JULW vs IQSU

Comparison between ALLIANZIM U.S. EQUITY BUFFER20 JUL ETF (JULW, ETF) and NYLI CANDRIAM U.S. LARGE CAP EQUITY ETF (IQSU, ETF).

5-Year PerformanceIQSU has outperformed JULW, delivering a return of +12.3% compared to +8.9%

JULW vs IQSU - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	JULW(ETF)	IQSU(ETF)
Net Assets	$316M	$316M
Expense Ratio	0.74%	0.09%
Max Drawdown	9.49%	31.29%
Sharpe Ratio	1.82	1.48
5Y Beta	0.43	0.99
P/E Ratio	N/A	29.79
Forward P/E	N/A	23.34
PEG Ratio	N/A	0.57
5Y Dividends CAGR	N/A	18.07%
5Y EPS CAGR	N/A	18.88%
Debt to Equity	N/A	23.12%
P/S Ratio	N/A	3.87
P/B Ratio	N/A	6.31

Net Assets

Winner

JULW

$316M

IQSU

$316M

Expense Ratio

JULW

0.74%

Winner

IQSU

0.09%

Max Drawdown

Winner

JULW

9.49%

IQSU

31.29%

Sharpe Ratio

Winner

JULW

1.82

IQSU

1.48

5Y Beta

Winner

JULW

0.43

IQSU

0.99

P/E Ratio

JULW

N/A

IQSU

29.79

Forward P/E

JULW

N/A

IQSU

23.34

PEG Ratio

JULW

N/A

IQSU

0.57

5Y Dividends CAGR

JULW

N/A

IQSU

18.07%

5Y EPS CAGR

JULW

N/A

IQSU

18.88%

Debt to Equity

JULW

N/A

IQSU

23.12%

P/S Ratio

JULW

N/A

IQSU

3.87

P/B Ratio

JULW

N/A

IQSU

6.31

JULW vs IQSU - Historical Returns

Returns include dividend reinvestment.

Period	JULW	IQSU
1 month	+0.73%	+2.85%
3 months	+3.22%	+12.15%
6 months	+4.28%	+10.70%
1 year	+13.12%	+27.27%
5 years(CAGR)	+8.95%	+12.33%
Max(CAGR)	+9.03%	+15.86%

JULW

+0.73%

Winner

IQSU

+2.85%

JULW

+3.22%

Winner

IQSU

+12.15%

JULW

+4.28%

Winner

IQSU

+10.70%

JULW

+13.12%

Winner

IQSU

+27.27%

5Y(CAGR)

JULW

+8.95%

Winner

IQSU

+12.33%

Max(CAGR)

JULW

+9.03%

Winner

IQSU

+15.86%

JULW vs IQSU - Annual Returns (2019 - 2026)

Returns include dividend reinvestment.

Year	JULW	IQSU
2026	+3.75%	+10.77%
2025	+11.62%	+15.28%
2024	+12.61%	+18.08%
2023	+16.11%	+33.53%
2022	-1.85%	-22.45%
2021	+4.97%	+32.44%
2020	+6.92%	+27.07%
2019	N/A	+1.24%

JULW vs IQSU Drawdown Comparison

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

The maximum drawdown for IQSU was -31.29%, occurring on Mar 23, 2020. Recovery took 99 trading sessions.

The current JULW drawdown is -0.16%. The current IQSU drawdown is -2.77%.

Rank	JULW	IQSU
#1	-9.49% Feb 19, 2025 - Jun 3, 2025	-31.29% Feb 19, 2020 - Jul 10, 2020
#2	-6.50% Aug 16, 2022 - Jan 13, 2023	-26.76% Dec 29, 2021 - Dec 12, 2023
#3	-4.68% Jan 3, 2022 - Aug 12, 2022	-20.96% Dec 11, 2024 - Jul 22, 2025
#4	-4.54% Jul 28, 2023 - Nov 14, 2023	-11.18% Jan 28, 2026 - Apr 17, 2026
#5	-3.54% Jul 16, 2024 - Aug 19, 2024	-10.04% Sep 2, 2020 - Nov 25, 2020
#6	-3.52% Feb 7, 2023 - Mar 31, 2023	-9.07% Jul 16, 2024 - Sep 19, 2024
#7	-2.96% Feb 26, 2026 - Apr 8, 2026	-5.96% Feb 12, 2021 - Apr 1, 2021
#8	-2.16% Oct 12, 2020 - Nov 5, 2020	-5.92% Sep 3, 2021 - Oct 21, 2021
#9	-2.11% Sep 2, 2020 - Oct 9, 2020	-5.59% Oct 27, 2025 - Dec 10, 2025
#10	-1.88% Aug 30, 2024 - Sep 16, 2024	-5.09% Mar 28, 2024 - May 14, 2024
#11	-1.56% May 1, 2023 - May 17, 2023	-4.21% May 7, 2021 - Jun 10, 2021
#12	-1.49% Nov 16, 2021 - Dec 10, 2021	-3.98% Dec 10, 2021 - Dec 23, 2021
#13	-1.44% Oct 28, 2025 - Nov 28, 2025	-3.45% Nov 19, 2021 - Dec 8, 2021
#14	-1.42% Apr 11, 2024 - May 3, 2024	-3.41% Oct 6, 2025 - Oct 20, 2025
#15	-1.33% May 18, 2023 - May 26, 2023	-3.29% Jan 25, 2021 - Feb 4, 2021