INEQ vs JULT

Comparison between COLUMBIA INTERNATIONAL EQUITY INCOME ETF (INEQ, ETF) and ALLIANZIM U.S. EQUITY BUFFER10 JUL ETF (JULT, ETF).

5-Year PerformanceINEQ has outperformed JULT, delivering a return of +11.4% compared to +11.3%

INEQ vs JULT - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	INEQ(ETF)	JULT(ETF)
Net Assets	$81M	$81M
Expense Ratio	0.45%	0.74%
Max Drawdown	47.22%	13.57%
Sharpe Ratio	1.36	1.89
5Y Beta	0.65	0.64
5Y Dividends CAGR	40.24%	N/A

Net Assets

INEQ

$81M

Winner

JULT

$81M

Expense Ratio

Winner

INEQ

0.45%

JULT

0.74%

Max Drawdown

INEQ

47.22%

Winner

JULT

13.57%

Sharpe Ratio

INEQ

1.36

Winner

JULT

1.89

5Y Beta

INEQ

0.65

Winner

JULT

0.64

5Y Dividends CAGR

INEQ

40.24%

JULT

N/A

INEQ vs JULT - Historical Returns

Returns include dividend reinvestment.

Period	INEQ	JULT
1 month	-2.83%	+0.75%
3 months	+0.83%	+5.50%
6 months	+9.33%	+6.36%
1 year	+23.31%	+17.28%
5 years(CAGR)	+11.43%	+11.30%
10 years(CAGR)	+9.68%	N/A
Max(CAGR)	+9.68%	+12.01%

INEQ

-2.83%

Winner

JULT

+0.75%

INEQ

+0.83%

Winner

JULT

+5.50%

Winner

INEQ

+9.33%

JULT

+6.36%

Winner

INEQ

+23.31%

JULT

+17.28%

5Y(CAGR)

Winner

INEQ

+11.43%

JULT

+11.30%

10Y(CAGR)

INEQ

+9.68%

JULT

N/A

Max(CAGR)

INEQ

+9.68%

Winner

JULT

+12.01%

INEQ vs JULT - Annual Returns (2016 - 2026)

Returns include dividend reinvestment.

Year	INEQ	JULT
2026	+5.53%	+5.58%
2025	+40.20%	+13.84%
2024	+6.96%	+18.15%
2023	+20.41%	+21.66%
2022	-6.27%	-6.01%
2021	+10.37%	+10.39%
2020	-1.43%	+10.68%
2019	+16.08%	N/A
2018	-18.12%	N/A
2017	+24.64%	N/A
2016	+8.86%	N/A

INEQ vs JULT Drawdown Comparison

The maximum drawdown for INEQ was -41.56%, occurring on Mar 23, 2020. Recovery took 823 trading sessions.

The maximum drawdown for JULT was -13.57%, occurring on Apr 8, 2025. Recovery took 86 trading sessions.

The current INEQ drawdown is -5.05%. The current JULT drawdown is -0.32%.

Rank	INEQ	JULT
#1	-41.56% Jan 29, 2018 - May 6, 2021	-13.57% Feb 19, 2025 - Jun 24, 2025
#2	-24.52% Sep 13, 2021 - Apr 21, 2023	-11.50% Jan 3, 2022 - Feb 2, 2023
#3	-14.38% Mar 19, 2025 - May 12, 2025	-6.74% Jul 28, 2023 - Nov 20, 2023
#4	-9.56% Feb 27, 2026 - Mar 20, 2026	-5.84% Jul 16, 2024 - Aug 21, 2024
#5	-8.76% Jul 13, 2023 - Dec 1, 2023	-5.83% Feb 2, 2023 - Apr 28, 2023
#6	-8.62% Aug 27, 2024 - Feb 18, 2025	-5.22% Feb 25, 2026 - Apr 13, 2026
#7	-6.50% Jul 12, 2024 - Aug 19, 2024	-4.09% Sep 2, 2020 - Oct 12, 2020
#8	-5.17% Jun 7, 2021 - Sep 3, 2021	-3.80% Oct 12, 2020 - Nov 5, 2020
#9	-4.35% Apr 9, 2024 - May 10, 2024	-3.07% Mar 28, 2024 - May 6, 2024
#10	-4.30% Jun 3, 2024 - Jul 12, 2024	-2.93% Aug 30, 2024 - Sep 16, 2024
#11	-4.15% Jun 15, 2023 - Jul 13, 2023	-2.64% Sep 2, 2021 - Oct 19, 2021
#12	-4.10% Nov 12, 2025 - Dec 3, 2025	-2.52% Oct 27, 2025 - Nov 28, 2025
#13	-3.66% Sep 6, 2016 - Dec 9, 2016	-2.35% Dec 6, 2024 - Jan 21, 2025
#14	-3.60% May 10, 2021 - Jun 4, 2021	-2.27% May 1, 2023 - May 18, 2023
#15	-3.54% Jul 23, 2025 - Aug 8, 2025	-2.24% Nov 4, 2021 - Dec 23, 2021

Correlation

Correlation between INEQ and JULT is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.

0.97

-101

Dividend Comparison (2016 - 2026)

INEQ vs JULT dividend yield comparison.

Year	INEQ	JULT
2026	0.19%	0.00%
2025	9.76%	0.00%
2024	3.11%	0.00%
2023	3.27%	0.00%
2022	3.58%	0.00%
2021	3.43%	0.00%
2020	2.64%	3.86%
2019	3.34%	0.00%
2018	7.25%	0.00%
2017	4.63%	0.00%
2016	2.52%	0.00%