JULT vs INEQ

Comparison between ALLIANZIM U.S. EQUITY BUFFER10 JUL ETF (JULT, ETF) and COLUMBIA INTERNATIONAL EQUITY INCOME ETF (INEQ, ETF).

5-Year PerformanceINEQ has outperformed JULT, delivering a return of +11.4% compared to +11.3%

JULT vs INEQ - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	JULT(ETF)	INEQ(ETF)
Net Assets	$81M	$81M
Expense Ratio	0.74%	0.45%
Max Drawdown	13.57%	47.22%
Sharpe Ratio	1.89	1.36
5Y Beta	0.64	0.65
5Y Dividends CAGR	N/A	40.24%

Net Assets

Winner

JULT

$81M

INEQ

$81M

Expense Ratio

JULT

0.74%

Winner

INEQ

0.45%

Max Drawdown

Winner

JULT

13.57%

INEQ

47.22%

Sharpe Ratio

Winner

JULT

1.89

INEQ

1.36

5Y Beta

Winner

JULT

0.64

INEQ

0.65

5Y Dividends CAGR

JULT

N/A

INEQ

40.24%

JULT vs INEQ - Historical Returns

Returns include dividend reinvestment.

Period	JULT	INEQ
1 month	+0.75%	-2.83%
3 months	+5.50%	+0.83%
6 months	+6.36%	+9.33%
1 year	+17.28%	+23.31%
5 years(CAGR)	+11.30%	+11.43%
10 years(CAGR)	N/A	+9.68%
Max(CAGR)	+12.01%	+9.68%

Winner

JULT

+0.75%

INEQ

-2.83%

Winner

JULT

+5.50%

INEQ

+0.83%

JULT

+6.36%

Winner

INEQ

+9.33%

JULT

+17.28%

Winner

INEQ

+23.31%

5Y(CAGR)

JULT

+11.30%

Winner

INEQ

+11.43%

10Y(CAGR)

JULT

N/A

INEQ

+9.68%

Max(CAGR)

Winner

JULT

+12.01%

INEQ

+9.68%

JULT vs INEQ - Annual Returns (2016 - 2026)

Returns include dividend reinvestment.

Year	JULT	INEQ
2026	+5.58%	+5.53%
2025	+13.84%	+40.20%
2024	+18.15%	+6.96%
2023	+21.66%	+20.41%
2022	-6.01%	-6.27%
2021	+10.39%	+10.37%
2020	+10.68%	-1.43%
2019	N/A	+16.08%
2018	N/A	-18.12%
2017	N/A	+24.64%
2016	N/A	+8.86%

JULT vs INEQ Drawdown Comparison

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

The maximum drawdown for INEQ was -41.56%, occurring on Mar 23, 2020. Recovery took 823 trading sessions.

The current JULT drawdown is -0.32%. The current INEQ drawdown is -5.05%.

Rank	JULT	INEQ
#1	-13.57% Feb 19, 2025 - Jun 24, 2025	-41.56% Jan 29, 2018 - May 6, 2021
#2	-11.50% Jan 3, 2022 - Feb 2, 2023	-24.52% Sep 13, 2021 - Apr 21, 2023
#3	-6.74% Jul 28, 2023 - Nov 20, 2023	-14.38% Mar 19, 2025 - May 12, 2025
#4	-5.84% Jul 16, 2024 - Aug 21, 2024	-9.56% Feb 27, 2026 - Mar 20, 2026
#5	-5.83% Feb 2, 2023 - Apr 28, 2023	-8.76% Jul 13, 2023 - Dec 1, 2023
#6	-5.22% Feb 25, 2026 - Apr 13, 2026	-8.62% Aug 27, 2024 - Feb 18, 2025
#7	-4.09% Sep 2, 2020 - Oct 12, 2020	-6.50% Jul 12, 2024 - Aug 19, 2024
#8	-3.80% Oct 12, 2020 - Nov 5, 2020	-5.17% Jun 7, 2021 - Sep 3, 2021
#9	-3.07% Mar 28, 2024 - May 6, 2024	-4.35% Apr 9, 2024 - May 10, 2024
#10	-2.93% Aug 30, 2024 - Sep 16, 2024	-4.30% Jun 3, 2024 - Jul 12, 2024
#11	-2.64% Sep 2, 2021 - Oct 19, 2021	-4.15% Jun 15, 2023 - Jul 13, 2023
#12	-2.52% Oct 27, 2025 - Nov 28, 2025	-4.10% Nov 12, 2025 - Dec 3, 2025
#13	-2.35% Dec 6, 2024 - Jan 21, 2025	-3.66% Sep 6, 2016 - Dec 9, 2016
#14	-2.27% May 1, 2023 - May 18, 2023	-3.60% May 10, 2021 - Jun 4, 2021
#15	-2.24% Nov 4, 2021 - Dec 23, 2021	-3.54% Jul 23, 2025 - Aug 8, 2025

Correlation

Correlation between JULT and INEQ is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.

0.97

-101

Dividend Comparison (2016 - 2026)

JULT vs INEQ dividend yield comparison.

Year	JULT	INEQ
2026	0.00%	0.19%
2025	0.00%	9.76%
2024	0.00%	3.11%
2023	0.00%	3.27%
2022	0.00%	3.58%
2021	0.00%	3.43%
2020	3.86%	2.64%
2019	0.00%	3.34%
2018	0.00%	7.25%
2017	0.00%	4.63%
2016	0.00%	2.52%