JULW vs PBD
Comparison between ALLIANZIM U.S. EQUITY BUFFER20 JUL ETF (JULW, ETF) and INVESCO GLOBAL CLEAN ENERGY ETF (PBD, ETF).
5-Year PerformanceJULW has outperformed PBD, delivering a return of +9.0% compared to -5.3%
JULW vs PBD - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
JULW vs PBD - Historical Returns
Returns include dividend reinvestment.
JULW vs PBD - Annual Returns (2007 - 2026)
Returns include dividend reinvestment.
| Year | JULW | PBD |
|---|---|---|
| 2026 | +4.07% | +23.74% |
| 2025 | +11.62% | +41.06% |
| 2024 | +12.61% | -24.79% |
| 2023 | +16.11% | -10.02% |
| 2022 | -1.85% | -31.15% |
| 2021 | +4.97% | -23.91% |
| 2020 | +6.92% | +141.41% |
| 2019 | N/A | +41.07% |
| 2018 | N/A | -20.09% |
| 2017 | N/A | +27.84% |
| 2016 | N/A | -5.51% |
| 2015 | N/A | -0.11% |
| 2014 | N/A | -4.59% |
| 2013 | N/A | +50.73% |
| 2012 | N/A | -5.32% |
| 2011 | N/A | -40.89% |
| 2010 | N/A | -18.01% |
| 2009 | N/A | +28.38% |
| 2008 | N/A | -60.08% |
| 2007 | N/A | +26.14% |
JULW vs PBD Drawdown Comparison
The maximum drawdown for JULW was -9.49%, occurring on Apr 8, 2025. Recovery took 72 trading sessions.
The maximum drawdown for PBD was -78.61%, occurring on Jul 24, 2012. Recovery took 3250 trading sessions.
The current PBD drawdown is -43.61%.
| Rank | JULW | PBD |
|---|---|---|
| #1 | -9.49% Feb 19, 2025 - Jun 3, 2025 | -78.61% Dec 26, 2007 - Nov 20, 2020 |
| #2 | -6.50% Aug 16, 2022 - Jan 13, 2023 | -75.38% Jan 22, 2021 - Apr 8, 2025 |
| #3 | -4.68% Jan 3, 2022 - Aug 12, 2022 | -16.85% Jul 13, 2007 - Sep 27, 2007 |
| #4 | -4.54% Jul 28, 2023 - Nov 14, 2023 | -13.00% Nov 8, 2007 - Dec 26, 2007 |
| #5 | -3.54% Jul 16, 2024 - Aug 19, 2024 | -5.80% Jan 7, 2021 - Jan 21, 2021 |
| #6 | -3.52% Feb 7, 2023 - Mar 31, 2023 | -3.48% Nov 27, 2020 - Dec 8, 2020 |
| #7 | -2.96% Feb 26, 2026 - Apr 8, 2026 | -3.04% Oct 17, 2007 - Oct 24, 2007 |
| #8 | -2.16% Oct 12, 2020 - Nov 5, 2020 | -2.27% Nov 1, 2007 - Nov 6, 2007 |
| #9 | -2.11% Sep 2, 2020 - Oct 9, 2020 | -2.24% Dec 8, 2020 - Dec 15, 2020 |
| #10 | -1.88% Aug 30, 2024 - Sep 16, 2024 | -2.21% Oct 2, 2007 - Oct 17, 2007 |
| #11 | -1.56% May 1, 2023 - May 17, 2023 | -1.80% Jun 18, 2007 - Jun 28, 2007 |
| #12 | -1.49% Nov 16, 2021 - Dec 10, 2021 | -1.29% Jul 3, 2007 - Jul 9, 2007 |
| #13 | -1.44% Oct 28, 2025 - Nov 28, 2025 | -1.07% Dec 23, 2020 - Dec 30, 2020 |
| #14 | -1.42% Apr 11, 2024 - May 3, 2024 | -0.46% Dec 30, 2020 - Jan 4, 2021 |
| #15 | -1.33% May 18, 2023 - May 26, 2023 | -0.38% Jun 28, 2007 - Jul 2, 2007 |
Correlation
Correlation between JULW and PBD is -0.54 which considered as a moderate negative correlation - the stocks show some tendency to move in opposite directions.
Dividend Comparison (2008 - 2026)
JULW vs PBD dividend yield comparison.
| Year | JULW | PBD |
|---|---|---|
| 2026 | 0.00% | 0.09% |
| 2025 | 0.00% | 2.71% |
| 2024 | 0.00% | 1.81% |
| 2023 | 0.00% | 2.85% |
| 2022 | 0.00% | 2.98% |
| 2021 | 0.00% | 0.67% |
| 2020 | 3.04% | 0.48% |
| 2019 | 0.00% | 1.83% |
| 2018 | 0.00% | 1.86% |
| 2017 | 0.00% | 1.76% |
| 2016 | 0.00% | 2.04% |
| 2015 | 0.00% | 1.24% |
| 2014 | 0.00% | 1.05% |
| 2013 | 0.00% | 0.88% |
| 2012 | 0.00% | 2.17% |
| 2011 | 0.00% | 1.59% |
| 2010 | 0.00% | 0.14% |
| 2009 | 0.00% | 0.10% |
| 2008 | 0.00% | 0.18% |
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