JSML vs JULW

Comparison between JANUS HENDERSON SMALL CAP GROWTH ALPHA ETF (JSML, ETF) and ALLIANZIM U.S. EQUITY BUFFER20 JUL ETF (JULW, ETF).

5-Year PerformanceJULW has outperformed JSML, delivering a return of +8.9% compared to +5.6%

JSML vs JULW - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	JSML(ETF)	JULW(ETF)
Net Assets	$316M	$316M
Expense Ratio	0.30%	0.74%
Max Drawdown	40.01%	9.49%
Sharpe Ratio	1.16	1.82
5Y Beta	1.11	0.43
P/E Ratio	46.83	N/A
Forward P/E	20.23	N/A
5Y Dividends CAGR	25.62%	N/A
5Y EPS CAGR	20.22%	N/A
Debt to Equity	55.89%	N/A
P/S Ratio	1.64	N/A
P/B Ratio	4.72	N/A

Net Assets

JSML

$316M

JULW

$316M

Expense Ratio

Winner

JSML

0.30%

JULW

0.74%

Max Drawdown

JSML

40.01%

Winner

JULW

9.49%

Sharpe Ratio

JSML

1.16

Winner

JULW

1.82

5Y Beta

JSML

1.11

Winner

JULW

0.43

P/E Ratio

JSML

46.83

JULW

N/A

Forward P/E

JSML

20.23

JULW

N/A

5Y Dividends CAGR

JSML

25.62%

JULW

N/A

5Y EPS CAGR

JSML

20.22%

JULW

N/A

Debt to Equity

JSML

55.89%

JULW

N/A

P/S Ratio

JSML

1.64

JULW

N/A

P/B Ratio

JSML

4.72

JULW

N/A

JSML vs JULW - Historical Returns

Returns include dividend reinvestment.

Period	JSML	JULW
1 month	+1.97%	+0.73%
3 months	+16.17%	+3.22%
6 months	+14.77%	+4.28%
1 year	+30.34%	+13.12%
5 years(CAGR)	+5.55%	+8.95%
10 years(CAGR)	+12.49%	N/A
Max(CAGR)	+13.28%	+9.03%

Winner

JSML

+1.97%

JULW

+0.73%

Winner

JSML

+16.17%

JULW

+3.22%

Winner

JSML

+14.77%

JULW

+4.28%

Winner

JSML

+30.34%

JULW

+13.12%

5Y(CAGR)

JSML

+5.55%

Winner

JULW

+8.95%

10Y(CAGR)

JSML

+12.49%

JULW

N/A

Max(CAGR)

Winner

JSML

+13.28%

JULW

+9.03%

JSML vs JULW - Annual Returns (2016 - 2026)

Returns include dividend reinvestment.

Year	JSML	JULW
2026	+15.24%	+3.75%
2025	+13.67%	+11.62%
2024	+13.44%	+12.61%
2023	+29.67%	+16.11%
2022	-29.57%	-1.85%
2021	+4.16%	+4.97%
2020	+35.32%	+6.92%
2019	+30.80%	N/A
2018	-2.78%	N/A
2017	+20.86%	N/A
2016	+21.52%	N/A

JSML vs JULW Drawdown Comparison

The maximum drawdown for JSML was -39.64%, occurring on Sep 26, 2022. Recovery took 941 trading sessions.

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

The current JSML drawdown is -3.96%. The current JULW drawdown is -0.16%.

Rank	JSML	JULW
#1	-39.64% Feb 12, 2021 - Nov 8, 2024	-9.49% Feb 19, 2025 - Jun 3, 2025
#2	-39.19% Jan 22, 2020 - Jul 29, 2020	-6.50% Aug 16, 2022 - Jan 13, 2023
#3	-27.37% Sep 4, 2018 - Nov 26, 2019	-4.68% Jan 3, 2022 - Aug 12, 2022
#4	-25.61% Nov 11, 2024 - Aug 26, 2025	-4.54% Jul 28, 2023 - Nov 14, 2023
#5	-14.84% Jan 22, 2026 - Apr 17, 2026	-3.54% Jul 16, 2024 - Aug 19, 2024
#6	-10.01% Sep 22, 2025 - Jan 9, 2026	-3.52% Feb 7, 2023 - Mar 31, 2023
#7	-9.97% Sep 2, 2020 - Oct 9, 2020	-2.96% Feb 26, 2026 - Apr 8, 2026
#8	-9.02% Sep 22, 2016 - Nov 22, 2016	-2.16% Oct 12, 2020 - Nov 5, 2020
#9	-8.25% Mar 12, 2018 - May 14, 2018	-2.11% Sep 2, 2020 - Oct 9, 2020
#10	-8.17% Jun 8, 2016 - Jul 12, 2016	-1.88% Aug 30, 2024 - Sep 16, 2024
#11	-8.08% Jan 26, 2018 - Mar 9, 2018	-1.56% May 1, 2023 - May 17, 2023
#12	-7.77% Oct 12, 2020 - Nov 5, 2020	-1.49% Nov 16, 2021 - Dec 10, 2021
#13	-6.77% May 14, 2026 - May 26, 2026	-1.44% Oct 28, 2025 - Nov 28, 2025
#14	-6.19% Apr 27, 2016 - May 31, 2016	-1.42% Apr 11, 2024 - May 3, 2024
#15	-5.57% Jul 27, 2017 - Sep 27, 2017	-1.33% May 18, 2023 - May 26, 2023

Correlation

Correlation between JSML and JULW is 0.75 which considered as a strong positive correlation - the stocks tend to move together.

0.75

-101

Dividend Comparison (2016 - 2026)

JSML vs JULW dividend yield comparison.

Year	JSML	JULW
2026	0.33%	0.00%
2025	0.94%	0.00%
2024	1.19%	0.00%
2023	0.49%	0.00%
2022	0.67%	0.00%
2021	0.46%	0.00%
2020	0.30%	3.04%
2019	0.27%	0.00%
2018	0.76%	0.00%
2017	0.42%	0.00%
2016	0.52%	0.00%