JULT vs PUI
Comparison between ALLIANZIM U.S. EQUITY BUFFER10 JUL ETF (JULT, ETF) and INVESCO DORSEY WRIGHT UTILITIES MOMENTUM ETF (PUI, ETF).
5-Year PerformanceJULT has outperformed PUI, delivering a return of +11.3% compared to +8.7%
JULT vs PUI - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
JULT vs PUI - Historical Returns
Returns include dividend reinvestment.
JULT vs PUI - Annual Returns (2005 - 2026)
Returns include dividend reinvestment.
| Year | JULT | PUI |
|---|---|---|
| 2026 | +5.45% | +5.45% |
| 2025 | +13.84% | +14.52% |
| 2024 | +18.15% | +22.33% |
| 2023 | +21.66% | -3.99% |
| 2022 | -6.01% | -1.46% |
| 2021 | +10.39% | +17.50% |
| 2020 | +10.68% | -3.62% |
| 2019 | N/A | +23.78% |
| 2018 | N/A | +7.65% |
| 2017 | N/A | +11.98% |
| 2016 | N/A | +20.58% |
| 2015 | N/A | -2.75% |
| 2014 | N/A | +19.27% |
| 2013 | N/A | +19.67% |
| 2012 | N/A | +9.61% |
| 2011 | N/A | +6.01% |
| 2010 | N/A | +6.47% |
| 2009 | N/A | +1.83% |
| 2008 | N/A | -19.56% |
| 2007 | N/A | +6.73% |
| 2006 | N/A | +21.61% |
| 2005 | N/A | +2.23% |
JULT vs PUI Drawdown Comparison
The maximum drawdown for JULT was -13.57%, occurring on Apr 8, 2025. Recovery took 86 trading sessions.
The maximum drawdown for PUI was -43.22%, occurring on Mar 9, 2009. Recovery took 1347 trading sessions.
The current JULT drawdown is -0.45%. The current PUI drawdown is -4.79%.
| Rank | JULT | PUI |
|---|---|---|
| #1 | -13.57% Feb 19, 2025 - Jun 24, 2025 | -43.22% May 21, 2007 - Sep 21, 2012 |
| #2 | -11.50% Jan 3, 2022 - Feb 2, 2023 | -35.59% Feb 18, 2020 - Mar 25, 2022 |
| #3 | -6.74% Jul 28, 2023 - Nov 20, 2023 | -23.47% Aug 18, 2022 - Jul 31, 2024 |
| #4 | -5.84% Jul 16, 2024 - Aug 21, 2024 | -16.85% Nov 30, 2017 - Aug 17, 2018 |
| #5 | -5.83% Feb 2, 2023 - Apr 28, 2023 | -16.14% Apr 20, 2022 - Aug 15, 2022 |
| #6 | -5.22% Feb 25, 2026 - Apr 13, 2026 | -15.64% Jan 29, 2015 - Feb 3, 2016 |
| #7 | -4.09% Sep 2, 2020 - Oct 12, 2020 | -12.58% Jul 6, 2016 - Mar 22, 2017 |
| #8 | -3.80% Oct 12, 2020 - Nov 5, 2020 | -11.07% Oct 15, 2025 - Apr 9, 2026 |
| #9 | -3.07% Mar 28, 2024 - May 6, 2024 | -10.24% Nov 26, 2024 - May 19, 2025 |
| #10 | -2.93% Aug 30, 2024 - Sep 16, 2024 | -10.04% Dec 13, 2018 - Feb 21, 2019 |
| #11 | -2.64% Sep 2, 2021 - Oct 19, 2021 | -8.91% Oct 18, 2012 - Jan 22, 2013 |
| #12 | -2.52% Oct 27, 2025 - Nov 28, 2025 | -8.29% Jun 30, 2014 - Oct 30, 2014 |
| #13 | -2.35% Dec 6, 2024 - Jan 21, 2025 | -7.16% May 15, 2013 - Jul 12, 2013 |
| #14 | -2.27% May 1, 2023 - May 18, 2023 | -6.66% Sep 26, 2019 - Jan 15, 2020 |
| #15 | -2.24% Nov 4, 2021 - Dec 23, 2021 | -6.56% Apr 30, 2026 - Jun 1, 2026 |
Correlation
Correlation between JULT and PUI is 0.93 which considered as a very strong positive correlation - the stocks move almost identically together.
Dividend Comparison (2005 - 2026)
JULT vs PUI dividend yield comparison.
| Year | JULT | PUI |
|---|---|---|
| 2026 | 0.00% | 0.56% |
| 2025 | 0.00% | 2.22% |
| 2024 | 0.00% | 2.06% |
| 2023 | 0.00% | 2.36% |
| 2022 | 0.00% | 2.16% |
| 2021 | 0.00% | 2.03% |
| 2020 | 3.86% | 2.42% |
| 2019 | 0.00% | 2.02% |
| 2018 | 0.00% | 1.87% |
| 2017 | 0.00% | 2.98% |
| 2016 | 0.00% | 3.35% |
| 2015 | 0.00% | 2.82% |
| 2014 | 0.00% | 2.12% |
| 2013 | 0.00% | 2.53% |
| 2012 | 0.00% | 2.67% |
| 2011 | 0.00% | 2.81% |
| 2010 | 0.00% | 3.18% |
| 2009 | 0.00% | 4.86% |
| 2008 | 0.00% | 2.95% |
| 2007 | 0.00% | 2.55% |
| 2006 | 0.00% | 1.97% |
| 2005 | 0.00% | 0.75% |
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