JULW vs JSML

Comparison between ALLIANZIM U.S. EQUITY BUFFER20 JUL ETF (JULW, ETF) and JANUS HENDERSON SMALL CAP GROWTH ALPHA ETF (JSML, ETF).

5-Year PerformanceJULW has outperformed JSML, delivering a return of +8.9% compared to +5.6%

JULW vs JSML - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	JULW(ETF)	JSML(ETF)
Net Assets	$316M	$316M
Expense Ratio	0.74%	0.30%
Max Drawdown	9.49%	40.01%
Sharpe Ratio	1.82	1.16
5Y Beta	0.43	1.11
P/E Ratio	N/A	46.83
Forward P/E	N/A	20.23
5Y Dividends CAGR	N/A	25.62%
5Y EPS CAGR	N/A	20.22%
Debt to Equity	N/A	55.89%
P/S Ratio	N/A	1.64
P/B Ratio	N/A	4.72

Net Assets

JULW

$316M

JSML

$316M

Expense Ratio

JULW

0.74%

Winner

JSML

0.30%

Max Drawdown

Winner

JULW

9.49%

JSML

40.01%

Sharpe Ratio

Winner

JULW

1.82

JSML

1.16

5Y Beta

Winner

JULW

0.43

JSML

1.11

P/E Ratio

JULW

N/A

JSML

46.83

Forward P/E

JULW

N/A

JSML

20.23

5Y Dividends CAGR

JULW

N/A

JSML

25.62%

5Y EPS CAGR

JULW

N/A

JSML

20.22%

Debt to Equity

JULW

N/A

JSML

55.89%

P/S Ratio

JULW

N/A

JSML

1.64

P/B Ratio

JULW

N/A

JSML

4.72

JULW vs JSML - Historical Returns

Returns include dividend reinvestment.

Period	JULW	JSML
1 month	+0.73%	+1.97%
3 months	+3.22%	+16.17%
6 months	+4.28%	+14.77%
1 year	+13.12%	+30.34%
5 years(CAGR)	+8.95%	+5.55%
10 years(CAGR)	N/A	+12.49%
Max(CAGR)	+9.03%	+13.28%

JULW

+0.73%

Winner

JSML

+1.97%

JULW

+3.22%

Winner

JSML

+16.17%

JULW

+4.28%

Winner

JSML

+14.77%

JULW

+13.12%

Winner

JSML

+30.34%

5Y(CAGR)

Winner

JULW

+8.95%

JSML

+5.55%

10Y(CAGR)

JULW

N/A

JSML

+12.49%

Max(CAGR)

JULW

+9.03%

Winner

JSML

+13.28%

JULW vs JSML - Annual Returns (2016 - 2026)

Returns include dividend reinvestment.

Year	JULW	JSML
2026	+3.75%	+15.24%
2025	+11.62%	+13.67%
2024	+12.61%	+13.44%
2023	+16.11%	+29.67%
2022	-1.85%	-29.57%
2021	+4.97%	+4.16%
2020	+6.92%	+35.32%
2019	N/A	+30.80%
2018	N/A	-2.78%
2017	N/A	+20.86%
2016	N/A	+21.52%

JULW vs JSML Drawdown Comparison

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

The maximum drawdown for JSML was -39.64%, occurring on Sep 26, 2022. Recovery took 941 trading sessions.

The current JULW drawdown is -0.16%. The current JSML drawdown is -3.96%.

Rank	JULW	JSML
#1	-9.49% Feb 19, 2025 - Jun 3, 2025	-39.64% Feb 12, 2021 - Nov 8, 2024
#2	-6.50% Aug 16, 2022 - Jan 13, 2023	-39.19% Jan 22, 2020 - Jul 29, 2020
#3	-4.68% Jan 3, 2022 - Aug 12, 2022	-27.37% Sep 4, 2018 - Nov 26, 2019
#4	-4.54% Jul 28, 2023 - Nov 14, 2023	-25.61% Nov 11, 2024 - Aug 26, 2025
#5	-3.54% Jul 16, 2024 - Aug 19, 2024	-14.84% Jan 22, 2026 - Apr 17, 2026
#6	-3.52% Feb 7, 2023 - Mar 31, 2023	-10.01% Sep 22, 2025 - Jan 9, 2026
#7	-2.96% Feb 26, 2026 - Apr 8, 2026	-9.97% Sep 2, 2020 - Oct 9, 2020
#8	-2.16% Oct 12, 2020 - Nov 5, 2020	-9.02% Sep 22, 2016 - Nov 22, 2016
#9	-2.11% Sep 2, 2020 - Oct 9, 2020	-8.25% Mar 12, 2018 - May 14, 2018
#10	-1.88% Aug 30, 2024 - Sep 16, 2024	-8.17% Jun 8, 2016 - Jul 12, 2016
#11	-1.56% May 1, 2023 - May 17, 2023	-8.08% Jan 26, 2018 - Mar 9, 2018
#12	-1.49% Nov 16, 2021 - Dec 10, 2021	-7.77% Oct 12, 2020 - Nov 5, 2020
#13	-1.44% Oct 28, 2025 - Nov 28, 2025	-6.77% May 14, 2026 - May 26, 2026
#14	-1.42% Apr 11, 2024 - May 3, 2024	-6.19% Apr 27, 2016 - May 31, 2016
#15	-1.33% May 18, 2023 - May 26, 2023	-5.57% Jul 27, 2017 - Sep 27, 2017

Correlation

Correlation between JULW and JSML is 0.75 which considered as a strong positive correlation - the stocks tend to move together.

0.75

-101

Dividend Comparison (2016 - 2026)

JULW vs JSML dividend yield comparison.

Year	JULW	JSML
2026	0.00%	0.33%
2025	0.00%	0.94%
2024	0.00%	1.19%
2023	0.00%	0.49%
2022	0.00%	0.67%
2021	0.00%	0.46%
2020	3.04%	0.30%
2019	0.00%	0.27%
2018	0.00%	0.76%
2017	0.00%	0.42%
2016	0.00%	0.52%