JULW vs PFIX
Comparison between ALLIANZIM U.S. EQUITY BUFFER20 JUL ETF (JULW, ETF) and SIMPLIFY INTEREST RATE HEDGE ETF (PFIX, ETF).
5-Year PerformancePFIX has outperformed JULW, delivering a return of +16.8% compared to +9.0%
JULW vs PFIX - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
JULW vs PFIX - Historical Returns
Returns include dividend reinvestment.
JULW vs PFIX - Annual Returns (2020 - 2026)
Returns include dividend reinvestment.
| Year | JULW | PFIX |
|---|---|---|
| 2026 | +4.07% | -6.95% |
| 2025 | +11.62% | +0.57% |
| 2024 | +12.61% | +34.45% |
| 2023 | +16.11% | +12.02% |
| 2022 | -1.85% | +84.85% |
| 2021 | +4.97% | -24.95% |
| 2020 | +6.92% | N/A |
JULW vs PFIX Drawdown Comparison
The maximum drawdown for JULW was -9.49%, occurring on Apr 8, 2025. Recovery took 72 trading sessions.
The maximum drawdown for PFIX was -36.17%, occurring on Dec 15, 2023. Recovery took 374 trading sessions.
The current PFIX drawdown is -21.25%.
| Rank | JULW | PFIX |
|---|---|---|
| #1 | -9.49% Feb 19, 2025 - Jun 3, 2025 | -36.17% Oct 20, 2023 - Apr 21, 2025 |
| #2 | -6.50% Aug 16, 2022 - Jan 13, 2023 | -32.20% Oct 24, 2022 - Sep 21, 2023 |
| #3 | -4.68% Jan 3, 2022 - Aug 12, 2022 | -28.20% May 21, 2025 - Feb 27, 2026 |
| #4 | -4.54% Jul 28, 2023 - Nov 14, 2023 | -26.04% May 12, 2021 - Mar 28, 2022 |
| #5 | -3.54% Jul 16, 2024 - Aug 19, 2024 | -25.57% Jun 14, 2022 - Sep 26, 2022 |
| #6 | -3.52% Feb 7, 2023 - Mar 31, 2023 | -18.75% May 6, 2022 - Jun 14, 2022 |
| #7 | -2.96% Feb 26, 2026 - Apr 8, 2026 | -10.73% Apr 22, 2025 - May 12, 2025 |
| #8 | -2.16% Oct 12, 2020 - Nov 5, 2020 | -8.76% Oct 6, 2023 - Oct 19, 2023 |
| #9 | -2.11% Sep 2, 2020 - Oct 9, 2020 | -6.71% Apr 11, 2022 - May 2, 2022 |
| #10 | -1.88% Aug 30, 2024 - Sep 16, 2024 | -6.40% Mar 28, 2022 - Apr 7, 2022 |
| #11 | -1.56% May 1, 2023 - May 17, 2023 | -4.63% Sep 27, 2022 - Sep 30, 2022 |
| #12 | -1.49% Nov 16, 2021 - Dec 10, 2021 | -4.24% Sep 30, 2022 - Oct 10, 2022 |
| #13 | -1.44% Oct 28, 2025 - Nov 28, 2025 | -4.03% May 2, 2022 - May 5, 2022 |
| #14 | -1.42% Apr 11, 2024 - May 3, 2024 | -3.90% May 14, 2025 - May 21, 2025 |
| #15 | -1.33% May 18, 2023 - May 26, 2023 | -1.84% Oct 3, 2023 - Oct 6, 2023 |
Correlation
Correlation between JULW and PFIX is 0.83 which considered as a strong positive correlation - the stocks tend to move together.
Dividend Comparison (2020 - 2026)
JULW vs PFIX dividend yield comparison.
| Year | JULW | PFIX |
|---|---|---|
| 2026 | 0.00% | 1.10% |
| 2025 | 0.00% | 9.92% |
| 2024 | 0.00% | 3.40% |
| 2023 | 0.00% | 87.92% |
| 2022 | 0.00% | 0.63% |
| 2021 | 0.00% | 0.00% |
| 2020 | 3.04% | 0.00% |
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