JANT vs IBAT

Comparison between ALLIANZIM U.S. EQUITY BUFFER10 JAN ETF (JANT, ETF) and ISHARES ENERGY STORAGE & MATERIALS ETF (IBAT, ETF).

JANT vs IBAT - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	JANT(ETF)	IBAT(ETF)
Net Assets	$65M	$65M
Expense Ratio	0.74%	0.47%
Max Drawdown	16.18%	28.64%
Sharpe Ratio	1.79	2.64
5Y Beta	0.59	0.97

Net Assets

Winner

JANT

$65M

IBAT

$65M

Expense Ratio

JANT

0.74%

Winner

IBAT

0.47%

Max Drawdown

Winner

JANT

16.18%

IBAT

28.64%

Sharpe Ratio

JANT

1.79

Winner

IBAT

2.64

5Y Beta

Winner

JANT

0.59

IBAT

0.97

JANT vs IBAT - Historical Returns

Returns include dividend reinvestment.

Period	JANT	IBAT
1 month	+1.23%	-0.64%
3 months	+5.53%	+30.38%
6 months	+6.81%	+42.16%
1 year	+18.94%	+107.20%
5 years(CAGR)	+10.05%	N/A
Max(CAGR)	+10.94%	+28.54%

Winner

JANT

+1.23%

IBAT

-0.64%

JANT

+5.53%

Winner

IBAT

+30.38%

JANT

+6.81%

Winner

IBAT

+42.16%

JANT

+18.94%

Winner

IBAT

+107.20%

5Y(CAGR)

JANT

+10.05%

IBAT

N/A

Max(CAGR)

JANT

+10.94%

Winner

IBAT

+28.54%

JANT vs IBAT - Annual Returns (2021 - 2026)

Returns include dividend reinvestment.

Year	JANT	IBAT
2026	+5.62%	+48.38%
2025	+14.40%	+32.30%
2024	+16.81%	-13.18%
2023	+23.23%	N/A
2022	-10.56%	N/A
2021	+13.68%	N/A

JANT vs IBAT Drawdown Comparison

The maximum drawdown for JANT was -16.18%, occurring on Oct 12, 2022. Recovery took 362 trading sessions.

The maximum drawdown for IBAT was -28.26%, occurring on Apr 8, 2025. Recovery took 225 trading sessions.

The current JANT drawdown is -1.27%. The current IBAT drawdown is -8.92%.

Rank	JANT	IBAT
#1	-16.18% Jan 3, 2022 - Jun 13, 2023	-28.26% Sep 27, 2024 - Aug 22, 2025
#2	-13.25% Feb 19, 2025 - Jun 24, 2025	-13.65% Mar 22, 2024 - Sep 26, 2024
#3	-7.60% Jul 28, 2023 - Nov 14, 2023	-12.25% Oct 29, 2025 - Jan 22, 2026
#4	-5.94% Feb 9, 2026 - Apr 14, 2026	-11.90% Feb 25, 2026 - Apr 9, 2026
#5	-4.46% Jul 16, 2024 - Aug 16, 2024	-8.92% May 29, 2026 - Jun 5, 2026
#6	-3.08% Mar 28, 2024 - May 9, 2024	-7.28% May 14, 2026 - May 26, 2026
#7	-2.36% Jan 20, 2021 - Feb 4, 2021	-5.69% Oct 6, 2025 - Oct 13, 2025
#8	-2.32% Feb 12, 2021 - Mar 11, 2021	-3.68% Sep 22, 2025 - Oct 1, 2025
#9	-2.12% Nov 12, 2025 - Nov 25, 2025	-3.06% Jan 28, 2026 - Feb 9, 2026
#10	-2.09% May 7, 2021 - May 28, 2021	-2.94% Oct 20, 2025 - Oct 24, 2025
#11	-1.97% Aug 30, 2024 - Sep 19, 2024	-2.47% May 11, 2026 - May 13, 2026
#12	-1.68% Jan 27, 2026 - Feb 9, 2026	-2.28% May 6, 2026 - May 11, 2026
#13	-1.60% Jan 6, 2025 - Jan 17, 2025	-2.25% Aug 28, 2025 - Sep 5, 2025
#14	-1.60% Jan 12, 2026 - Jan 27, 2026	-1.95% May 26, 2026 - May 28, 2026
#15	-1.47% Oct 8, 2025 - Oct 20, 2025	-1.87% Apr 22, 2026 - Apr 29, 2026