JULT vs TOAK
Comparison between ALLIANZIM U.S. EQUITY BUFFER10 JUL ETF (JULT, ETF) and TWIN OAK SHORT HORIZON ABSOLUTE RETURN ETF (TOAK, ETF).
JULT vs TOAK - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
JULT
$79M
TOAK
$79M
Expense Ratio
JULT
0.74%
Winner
TOAK
0.25%
Max Drawdown
JULT
13.57%
Winner
TOAK
1.81%
Sharpe Ratio
Winner
JULT
1.80
TOAK
0.03
5Y Beta
JULT
0.64
Winner
TOAK
-0.01
JULT vs TOAK - Historical Returns
Returns include dividend reinvestment.
1M
Winner
JULT
+1.16%
TOAK
+0.26%
3M
Winner
JULT
+5.04%
TOAK
+0.88%
6M
Winner
JULT
+6.03%
TOAK
+1.57%
1Y
Winner
JULT
+18.48%
TOAK
+3.69%
5Y(CAGR)
JULT
+11.27%
TOAK
N/A
Max(CAGR)
Winner
JULT
+12.01%
TOAK
+4.01%
JULT vs TOAK - Annual Returns (2020 - 2026)
Returns include dividend reinvestment.
| Year | JULT | TOAK |
|---|---|---|
| 2026 | +5.45% | +1.34% |
| 2025 | +13.84% | +4.28% |
| 2024 | +18.15% | +1.51% |
| 2023 | +21.66% | N/A |
| 2022 | -6.01% | N/A |
| 2021 | +10.39% | N/A |
| 2020 | +10.68% | N/A |
JULT vs TOAK Drawdown Comparison
The maximum drawdown for JULT was -13.57%, occurring on Apr 8, 2025. Recovery took 86 trading sessions.
The maximum drawdown for TOAK was -1.81%, occurring on May 20, 2026. This drawdown has not yet recovered.
The current JULT drawdown is -0.45%. The current TOAK drawdown is -1.69%.
| Rank | JULT | TOAK |
|---|---|---|
| #1 | -13.57% Feb 19, 2025 - Jun 24, 2025 | -1.81% May 12, 2026 - May 20, 2026 |
| #2 | -11.50% Jan 3, 2022 - Feb 2, 2023 | -0.68% Dec 15, 2025 - Feb 20, 2026 |
| #3 | -6.74% Jul 28, 2023 - Nov 20, 2023 | -0.16% Mar 26, 2026 - Apr 20, 2026 |
| #4 | -5.84% Jul 16, 2024 - Aug 21, 2024 | -0.13% Nov 8, 2024 - Nov 18, 2024 |
| #5 | -5.83% Feb 2, 2023 - Apr 28, 2023 | -0.10% Apr 20, 2026 - Apr 28, 2026 |
| #6 | -5.22% Feb 25, 2026 - Apr 13, 2026 | -0.09% Feb 20, 2026 - Mar 10, 2026 |
| #7 | -4.09% Sep 2, 2020 - Oct 12, 2020 | -0.07% Nov 17, 2025 - Nov 21, 2025 |
| #8 | -3.80% Oct 12, 2020 - Nov 5, 2020 | -0.06% Oct 2, 2024 - Oct 7, 2024 |
| #9 | -3.07% Mar 28, 2024 - May 6, 2024 | -0.06% Nov 1, 2024 - Nov 5, 2024 |
| #10 | -2.93% Aug 30, 2024 - Sep 16, 2024 | -0.05% Apr 7, 2025 - Apr 10, 2025 |
| #11 | -2.64% Sep 2, 2021 - Oct 19, 2021 | -0.05% May 7, 2025 - May 21, 2025 |
| #12 | -2.52% Oct 27, 2025 - Nov 28, 2025 | -0.05% May 23, 2025 - May 30, 2025 |
| #13 | -2.35% Dec 6, 2024 - Jan 21, 2025 | -0.05% Jun 30, 2025 - Jul 9, 2025 |
| #14 | -2.27% May 1, 2023 - May 18, 2023 | -0.05% Sep 15, 2025 - Sep 19, 2025 |
| #15 | -2.24% Nov 4, 2021 - Dec 23, 2021 | -0.05% Mar 10, 2026 - Mar 18, 2026 |
Correlation
Correlation between JULT and TOAK is 0.94 which considered as a very strong positive correlation - the stocks move almost identically together.
0.94
-101
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