JULU vs RFDI
Comparison between ALLIANZIM U.S. EQUITY BUFFER15 UNCAPPED JUL ETF (JULU, ETF) and FIRST TRUST RIVERFRONT DYNAMIC DEVELOPED INTERNATIONAL ETF (RFDI, ETF).
JULU vs RFDI - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
JULU
$152M
Winner
RFDI
$152M
Expense Ratio
Winner
JULU
0.74%
RFDI
0.83%
Max Drawdown
Winner
JULU
12.46%
RFDI
42.41%
Sharpe Ratio
Winner
JULU
1.43
RFDI
1.21
5Y Beta
Winner
JULU
0.64
RFDI
0.74
5Y Dividends CAGR
JULU
N/A
RFDI
23.69%
JULU vs RFDI - Historical Returns
Returns include dividend reinvestment.
1M
Winner
JULU
+1.51%
RFDI
-0.53%
3M
Winner
JULU
+7.01%
RFDI
+2.83%
6M
JULU
+6.00%
Winner
RFDI
+9.31%
1Y
JULU
+19.68%
Winner
RFDI
+22.30%
5Y(CAGR)
JULU
N/A
RFDI
+7.79%
10Y(CAGR)
JULU
N/A
RFDI
+8.43%
Max(CAGR)
Winner
JULU
+12.72%
RFDI
+8.34%
JULU vs RFDI - Annual Returns (2016 - 2026)
Returns include dividend reinvestment.
| Year | JULU | RFDI |
|---|---|---|
| 2026 | +6.48% | +5.08% |
| 2025 | +12.37% | +36.63% |
| 2024 | +5.59% | +6.40% |
| 2023 | N/A | +18.08% |
| 2022 | N/A | -23.55% |
| 2021 | N/A | +16.14% |
| 2020 | N/A | +8.21% |
| 2019 | N/A | +20.81% |
| 2018 | N/A | -18.96% |
| 2017 | N/A | +23.63% |
| 2016 | N/A | +4.58% |
JULU vs RFDI Drawdown Comparison
The maximum drawdown for JULU was -12.46%, occurring on Apr 8, 2025. Recovery took 90 trading sessions.
The maximum drawdown for RFDI was -39.39%, occurring on Mar 23, 2020. Recovery took 736 trading sessions.
The current JULU drawdown is -2.92%. The current RFDI drawdown is -3.72%.
| Rank | JULU | RFDI |
|---|---|---|
| #1 | -12.46% Feb 19, 2025 - Jun 30, 2025 | -39.39% Jan 26, 2018 - Dec 29, 2020 |
| #2 | -7.04% Jan 28, 2026 - Apr 15, 2026 | -35.87% Sep 3, 2021 - Aug 23, 2024 |
| #3 | -6.20% Jul 16, 2024 - Sep 19, 2024 | -13.44% Mar 19, 2025 - Apr 28, 2025 |
| #4 | -4.34% Oct 29, 2025 - Jan 6, 2026 | -10.29% Apr 20, 2016 - Aug 9, 2016 |
| #5 | -3.90% Dec 6, 2024 - Jan 23, 2025 | -10.20% Feb 25, 2026 - Mar 20, 2026 |
| #6 | -2.92% Jun 2, 2026 - Jun 5, 2026 | -9.59% Sep 26, 2024 - Mar 5, 2025 |
| #7 | -2.33% Oct 8, 2025 - Oct 24, 2025 | -5.99% Feb 16, 2021 - Apr 5, 2021 |
| #8 | -2.29% Jan 12, 2026 - Jan 28, 2026 | -5.32% Sep 7, 2016 - Jan 4, 2017 |
| #9 | -2.21% Oct 14, 2024 - Nov 6, 2024 | -4.79% Nov 12, 2025 - Dec 3, 2025 |
| #10 | -1.96% May 14, 2026 - May 26, 2026 | -4.47% Jan 21, 2021 - Feb 11, 2021 |
| #11 | -1.71% Nov 11, 2024 - Nov 26, 2024 | -3.95% Jul 23, 2025 - Aug 12, 2025 |
| #12 | -1.65% Jul 25, 2025 - Aug 8, 2025 | -3.93% Aug 27, 2024 - Sep 26, 2024 |
| #13 | -1.60% Jan 23, 2025 - Feb 19, 2025 | -3.52% Oct 3, 2025 - Oct 27, 2025 |
| #14 | -1.21% Aug 14, 2025 - Aug 27, 2025 | -3.15% May 7, 2021 - May 20, 2021 |
| #15 | -1.18% Aug 28, 2025 - Sep 10, 2025 | -3.08% Jun 15, 2021 - Jul 7, 2021 |
Correlation
Correlation between JULU and RFDI is 0.90 which considered as a strong positive correlation - the stocks tend to move together.
0.90
-101
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