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JULW vs BMAY

Comparison between ALLIANZIM U.S. EQUITY BUFFER20 JUL ETF (JULW, ETF) and Innovator U.S. Equity Buffer ETF - May (BMAY, ETF).

5-Year PerformanceJULW has outperformed BMAY, delivering a return of +9.1% compared to +8.7%

JULW vs BMAY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
Winner
JULW
$231M
BMAY
$230M
Expense Ratio
Winner
JULW
0.74%
BMAY
0.79%
Max Drawdown
Winner
JULW
9.49%
BMAY
17.66%
Sharpe Ratio
JULW
1.25
Winner
BMAY
1.27
5Y Beta
Winner
JULW
0.42
BMAY
0.60

JULW vs BMAY - Historical Returns

Returns include dividend reinvestment.

1M
JULW
+0.37%
Winner
BMAY
+0.60%
3M
JULW
+2.29%
Winner
BMAY
+3.26%
6M
JULW
+4.21%
Winner
BMAY
+5.68%
1Y
JULW
+9.33%
Winner
BMAY
+11.69%
5Y(CAGR)
Winner
JULW
+9.09%
BMAY
+8.69%
Max(CAGR)
JULW
+8.97%
Winner
BMAY
+10.76%

JULW vs BMAY - Annual Returns (2020 - 2026)

Returns include dividend reinvestment.

YearJULWBMAY
2026+4.54%+6.07%
2025+11.62%+11.18%
2024+12.61%+19.63%
2023+16.11%+17.04%
2022-1.85%-12.80%
2021+4.97%+12.40%
2020+6.92%+17.82%

JULW vs BMAY Drawdown Comparison

The maximum drawdown for JULW was -9.49%, occurring on Apr 8, 2025. Recovery took 72 trading sessions.

The maximum drawdown for BMAY was -17.66%, occurring on Oct 14, 2022. Recovery took 488 trading sessions.

The current JULW drawdown is -0.28%. The current BMAY drawdown is -0.36%.

RankJULWBMAY
#1-9.49%
Feb 19, 2025 - Jun 3, 2025
-17.66%
Jan 4, 2022 - Dec 13, 2023
#2-6.50%
Aug 16, 2022 - Jan 13, 2023
-12.75%
Feb 19, 2025 - Jun 6, 2025
#3-4.68%
Jan 3, 2022 - Aug 12, 2022
-5.16%
Jul 16, 2024 - Aug 19, 2024
#4-4.54%
Jul 28, 2023 - Nov 14, 2023
-4.87%
Jun 8, 2020 - Jul 17, 2020
#5-3.54%
Jul 16, 2024 - Aug 19, 2024
-3.70%
Oct 12, 2020 - Nov 5, 2020
#6-3.52%
Feb 7, 2023 - Mar 31, 2023
-3.51%
Aug 28, 2020 - Oct 9, 2020
#7-2.96%
Feb 26, 2026 - Apr 8, 2026
-3.01%
Sep 3, 2021 - Oct 19, 2021
#8-2.16%
Oct 12, 2020 - Nov 5, 2020
-2.95%
Feb 26, 2026 - Apr 8, 2026
#9-2.11%
Sep 2, 2020 - Oct 9, 2020
-2.78%
May 11, 2020 - May 18, 2020
#10-1.88%
Aug 30, 2024 - Sep 16, 2024
-2.77%
May 7, 2021 - May 28, 2021
#11-1.56%
May 1, 2023 - May 17, 2023
-2.71%
Jun 4, 2026 - Jul 10, 2026
#12-1.49%
Nov 16, 2021 - Dec 10, 2021
-2.55%
Aug 30, 2024 - Sep 19, 2024
#13-1.44%
Oct 28, 2025 - Nov 28, 2025
-2.38%
Jul 12, 2021 - Jul 26, 2021
#14-1.42%
Apr 11, 2024 - May 3, 2024
-2.30%
Nov 16, 2021 - Dec 10, 2021
#15-1.33%
May 18, 2023 - May 26, 2023
-1.65%
Oct 27, 2025 - Nov 26, 2025

Correlation

Correlation between JULW and BMAY is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.

0.98
-101

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