JULU vs KOOL
Comparison between ALLIANZIM U.S. EQUITY BUFFER15 UNCAPPED JUL ETF (JULU, ETF) and NORTH SHORE EQUITY ROTATION ETF (KOOL, ETF).
JULU vs KOOL - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
JULU
$59M
KOOL
$59M
Expense Ratio
Winner
JULU
0.74%
KOOL
0.94%
Max Drawdown
Winner
JULU
12.46%
KOOL
20.66%
Sharpe Ratio
JULU
0.92
Winner
KOOL
1.07
5Y Beta
Winner
JULU
0.65
KOOL
0.98
P/E Ratio
JULU
N/A
KOOL
29.63
Forward P/E
JULU
N/A
KOOL
22.92
PEG Ratio
JULU
N/A
KOOL
0.11
5Y EPS CAGR
JULU
N/A
KOOL
26.19%
Debt to Equity
JULU
N/A
KOOL
41.03%
P/S Ratio
JULU
N/A
KOOL
3.24
P/B Ratio
JULU
N/A
KOOL
5.07
JULU vs KOOL - Historical Returns
Returns include dividend reinvestment.
1M
Winner
JULU
+0.40%
KOOL
+0.08%
3M
Winner
JULU
+3.83%
KOOL
+0.11%
6M
JULU
+5.98%
Winner
KOOL
+8.86%
1Y
JULU
+13.19%
Winner
KOOL
+18.17%
Max(CAGR)
JULU
+12.00%
Winner
KOOL
+17.08%
JULU vs KOOL - Annual Returns (2024 - 2026)
Returns include dividend reinvestment.
| Year | JULU | KOOL |
|---|---|---|
| 2026 | +6.75% | +11.28% |
| 2025 | +12.37% | +15.59% |
| 2024 | +5.59% | +10.71% |
JULU vs KOOL Drawdown Comparison
The maximum drawdown for JULU was -12.46%, occurring on Apr 8, 2025. Recovery took 90 trading sessions.
The maximum drawdown for KOOL was -20.46%, occurring on Apr 8, 2025. Recovery took 135 trading sessions.
The current JULU drawdown is -2.67%. The current KOOL drawdown is -3.80%.
| Rank | JULU | KOOL |
|---|---|---|
| #1 | -12.46% Feb 19, 2025 - Jun 30, 2025 | -20.46% Dec 5, 2024 - Jun 24, 2025 |
| #2 | -7.04% Jan 28, 2026 - Apr 15, 2026 | -9.58% Jul 16, 2024 - Oct 9, 2024 |
| #3 | -6.20% Jul 16, 2024 - Sep 19, 2024 | -7.18% Feb 25, 2026 - Apr 9, 2026 |
| #4 | -4.34% Oct 29, 2025 - Jan 6, 2026 | -5.81% Oct 28, 2025 - Jan 16, 2026 |
| #5 | -4.32% Jun 2, 2026 - Jun 10, 2026 | -5.71% May 14, 2026 - Jun 10, 2026 |
| #6 | -3.90% Dec 6, 2024 - Jan 23, 2025 | -5.07% Apr 3, 2024 - May 15, 2024 |
| #7 | -2.33% Oct 8, 2025 - Oct 24, 2025 | -2.90% Jan 28, 2026 - Feb 9, 2026 |
| #8 | -2.29% Jan 12, 2026 - Jan 28, 2026 | -2.56% Oct 8, 2025 - Oct 24, 2025 |
| #9 | -2.21% Oct 14, 2024 - Nov 6, 2024 | -2.47% Nov 11, 2024 - Dec 2, 2024 |
| #10 | -1.96% May 14, 2026 - May 26, 2026 | -2.40% Oct 18, 2024 - Nov 6, 2024 |
| #11 | -1.71% Nov 11, 2024 - Nov 26, 2024 | -2.06% Jul 25, 2025 - Aug 12, 2025 |
| #12 | -1.65% Jul 25, 2025 - Aug 8, 2025 | -1.73% Jan 16, 2026 - Jan 23, 2026 |
| #13 | -1.60% Jan 23, 2025 - Feb 19, 2025 | -1.46% May 6, 2026 - May 14, 2026 |
| #14 | -1.21% Aug 14, 2025 - Aug 27, 2025 | -1.44% Feb 9, 2026 - Feb 20, 2026 |
| #15 | -1.18% Aug 28, 2025 - Sep 10, 2025 | -1.39% Aug 28, 2025 - Sep 11, 2025 |
Correlation
Correlation between JULU and KOOL is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.
0.98
-101
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