JULU vs PSFD
Comparison between ALLIANZIM U.S. EQUITY BUFFER15 UNCAPPED JUL ETF (JULU, ETF) and PACER SWAN SOS FLEX (JANUARY) ETF (PSFD, ETF).
JULU vs PSFD - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
JULU
$59M
Winner
PSFD
$59M
Expense Ratio
JULU
0.74%
Winner
PSFD
0.49%
Max Drawdown
Winner
JULU
12.46%
PSFD
14.94%
Sharpe Ratio
JULU
0.92
Winner
PSFD
1.29
5Y Beta
JULU
0.65
Winner
PSFD
0.56
JULU vs PSFD - Historical Returns
Returns include dividend reinvestment.
1M
JULU
+0.40%
Winner
PSFD
+0.65%
3M
Winner
JULU
+3.83%
PSFD
+3.02%
6M
Winner
JULU
+5.98%
PSFD
+5.48%
1Y
Winner
JULU
+13.19%
PSFD
+12.75%
5Y(CAGR)
JULU
N/A
PSFD
+11.31%
Max(CAGR)
JULU
+12.00%
Winner
PSFD
+12.53%
JULU vs PSFD - Annual Returns (2020 - 2026)
Returns include dividend reinvestment.
| Year | JULU | PSFD |
|---|---|---|
| 2026 | +6.75% | +6.20% |
| 2025 | +12.37% | +12.85% |
| 2024 | +5.59% | +14.90% |
| 2023 | N/A | +21.37% |
| 2022 | N/A | -3.42% |
| 2021 | N/A | +19.62% |
| 2020 | N/A | +1.33% |
JULU vs PSFD Drawdown Comparison
The maximum drawdown for JULU was -12.46%, occurring on Apr 8, 2025. Recovery took 90 trading sessions.
The maximum drawdown for PSFD was -14.94%, occurring on Jun 16, 2022. Recovery took 264 trading sessions.
The current JULU drawdown is -2.67%. The current PSFD drawdown is -0.91%.
| Rank | JULU | PSFD |
|---|---|---|
| #1 | -12.46% Feb 19, 2025 - Jun 30, 2025 | -14.94% Jan 3, 2022 - Jan 23, 2023 |
| #2 | -7.04% Jan 28, 2026 - Apr 15, 2026 | -12.26% Feb 18, 2025 - Jun 10, 2025 |
| #3 | -6.20% Jul 16, 2024 - Sep 19, 2024 | -6.78% Jul 28, 2023 - Nov 14, 2023 |
| #4 | -4.34% Oct 29, 2025 - Jan 6, 2026 | -5.88% Jan 28, 2026 - Apr 14, 2026 |
| #5 | -4.32% Jun 2, 2026 - Jun 10, 2026 | -4.66% Feb 2, 2023 - Apr 13, 2023 |
| #6 | -3.90% Dec 6, 2024 - Jan 23, 2025 | -3.95% Jul 16, 2024 - Aug 16, 2024 |
| #7 | -2.33% Oct 8, 2025 - Oct 24, 2025 | -2.82% Jan 21, 2021 - Feb 5, 2021 |
| #8 | -2.29% Jan 12, 2026 - Jan 28, 2026 | -2.76% Feb 24, 2021 - Mar 11, 2021 |
| #9 | -2.21% Oct 14, 2024 - Nov 6, 2024 | -2.58% Mar 28, 2024 - May 7, 2024 |
| #10 | -1.96% May 14, 2026 - May 26, 2026 | -2.55% May 7, 2021 - May 27, 2021 |
| #11 | -1.71% Nov 11, 2024 - Nov 26, 2024 | -1.96% Jun 1, 2026 - Jun 15, 2026 |
| #12 | -1.65% Jul 25, 2025 - Aug 8, 2025 | -1.80% May 1, 2023 - May 17, 2023 |
| #13 | -1.60% Jan 23, 2025 - Feb 19, 2025 | -1.68% Aug 30, 2024 - Sep 16, 2024 |
| #14 | -1.21% Aug 14, 2025 - Aug 27, 2025 | -1.67% Nov 11, 2025 - Nov 25, 2025 |
| #15 | -1.18% Aug 28, 2025 - Sep 10, 2025 | -1.67% Sep 2, 2021 - Oct 14, 2021 |
Correlation
Correlation between JULU and PSFD is 0.99 which considered as a very strong positive correlation - the stocks move almost identically together.
0.99
-101
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