JULW vs XOEX

Comparison between ALLIANZIM U.S. EQUITY BUFFER20 JUL ETF (JULW, ETF) and Xtrackers S&P 500 Value Scored & Screened ETF (XOEX, ETF).

JULW vs XOEX - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	JULW(ETF)	XOEX(ETF)
Net Assets	$231M	$232M
Expense Ratio	0.74%	0.15%
Max Drawdown	9.49%	15.64%
Sharpe Ratio	1.25	1.57
5Y Beta	0.42	0.70
P/E Ratio	N/A	23.48
Forward P/E	N/A	17.80
5Y EPS CAGR	N/A	11.29%
Debt to Equity	N/A	44.38%
P/S Ratio	N/A	2.38
P/B Ratio	N/A	3.64

Net Assets

JULW

$231M

Winner

XOEX

$232M

Expense Ratio

JULW

0.74%

Winner

XOEX

0.15%

Max Drawdown

Winner

JULW

9.49%

XOEX

15.64%

Sharpe Ratio

JULW

1.25

Winner

XOEX

1.57

5Y Beta

Winner

JULW

0.42

XOEX

0.70

P/E Ratio

JULW

N/A

XOEX

23.48

Forward P/E

JULW

N/A

XOEX

17.80

5Y EPS CAGR

JULW

N/A

XOEX

11.29%

Debt to Equity

JULW

N/A

XOEX

44.38%

P/S Ratio

JULW

N/A

XOEX

2.38

P/B Ratio

JULW

N/A

XOEX

3.64

JULW vs XOEX - Historical Returns

Returns include dividend reinvestment.

Period	JULW	XOEX
1 month	+0.37%	-0.21%
3 months	+2.29%	+8.23%
6 months	+4.21%	+8.09%
1 year	+9.33%	+23.29%
5 years(CAGR)	+9.09%	N/A
Max(CAGR)	+8.97%	+16.37%

Winner

JULW

+0.37%

XOEX

-0.21%

JULW

+2.29%

Winner

XOEX

+8.23%

JULW

+4.21%

Winner

XOEX

+8.09%

JULW

+9.33%

Winner

XOEX

+23.29%

5Y(CAGR)

JULW

+9.09%

XOEX

N/A

Max(CAGR)

JULW

+8.97%

Winner

XOEX

+16.37%

JULW vs XOEX - Annual Returns (2020 - 2026)

Returns include dividend reinvestment.

Year	JULW	XOEX
2026	+4.54%	+9.57%
2025	+11.62%	+19.10%
2024	+12.61%	+11.90%
2023	+16.11%	+15.70%
2022	-1.85%	+2.99%
2021	+4.97%	N/A
2020	+6.92%	N/A

JULW vs XOEX Drawdown Comparison

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

The maximum drawdown for XOEX was -14.68%, occurring on Apr 8, 2025. Recovery took 146 trading sessions.

The current JULW drawdown is -0.28%. The current XOEX drawdown is -2.00%.

Rank	JULW	XOEX
#1	-9.49% Feb 19, 2025 - Jun 3, 2025	-14.68% Nov 29, 2024 - Jul 3, 2025
#2	-6.50% Aug 16, 2022 - Jan 13, 2023	-11.14% Jul 25, 2023 - Nov 30, 2023
#3	-4.68% Jan 3, 2022 - Aug 12, 2022	-9.93% Feb 2, 2023 - Jul 12, 2023
#4	-4.54% Jul 28, 2023 - Nov 14, 2023	-7.31% Feb 9, 2026 - Apr 30, 2026
#5	-3.54% Jul 16, 2024 - Aug 19, 2024	-6.26% Mar 28, 2024 - Jul 16, 2024
#6	-3.52% Feb 7, 2023 - Mar 31, 2023	-5.53% Jul 31, 2024 - Aug 21, 2024
#7	-2.96% Feb 26, 2026 - Apr 8, 2026	-5.25% Dec 1, 2022 - Jan 11, 2023
#8	-2.16% Oct 12, 2020 - Nov 5, 2020	-3.99% Nov 12, 2025 - Nov 28, 2025
#9	-2.11% Sep 2, 2020 - Oct 9, 2020	-3.28% Jan 13, 2023 - Jan 31, 2023
#10	-1.88% Aug 30, 2024 - Sep 16, 2024	-3.21% Oct 16, 2024 - Nov 6, 2024
#11	-1.56% May 1, 2023 - May 17, 2023	-3.06% Jun 4, 2026 - Jun 15, 2026
#12	-1.49% Nov 16, 2021 - Dec 10, 2021	-3.01% Oct 8, 2025 - Oct 20, 2025
#13	-1.44% Oct 28, 2025 - Nov 28, 2025	-2.88% Jul 25, 2025 - Aug 12, 2025
#14	-1.42% Apr 11, 2024 - May 3, 2024	-2.61% Aug 30, 2024 - Sep 16, 2024
#15	-1.33% May 18, 2023 - May 26, 2023	-2.46% Jul 6, 2026 - Jul 20, 2026