JULT vs PBL
Comparison between ALLIANZIM U.S. EQUITY BUFFER10 JUL ETF (JULT, ETF) and PGIM PORTFOLIO BALLAST ETF (PBL, ETF).
JULT vs PBL - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
JULT
$81M
PBL
$81M
Expense Ratio
JULT
0.74%
Winner
PBL
0.45%
Max Drawdown
Winner
JULT
13.57%
PBL
17.27%
Sharpe Ratio
Winner
JULT
1.76
PBL
1.34
5Y Beta
JULT
0.63
Winner
PBL
0.60
JULT vs PBL - Historical Returns
Returns include dividend reinvestment.
1M
JULT
+1.11%
Winner
PBL
+1.32%
3M
JULT
+6.73%
Winner
PBL
+9.26%
6M
JULT
+6.82%
Winner
PBL
+7.89%
1Y
JULT
+17.63%
Winner
PBL
+18.17%
5Y(CAGR)
JULT
+11.41%
PBL
N/A
Max(CAGR)
JULT
+12.07%
Winner
PBL
+13.51%
JULT vs PBL - Annual Returns (2020 - 2026)
Returns include dividend reinvestment.
| Year | JULT | PBL |
|---|---|---|
| 2026 | +6.12% | +7.78% |
| 2025 | +13.84% | +12.58% |
| 2024 | +18.15% | +17.42% |
| 2023 | +21.66% | +14.10% |
| 2022 | -6.01% | -3.52% |
| 2021 | +10.39% | N/A |
| 2020 | +10.68% | N/A |
JULT vs PBL Drawdown Comparison
The maximum drawdown for JULT was -13.57%, occurring on Apr 8, 2025. Recovery took 86 trading sessions.
The maximum drawdown for PBL was -11.62%, occurring on Apr 8, 2025. Recovery took 136 trading sessions.
The current PBL drawdown is -0.35%.
| Rank | JULT | PBL |
|---|---|---|
| #1 | -13.57% Feb 19, 2025 - Jun 24, 2025 | -11.62% Dec 6, 2024 - Jun 26, 2025 |
| #2 | -11.50% Jan 3, 2022 - Feb 2, 2023 | -7.88% Aug 1, 2023 - Dec 12, 2023 |
| #3 | -6.74% Jul 28, 2023 - Nov 20, 2023 | -5.82% Jan 28, 2026 - Apr 15, 2026 |
| #4 | -5.84% Jul 16, 2024 - Aug 21, 2024 | -5.70% Jul 16, 2024 - Sep 19, 2024 |
| #5 | -5.83% Feb 2, 2023 - Apr 28, 2023 | -4.95% Feb 2, 2023 - May 22, 2023 |
| #6 | -5.22% Feb 25, 2026 - Apr 13, 2026 | -4.22% Mar 28, 2024 - May 15, 2024 |
| #7 | -4.09% Sep 2, 2020 - Oct 12, 2020 | -4.18% Dec 14, 2022 - Feb 1, 2023 |
| #8 | -3.80% Oct 12, 2020 - Nov 5, 2020 | -3.95% Oct 28, 2025 - Dec 24, 2025 |
| #9 | -3.07% Mar 28, 2024 - May 6, 2024 | -3.36% Jun 4, 2026 - Jun 10, 2026 |
| #10 | -2.93% Aug 30, 2024 - Sep 16, 2024 | -2.29% May 14, 2026 - May 28, 2026 |
| #11 | -2.64% Sep 2, 2021 - Oct 19, 2021 | -2.27% Oct 7, 2025 - Oct 23, 2025 |
| #12 | -2.52% Oct 27, 2025 - Nov 28, 2025 | -2.22% Oct 18, 2024 - Nov 6, 2024 |
| #13 | -2.35% Dec 6, 2024 - Jan 21, 2025 | -1.89% Jan 12, 2026 - Jan 27, 2026 |
| #14 | -2.27% May 1, 2023 - May 18, 2023 | -1.68% Feb 12, 2024 - Feb 22, 2024 |
| #15 | -2.24% Nov 4, 2021 - Dec 23, 2021 | -1.59% Dec 27, 2023 - Jan 19, 2024 |
Correlation
Correlation between JULT and PBL is 1.00 which considered as a very strong positive correlation - the stocks move almost identically together.
1.00
-101
Dividend Comparison (2020 - 2025)
JULT vs PBL dividend yield comparison.
| Year | JULT | PBL |
|---|---|---|
| 2025 | 0.00% | 2.21% |
| 2024 | 0.00% | 6.89% |
| 2023 | 0.00% | 7.92% |
| 2022 | 0.00% | 0.16% |
| 2020 | 3.86% | 0.00% |
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