IQSU vs JULW

Comparison between NYLI CANDRIAM U.S. LARGE CAP EQUITY ETF (IQSU, ETF) and ALLIANZIM U.S. EQUITY BUFFER20 JUL ETF (JULW, ETF).

5-Year PerformanceIQSU has outperformed JULW, delivering a return of +12.3% compared to +8.9%

IQSU vs JULW - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	IQSU(ETF)	JULW(ETF)
Net Assets	$316M	$316M
Expense Ratio	0.09%	0.74%
Max Drawdown	31.29%	9.49%
Sharpe Ratio	1.48	1.82
5Y Beta	0.99	0.43
P/E Ratio	29.79	N/A
Forward P/E	23.34	N/A
PEG Ratio	0.57	N/A
5Y Dividends CAGR	18.07%	N/A
5Y EPS CAGR	18.88%	N/A
Debt to Equity	23.12%	N/A
P/S Ratio	3.87	N/A
P/B Ratio	6.31	N/A

Net Assets

IQSU

$316M

Winner

JULW

$316M

Expense Ratio

Winner

IQSU

0.09%

JULW

0.74%

Max Drawdown

IQSU

31.29%

Winner

JULW

9.49%

Sharpe Ratio

IQSU

1.48

Winner

JULW

1.82

5Y Beta

IQSU

0.99

Winner

JULW

0.43

P/E Ratio

IQSU

29.79

JULW

N/A

Forward P/E

IQSU

23.34

JULW

N/A

PEG Ratio

IQSU

0.57

JULW

N/A

5Y Dividends CAGR

IQSU

18.07%

JULW

N/A

5Y EPS CAGR

IQSU

18.88%

JULW

N/A

Debt to Equity

IQSU

23.12%

JULW

N/A

P/S Ratio

IQSU

3.87

JULW

N/A

P/B Ratio

IQSU

6.31

JULW

N/A

IQSU vs JULW - Historical Returns

Returns include dividend reinvestment.

Period	IQSU	JULW
1 month	+2.85%	+0.73%
3 months	+12.15%	+3.22%
6 months	+10.70%	+4.28%
1 year	+27.27%	+13.12%
5 years(CAGR)	+12.33%	+8.95%
Max(CAGR)	+15.86%	+9.03%

Winner

IQSU

+2.85%

JULW

+0.73%

Winner

IQSU

+12.15%

JULW

+3.22%

Winner

IQSU

+10.70%

JULW

+4.28%

Winner

IQSU

+27.27%

JULW

+13.12%

5Y(CAGR)

Winner

IQSU

+12.33%

JULW

+8.95%

Max(CAGR)

Winner

IQSU

+15.86%

JULW

+9.03%

IQSU vs JULW - Annual Returns (2019 - 2026)

Returns include dividend reinvestment.

Year	IQSU	JULW
2026	+10.77%	+3.75%
2025	+15.28%	+11.62%
2024	+18.08%	+12.61%
2023	+33.53%	+16.11%
2022	-22.45%	-1.85%
2021	+32.44%	+4.97%
2020	+27.07%	+6.92%
2019	+1.24%	N/A

IQSU vs JULW Drawdown Comparison

The maximum drawdown for IQSU was -31.29%, occurring on Mar 23, 2020. Recovery took 99 trading sessions.

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

The current IQSU drawdown is -2.77%. The current JULW drawdown is -0.16%.

Rank	IQSU	JULW
#1	-31.29% Feb 19, 2020 - Jul 10, 2020	-9.49% Feb 19, 2025 - Jun 3, 2025
#2	-26.76% Dec 29, 2021 - Dec 12, 2023	-6.50% Aug 16, 2022 - Jan 13, 2023
#3	-20.96% Dec 11, 2024 - Jul 22, 2025	-4.68% Jan 3, 2022 - Aug 12, 2022
#4	-11.18% Jan 28, 2026 - Apr 17, 2026	-4.54% Jul 28, 2023 - Nov 14, 2023
#5	-10.04% Sep 2, 2020 - Nov 25, 2020	-3.54% Jul 16, 2024 - Aug 19, 2024
#6	-9.07% Jul 16, 2024 - Sep 19, 2024	-3.52% Feb 7, 2023 - Mar 31, 2023
#7	-5.96% Feb 12, 2021 - Apr 1, 2021	-2.96% Feb 26, 2026 - Apr 8, 2026
#8	-5.92% Sep 3, 2021 - Oct 21, 2021	-2.16% Oct 12, 2020 - Nov 5, 2020
#9	-5.59% Oct 27, 2025 - Dec 10, 2025	-2.11% Sep 2, 2020 - Oct 9, 2020
#10	-5.09% Mar 28, 2024 - May 14, 2024	-1.88% Aug 30, 2024 - Sep 16, 2024
#11	-4.21% May 7, 2021 - Jun 10, 2021	-1.56% May 1, 2023 - May 17, 2023
#12	-3.98% Dec 10, 2021 - Dec 23, 2021	-1.49% Nov 16, 2021 - Dec 10, 2021
#13	-3.45% Nov 19, 2021 - Dec 8, 2021	-1.44% Oct 28, 2025 - Nov 28, 2025
#14	-3.41% Oct 6, 2025 - Oct 20, 2025	-1.42% Apr 11, 2024 - May 3, 2024
#15	-3.29% Jan 25, 2021 - Feb 4, 2021	-1.33% May 18, 2023 - May 26, 2023