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JULB vs EAOA

Comparison between APTUS JULY BUFFER ETF (JULB, ETF) and ISHARES ESG AWARE 80/20 AGGRESSIVE ALLOCATION ETF (EAOA, ETF).

JULB vs EAOA - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
JULB
$36M
EAOA
$36M
Expense Ratio
JULB
0.25%
Winner
EAOA
0.18%
Max Drawdown
Winner
JULB
5.24%
EAOA
26.52%
Sharpe Ratio
JULB
1.35
Winner
EAOA
1.46
5Y Beta
Winner
JULB
0.50
EAOA
0.74
5Y Dividends CAGR
JULB
N/A
EAOA
24.02%

JULB vs EAOA - Holdings Comparison

JULB and EAOA have 0 common holdings. Overlap is 0.00%

JULB's top 25 holdings weight is 0.11%. EAOA's top 25 holdings weight is 99.84%.

RankJULBEAOA
#1
FIRST AMERICAN TREASURY OBLIGS X (FXFXX) - 0.11%
ISHARES ESG AWARE MSCI USA ETF (ESGU) - 49.74%
#2N/A
ISHARES ESG U.S. AGGREGATE BOND ETF (EAGG) - 19.05%
#3N/A
ISHARES ESG AWARE MSCI EAFE ETF (ESGD) - 16.77%
#4N/A
ISHARES ESG AWARE MSCI EM ETF (ESGE) - 9.38%
#5N/A
ISHARES ESG AWARE MSCI USA SMALL-CAP ETF (ESML) - 4.90%
#6N/AN/A
#7N/AN/A
#8N/AN/A
#9N/AN/A
#10N/AN/A
#11N/AN/A
#12N/AN/A
#13N/AN/A
#14N/AN/A
#15N/AN/A
#16N/AN/A
#17N/AN/A
#18N/AN/A
#19N/AN/A
#20N/AN/A
#21N/AN/A
#22N/AN/A
#23N/AN/A
#24N/AN/A
#25N/AN/A
Total Holdings15

JULB vs EAOA - Historical Returns

Returns include dividend reinvestment.

1M
Winner
JULB
+1.37%
EAOA
+1.12%
3M
JULB
+5.24%
Winner
EAOA
+6.32%
6M
JULB
+6.10%
Winner
EAOA
+7.72%
1Y
JULB
N/A
EAOA
+21.51%
5Y(CAGR)
JULB
N/A
EAOA
+8.01%
Max(CAGR)
Winner
JULB
+13.41%
EAOA
+11.67%

JULB vs EAOA - Annual Returns (2020 - 2026)

Returns include dividend reinvestment.

YearJULBEAOA
2026+5.63%+7.04%
2025+2.56%+18.54%
2024N/A+14.72%
2023N/A+18.15%
2022N/A-18.03%
2021N/A+15.20%
2020N/A+19.78%

JULB vs EAOA Drawdown Comparison

The maximum drawdown for JULB was -5.24%, occurring on Mar 30, 2026. Recovery took 53 trading sessions.

The maximum drawdown for EAOA was -25.07%, occurring on Oct 14, 2022. Recovery took 580 trading sessions.

The current JULB drawdown is -0.77%. The current EAOA drawdown is -2.96%.

RankJULBEAOA
#1-5.24%
Jan 28, 2026 - Apr 15, 2026
-25.07%
Nov 8, 2021 - Mar 1, 2024
#2-2.28%
Oct 28, 2025 - Nov 28, 2025
-13.84%
Feb 18, 2025 - May 19, 2025
#3-1.31%
Jan 12, 2026 - Jan 27, 2026
-8.17%
Feb 25, 2026 - Apr 16, 2026
#4-1.19%
Dec 11, 2025 - Dec 22, 2025
-6.55%
Sep 2, 2020 - Nov 9, 2020
#5-0.77%
Jun 4, 2026 - Jun 5, 2026
-6.34%
Jul 16, 2024 - Aug 21, 2024
#6-0.58%
May 14, 2026 - May 22, 2026
-4.78%
Mar 28, 2024 - May 14, 2024
#7-0.47%
Dec 26, 2025 - Jan 6, 2026
-4.53%
Sep 3, 2021 - Nov 1, 2021
#8-0.39%
Apr 17, 2026 - Apr 22, 2026
-4.44%
Dec 6, 2024 - Feb 13, 2025
#9-0.39%
Oct 15, 2025 - Oct 17, 2025
-4.37%
Feb 16, 2021 - Apr 5, 2021
#10-0.28%
Apr 27, 2026 - Apr 30, 2026
-4.21%
Oct 28, 2025 - Dec 10, 2025
#11-0.28%
Oct 21, 2025 - Oct 23, 2025
-3.43%
May 7, 2021 - Jun 1, 2021
#12-0.22%
Nov 28, 2025 - Dec 3, 2025
-3.13%
Aug 30, 2024 - Sep 16, 2024
#13-0.20%
May 1, 2026 - May 5, 2026
-3.09%
Jan 21, 2021 - Feb 5, 2021
#14-0.17%
Jan 6, 2026 - Jan 9, 2026
-2.96%
Jun 2, 2026 - Jun 5, 2026
#15-0.17%
Dec 5, 2025 - Dec 10, 2025
-2.70%
Oct 14, 2024 - Nov 7, 2024

Correlation

Correlation between JULB and EAOA is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.

0.98
-101

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