JULM vs SAEF

Comparison between FT VEST U.S. EQUITY MAX BUFFER ETF - JULY (JULM, ETF) and SCHWAB ARIEL ESG ETF (SAEF, ETF).

JULM vs SAEF - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	JULM(ETF)	SAEF(ETF)
Net Assets	$25M	$25M
Expense Ratio	0.85%	0.59%
Max Drawdown	4.42%	28.37%
Sharpe Ratio	1.53	1.01
5Y Beta	0.20	1.03
P/E Ratio	N/A	31.51
Forward P/E	N/A	15.72
5Y EPS CAGR	N/A	8.10%
Debt to Equity	N/A	103.99%
P/S Ratio	N/A	1.54
P/B Ratio	N/A	2.69

Net Assets

JULM

$25M

Winner

SAEF

$25M

Expense Ratio

JULM

0.85%

Winner

SAEF

0.59%

Max Drawdown

Winner

JULM

4.42%

SAEF

28.37%

Sharpe Ratio

Winner

JULM

1.53

SAEF

1.01

5Y Beta

Winner

JULM

0.20

SAEF

1.03

P/E Ratio

JULM

N/A

SAEF

31.51

Forward P/E

JULM

N/A

SAEF

15.72

5Y EPS CAGR

JULM

N/A

SAEF

8.10%

Debt to Equity

JULM

N/A

SAEF

103.99%

P/S Ratio

JULM

N/A

SAEF

1.54

P/B Ratio

JULM

N/A

SAEF

2.69

JULM vs SAEF - Historical Returns

Returns include dividend reinvestment.

Period	JULM	SAEF
1 month	+0.60%	+1.28%
3 months	+2.03%	+3.60%
6 months	+2.99%	+11.24%
1 year	+7.29%	+23.45%
5 years(CAGR)	N/A	+4.48%
Max(CAGR)	+7.08%	+4.48%

JULM

+0.60%

Winner

SAEF

+1.28%

JULM

+2.03%

Winner

SAEF

+3.60%

JULM

+2.99%

Winner

SAEF

+11.24%

JULM

+7.29%

Winner

SAEF

+23.45%

5Y(CAGR)

JULM

N/A

SAEF

+4.48%

Max(CAGR)

Winner

JULM

+7.08%

SAEF

+4.48%

JULM vs SAEF - Annual Returns (2021 - 2026)

Returns include dividend reinvestment.

Year	JULM	SAEF
2026	+2.56%	+8.69%
2025	+6.88%	+2.73%
2024	+3.56%	+16.80%
2023	N/A	+17.29%
2022	N/A	-18.64%
2021	N/A	-2.35%

JULM vs SAEF Drawdown Comparison

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

The maximum drawdown for SAEF was -28.05%, occurring on Sep 30, 2022. Recovery took 665 trading sessions.

The current JULM drawdown is -0.12%. The current SAEF drawdown is -1.45%.

Rank	JULM	SAEF
#1	-4.42% Feb 18, 2025 - May 13, 2025	-28.05% Nov 16, 2021 - Jul 12, 2024
#2	-1.57% Feb 25, 2026 - Apr 8, 2026	-27.40% Nov 25, 2024 - Jan 15, 2026
#3	-0.85% Jul 31, 2024 - Aug 13, 2024	-12.63% Feb 26, 2026 - Mar 30, 2026
#4	-0.77% Oct 27, 2025 - Nov 28, 2025	-8.01% Jul 31, 2024 - Aug 23, 2024
#5	-0.74% May 16, 2025 - Jun 2, 2025	-4.56% Aug 30, 2024 - Sep 19, 2024
#6	-0.65% Aug 30, 2024 - Sep 12, 2024	-3.80% Nov 11, 2024 - Nov 25, 2024
#7	-0.56% Dec 11, 2024 - Dec 26, 2024	-3.48% Feb 10, 2026 - Feb 26, 2026
#8	-0.42% Sep 30, 2024 - Oct 9, 2024	-2.92% Jul 16, 2024 - Jul 31, 2024
#9	-0.41% Dec 26, 2024 - Jan 15, 2025	-2.77% Jan 15, 2026 - Feb 6, 2026
#10	-0.41% Oct 29, 2024 - Nov 6, 2024	-2.65% Oct 17, 2024 - Nov 5, 2024
#11	-0.39% Feb 2, 2026 - Feb 9, 2026	-2.63% Sep 19, 2024 - Oct 11, 2024
#12	-0.37% Oct 6, 2025 - Oct 20, 2025	-0.49% Nov 6, 2024 - Nov 8, 2024
#13	-0.34% Jan 16, 2026 - Jan 26, 2026	-0.30% Aug 27, 2024 - Aug 30, 2024
#14	-0.32% Jun 12, 2025 - Jun 23, 2025	N/A
#15	-0.30% Aug 13, 2025 - Aug 22, 2025	N/A