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JULM vs PBAU

Comparison between FT VEST U.S. EQUITY MAX BUFFER ETF - JULY (JULM, ETF) and PGIM S&P 500 BUFFER 20 ETF - AUGUST (PBAU, ETF).

JULM vs PBAU - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
JULM
$25M
PBAU
$25M
Expense Ratio
JULM
0.85%
Winner
PBAU
0.50%
Max Drawdown
Winner
JULM
4.42%
PBAU
8.87%
Sharpe Ratio
JULM
1.37
Winner
PBAU
1.72
5Y Beta
Winner
JULM
0.20
PBAU
0.42

JULM vs PBAU - Historical Returns

Returns include dividend reinvestment.

1M
JULM
+0.50%
Winner
PBAU
+0.66%
3M
JULM
+2.54%
Winner
PBAU
+4.74%
6M
JULM
+3.06%
Winner
PBAU
+4.83%
1Y
JULM
+6.81%
Winner
PBAU
+12.53%
Max(CAGR)
JULM
+7.05%
Winner
PBAU
+11.14%

JULM vs PBAU - Annual Returns (2024 - 2026)

Returns include dividend reinvestment.

YearJULMPBAU
2026+2.65%+4.25%
2025+6.88%+11.68%
2024+3.56%+7.08%

JULM vs PBAU Drawdown Comparison

The maximum drawdown for JULM was -4.42%, occurring on Apr 8, 2025. Recovery took 59 trading sessions.

The maximum drawdown for PBAU was -8.87%, occurring on Apr 8, 2025. Recovery took 62 trading sessions.

The current JULM drawdown is -0.03%. The current PBAU drawdown is -0.19%.

RankJULMPBAU
#1-4.42%
Feb 18, 2025 - May 13, 2025
-8.87%
Feb 19, 2025 - May 19, 2025
#2-1.57%
Feb 25, 2026 - Apr 8, 2026
-3.29%
Feb 25, 2026 - Apr 9, 2026
#3-0.85%
Jul 31, 2024 - Aug 13, 2024
-2.81%
Jul 31, 2024 - Aug 15, 2024
#4-0.77%
Oct 27, 2025 - Nov 28, 2025
-1.86%
Oct 27, 2025 - Nov 28, 2025
#5-0.74%
May 16, 2025 - Jun 2, 2025
-1.73%
Aug 30, 2024 - Sep 13, 2024
#6-0.65%
Aug 30, 2024 - Sep 12, 2024
-1.42%
May 19, 2025 - Jun 3, 2025
#7-0.56%
Dec 11, 2024 - Dec 26, 2024
-1.30%
Dec 6, 2024 - Jan 21, 2025
#8-0.42%
Sep 30, 2024 - Oct 9, 2024
-1.13%
Oct 8, 2025 - Oct 20, 2025
#9-0.41%
Dec 26, 2024 - Jan 15, 2025
-1.07%
Oct 29, 2024 - Nov 6, 2024
#10-0.41%
Oct 29, 2024 - Nov 6, 2024
-0.88%
Feb 2, 2026 - Feb 9, 2026
#11-0.39%
Feb 2, 2026 - Feb 9, 2026
-0.82%
Jan 12, 2026 - Jan 23, 2026
#12-0.37%
Oct 6, 2025 - Oct 20, 2025
-0.77%
Jun 16, 2025 - Jun 24, 2025
#13-0.34%
Jan 16, 2026 - Jan 26, 2026
-0.74%
Jun 4, 2026 - Jun 10, 2026
#14-0.32%
Jun 12, 2025 - Jun 23, 2025
-0.69%
Dec 11, 2025 - Dec 22, 2025
#15-0.30%
Aug 13, 2025 - Aug 22, 2025
-0.68%
Aug 14, 2025 - Aug 22, 2025

Correlation

Correlation between JULM and PBAU is 1.00 which considered as a very strong positive correlation - the stocks move almost identically together.

1.00
-101

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