JULP vs UTHY
Comparison between PGIM S&P 500 BUFFER 12 ETF - JULY (JULP, ETF) and F/M US TREASURY 30 YEAR BOND ETF (UTHY, ETF).
JULP vs UTHY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
JULP
$24M
UTHY
$24M
Expense Ratio
JULP
0.50%
Winner
UTHY
0.15%
Max Drawdown
Winner
JULP
12.36%
UTHY
24.77%
Sharpe Ratio
Winner
JULP
1.78
UTHY
0.03
5Y Beta
JULP
0.57
Winner
UTHY
0.06
JULP vs UTHY - Historical Returns
Returns include dividend reinvestment.
1M
JULP
+0.90%
Winner
UTHY
+1.24%
3M
Winner
JULP
+6.08%
UTHY
-0.29%
6M
Winner
JULP
+6.03%
UTHY
+0.38%
1Y
Winner
JULP
+15.92%
UTHY
+2.41%
Max(CAGR)
Winner
JULP
+13.29%
UTHY
-2.36%
JULP vs UTHY - Annual Returns (2023 - 2026)
Returns include dividend reinvestment.
| Year | JULP | UTHY |
|---|---|---|
| 2026 | +5.23% | +0.33% |
| 2025 | +13.74% | +3.46% |
| 2024 | +8.37% | -7.48% |
| 2023 | N/A | -2.67% |
JULP vs UTHY Drawdown Comparison
The maximum drawdown for JULP was -12.36%, occurring on Apr 8, 2025. Recovery took 77 trading sessions.
The maximum drawdown for UTHY was -21.84%, occurring on Oct 19, 2023. This drawdown has not yet recovered.
The current UTHY drawdown is -11.09%.
| Rank | JULP | UTHY |
|---|---|---|
| #1 | -12.36% Feb 19, 2025 - Jun 10, 2025 | -21.84% Apr 6, 2023 - Oct 19, 2023 |
| #2 | -4.87% Jul 16, 2024 - Aug 21, 2024 | -0.17% Mar 28, 2023 - Mar 30, 2023 |
| #3 | -4.47% Feb 25, 2026 - Apr 9, 2026 | N/A |
| #4 | -2.48% Aug 30, 2024 - Sep 13, 2024 | N/A |
| #5 | -2.11% Oct 28, 2025 - Nov 28, 2025 | N/A |
| #6 | -2.05% Dec 4, 2024 - Jan 21, 2025 | N/A |
| #7 | -1.46% Oct 8, 2025 - Oct 20, 2025 | N/A |
| #8 | -1.36% Oct 18, 2024 - Nov 6, 2024 | N/A |
| #9 | -1.33% Feb 9, 2026 - Feb 25, 2026 | N/A |
| #10 | -1.24% Jul 28, 2025 - Aug 8, 2025 | N/A |
| #11 | -1.21% Jun 12, 2025 - Jun 24, 2025 | N/A |
| #12 | -1.20% Feb 2, 2026 - Feb 9, 2026 | N/A |
| #13 | -1.17% Nov 8, 2024 - Nov 25, 2024 | N/A |
| #14 | -1.07% Jan 12, 2026 - Jan 26, 2026 | N/A |
| #15 | -0.92% Dec 11, 2025 - Dec 22, 2025 | N/A |
Correlation
Correlation between JULP and UTHY is -0.04 which considered as a very weak or no correlation - the stocks move independently of each other.
-0.04
-101
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