JULU vs USEP
Comparison between ALLIANZIM U.S. EQUITY BUFFER15 UNCAPPED JUL ETF (JULU, ETF) and Innovator U.S. Equity Ultra Buffer ETF - September (USEP, ETF).
JULU vs USEP - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
JULU
$152M
USEP
$152M
Expense Ratio
Winner
JULU
0.74%
USEP
0.79%
Max Drawdown
Winner
JULU
12.46%
USEP
13.37%
Sharpe Ratio
JULU
1.43
Winner
USEP
1.78
5Y Beta
JULU
0.64
Winner
USEP
0.44
JULU vs USEP - Historical Returns
Returns include dividend reinvestment.
1M
Winner
JULU
+1.51%
USEP
+0.87%
3M
Winner
JULU
+7.01%
USEP
+3.93%
6M
Winner
JULU
+6.00%
USEP
+4.62%
1Y
Winner
JULU
+19.68%
USEP
+14.69%
5Y(CAGR)
JULU
N/A
USEP
+7.90%
Max(CAGR)
Winner
JULU
+12.72%
USEP
+7.95%
JULU vs USEP - Annual Returns (2019 - 2026)
Returns include dividend reinvestment.
| Year | JULU | USEP |
|---|---|---|
| 2026 | +6.48% | +4.18% |
| 2025 | +12.37% | +11.84% |
| 2024 | +5.59% | +12.74% |
| 2023 | N/A | +19.03% |
| 2022 | N/A | -8.14% |
| 2021 | N/A | +6.46% |
| 2020 | N/A | +6.87% |
| 2019 | N/A | +3.60% |
JULU vs USEP Drawdown Comparison
The maximum drawdown for JULU was -12.46%, occurring on Apr 8, 2025. Recovery took 90 trading sessions.
The maximum drawdown for USEP was -13.37%, occurring on Mar 23, 2020. Recovery took 105 trading sessions.
The current JULU drawdown is -2.92%. The current USEP drawdown is -0.62%.
| Rank | JULU | USEP |
|---|---|---|
| #1 | -12.46% Feb 19, 2025 - Jun 30, 2025 | -13.37% Feb 12, 2020 - Jul 14, 2020 |
| #2 | -7.04% Jan 28, 2026 - Apr 15, 2026 | -11.84% Jan 4, 2022 - Jun 13, 2023 |
| #3 | -6.20% Jul 16, 2024 - Sep 19, 2024 | -9.72% Feb 19, 2025 - Jun 9, 2025 |
| #4 | -4.34% Oct 29, 2025 - Jan 6, 2026 | -4.64% Sep 1, 2023 - Nov 14, 2023 |
| #5 | -3.90% Dec 6, 2024 - Jan 23, 2025 | -4.03% Feb 25, 2026 - Apr 13, 2026 |
| #6 | -2.92% Jun 2, 2026 - Jun 5, 2026 | -3.12% Sep 2, 2020 - Nov 5, 2020 |
| #7 | -2.33% Oct 8, 2025 - Oct 24, 2025 | -2.43% Jul 31, 2023 - Aug 29, 2023 |
| #8 | -2.29% Jan 12, 2026 - Jan 28, 2026 | -2.21% Jul 31, 2024 - Aug 13, 2024 |
| #9 | -2.21% Oct 14, 2024 - Nov 6, 2024 | -2.17% Mar 28, 2024 - May 6, 2024 |
| #10 | -1.96% May 14, 2026 - May 26, 2026 | -2.05% Sep 2, 2021 - Oct 21, 2021 |
| #11 | -1.71% Nov 11, 2024 - Nov 26, 2024 | -2.02% Oct 27, 2025 - Dec 4, 2025 |
| #12 | -1.65% Jul 25, 2025 - Aug 8, 2025 | -1.85% Aug 28, 2024 - Sep 13, 2024 |
| #13 | -1.60% Jan 23, 2025 - Feb 19, 2025 | -1.54% Dec 11, 2024 - Jan 21, 2025 |
| #14 | -1.21% Aug 14, 2025 - Aug 27, 2025 | -1.39% Nov 8, 2021 - Dec 23, 2021 |
| #15 | -1.18% Aug 28, 2025 - Sep 10, 2025 | -1.34% Oct 8, 2025 - Oct 23, 2025 |
Correlation
Correlation between JULU and USEP is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.
0.98
-101
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