JULU vs DEED
Comparison between ALLIANZIM U.S. EQUITY BUFFER15 UNCAPPED JUL ETF (JULU, ETF) and FIRST TRUST TCW SECURITIZED PLUS ETF (DEED, ETF).
JULU vs DEED - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
JULU
$67M
DEED
$66M
Expense Ratio
JULU
0.74%
Winner
DEED
0.66%
Max Drawdown
Winner
JULU
12.46%
DEED
25.99%
Sharpe Ratio
Winner
JULU
1.51
DEED
0.71
5Y Beta
JULU
0.65
Winner
DEED
0.02
5Y Dividends CAGR
JULU
N/A
DEED
11.17%
JULU vs DEED - Historical Returns
Returns include dividend reinvestment.
1M
JULU
+1.30%
Winner
DEED
+1.51%
3M
Winner
JULU
+11.01%
DEED
+0.52%
6M
Winner
JULU
+9.03%
DEED
+0.94%
1Y
Winner
JULU
+20.85%
DEED
+6.45%
5Y(CAGR)
JULU
N/A
DEED
+0.37%
Max(CAGR)
Winner
JULU
+13.34%
DEED
+1.26%
JULU vs DEED - Annual Returns (2020 - 2026)
Returns include dividend reinvestment.
| Year | JULU | DEED |
|---|---|---|
| 2026 | +8.11% | +1.04% |
| 2025 | +12.37% | +9.04% |
| 2024 | +5.59% | +3.74% |
| 2023 | N/A | +5.87% |
| 2022 | N/A | -15.96% |
| 2021 | N/A | +1.68% |
| 2020 | N/A | +4.71% |
JULU vs DEED Drawdown Comparison
The maximum drawdown for JULU was -12.46%, occurring on Apr 8, 2025. Recovery took 90 trading sessions.
The maximum drawdown for DEED was -19.96%, occurring on Oct 25, 2023. Recovery took 1077 trading sessions.
The current JULU drawdown is -1.44%. The current DEED drawdown is -1.35%.
| Rank | JULU | DEED |
|---|---|---|
| #1 | -12.46% Feb 19, 2025 - Jun 30, 2025 | -19.96% Sep 14, 2021 - Dec 29, 2025 |
| #2 | -7.04% Jan 28, 2026 - Apr 15, 2026 | -3.18% Feb 27, 2026 - May 19, 2026 |
| #3 | -6.20% Jul 16, 2024 - Sep 19, 2024 | -0.84% Jan 14, 2026 - Feb 10, 2026 |
| #4 | -4.34% Oct 29, 2025 - Jan 6, 2026 | -0.73% Feb 24, 2021 - Apr 15, 2021 |
| #5 | -4.32% Jun 2, 2026 - Jun 10, 2026 | -0.47% May 29, 2020 - Jun 9, 2020 |
| #6 | -3.90% Dec 6, 2024 - Jan 23, 2025 | -0.46% Aug 3, 2021 - Sep 7, 2021 |
| #7 | -2.33% Oct 8, 2025 - Oct 24, 2025 | -0.40% Feb 10, 2021 - Feb 23, 2021 |
| #8 | -2.29% Jan 12, 2026 - Jan 28, 2026 | -0.37% Dec 29, 2025 - Jan 9, 2026 |
| #9 | -2.21% Oct 14, 2024 - Nov 6, 2024 | -0.35% Jun 11, 2021 - Jul 8, 2021 |
| #10 | -1.96% May 14, 2026 - May 26, 2026 | -0.29% Aug 4, 2020 - Aug 27, 2020 |
| #11 | -1.71% Nov 11, 2024 - Nov 26, 2024 | -0.29% May 7, 2021 - May 25, 2021 |
| #12 | -1.65% Jul 25, 2025 - Aug 8, 2025 | -0.27% Apr 22, 2021 - May 5, 2021 |
| #13 | -1.60% Jan 23, 2025 - Feb 19, 2025 | -0.27% Jul 8, 2021 - Jul 19, 2021 |
| #14 | -1.21% Aug 14, 2025 - Aug 27, 2025 | -0.25% Oct 16, 2020 - Nov 18, 2020 |
| #15 | -1.18% Aug 28, 2025 - Sep 10, 2025 | -0.23% Jul 20, 2021 - Jul 28, 2021 |
Correlation
Correlation between JULU and DEED is 0.87 which considered as a strong positive correlation - the stocks tend to move together.
0.87
-101
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