JULU vs SJB
Comparison between ALLIANZIM U.S. EQUITY BUFFER15 UNCAPPED JUL ETF (JULU, ETF) and PROSHARES SHORT HIGH YIELD (SJB, ETF).
JULU vs SJB - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
JULU
$67M
SJB
$67M
Expense Ratio
Winner
JULU
0.74%
SJB
0.95%
Max Drawdown
Winner
JULU
12.46%
SJB
64.03%
Sharpe Ratio
Winner
JULU
1.39
SJB
-1.08
5Y Beta
JULU
0.65
Winner
SJB
-0.24
5Y Dividends CAGR
JULU
N/A
SJB
118.47%
JULU vs SJB - Historical Returns
Returns include dividend reinvestment.
1M
Winner
JULU
+0.28%
SJB
-0.29%
3M
Winner
JULU
+9.18%
SJB
-1.30%
6M
Winner
JULU
+7.15%
SJB
+0.23%
1Y
Winner
JULU
+18.45%
SJB
-0.42%
5Y(CAGR)
JULU
N/A
SJB
-0.48%
10Y(CAGR)
JULU
N/A
SJB
-3.90%
Max(CAGR)
Winner
JULU
+12.90%
SJB
-5.12%
JULU vs SJB - Annual Returns (2011 - 2026)
Returns include dividend reinvestment.
| Year | JULU | SJB |
|---|---|---|
| 2026 | +7.06% | +0.44% |
| 2025 | +12.37% | -1.63% |
| 2024 | +5.59% | -1.13% |
| 2023 | N/A | -5.47% |
| 2022 | N/A | +9.51% |
| 2021 | N/A | -7.04% |
| 2020 | N/A | -8.79% |
| 2019 | N/A | -11.72% |
| 2018 | N/A | +2.52% |
| 2017 | N/A | -5.75% |
| 2016 | N/A | -14.50% |
| 2015 | N/A | +2.39% |
| 2014 | N/A | -4.54% |
| 2013 | N/A | -7.96% |
| 2012 | N/A | -13.08% |
| 2011 | N/A | -7.20% |
JULU vs SJB Drawdown Comparison
The maximum drawdown for JULU was -12.46%, occurring on Apr 8, 2025. Recovery took 90 trading sessions.
The maximum drawdown for SJB was -58.06%, occurring on Dec 28, 2021. This drawdown has not yet recovered.
The current JULU drawdown is -2.40%. The current SJB drawdown is -57.50%.
| Rank | JULU | SJB |
|---|---|---|
| #1 | -12.46% Feb 19, 2025 - Jun 30, 2025 | -58.06% Oct 4, 2011 - Dec 28, 2021 |
| #2 | -7.04% Jan 28, 2026 - Apr 15, 2026 | -6.29% Aug 8, 2011 - Oct 3, 2011 |
| #3 | -6.20% Jul 16, 2024 - Sep 19, 2024 | -5.33% Jun 16, 2011 - Aug 8, 2011 |
| #4 | -4.34% Oct 29, 2025 - Jan 6, 2026 | -2.68% Mar 22, 2011 - Jun 13, 2011 |
| #5 | -4.32% Jun 2, 2026 - Jun 10, 2026 | -0.67% Jun 13, 2011 - Jun 16, 2011 |
| #6 | -3.90% Dec 6, 2024 - Jan 23, 2025 | N/A |
| #7 | -2.33% Oct 8, 2025 - Oct 24, 2025 | N/A |
| #8 | -2.29% Jan 12, 2026 - Jan 28, 2026 | N/A |
| #9 | -2.21% Oct 14, 2024 - Nov 6, 2024 | N/A |
| #10 | -1.96% May 14, 2026 - May 26, 2026 | N/A |
| #11 | -1.71% Nov 11, 2024 - Nov 26, 2024 | N/A |
| #12 | -1.65% Jul 25, 2025 - Aug 8, 2025 | N/A |
| #13 | -1.60% Jan 23, 2025 - Feb 19, 2025 | N/A |
| #14 | -1.21% Aug 14, 2025 - Aug 27, 2025 | N/A |
| #15 | -1.18% Aug 28, 2025 - Sep 10, 2025 | N/A |
Correlation
Correlation between JULU and SJB is -0.62 which considered as a moderate negative correlation - the stocks show some tendency to move in opposite directions.
-0.62
-101
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