JOJO vs IWDL
Comparison between ATAC CREDIT ROTATION ETF (JOJO, ETF) and UBS AG London Branch (IWDL, ETF).
5-Year PerformanceIWDL has outperformed JOJO, delivering a return of +13.8% compared to -0.5%
JOJO vs IWDL - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
JOJO
$5.90M
Winner
IWDL
$6M
Expense Ratio
JOJO
1.24%
IWDL
N/A
Max Drawdown
Winner
JOJO
33.72%
IWDL
37.95%
Sharpe Ratio
JOJO
0.92
Winner
IWDL
1.75
5Y Beta
Winner
JOJO
0.09
IWDL
1.51
JOJO vs IWDL - Historical Returns
Returns include dividend reinvestment.
1M
JOJO
+0.63%
Winner
IWDL
+5.66%
3M
JOJO
+1.17%
Winner
IWDL
+25.59%
6M
JOJO
+3.21%
Winner
IWDL
+28.17%
1Y
JOJO
+9.83%
Winner
IWDL
+53.93%
5Y(CAGR)
JOJO
-0.52%
Winner
IWDL
+13.77%
Max(CAGR)
JOJO
-0.52%
Winner
IWDL
+18.14%
JOJO vs IWDL - Annual Returns (2021 - 2026)
Returns include dividend reinvestment.
| Year | JOJO | IWDL |
|---|---|---|
| 2026 | +2.70% | +32.93% |
| 2025 | +10.20% | +25.53% |
| 2024 | +3.21% | +20.00% |
| 2023 | +6.07% | +13.54% |
| 2022 | -20.36% | -21.61% |
| 2021 | -0.35% | +40.35% |
JOJO vs IWDL Drawdown Comparison
The maximum drawdown for JOJO was -28.43%, occurring on Sep 27, 2022. This drawdown has not yet recovered.
The maximum drawdown for IWDL was -37.95%, occurring on Sep 30, 2022. Recovery took 554 trading sessions.
The current JOJO drawdown is -5.54%.
| Rank | JOJO | IWDL |
|---|---|---|
| #1 | -28.43% Nov 5, 2021 - Sep 27, 2022 | -37.95% Jan 12, 2022 - Mar 28, 2024 |
| #2 | -3.31% Jul 19, 2021 - Oct 27, 2021 | -31.78% Nov 29, 2024 - Sep 11, 2025 |
| #3 | -0.35% Oct 27, 2021 - Nov 3, 2021 | -13.53% Mar 2, 2026 - Apr 17, 2026 |
| #4 | N/A | -11.09% Nov 8, 2021 - Dec 27, 2021 |
| #5 | N/A | -10.69% Mar 28, 2024 - Jul 16, 2024 |
| #6 | N/A | -9.93% Jul 31, 2024 - Aug 21, 2024 |
| #7 | N/A | -9.18% Jun 4, 2021 - Aug 11, 2021 |
| #8 | N/A | -8.54% Sep 2, 2021 - Oct 19, 2021 |
| #9 | N/A | -7.72% Nov 12, 2025 - Nov 26, 2025 |
| #10 | N/A | -6.59% Oct 18, 2024 - Nov 6, 2024 |
| #11 | N/A | -6.46% May 7, 2021 - Jun 4, 2021 |
| #12 | N/A | -5.90% Aug 30, 2024 - Sep 19, 2024 |
| #13 | N/A | -5.68% Oct 6, 2025 - Oct 24, 2025 |
| #14 | N/A | -5.47% Feb 24, 2021 - Mar 8, 2021 |
| #15 | N/A | -5.14% Dec 24, 2025 - Jan 5, 2026 |
Correlation
Correlation between JOJO and IWDL is 0.60 which considered as a moderate positive correlation - the stocks show some tendency to move together.
0.60
-101
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