JULT vs DVND

Comparison between ALLIANZIM U.S. EQUITY BUFFER10 JUL ETF (JULT, ETF) and TOUCHSTONE DIVIDEND SELECT ETF (DVND, ETF).

JULT vs DVND - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	JULT(ETF)	DVND(ETF)
Net Assets	$53M	$53M
Expense Ratio	0.74%	0.50%
Max Drawdown	13.57%	15.05%
Sharpe Ratio	1.32	1.16
5Y Beta	0.62	0.71
P/E Ratio	N/A	22.59
Forward P/E	N/A	18.07
PEG Ratio	N/A	0.63
5Y EPS CAGR	N/A	10.12%
Debt to Equity	N/A	-6.17%
P/S Ratio	N/A	2.59
P/B Ratio	N/A	3.77

Net Assets

JULT

$53M

Winner

DVND

$53M

Expense Ratio

JULT

0.74%

Winner

DVND

0.50%

Max Drawdown

Winner

JULT

13.57%

DVND

15.05%

Sharpe Ratio

Winner

JULT

1.32

DVND

1.16

5Y Beta

Winner

JULT

0.62

DVND

0.71

P/E Ratio

JULT

N/A

DVND

22.59

Forward P/E

JULT

N/A

DVND

18.07

PEG Ratio

JULT

N/A

DVND

0.63

5Y EPS CAGR

JULT

N/A

DVND

10.12%

Debt to Equity

JULT

N/A

DVND

-6.17%

P/S Ratio

JULT

N/A

DVND

2.59

P/B Ratio

JULT

N/A

DVND

3.77

JULT vs DVND - Historical Returns

Returns include dividend reinvestment.

Period	JULT	DVND
1 month	-0.42%	+0.14%
3 months	+2.43%	+2.99%
6 months	+4.94%	+6.32%
1 year	+11.90%	+14.45%
5 years(CAGR)	+11.03%	N/A
Max(CAGR)	+11.77%	+13.30%

JULT

-0.42%

Winner

DVND

+0.14%

JULT

+2.43%

Winner

DVND

+2.99%

JULT

+4.94%

Winner

DVND

+6.32%

JULT

+11.90%

Winner

DVND

+14.45%

5Y(CAGR)

JULT

+11.03%

DVND

N/A

Max(CAGR)

JULT

+11.77%

Winner

DVND

+13.30%

JULT vs DVND - Annual Returns (2020 - 2026)

Returns include dividend reinvestment.

Year	JULT	DVND
2026	+5.67%	+9.01%
2025	+13.84%	+16.54%
2024	+18.15%	+11.44%
2023	+21.66%	+13.97%
2022	-6.01%	+1.23%
2021	+10.39%	N/A
2020	+10.68%	N/A

JULT vs DVND Drawdown Comparison

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

The maximum drawdown for DVND was -14.84%, occurring on Oct 12, 2022. Recovery took 69 trading sessions.

The current JULT drawdown is -1.37%. The current DVND drawdown is -1.37%.

Rank	JULT	DVND
#1	-13.57% Feb 19, 2025 - Jun 24, 2025	-14.84% Aug 16, 2022 - Nov 22, 2022
#2	-11.50% Jan 3, 2022 - Feb 2, 2023	-14.64% Feb 20, 2025 - Jun 12, 2025
#3	-6.74% Jul 28, 2023 - Nov 20, 2023	-9.72% Aug 1, 2023 - Dec 11, 2023
#4	-5.84% Jul 16, 2024 - Aug 21, 2024	-7.80% Feb 11, 2026 - May 6, 2026
#5	-5.83% Feb 2, 2023 - Apr 28, 2023	-6.81% Feb 13, 2023 - Jun 13, 2023
#6	-5.22% Feb 25, 2026 - Apr 13, 2026	-5.96% Nov 29, 2024 - Feb 13, 2025
#7	-4.09% Sep 2, 2020 - Oct 12, 2020	-5.16% Mar 28, 2024 - Jun 17, 2024
#8	-3.80% Oct 12, 2020 - Nov 5, 2020	-5.04% Jul 31, 2024 - Aug 21, 2024
#9	-3.07% Mar 28, 2024 - May 6, 2024	-4.50% Nov 30, 2022 - Jan 13, 2023
#10	-2.93% Aug 30, 2024 - Sep 16, 2024	-4.50% Oct 27, 2025 - Dec 10, 2025
#11	-2.64% Sep 2, 2021 - Oct 19, 2021	-3.41% Oct 14, 2024 - Nov 25, 2024
#12	-2.52% Oct 27, 2025 - Nov 28, 2025	-3.06% Jan 13, 2023 - Jan 26, 2023
#13	-2.35% Dec 6, 2024 - Jan 21, 2025	-3.04% Oct 3, 2025 - Oct 20, 2025
#14	-2.27% May 1, 2023 - May 18, 2023	-2.87% Jul 23, 2025 - Aug 13, 2025
#15	-2.24% Nov 4, 2021 - Dec 23, 2021	-2.74% Aug 30, 2024 - Sep 13, 2024