JULW vs OALC

Comparison between ALLIANZIM U.S. EQUITY BUFFER20 JUL ETF (JULW, ETF) and ONEASCENT LARGE CAP CORE ETF (OALC, ETF).

5-Year PerformanceOALC has outperformed JULW, delivering a return of +11.5% compared to +9.1%

JULW vs OALC - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	JULW(ETF)	OALC(ETF)
Net Assets	$249M	$249M
Expense Ratio	0.74%	0.49%
Max Drawdown	9.49%	26.86%
Sharpe Ratio	1.31	1.43
5Y Beta	0.42	0.95
P/E Ratio	N/A	24.66
Forward P/E	N/A	19.92
PEG Ratio	N/A	0.29
5Y EPS CAGR	N/A	28.71%
Debt to Equity	N/A	116.91%
P/S Ratio	N/A	3.52
P/B Ratio	N/A	5.56

Net Assets

JULW

$249M

Winner

OALC

$249M

Expense Ratio

JULW

0.74%

Winner

OALC

0.49%

Max Drawdown

Winner

JULW

9.49%

OALC

26.86%

Sharpe Ratio

JULW

1.31

Winner

OALC

1.43

5Y Beta

Winner

JULW

0.42

OALC

0.95

P/E Ratio

JULW

N/A

OALC

24.66

Forward P/E

JULW

N/A

OALC

19.92

PEG Ratio

JULW

N/A

OALC

0.29

5Y EPS CAGR

JULW

N/A

OALC

28.71%

Debt to Equity

JULW

N/A

OALC

116.91%

P/S Ratio

JULW

N/A

OALC

3.52

P/B Ratio

JULW

N/A

OALC

5.56

JULW vs OALC - Historical Returns

Returns include dividend reinvestment.

Period	JULW	OALC
1 month	+1.82%	+5.06%
3 months	+2.07%	+4.18%
6 months	+5.18%	+15.53%
1 year	+9.26%	+24.58%
5 years(CAGR)	+9.15%	+11.53%
Max(CAGR)	+9.05%	+11.53%

JULW

+1.82%

Winner

OALC

+5.06%

JULW

+2.07%

Winner

OALC

+4.18%

JULW

+5.18%

Winner

OALC

+15.53%

JULW

+9.26%

Winner

OALC

+24.58%

5Y(CAGR)

JULW

+9.15%

Winner

OALC

+11.53%

Max(CAGR)

JULW

+9.05%

Winner

OALC

+11.53%

JULW vs OALC - Annual Returns (2020 - 2026)

Returns include dividend reinvestment.

Year	JULW	OALC
2026	+5.83%	+17.05%
2025	+11.62%	+20.25%
2024	+12.61%	+20.64%
2023	+16.11%	+22.32%
2022	-1.85%	-17.64%
2021	+4.97%	-0.54%
2020	+6.92%	N/A

JULW vs OALC Drawdown Comparison

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

The maximum drawdown for OALC was -26.82%, occurring on Oct 14, 2022. Recovery took 540 trading sessions.

The current JULW drawdown is -0.37%. The current OALC drawdown is -2.00%.

Rank	JULW	OALC
#1	-9.49% Feb 19, 2025 - Jun 3, 2025	-26.82% Nov 16, 2021 - Jan 11, 2024
#2	-6.50% Aug 16, 2022 - Jan 13, 2023	-17.64% Jan 23, 2025 - Jun 9, 2025
#3	-4.68% Jan 3, 2022 - Aug 12, 2022	-8.76% Jul 16, 2024 - Sep 19, 2024
#4	-4.54% Jul 28, 2023 - Nov 14, 2023	-8.42% Feb 2, 2026 - Apr 13, 2026
#5	-3.54% Jul 16, 2024 - Aug 19, 2024	-5.93% Mar 27, 2024 - Jun 5, 2024
#6	-3.52% Feb 7, 2023 - Mar 31, 2023	-5.55% Oct 29, 2025 - Dec 10, 2025
#7	-2.96% Feb 26, 2026 - Apr 8, 2026	-4.94% Jun 2, 2026 - Aug 3, 2026
#8	-2.16% Oct 12, 2020 - Nov 5, 2020	-4.44% Dec 6, 2024 - Jan 21, 2025
#9	-2.11% Sep 2, 2020 - Oct 9, 2020	-2.97% Dec 11, 2025 - Dec 24, 2025
#10	-1.88% Aug 30, 2024 - Sep 16, 2024	-2.85% Oct 8, 2025 - Oct 24, 2025
#11	-1.56% May 1, 2023 - May 17, 2023	-2.82% Feb 9, 2024 - Mar 1, 2024
#12	-1.49% Nov 16, 2021 - Dec 10, 2021	-2.47% Jan 12, 2026 - Jan 27, 2026
#13	-1.44% Oct 28, 2025 - Nov 28, 2025	-2.45% Nov 11, 2024 - Nov 29, 2024
#14	-1.42% Apr 11, 2024 - May 3, 2024	-2.29% Oct 14, 2024 - Nov 6, 2024
#15	-1.33% May 18, 2023 - May 26, 2023	-2.25% May 14, 2026 - May 26, 2026