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JULT vs ASMG

Comparison between ALLIANZIM U.S. EQUITY BUFFER10 JUL ETF (JULT, ETF) and LEVERAGE SHARES 2X LONG ASML DAILY ETF (ASMG, ETF).

JULT vs ASMG - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
JULT
$53M
Winner
ASMG
$53M
Expense Ratio
JULT
0.74%
ASMG
N/A
Max Drawdown
Winner
JULT
13.57%
ASMG
43.95%
Sharpe Ratio
JULT
1.18
Winner
ASMG
2.15
5Y Beta
Winner
JULT
0.62
ASMG
3.26

JULT vs ASMG - Historical Returns

Returns include dividend reinvestment.

1M
Winner
JULT
-0.42%
ASMG
-0.93%
3M
JULT
+2.43%
Winner
ASMG
+45.55%
6M
JULT
+4.94%
Winner
ASMG
+40.79%
1Y
JULT
+11.90%
Winner
ASMG
+363.67%
5Y(CAGR)
JULT
+11.03%
ASMG
N/A
Max(CAGR)
JULT
+11.77%
Winner
ASMG
+139.42%

JULT vs ASMG - Annual Returns (2020 - 2026)

Returns include dividend reinvestment.

YearJULTASMG
2026+5.67%+96.38%
2025+13.84%+63.45%
2024+18.15%N/A
2023+21.66%N/A
2022-6.01%N/A
2021+10.39%N/A
2020+10.68%N/A

JULT vs ASMG Drawdown Comparison

The maximum drawdown for JULT was -13.57%, occurring on Apr 8, 2025. Recovery took 86 trading sessions.

The maximum drawdown for ASMG was -43.95%, occurring on Apr 8, 2025. Recovery took 146 trading sessions.

The current JULT drawdown is -1.37%. The current ASMG drawdown is -20.14%.

RankJULTASMG
#1-13.57%
Feb 19, 2025 - Jun 24, 2025
-43.95%
Feb 13, 2025 - Sep 15, 2025
#2-11.50%
Jan 3, 2022 - Feb 2, 2023
-34.56%
Feb 25, 2026 - May 8, 2026
#3-6.74%
Jul 28, 2023 - Nov 20, 2023
-26.01%
Jun 30, 2026 - Jul 13, 2026
#4-5.84%
Jul 16, 2024 - Aug 21, 2024
-21.91%
Dec 3, 2025 - Jan 2, 2026
#5-5.83%
Feb 2, 2023 - Apr 28, 2023
-21.04%
Jan 22, 2025 - Feb 13, 2025
#6-5.22%
Feb 25, 2026 - Apr 13, 2026
-20.53%
Oct 30, 2025 - Dec 1, 2025
#7-4.09%
Sep 2, 2020 - Oct 12, 2020
-19.92%
Oct 6, 2025 - Oct 27, 2025
#8-3.80%
Oct 12, 2020 - Nov 5, 2020
-17.62%
Jun 18, 2026 - Jun 30, 2026
#9-3.07%
Mar 28, 2024 - May 6, 2024
-16.65%
May 8, 2026 - May 22, 2026
#10-2.93%
Aug 30, 2024 - Sep 16, 2024
-15.90%
Jan 27, 2026 - Feb 18, 2026
#11-2.64%
Sep 2, 2021 - Oct 19, 2021
-13.67%
Jun 4, 2026 - Jun 9, 2026
#12-2.52%
Oct 27, 2025 - Nov 28, 2025
-9.71%
Jun 11, 2026 - Jun 18, 2026
#13-2.35%
Dec 6, 2024 - Jan 21, 2025
-7.51%
Jan 6, 2026 - Jan 9, 2026
#14-2.27%
May 1, 2023 - May 18, 2023
-5.20%
Jan 16, 2026 - Jan 22, 2026
#15-2.24%
Nov 4, 2021 - Dec 23, 2021
-4.54%
May 22, 2026 - Jun 2, 2026

Correlation

Correlation between JULT and ASMG is 0.86 which considered as a strong positive correlation - the stocks tend to move together.

0.86
-101

Dividend Comparison (2020 - 2025)

JULT vs ASMG dividend yield comparison.

YearJULTASMG
20250.00%11.20%
20203.86%0.00%

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