JULU vs GRX
Comparison between ALLIANZIM U.S. EQUITY BUFFER15 UNCAPPED JUL ETF (JULU, ETF) and Gabelli Healthcare & WellnessRx Trust (GRX, ETF).
JULU vs GRX - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
JULU
$152M
Winner
GRX
$152M
Expense Ratio
JULU
0.74%
GRX
N/A
Max Drawdown
Winner
JULU
12.46%
GRX
65.00%
Sharpe Ratio
Winner
JULU
1.43
GRX
-0.15
5Y Beta
JULU
0.64
Winner
GRX
0.41
5Y Dividends CAGR
JULU
N/A
GRX
7.06%
JULU vs GRX - Historical Returns
Returns include dividend reinvestment.
1M
Winner
JULU
+1.51%
GRX
+0.33%
3M
Winner
JULU
+7.01%
GRX
-5.77%
6M
Winner
JULU
+6.00%
GRX
-1.96%
1Y
Winner
JULU
+19.68%
GRX
+1.50%
5Y(CAGR)
JULU
N/A
GRX
-1.36%
10Y(CAGR)
JULU
N/A
GRX
+4.28%
Max(CAGR)
Winner
JULU
+12.72%
GRX
+5.63%
JULU vs GRX - Annual Returns (2007 - 2026)
Returns include dividend reinvestment.
| Year | JULU | GRX |
|---|---|---|
| 2026 | +6.48% | -4.35% |
| 2025 | +12.37% | +6.83% |
| 2024 | +5.59% | +7.27% |
| 2023 | N/A | -3.78% |
| 2022 | N/A | -20.60% |
| 2021 | N/A | +23.49% |
| 2020 | N/A | +10.14% |
| 2019 | N/A | +31.00% |
| 2018 | N/A | -6.48% |
| 2017 | N/A | +13.43% |
| 2016 | N/A | -1.53% |
| 2015 | N/A | +3.12% |
| 2014 | N/A | +7.95% |
| 2013 | N/A | +30.46% |
| 2012 | N/A | +35.47% |
| 2011 | N/A | -0.42% |
| 2010 | N/A | +3.48% |
| 2009 | N/A | +30.10% |
| 2008 | N/A | -27.74% |
| 2007 | N/A | -12.90% |
JULU vs GRX Drawdown Comparison
The maximum drawdown for JULU was -12.46%, occurring on Apr 8, 2025. Recovery took 90 trading sessions.
The maximum drawdown for GRX was -64.35%, occurring on Mar 6, 2009. Recovery took 1427 trading sessions.
The current JULU drawdown is -2.92%. The current GRX drawdown is -13.82%.
| Rank | JULU | GRX |
|---|---|---|
| #1 | -12.46% Feb 19, 2025 - Jun 30, 2025 | -64.35% Jul 23, 2007 - Mar 22, 2013 |
| #2 | -7.04% Jan 28, 2026 - Apr 15, 2026 | -37.33% Jan 3, 2022 - Oct 27, 2023 |
| #3 | -6.20% Jul 16, 2024 - Sep 19, 2024 | -36.98% Feb 19, 2020 - Nov 17, 2020 |
| #4 | -4.34% Oct 29, 2025 - Jan 6, 2026 | -20.64% Jul 14, 2015 - Jul 12, 2016 |
| #5 | -3.90% Dec 6, 2024 - Jan 23, 2025 | -20.01% Sep 27, 2018 - Jul 3, 2019 |
| #6 | -2.92% Jun 2, 2026 - Jun 5, 2026 | -16.30% Aug 9, 2016 - Jun 22, 2017 |
| #7 | -2.33% Oct 8, 2025 - Oct 24, 2025 | -15.10% Jan 26, 2018 - Aug 20, 2018 |
| #8 | -2.29% Jan 12, 2026 - Jan 28, 2026 | -15.09% May 20, 2013 - Dec 20, 2013 |
| #9 | -2.21% Oct 14, 2024 - Nov 6, 2024 | -13.74% Jun 26, 2014 - Dec 3, 2014 |
| #10 | -1.96% May 14, 2026 - May 26, 2026 | -11.71% Jun 28, 2017 - Jan 11, 2018 |
| #11 | -1.71% Nov 11, 2024 - Nov 26, 2024 | -9.47% Sep 3, 2021 - Dec 29, 2021 |
| #12 | -1.65% Jul 25, 2025 - Aug 8, 2025 | -8.62% Jun 26, 2007 - Jul 3, 2007 |
| #13 | -1.60% Jan 23, 2025 - Feb 19, 2025 | -7.71% Jan 16, 2014 - Mar 4, 2014 |
| #14 | -1.21% Aug 14, 2025 - Aug 27, 2025 | -6.31% Mar 10, 2014 - Jun 26, 2014 |
| #15 | -1.18% Aug 28, 2025 - Sep 10, 2025 | -4.85% Jul 3, 2019 - Sep 16, 2019 |
Correlation
Correlation between JULU and GRX is -0.21 which considered as a very weak or no correlation - the stocks move independently of each other.
-0.21
-101
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