.

YearHAPJULW
20252.27%0.00%
20242.65%0.00%
20233.27%0.00%
20223.28%0.00%
20212.16%0.00%
20202.45%3.04%
20192.80%0.00%
20182.85%0.00%
20172.02%0.00%
20161.99%0.00%
20153.00%0.00%
20142.51%0.00%
20132.22%0.00%
20122.38%0.00%
20111.96%0.00%
20100.81%0.00%
20090.73%0.00%
20080.27%0.00%

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