JULW vs APMU
Comparison between ALLIANZIM U.S. EQUITY BUFFER20 JUL ETF (JULW, ETF) and ACTIVEPASSIVE INTERMEDIATE MUNICIPAL BOND ETF (APMU, ETF).
JULW vs APMU - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
JULW
$233M
APMU
$232M
Expense Ratio
JULW
0.74%
Winner
APMU
0.35%
Max Drawdown
JULW
9.49%
Winner
APMU
5.20%
Sharpe Ratio
Winner
JULW
1.72
APMU
0.13
5Y Beta
JULW
0.43
Winner
APMU
0.01
JULW vs APMU - Historical Returns
Returns include dividend reinvestment.
1M
JULW
+0.59%
Winner
APMU
+0.94%
3M
Winner
JULW
+4.06%
APMU
+0.00%
6M
Winner
JULW
+4.68%
APMU
+0.83%
1Y
Winner
JULW
+11.99%
APMU
+3.98%
5Y(CAGR)
JULW
+9.00%
APMU
N/A
Max(CAGR)
Winner
JULW
+9.05%
APMU
+2.29%
JULW vs APMU - Annual Returns (2020 - 2026)
Returns include dividend reinvestment.
| Year | JULW | APMU |
|---|---|---|
| 2026 | +4.07% | +0.46% |
| 2025 | +11.62% | +4.41% |
| 2024 | +12.61% | +1.04% |
| 2023 | +16.11% | +1.24% |
| 2022 | -1.85% | N/A |
| 2021 | +4.97% | N/A |
| 2020 | +6.92% | N/A |
JULW vs APMU Drawdown Comparison
The maximum drawdown for JULW was -9.49%, occurring on Apr 8, 2025. Recovery took 72 trading sessions.
The maximum drawdown for APMU was -4.39%, occurring on Oct 6, 2023. Recovery took 150 trading sessions.
The current APMU drawdown is -1.06%.
| Rank | JULW | APMU |
|---|---|---|
| #1 | -9.49% Feb 19, 2025 - Jun 3, 2025 | -4.39% May 3, 2023 - Dec 6, 2023 |
| #2 | -6.50% Aug 16, 2022 - Jan 13, 2023 | -2.46% Feb 28, 2025 - Jun 24, 2025 |
| #3 | -4.68% Jan 3, 2022 - Aug 12, 2022 | -2.40% Feb 26, 2026 - Mar 24, 2026 |
| #4 | -4.54% Jul 28, 2023 - Nov 14, 2023 | -1.99% Feb 1, 2024 - Jul 31, 2024 |
| #5 | -3.54% Jul 16, 2024 - Aug 19, 2024 | -1.68% Oct 2, 2024 - Feb 25, 2025 |
| #6 | -3.52% Feb 7, 2023 - Mar 31, 2023 | -0.98% Dec 27, 2023 - Feb 1, 2024 |
| #7 | -2.96% Feb 26, 2026 - Apr 8, 2026 | -0.87% Nov 11, 2025 - Jan 7, 2026 |
| #8 | -2.16% Oct 12, 2020 - Nov 5, 2020 | -0.80% Sep 17, 2025 - Nov 11, 2025 |
| #9 | -2.11% Sep 2, 2020 - Oct 9, 2020 | -0.54% Aug 2, 2024 - Aug 21, 2024 |
| #10 | -1.88% Aug 30, 2024 - Sep 16, 2024 | -0.26% Aug 23, 2024 - Sep 4, 2024 |
| #11 | -1.56% May 1, 2023 - May 17, 2023 | -0.20% Dec 7, 2023 - Dec 13, 2023 |
| #12 | -1.49% Nov 16, 2021 - Dec 10, 2021 | -0.20% Sep 16, 2024 - Sep 27, 2024 |
| #13 | -1.44% Oct 28, 2025 - Nov 28, 2025 | -0.20% Jan 15, 2026 - Jan 27, 2026 |
| #14 | -1.42% Apr 11, 2024 - May 3, 2024 | -0.18% Jul 9, 2025 - Jul 29, 2025 |
| #15 | -1.33% May 18, 2023 - May 26, 2023 | -0.18% Aug 18, 2025 - Aug 27, 2025 |
Correlation
Correlation between JULW and APMU is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.
0.97
-101
Dividend Comparison (2020 - 2026)
JULW vs APMU dividend yield comparison.
| Year | JULW | APMU |
|---|---|---|
| 2026 | 0.00% | 1.08% |
| 2025 | 0.00% | 2.63% |
| 2024 | 0.00% | 2.42% |
| 2023 | 0.00% | 1.32% |
| 2020 | 3.04% | 0.00% |
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