JULU vs MVFG

Comparison between ALLIANZIM U.S. EQUITY BUFFER15 UNCAPPED JUL ETF (JULU, ETF) and MONARCH VOLUME FACTOR GLOBAL UNCONSTRAINED INDEX ETF (MVFG, ETF).

JULU vs MVFG - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	JULU(ETF)	MVFG(ETF)
Net Assets	$152M	$152M
Expense Ratio	0.74%	1.42%
Max Drawdown	12.46%	15.34%
Sharpe Ratio	1.43	1.12
5Y Beta	0.64	0.58

Net Assets

Winner

JULU

$152M

MVFG

$152M

Expense Ratio

Winner

JULU

0.74%

MVFG

1.42%

Max Drawdown

Winner

JULU

12.46%

MVFG

15.34%

Sharpe Ratio

Winner

JULU

1.43

MVFG

1.12

5Y Beta

JULU

0.64

Winner

MVFG

0.58

JULU vs MVFG - Historical Returns

Returns include dividend reinvestment.

Period	JULU	MVFG
1 month	+1.51%	+0.13%
3 months	+7.01%	+2.44%
6 months	+6.00%	+10.18%
1 year	+19.68%	+25.78%
Max(CAGR)	+12.72%	+16.30%

Winner

JULU

+1.51%

MVFG

+0.13%

Winner

JULU

+7.01%

MVFG

+2.44%

JULU

+6.00%

Winner

MVFG

+10.18%

JULU

+19.68%

Winner

MVFG

+25.78%

Max(CAGR)

JULU

+12.72%

Winner

MVFG

+16.30%

JULU vs MVFG - Annual Returns (2024 - 2026)

Returns include dividend reinvestment.

Year	JULU	MVFG
2026	+6.48%	+6.81%
2025	+12.37%	+21.49%
2024	+5.59%	+5.34%

JULU vs MVFG Drawdown Comparison

The maximum drawdown for JULU was -12.46%, occurring on Apr 8, 2025. Recovery took 90 trading sessions.

The maximum drawdown for MVFG was -15.34%, occurring on Nov 20, 2025. Recovery took 55 trading sessions.

The current JULU drawdown is -2.92%. The current MVFG drawdown is -2.53%.

Rank	JULU	MVFG
#1	-12.46% Feb 19, 2025 - Jun 30, 2025	-15.34% Oct 15, 2025 - Jan 5, 2026
#2	-7.04% Jan 28, 2026 - Apr 15, 2026	-12.19% Dec 9, 2024 - Jun 2, 2025
#3	-6.20% Jul 16, 2024 - Sep 19, 2024	-9.54% Feb 25, 2026 - May 6, 2026
#4	-4.34% Oct 29, 2025 - Jan 6, 2026	-7.68% Jul 16, 2024 - Sep 19, 2024
#5	-3.90% Dec 6, 2024 - Jan 23, 2025	-4.57% Mar 28, 2024 - May 14, 2024
#6	-2.92% Jun 2, 2026 - Jun 5, 2026	-4.35% Jul 23, 2025 - Aug 12, 2025
#7	-2.33% Oct 8, 2025 - Oct 24, 2025	-3.96% Oct 8, 2025 - Oct 13, 2025
#8	-2.29% Jan 12, 2026 - Jan 28, 2026	-3.09% Oct 18, 2024 - Nov 7, 2024
#9	-2.21% Oct 14, 2024 - Nov 6, 2024	-2.86% Nov 7, 2024 - Nov 27, 2024
#10	-1.96% May 14, 2026 - May 26, 2026	-2.53% Jun 2, 2026 - Jun 5, 2026
#11	-1.71% Nov 11, 2024 - Nov 26, 2024	-2.41% May 6, 2026 - May 26, 2026
#12	-1.65% Jul 25, 2025 - Aug 8, 2025	-2.23% Jan 27, 2026 - Feb 6, 2026
#13	-1.60% Jan 23, 2025 - Feb 19, 2025	-1.69% Jun 12, 2025 - Jun 26, 2025
#14	-1.21% Aug 14, 2025 - Aug 27, 2025	-1.57% May 21, 2024 - Jun 5, 2024
#15	-1.18% Aug 28, 2025 - Sep 10, 2025	-1.45% Feb 11, 2026 - Feb 20, 2026