HTAX vs JULU
Comparison between MACQUARIE NATIONAL HIGH-YIELD MUNICIPAL BOND ETF (HTAX, ETF) and ALLIANZIM U.S. EQUITY BUFFER15 UNCAPPED JUL ETF (JULU, ETF).
HTAX vs JULU - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
HTAX
$59M
JULU
$59M
Expense Ratio
Winner
HTAX
0.49%
JULU
0.74%
Max Drawdown
Winner
HTAX
7.34%
JULU
12.46%
Sharpe Ratio
Winner
HTAX
1.17
JULU
0.92
5Y Beta
Winner
HTAX
0.02
JULU
0.65
HTAX vs JULU - Historical Returns
Returns include dividend reinvestment.
1M
HTAX
-1.42%
Winner
JULU
+0.40%
3M
HTAX
+0.05%
Winner
JULU
+3.83%
6M
HTAX
+2.11%
Winner
JULU
+5.98%
1Y
HTAX
+9.69%
Winner
JULU
+13.19%
Max(CAGR)
HTAX
+2.84%
Winner
JULU
+12.00%
HTAX vs JULU - Annual Returns (2024 - 2026)
Returns include dividend reinvestment.
| Year | HTAX | JULU |
|---|---|---|
| 2026 | +2.44% | +6.75% |
| 2025 | +1.44% | +12.37% |
| 2024 | N/A | +5.59% |
HTAX vs JULU Drawdown Comparison
The maximum drawdown for HTAX was -6.10%, occurring on Jul 18, 2025. Recovery took 132 trading sessions.
The maximum drawdown for JULU was -12.46%, occurring on Apr 8, 2025. Recovery took 90 trading sessions.
The current HTAX drawdown is -2.52%. The current JULU drawdown is -2.67%.
| Rank | HTAX | JULU |
|---|---|---|
| #1 | -6.10% Mar 10, 2025 - Sep 17, 2025 | -12.46% Feb 19, 2025 - Jun 30, 2025 |
| #2 | -3.06% Feb 27, 2026 - Apr 24, 2026 | -7.04% Jan 28, 2026 - Apr 15, 2026 |
| #3 | -2.52% Jul 2, 2026 - Jul 23, 2026 | -6.20% Jul 16, 2024 - Sep 19, 2024 |
| #4 | -1.69% May 8, 2026 - May 27, 2026 | -4.34% Oct 29, 2025 - Jan 6, 2026 |
| #5 | -0.92% Jan 14, 2026 - Feb 2, 2026 | -4.32% Jun 2, 2026 - Jun 10, 2026 |
| #6 | -0.86% Nov 26, 2025 - Jan 7, 2026 | -3.90% Dec 6, 2024 - Jan 23, 2025 |
| #7 | -0.82% Nov 11, 2025 - Nov 26, 2025 | -2.33% Oct 8, 2025 - Oct 24, 2025 |
| #8 | -0.66% Oct 1, 2025 - Oct 13, 2025 | -2.29% Jan 12, 2026 - Jan 28, 2026 |
| #9 | -0.61% Oct 27, 2025 - Nov 11, 2025 | -2.21% Oct 14, 2024 - Nov 6, 2024 |
| #10 | -0.60% Sep 17, 2025 - Oct 1, 2025 | -1.96% May 14, 2026 - May 26, 2026 |
| #11 | -0.49% Jun 4, 2026 - Jun 16, 2026 | -1.71% Nov 11, 2024 - Nov 26, 2024 |
| #12 | -0.43% Apr 24, 2026 - May 6, 2026 | -1.65% Jul 25, 2025 - Aug 8, 2025 |
| #13 | -0.36% Feb 19, 2026 - Feb 24, 2026 | -1.60% Jan 23, 2025 - Feb 19, 2025 |
| #14 | -0.35% Jun 18, 2026 - Jun 24, 2026 | -1.21% Aug 14, 2025 - Aug 27, 2025 |
| #15 | -0.26% Jan 7, 2026 - Jan 14, 2026 | -1.18% Aug 28, 2025 - Sep 10, 2025 |
Correlation
Correlation between HTAX and JULU is 0.81 which considered as a strong positive correlation - the stocks tend to move together.
0.81
-101
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