JULB vs NVBU
Comparison between APTUS JULY BUFFER ETF (JULB, ETF) and ALLIANZIM U.S. EQUITY BUFFER15 UNCAPPED NOV ETF (NVBU, ETF).
JULB vs NVBU - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
JULB
$37M
NVBU
$37M
Expense Ratio
Winner
JULB
0.25%
NVBU
0.74%
Max Drawdown
Winner
JULB
5.24%
NVBU
11.97%
Sharpe Ratio
JULB
1.31
Winner
NVBU
1.38
5Y Beta
Winner
JULB
0.50
NVBU
0.61
JULB vs NVBU - Historical Returns
Returns include dividend reinvestment.
1M
Winner
JULB
+1.02%
NVBU
+0.08%
3M
JULB
+6.98%
Winner
NVBU
+7.52%
6M
Winner
JULB
+6.62%
NVBU
+6.32%
1Y
JULB
N/A
NVBU
+17.85%
Max(CAGR)
Winner
JULB
+13.76%
NVBU
+13.18%
JULB vs NVBU - Annual Returns (2024 - 2026)
Returns include dividend reinvestment.
| Year | JULB | NVBU |
|---|---|---|
| 2026 | +6.10% | +5.93% |
| 2025 | +2.56% | +13.41% |
| 2024 | N/A | +1.73% |
JULB vs NVBU Drawdown Comparison
The maximum drawdown for JULB was -5.24%, occurring on Mar 30, 2026. Recovery took 53 trading sessions.
The maximum drawdown for NVBU was -11.97%, occurring on Apr 8, 2025. Recovery took 90 trading sessions.
The current JULB drawdown is -0.34%. The current NVBU drawdown is -2.09%.
| Rank | JULB | NVBU |
|---|---|---|
| #1 | -5.24% Jan 28, 2026 - Apr 15, 2026 | -11.97% Feb 19, 2025 - Jun 30, 2025 |
| #2 | -2.28% Oct 28, 2025 - Nov 28, 2025 | -5.38% Jan 28, 2026 - Apr 15, 2026 |
| #3 | -1.47% Jun 4, 2026 - Jun 10, 2026 | -3.70% Dec 6, 2024 - Feb 19, 2025 |
| #4 | -1.31% Jan 12, 2026 - Jan 27, 2026 | -3.59% Oct 28, 2025 - Jan 6, 2026 |
| #5 | -1.19% Dec 11, 2025 - Dec 22, 2025 | -3.53% Jun 2, 2026 - Jun 10, 2026 |
| #6 | -0.58% May 14, 2026 - May 22, 2026 | -2.93% Oct 8, 2025 - Oct 24, 2025 |
| #7 | -0.47% Dec 26, 2025 - Jan 6, 2026 | -1.97% Jul 25, 2025 - Aug 12, 2025 |
| #8 | -0.39% Apr 17, 2026 - Apr 22, 2026 | -1.80% Jan 12, 2026 - Jan 27, 2026 |
| #9 | -0.39% Oct 15, 2025 - Oct 17, 2025 | -1.75% Sep 19, 2025 - Oct 3, 2025 |
| #10 | -0.28% Apr 27, 2026 - Apr 30, 2026 | -1.74% May 14, 2026 - May 26, 2026 |
| #11 | -0.28% Oct 21, 2025 - Oct 23, 2025 | -1.54% Nov 8, 2024 - Nov 26, 2024 |
| #12 | -0.22% Nov 28, 2025 - Dec 3, 2025 | -1.42% Aug 13, 2025 - Aug 27, 2025 |
| #13 | -0.20% May 1, 2026 - May 5, 2026 | -1.31% Aug 28, 2025 - Sep 9, 2025 |
| #14 | -0.17% Jan 6, 2026 - Jan 9, 2026 | -0.74% Jul 3, 2025 - Jul 17, 2025 |
| #15 | -0.17% Dec 5, 2025 - Dec 10, 2025 | -0.57% Apr 27, 2026 - Apr 30, 2026 |
Correlation
Correlation between JULB and NVBU is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.
0.97
-101
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