HEAL vs JULM

Comparison between GLOBAL X HEALTHTECH ETF (HEAL, ETF) and FT VEST U.S. EQUITY MAX BUFFER ETF - JULY (JULM, ETF).

HEAL vs JULM - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	HEAL(ETF)	JULM(ETF)
Net Assets	$25M	$25M
Expense Ratio	0.50%	0.85%
Max Drawdown	65.87%	4.42%
Sharpe Ratio	-1.10	1.37
5Y Beta	0.95	0.20
P/E Ratio	-936.10	N/A
Forward P/E	27.25	N/A
5Y Dividends CAGR	38.09%	N/A
Debt to Equity	49.03%	N/A
P/S Ratio	2.26	N/A
P/B Ratio	4.03	N/A

Net Assets

HEAL

$25M

JULM

$25M

Expense Ratio

Winner

HEAL

0.50%

JULM

0.85%

Max Drawdown

HEAL

65.87%

Winner

JULM

4.42%

Sharpe Ratio

HEAL

-1.10

Winner

JULM

1.37

5Y Beta

HEAL

0.95

Winner

JULM

0.20

P/E Ratio

HEAL

-936.10

JULM

N/A

Forward P/E

HEAL

27.25

JULM

N/A

5Y Dividends CAGR

HEAL

38.09%

JULM

N/A

Debt to Equity

HEAL

49.03%

JULM

N/A

P/S Ratio

HEAL

2.26

JULM

N/A

P/B Ratio

HEAL

4.03

JULM

N/A

HEAL vs JULM - Historical Returns

Returns include dividend reinvestment.

Period	HEAL	JULM
1 month	+3.76%	+0.50%
3 months	+4.19%	+2.54%
6 months	-14.72%	+3.06%
1 year	-19.71%	+6.81%
5 years(CAGR)	-14.30%	N/A
Max(CAGR)	-9.53%	+7.05%

Winner

HEAL

+3.76%

JULM

+0.50%

Winner

HEAL

+4.19%

JULM

+2.54%

HEAL

-14.72%

Winner

JULM

+3.06%

HEAL

-19.71%

Winner

JULM

+6.81%

5Y(CAGR)

HEAL

-14.30%

JULM

N/A

Max(CAGR)

HEAL

-9.53%

Winner

JULM

+7.05%

HEAL vs JULM - Annual Returns (2020 - 2026)

Returns include dividend reinvestment.

Year	HEAL	JULM
2026	-11.74%	+2.65%
2025	-0.82%	+6.88%
2024	-1.50%	+3.56%
2023	-12.76%	N/A
2022	-29.86%	N/A
2021	-13.99%	N/A
2020	+23.87%	N/A

HEAL vs JULM Drawdown Comparison

The maximum drawdown for HEAL was -65.76%, occurring on Mar 30, 2026. This drawdown has not yet recovered.

The maximum drawdown for JULM was -4.42%, occurring on Apr 8, 2025. Recovery took 59 trading sessions.

The current HEAL drawdown is -61.79%. The current JULM drawdown is -0.03%.

Rank	HEAL	JULM
#1	-65.76% Feb 12, 2021 - Mar 30, 2026	-4.42% Feb 18, 2025 - May 13, 2025
#2	-8.95% Oct 13, 2020 - Nov 20, 2020	-1.57% Feb 25, 2026 - Apr 8, 2026
#3	-8.29% Sep 2, 2020 - Oct 5, 2020	-0.85% Jul 31, 2024 - Aug 13, 2024
#4	-6.44% Jan 25, 2021 - Feb 8, 2021	-0.77% Oct 27, 2025 - Nov 28, 2025
#5	-4.34% Aug 6, 2020 - Aug 20, 2020	-0.74% May 16, 2025 - Jun 2, 2025
#6	-2.64% Dec 23, 2020 - Jan 7, 2021	-0.65% Aug 30, 2024 - Sep 12, 2024
#7	-1.48% Aug 20, 2020 - Aug 31, 2020	-0.56% Dec 11, 2024 - Dec 26, 2024
#8	-1.37% Dec 10, 2020 - Dec 17, 2020	-0.42% Sep 30, 2024 - Oct 9, 2024
#9	-1.30% Dec 1, 2020 - Dec 8, 2020	-0.41% Dec 26, 2024 - Jan 15, 2025
#10	-1.25% Nov 23, 2020 - Nov 27, 2020	-0.41% Oct 29, 2024 - Nov 6, 2024
#11	-0.89% Jan 8, 2021 - Jan 12, 2021	-0.39% Feb 2, 2026 - Feb 9, 2026
#12	-0.68% Jan 14, 2021 - Jan 19, 2021	-0.37% Oct 6, 2025 - Oct 20, 2025
#13	-0.65% Jan 20, 2021 - Jan 22, 2021	-0.34% Jan 16, 2026 - Jan 26, 2026
#14	-0.54% Dec 8, 2020 - Dec 10, 2020	-0.32% Jun 12, 2025 - Jun 23, 2025
#15	-0.32% Feb 9, 2021 - Feb 11, 2021	-0.30% Aug 13, 2025 - Aug 22, 2025

Correlation

Correlation between HEAL and JULM is -0.33 which considered as a weak negative correlation - the stocks show a slight tendency to move in opposite directions.

-0.33

-101