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JANW vs OVL

Comparison between ALLIANZIM U.S. EQUITY BUFFER20 JAN ETF ALLIANZIM EQUITY LARGE CAP BUFFER20 JAN ETF (JANW, ETF) and OVERLAY SHARES LARGE CAP EQUITY ETF (OVL, ETF).

5-Year PerformanceOVL has outperformed JANW, delivering a return of +12.9% compared to +8.4%

JANW vs OVL - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
JANW
$347M
Winner
OVL
$349M
Expense Ratio
Winner
JANW
0.74%
OVL
0.79%
Max Drawdown
Winner
JANW
9.69%
OVL
35.49%
Sharpe Ratio
Winner
JANW
1.44
OVL
1.30
5Y Beta
Winner
JANW
0.37
OVL
1.11
5Y Dividends CAGR
JANW
N/A
OVL
27.19%

JANW vs OVL - Historical Returns

Returns include dividend reinvestment.

1M
JANW
+1.60%
Winner
OVL
+3.51%
3M
Winner
JANW
+2.26%
OVL
+2.10%
6M
JANW
+5.78%
Winner
OVL
+12.31%
1Y
JANW
+10.26%
Winner
OVL
+23.03%
5Y(CAGR)
JANW
+8.35%
Winner
OVL
+12.87%
Max(CAGR)
JANW
+8.48%
Winner
OVL
+17.42%

JANW vs OVL - Annual Returns (2019 - 2026)

Returns include dividend reinvestment.

YearJANWOVL
2026+6.21%+13.92%
2025+10.12%+18.52%
2024+11.54%+28.94%
2023+14.93%+28.57%
2022-1.01%-23.37%
2021+7.00%+34.48%
2020N/A+18.56%
2019N/A+10.84%

JANW vs OVL Drawdown Comparison

The maximum drawdown for JANW was -9.69%, occurring on Jun 16, 2022. Recovery took 257 trading sessions.

The maximum drawdown for OVL was -35.49%, occurring on Mar 20, 2020. Recovery took 118 trading sessions.

The current JANW drawdown is -0.06%. The current OVL drawdown is -2.35%.

RankJANWOVL
#1-9.69%
Jan 3, 2022 - Jan 11, 2023
-35.49%
Feb 19, 2020 - Aug 6, 2020
#2-8.66%
Feb 19, 2025 - Jun 6, 2025
-29.24%
Jan 3, 2022 - Jan 19, 2024
#3-4.09%
Sep 14, 2023 - Nov 7, 2023
-21.69%
Feb 19, 2025 - Jul 3, 2025
#4-3.65%
Feb 2, 2026 - Apr 13, 2026
-10.29%
Sep 2, 2020 - Nov 13, 2020
#5-3.29%
Feb 2, 2023 - Mar 31, 2023
-10.10%
Jul 16, 2024 - Sep 19, 2024
#6-2.55%
Jul 16, 2024 - Aug 15, 2024
-8.73%
Jan 28, 2026 - Apr 14, 2026
#7-1.79%
Mar 28, 2024 - May 6, 2024
-7.39%
Mar 28, 2024 - May 15, 2024
#8-1.42%
Jan 20, 2021 - Feb 5, 2021
-6.38%
Oct 29, 2025 - Dec 10, 2025
#9-1.33%
May 7, 2021 - May 27, 2021
-6.28%
Sep 3, 2021 - Oct 21, 2021
#10-1.32%
Feb 8, 2021 - Mar 11, 2021
-5.47%
Dec 6, 2024 - Jan 23, 2025
#11-1.24%
Jun 4, 2026 - Jul 6, 2026
-5.24%
Jun 2, 2026 - Aug 4, 2026
#12-1.23%
Jul 31, 2023 - Aug 29, 2023
-4.72%
Feb 17, 2021 - Mar 11, 2021
#13-1.10%
Aug 30, 2024 - Sep 13, 2024
-4.25%
Jan 17, 2020 - Feb 6, 2020
#14-1.09%
Nov 12, 2025 - Nov 25, 2025
-4.15%
May 7, 2021 - Jun 4, 2021
#15-1.07%
Jan 6, 2025 - Jan 17, 2025
-3.98%
Jan 21, 2021 - Feb 4, 2021

Correlation

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

0.97
-101

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