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JULW vs EMBD

Comparison between ALLIANZIM U.S. EQUITY BUFFER20 JUL ETF (JULW, ETF) and GLOBAL X EMERGING MARKETS BOND ETF (EMBD, ETF).

5-Year PerformanceJULW has outperformed EMBD, delivering a return of +9.1% compared to +2.8%

JULW vs EMBD - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
Winner
JULW
$249M
EMBD
$248M
Expense Ratio
JULW
0.74%
Winner
EMBD
0.39%
Max Drawdown
Winner
JULW
9.49%
EMBD
30.66%
Sharpe Ratio
Winner
JULW
1.31
EMBD
0.40
5Y Beta
JULW
0.42
Winner
EMBD
0.17
5Y Dividends CAGR
JULW
N/A
EMBD
-0.33%

JULW vs EMBD - Historical Returns

Returns include dividend reinvestment.

1M
Winner
JULW
+1.82%
EMBD
+0.48%
3M
Winner
JULW
+2.07%
EMBD
+0.71%
6M
Winner
JULW
+5.18%
EMBD
-0.26%
1Y
Winner
JULW
+9.26%
EMBD
+5.76%
5Y(CAGR)
Winner
JULW
+9.15%
EMBD
+2.78%
Max(CAGR)
Winner
JULW
+9.05%
EMBD
+3.95%

JULW vs EMBD - Annual Returns (2020 - 2026)

Returns include dividend reinvestment.

YearJULWEMBD
2026+5.83%+1.85%
2025+11.62%+12.53%
2024+12.61%+8.21%
2023+16.11%+10.91%
2022-1.85%-13.10%
2021+4.97%-1.54%
2020+6.92%+11.51%

JULW vs EMBD Drawdown Comparison

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

The maximum drawdown for EMBD was -24.27%, occurring on Oct 20, 2022. Recovery took 752 trading sessions.

The current JULW drawdown is -0.37%. The current EMBD drawdown is -0.87%.

RankJULWEMBD
#1-9.49%
Feb 19, 2025 - Jun 3, 2025
-24.27%
Sep 14, 2021 - Sep 11, 2024
#2-6.50%
Aug 16, 2022 - Jan 13, 2023
-5.35%
Dec 31, 2020 - Aug 30, 2021
#3-4.68%
Jan 3, 2022 - Aug 12, 2022
-4.23%
Feb 24, 2026 - Jun 4, 2026
#4-4.54%
Jul 28, 2023 - Nov 14, 2023
-3.81%
Feb 6, 2025 - May 27, 2025
#5-3.54%
Jul 16, 2024 - Aug 19, 2024
-3.08%
Sep 26, 2024 - Feb 5, 2025
#6-3.52%
Feb 7, 2023 - Mar 31, 2023
-2.88%
Jul 8, 2020 - Aug 4, 2020
#7-2.96%
Feb 26, 2026 - Apr 8, 2026
-2.41%
Aug 11, 2020 - Oct 8, 2020
#8-2.16%
Oct 12, 2020 - Nov 5, 2020
-2.00%
Jun 8, 2020 - Jun 25, 2020
#9-2.11%
Sep 2, 2020 - Oct 9, 2020
-1.56%
Oct 13, 2020 - Nov 4, 2020
#10-1.88%
Aug 30, 2024 - Sep 16, 2024
-1.47%
Oct 29, 2025 - Dec 16, 2025
#11-1.56%
May 1, 2023 - May 17, 2023
-1.37%
Jul 3, 2025 - Aug 1, 2025
#12-1.49%
Nov 16, 2021 - Dec 10, 2021
-1.35%
Jun 16, 2026 - Jul 23, 2026
#13-1.44%
Oct 28, 2025 - Nov 28, 2025
-1.05%
Oct 9, 2025 - Oct 15, 2025
#14-1.42%
Apr 11, 2024 - May 3, 2024
-0.92%
Sep 17, 2025 - Oct 9, 2025
#15-1.33%
May 18, 2023 - May 26, 2023
-0.80%
Aug 13, 2025 - Sep 3, 2025

Correlation

Correlation between JULW and EMBD is 0.79 which considered as a strong positive correlation - the stocks tend to move together.

0.79
-101

Dividend Comparison (2020 - 2026)

JULW vs EMBD dividend yield comparison.

YearJULWEMBD
20260.00%3.39%
20250.00%5.48%
20240.00%5.83%
20230.00%5.29%
20220.00%4.53%
20210.00%4.99%
20203.04%3.34%

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