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JULW vs HAP

Comparison between ALLIANZIM U.S. EQUITY BUFFER20 JUL ETF (JULW, ETF) and VANECK NATURAL RESOURCES ETF (HAP, ETF).

5-Year PerformanceHAP has outperformed JULW, delivering a return of +10.7% compared to +8.9%

JULW vs HAP - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
Winner
JULW
$316M
HAP
$316M
Expense Ratio
JULW
0.74%
Winner
HAP
0.41%
Max Drawdown
Winner
JULW
9.49%
HAP
51.53%
Sharpe Ratio
JULW
1.82
Winner
HAP
2.13
5Y Beta
Winner
JULW
0.43
HAP
0.62
P/E Ratio
JULW
N/A
HAP
19.00
Forward P/E
JULW
N/A
HAP
14.65
5Y Dividends CAGR
JULW
N/A
HAP
5.31%
5Y EPS CAGR
JULW
N/A
HAP
23.10%
Debt to Equity
JULW
N/A
HAP
51.49%
P/S Ratio
JULW
N/A
HAP
0.04
P/B Ratio
JULW
N/A
HAP
2.45

JULW vs HAP - Historical Returns

Returns include dividend reinvestment.

1M
Winner
JULW
+0.73%
HAP
-3.63%
3M
Winner
JULW
+3.22%
HAP
-0.25%
6M
JULW
+4.28%
Winner
HAP
+19.90%
1Y
JULW
+13.12%
Winner
HAP
+41.44%
5Y(CAGR)
JULW
+8.95%
Winner
HAP
+10.74%
10Y(CAGR)
JULW
N/A
HAP
+11.44%
Max(CAGR)
Winner
JULW
+9.03%
HAP
+6.03%

JULW vs HAP - Annual Returns (2008 - 2026)

Returns include dividend reinvestment.

YearJULWHAP
2026+3.75%+15.38%
2025+11.62%+33.91%
2024+12.61%-3.97%
2023+16.11%+3.89%
2022-1.85%+6.89%
2021+4.97%+24.01%
2020+6.92%+5.73%
2019N/A+18.58%
2018N/A-11.67%
2017N/A+15.77%
2016N/A+25.98%
2015N/A-19.85%
2014N/A-6.34%
2013N/A+4.62%
2012N/A+5.13%
2011N/A-12.33%
2010N/A+13.27%
2009N/A+38.05%
2008N/A-35.61%

JULW vs HAP Drawdown Comparison

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

The maximum drawdown for HAP was -50.73%, occurring on Nov 20, 2008. Recovery took 534 trading sessions.

The current JULW drawdown is -0.16%. The current HAP drawdown is -5.26%.

RankJULWHAP
#1-9.49%
Feb 19, 2025 - Jun 3, 2025
-50.73%
Sep 23, 2008 - Nov 4, 2010
#2-6.50%
Aug 16, 2022 - Jan 13, 2023
-44.07%
Jan 26, 2018 - Nov 24, 2020
#3-4.68%
Jan 3, 2022 - Aug 12, 2022
-40.58%
Jul 3, 2014 - Jan 2, 2018
#4-4.54%
Jul 28, 2023 - Nov 14, 2023
-30.48%
Apr 5, 2011 - Jun 19, 2014
#5-3.54%
Jul 16, 2024 - Aug 19, 2024
-25.66%
Apr 20, 2022 - Jun 12, 2025
#6-3.52%
Feb 7, 2023 - Mar 31, 2023
-11.27%
May 10, 2021 - Jan 4, 2022
#7-2.96%
Feb 26, 2026 - Apr 8, 2026
-10.24%
Sep 3, 2008 - Sep 23, 2008
#8-2.16%
Oct 12, 2020 - Nov 5, 2020
-8.31%
Mar 2, 2026 - May 13, 2026
#9-2.11%
Sep 2, 2020 - Oct 9, 2020
-8.02%
Mar 3, 2011 - Mar 30, 2011
#10-1.88%
Aug 30, 2024 - Sep 16, 2024
-7.26%
Jan 14, 2021 - Feb 12, 2021
#11-1.56%
May 1, 2023 - May 17, 2023
-5.68%
Mar 15, 2021 - Apr 15, 2021
#12-1.49%
Nov 16, 2021 - Dec 10, 2021
-5.48%
Nov 11, 2010 - Dec 10, 2010
#13-1.44%
Oct 28, 2025 - Nov 28, 2025
-5.26%
May 13, 2026 - Jun 5, 2026
#14-1.42%
Apr 11, 2024 - May 3, 2024
-4.56%
Jan 12, 2022 - Feb 7, 2022
#15-1.33%
May 18, 2023 - May 26, 2023
-4.14%
Nov 12, 2025 - Nov 28, 2025

Correlation

Correlation between JULW and HAP is 0.85 which considered as a strong positive correlation - the stocks tend to move together.

0.85
-101

Dividend Comparison (2008 - 2025)

JULW vs HAP dividend yield comparison.

YearJULWHAP
20250.00%2.27%
20240.00%2.65%
20230.00%3.27%
20220.00%3.28%
20210.00%2.16%
20203.04%2.45%
20190.00%2.80%
20180.00%2.85%
20170.00%2.02%
20160.00%1.99%
20150.00%3.00%
20140.00%2.51%
20130.00%2.22%
20120.00%2.38%
20110.00%1.96%
20100.00%0.81%
20090.00%0.73%
20080.00%0.27%

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