JULW vs GDIV

Comparison between ALLIANZIM U.S. EQUITY BUFFER20 JUL ETF (JULW, ETF) and HARBOR DIVIDEND GROWTH LEADERS ETF (GDIV, ETF).

JULW vs GDIV - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	JULW(ETF)	GDIV(ETF)
Net Assets	$231M	$231M
Expense Ratio	0.74%	0.50%
Max Drawdown	9.49%	19.13%
Sharpe Ratio	1.25	1.41
5Y Beta	0.42	0.84
P/E Ratio	N/A	24.95
Forward P/E	N/A	20.34
PEG Ratio	N/A	0.49
5Y EPS CAGR	N/A	25.40%
Debt to Equity	N/A	75.24%
P/S Ratio	N/A	0.45
P/B Ratio	N/A	4.42

Net Assets

Winner

JULW

$231M

GDIV

$231M

Expense Ratio

JULW

0.74%

Winner

GDIV

0.50%

Max Drawdown

Winner

JULW

9.49%

GDIV

19.13%

Sharpe Ratio

JULW

1.25

Winner

GDIV

1.41

5Y Beta

Winner

JULW

0.42

GDIV

0.84

P/E Ratio

JULW

N/A

GDIV

24.95

Forward P/E

JULW

N/A

GDIV

20.34

PEG Ratio

JULW

N/A

GDIV

0.49

5Y EPS CAGR

JULW

N/A

GDIV

25.40%

Debt to Equity

JULW

N/A

GDIV

75.24%

P/S Ratio

JULW

N/A

GDIV

0.45

P/B Ratio

JULW

N/A

GDIV

4.42

JULW vs GDIV - Historical Returns

Returns include dividend reinvestment.

Period	JULW	GDIV
1 month	+0.37%	+0.76%
3 months	+2.29%	+5.19%
6 months	+4.21%	+9.30%
1 year	+9.33%	+21.86%
5 years(CAGR)	+9.09%	+12.70%
Max(CAGR)	+8.97%	+12.70%

JULW

+0.37%

Winner

GDIV

+0.76%

JULW

+2.29%

Winner

GDIV

+5.19%

JULW

+4.21%

Winner

GDIV

+9.30%

JULW

+9.33%

Winner

GDIV

+21.86%

5Y(CAGR)

JULW

+9.09%

Winner

GDIV

+12.70%

Max(CAGR)

JULW

+8.97%

Winner

GDIV

+12.70%

JULW vs GDIV - Annual Returns (2020 - 2026)

Returns include dividend reinvestment.

Year	JULW	GDIV
2026	+4.54%	+12.07%
2025	+11.62%	+11.15%
2024	+12.61%	+15.09%
2023	+16.11%	+17.30%
2022	-1.85%	-1.62%
2021	+4.97%	N/A
2020	+6.92%	N/A

JULW vs GDIV Drawdown Comparison

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

The maximum drawdown for GDIV was -18.93%, occurring on Apr 8, 2025. Recovery took 149 trading sessions.

The current JULW drawdown is -0.28%. The current GDIV drawdown is -0.68%.

Rank	JULW	GDIV
#1	-9.49% Feb 19, 2025 - Jun 3, 2025	-18.93% Jan 24, 2025 - Aug 28, 2025
#2	-6.50% Aug 16, 2022 - Jan 13, 2023	-15.07% Jun 7, 2022 - Jun 15, 2023
#3	-4.68% Jan 3, 2022 - Aug 12, 2022	-9.67% Feb 11, 2026 - May 5, 2026
#4	-4.54% Jul 28, 2023 - Nov 14, 2023	-7.59% Jul 20, 2023 - Nov 20, 2023
#5	-3.54% Jul 16, 2024 - Aug 19, 2024	-7.11% Jul 16, 2024 - Aug 23, 2024
#6	-3.52% Feb 7, 2023 - Mar 31, 2023	-6.12% Mar 28, 2024 - Jun 20, 2024
#7	-2.96% Feb 26, 2026 - Apr 8, 2026	-4.48% Aug 30, 2024 - Sep 19, 2024
#8	-2.16% Oct 12, 2020 - Nov 5, 2020	-3.99% Nov 26, 2024 - Jan 21, 2025
#9	-2.11% Sep 2, 2020 - Oct 9, 2020	-3.78% Oct 18, 2024 - Nov 8, 2024
#10	-1.88% Aug 30, 2024 - Sep 16, 2024	-2.94% Nov 8, 2024 - Nov 26, 2024
#11	-1.56% May 1, 2023 - May 17, 2023	-2.89% Nov 12, 2025 - Nov 25, 2025
#12	-1.49% Nov 16, 2021 - Dec 10, 2021	-2.88% Dec 11, 2025 - Jan 6, 2026
#13	-1.44% Oct 28, 2025 - Nov 28, 2025	-2.84% Oct 3, 2025 - Oct 21, 2025
#14	-1.42% Apr 11, 2024 - May 3, 2024	-2.19% Jun 4, 2026 - Jun 15, 2026
#15	-1.33% May 18, 2023 - May 26, 2023	-2.08% Jun 15, 2023 - Jun 29, 2023