JULW vs TRFM
Comparison between ALLIANZIM U.S. EQUITY BUFFER20 JUL ETF (JULW, ETF) and AAM TRANSFORMERS ETF (TRFM, ETF).
JULW vs TRFM - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
JULW
$249M
TRFM
$248M
Expense Ratio
JULW
0.74%
Winner
TRFM
0.49%
Max Drawdown
Winner
JULW
9.49%
TRFM
28.40%
Sharpe Ratio
Winner
JULW
1.31
TRFM
1.17
5Y Beta
Winner
JULW
0.42
TRFM
1.46
P/E Ratio
JULW
N/A
TRFM
79.65
Forward P/E
JULW
N/A
TRFM
26.78
P/S Ratio
JULW
N/A
TRFM
1.73
P/B Ratio
JULW
N/A
TRFM
5.34
JULW vs TRFM - Historical Returns
Returns include dividend reinvestment.
1M
JULW
+1.82%
Winner
TRFM
+3.67%
3M
Winner
JULW
+2.07%
TRFM
+1.09%
6M
JULW
+5.18%
Winner
TRFM
+19.42%
1Y
JULW
+9.26%
Winner
TRFM
+33.08%
5Y(CAGR)
JULW
+9.15%
Winner
TRFM
+25.02%
Max(CAGR)
JULW
+9.05%
Winner
TRFM
+25.02%
JULW vs TRFM - Annual Returns (2020 - 2026)
Returns include dividend reinvestment.
| Year | JULW | TRFM |
|---|---|---|
| 2026 | +5.83% | +21.83% |
| 2025 | +11.62% | +24.92% |
| 2024 | +12.61% | +23.50% |
| 2023 | +16.11% | +45.11% |
| 2022 | -1.85% | -7.38% |
| 2021 | +4.97% | N/A |
| 2020 | +6.92% | N/A |
JULW vs TRFM Drawdown Comparison
The maximum drawdown for JULW was -9.49%, occurring on Apr 8, 2025. Recovery took 72 trading sessions.
The maximum drawdown for TRFM was -28.40%, occurring on Apr 8, 2025. Recovery took 87 trading sessions.
The current JULW drawdown is -0.37%. The current TRFM drawdown is -6.44%.
| Rank | JULW | TRFM |
|---|---|---|
| #1 | -9.49% Feb 19, 2025 - Jun 3, 2025 | -28.40% Feb 18, 2025 - Jun 24, 2025 |
| #2 | -6.50% Aug 16, 2022 - Jan 13, 2023 | -26.91% Aug 15, 2022 - Jun 13, 2023 |
| #3 | -4.68% Jan 3, 2022 - Aug 12, 2022 | -18.43% Jul 31, 2023 - Dec 13, 2023 |
| #4 | -4.54% Jul 28, 2023 - Nov 14, 2023 | -16.07% Jul 16, 2024 - Oct 11, 2024 |
| #5 | -3.54% Jul 16, 2024 - Aug 19, 2024 | -12.99% Jan 28, 2026 - Apr 13, 2026 |
| #6 | -3.52% Feb 7, 2023 - Mar 31, 2023 | -12.52% Oct 29, 2025 - Jan 28, 2026 |
| #7 | -2.96% Feb 26, 2026 - Apr 8, 2026 | -12.14% Jun 30, 2026 - Jul 29, 2026 |
| #8 | -2.16% Oct 12, 2020 - Nov 5, 2020 | -9.79% Jun 2, 2026 - Jun 30, 2026 |
| #9 | -2.11% Sep 2, 2020 - Oct 9, 2020 | -8.57% Mar 7, 2024 - May 15, 2024 |
| #10 | -1.88% Aug 30, 2024 - Sep 16, 2024 | -7.84% Jul 21, 2022 - Aug 2, 2022 |
| #11 | -1.56% May 1, 2023 - May 17, 2023 | -6.84% Dec 6, 2024 - Jan 22, 2025 |
| #12 | -1.49% Nov 16, 2021 - Dec 10, 2021 | -5.93% Dec 28, 2023 - Feb 7, 2024 |
| #13 | -1.44% Oct 28, 2025 - Nov 28, 2025 | -5.66% Jun 15, 2023 - Jul 11, 2023 |
| #14 | -1.42% Apr 11, 2024 - May 3, 2024 | -4.95% May 11, 2026 - May 22, 2026 |
| #15 | -1.33% May 18, 2023 - May 26, 2023 | -4.83% Jan 23, 2025 - Feb 10, 2025 |
Correlation
Correlation between JULW and TRFM is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.
0.96
-101
Dividend Comparison (2020 - 2025)
JULW vs TRFM dividend yield comparison.
| Year | JULW | TRFM |
|---|---|---|
| 2025 | 0.00% | 0.17% |
| 2020 | 3.04% | 0.00% |
Select Stocks to Compare
Popular: JULW vs SPYTRFM vs SPY
More Comparisons
Compare with similar stocks