JULW vs BNDY
Comparison between ALLIANZIM U.S. EQUITY BUFFER20 JUL ETF (JULW, ETF) and HORIZON CORE BOND ETF (BNDY, ETF).
JULW vs BNDY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
JULW
$249M
Winner
BNDY
$249M
Expense Ratio
JULW
0.74%
Winner
BNDY
0.66%
Max Drawdown
JULW
9.49%
Winner
BNDY
6.27%
Sharpe Ratio
Winner
JULW
1.31
BNDY
0.22
5Y Beta
JULW
0.42
Winner
BNDY
0.23
JULW vs BNDY - Historical Returns
Returns include dividend reinvestment.
1M
Winner
JULW
+1.82%
BNDY
+0.63%
3M
Winner
JULW
+2.07%
BNDY
+0.13%
6M
Winner
JULW
+5.18%
BNDY
-1.14%
1Y
Winner
JULW
+9.26%
BNDY
+4.28%
5Y(CAGR)
JULW
+9.15%
BNDY
N/A
Max(CAGR)
Winner
JULW
+9.05%
BNDY
+5.14%
JULW vs BNDY - Annual Returns (2020 - 2026)
Returns include dividend reinvestment.
| Year | JULW | BNDY |
|---|---|---|
| 2026 | +5.83% | +0.55% |
| 2025 | +11.62% | +5.33% |
| 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 BNDY Drawdown Comparison
The maximum drawdown for JULW was -9.49%, occurring on Apr 8, 2025. Recovery took 72 trading sessions.
The maximum drawdown for BNDY was -3.93%, occurring on Mar 27, 2026. This drawdown has not yet recovered.
The current JULW drawdown is -0.37%. The current BNDY drawdown is -1.49%.
| Rank | JULW | BNDY |
|---|---|---|
| #1 | -9.49% Feb 19, 2025 - Jun 3, 2025 | -3.93% Feb 27, 2026 - Mar 27, 2026 |
| #2 | -6.50% Aug 16, 2022 - Jan 13, 2023 | -1.30% Oct 28, 2025 - Nov 26, 2025 |
| #3 | -4.68% Jan 3, 2022 - Aug 12, 2022 | -0.98% Jul 10, 2025 - Jul 22, 2025 |
| #4 | -4.54% Jul 28, 2023 - Nov 14, 2023 | -0.93% Jan 14, 2026 - Feb 2, 2026 |
| #5 | -3.54% Jul 16, 2024 - Aug 19, 2024 | -0.80% Nov 26, 2025 - Dec 24, 2025 |
| #6 | -3.52% Feb 7, 2023 - Mar 31, 2023 | -0.72% Sep 15, 2025 - Oct 2, 2025 |
| #7 | -2.96% Feb 26, 2026 - Apr 8, 2026 | -0.59% Aug 13, 2025 - Aug 22, 2025 |
| #8 | -2.16% Oct 12, 2020 - Nov 5, 2020 | -0.58% Jul 3, 2025 - Jul 9, 2025 |
| #9 | -2.11% Sep 2, 2020 - Oct 9, 2020 | -0.56% Feb 2, 2026 - Feb 9, 2026 |
| #10 | -1.88% Aug 30, 2024 - Sep 16, 2024 | -0.49% Aug 28, 2025 - Sep 4, 2025 |
| #11 | -1.56% May 1, 2023 - May 17, 2023 | -0.39% Jan 7, 2026 - Jan 14, 2026 |
| #12 | -1.49% Nov 16, 2021 - Dec 10, 2021 | -0.35% Oct 2, 2025 - Oct 10, 2025 |
| #13 | -1.44% Oct 28, 2025 - Nov 28, 2025 | -0.32% Jul 22, 2025 - Jul 29, 2025 |
| #14 | -1.42% Apr 11, 2024 - May 3, 2024 | -0.31% Feb 13, 2026 - Feb 24, 2026 |
| #15 | -1.33% May 18, 2023 - May 26, 2023 | -0.27% Dec 29, 2025 - Jan 6, 2026 |
Correlation
Correlation between JULW and BNDY is 0.76 which considered as a strong positive correlation - the stocks tend to move together.
0.76
-101
Dividend Comparison (2020 - 2026)
JULW vs BNDY dividend yield comparison.
| Year | JULW | BNDY |
|---|---|---|
| 2026 | 0.00% | 4.55% |
| 2025 | 0.00% | 1.89% |
| 2020 | 3.04% | 0.00% |
Select Stocks to Compare
Popular: JULW vs SPYBNDY vs SPY
More Comparisons
Compare with similar stocks