JULW vs AGEM
Comparison between ALLIANZIM U.S. EQUITY BUFFER20 JUL ETF (JULW, ETF) and abrdn Emerging Markets Dividend Active ETF (AGEM, ETF).
JULW vs AGEM - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
JULW
$316M
Winner
AGEM
$316M
Expense Ratio
JULW
0.74%
Winner
AGEM
0.70%
Max Drawdown
Winner
JULW
9.49%
AGEM
15.58%
Sharpe Ratio
Winner
JULW
1.82
AGEM
1.82
5Y Beta
Winner
JULW
0.43
AGEM
0.87
JULW vs AGEM - Historical Returns
Returns include dividend reinvestment.
1M
Winner
JULW
+0.73%
AGEM
-1.45%
3M
JULW
+3.22%
Winner
AGEM
+12.21%
6M
JULW
+4.28%
Winner
AGEM
+23.08%
1Y
JULW
+13.12%
Winner
AGEM
+48.10%
5Y(CAGR)
JULW
+8.95%
AGEM
N/A
Max(CAGR)
JULW
+9.03%
Winner
AGEM
+42.18%
JULW vs AGEM - Annual Returns (2020 - 2026)
Returns include dividend reinvestment.
| Year | JULW | AGEM |
|---|---|---|
| 2026 | +3.75% | +18.38% |
| 2025 | +11.62% | +29.78% |
| 2024 | +12.61% | N/A |
| 2023 | +16.11% | N/A |
| 2022 | -1.85% | N/A |
| 2021 | +4.97% | N/A |
| 2020 | +6.92% | N/A |
JULW vs AGEM Drawdown Comparison
The maximum drawdown for JULW was -9.49%, occurring on Apr 8, 2025. Recovery took 72 trading sessions.
The maximum drawdown for AGEM was -15.58%, occurring on Apr 8, 2025. Recovery took 51 trading sessions.
The current JULW drawdown is -0.16%. The current AGEM drawdown is -9.04%.
| Rank | JULW | AGEM |
|---|---|---|
| #1 | -9.49% Feb 19, 2025 - Jun 3, 2025 | -15.58% Feb 19, 2025 - May 5, 2025 |
| #2 | -6.50% Aug 16, 2022 - Jan 13, 2023 | -13.92% Feb 25, 2026 - Apr 30, 2026 |
| #3 | -4.68% Jan 3, 2022 - Aug 12, 2022 | -9.04% Jun 2, 2026 - Jun 5, 2026 |
| #4 | -4.54% Jul 28, 2023 - Nov 14, 2023 | -6.52% May 11, 2026 - Jun 1, 2026 |
| #5 | -3.54% Jul 16, 2024 - Aug 19, 2024 | -5.47% Oct 29, 2025 - Dec 26, 2025 |
| #6 | -3.52% Feb 7, 2023 - Mar 31, 2023 | -3.59% Oct 3, 2025 - Oct 20, 2025 |
| #7 | -2.96% Feb 26, 2026 - Apr 8, 2026 | -3.15% Jul 23, 2025 - Aug 12, 2025 |
| #8 | -2.16% Oct 12, 2020 - Nov 5, 2020 | -2.51% Jun 11, 2025 - Jun 24, 2025 |
| #9 | -2.11% Sep 2, 2020 - Oct 9, 2020 | -2.45% Jan 28, 2026 - Feb 6, 2026 |
| #10 | -1.88% Aug 30, 2024 - Sep 16, 2024 | -1.83% May 6, 2026 - May 8, 2026 |
| #11 | -1.56% May 1, 2023 - May 17, 2023 | -1.77% Sep 17, 2025 - Oct 1, 2025 |
| #12 | -1.49% Nov 16, 2021 - Dec 10, 2021 | -1.76% Aug 22, 2025 - Sep 8, 2025 |
| #13 | -1.44% Oct 28, 2025 - Nov 28, 2025 | -1.70% Aug 13, 2025 - Aug 22, 2025 |
| #14 | -1.42% Apr 11, 2024 - May 3, 2024 | -1.56% Jul 3, 2025 - Jul 16, 2025 |
| #15 | -1.33% May 18, 2023 - May 26, 2023 | -1.43% Oct 20, 2025 - Oct 24, 2025 |
Correlation
Correlation between JULW and AGEM is 0.94 which considered as a very strong positive correlation - the stocks move almost identically together.
0.94
-101
Dividend Comparison (2020 - 2026)
JULW vs AGEM dividend yield comparison.
| Year | JULW | AGEM |
|---|---|---|
| 2026 | 0.00% | 0.37% |
| 2025 | 0.00% | 1.80% |
| 2020 | 3.04% | 0.00% |
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