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JULZ vs BESF

Comparison between TRUESHARES STRUCTURED OUTCOME (JULY) ETF (JULZ, ETF) and BASTION ENERGY ETF (BESF, ETF).

JULZ vs BESF - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
JULZ
$33M
Winner
BESF
$33M
Expense Ratio
Winner
JULZ
0.79%
BESF
0.80%
Max Drawdown
JULZ
17.37%
Winner
BESF
10.97%
Sharpe Ratio
JULZ
1.02
Winner
BESF
1.70
5Y Beta
JULZ
0.75
Winner
BESF
0.12
P/E Ratio
JULZ
N/A
BESF
37.96
Forward P/E
JULZ
N/A
BESF
10.73
5Y EPS CAGR
JULZ
N/A
BESF
17.78%
P/S Ratio
JULZ
N/A
BESF
1.98
P/B Ratio
JULZ
N/A
BESF
1.78

JULZ vs BESF - Holdings Comparison

JULZ and BESF have 0 common holdings. Overlap is 0.00%

JULZ's top 25 holdings weight is 0.04%. BESF's top 25 holdings weight is 94.19%.

RankJULZBESF
#1
STATE STREET INSTL US GOVT MMKT ADMIN (SALXX) - 0.04%
NEXTDECADE CORP (NEXT) - 9.01%
#2N/A
CHENIERE ENERGY INC (LNG) - 6.57%
#3N/A
WILLIAMS COMPANIES INC (WMB) - 5.31%
#4N/A
ONEOK INC (OKE) - 5.17%
#5N/A
ENTERPRISE PRODUCTS PARTNERS LP (EPD) - 5.08%
#6N/A
ENERGY TRANSFER LP (ET) - 5.05%
#7N/A
MACH NATURAL RESOURCES LP (MNR) - 5.04%
#8N/A
VENTURE GLOBAL INC ORDINARY SHARES CLASS A (VG) - 4.77%
#9N/A
SEMPRA (SRE) - 4.62%
#10N/A
WESTERN MIDSTREAM PARTNERS LP (WES) - 4.37%
#11N/A
KINETIK HOLDINGS INC (KNTK) - 4.35%
#12N/A
EQT CORP (EQT) - 4.34%
#13N/A
XPLR INFRASTRUCTURE LP (XIFR) - 4.30%
#14N/A
EXPAND ENERGY CORP ORDINARY SHARES NEW (EXE) - 4.25%
#15N/A
ANTERO RESOURCES CORP (AR) - 3.96%
#16N/A
DIAMONDBACK ENERGY INC (FANG) - 3.93%
#17N/A
PROPETRO HOLDING CORP (PUMP) - 3.78%
#18N/A
DEVON ENERGY CORP (DVN) - 3.53%
#19N/A
OVINTIV INC (OVV) - 3.39%
#20N/A
RILEY EXPLORATION PERMIAN INC (REPX) - 3.37%
#21N/AN/A
#22N/AN/A
#23N/AN/A
#24N/AN/A
#25N/AN/A
Total Holdings120

JULZ vs BESF - Historical Returns

Returns include dividend reinvestment.

1M
JULZ
+0.36%
Winner
BESF
+3.63%
3M
Winner
JULZ
+5.20%
BESF
+2.72%
6M
JULZ
+7.58%
Winner
BESF
+14.06%
1Y
JULZ
+15.43%
Winner
BESF
+55.96%
5Y(CAGR)
JULZ
+10.53%
BESF
N/A
Max(CAGR)
JULZ
+13.62%
Winner
BESF
+58.50%

JULZ vs BESF - Annual Returns (2020 - 2026)

Returns include dividend reinvestment.

YearJULZBESF
2026+7.70%+15.13%
2025+13.37%+41.12%
2024+19.35%N/A
2023+18.07%N/A
2022-9.63%N/A
2021+23.02%N/A
2020+16.20%N/A

JULZ vs BESF Drawdown Comparison

The maximum drawdown for JULZ was -14.71%, occurring on Apr 8, 2025. Recovery took 89 trading sessions.

The maximum drawdown for BESF was -10.97%, occurring on Jun 18, 2026. This drawdown has not yet recovered.

The current JULZ drawdown is -1.50%. The current BESF drawdown is -6.36%.

RankJULZBESF
#1-14.71%
Feb 19, 2025 - Jun 27, 2025
-10.97%
May 19, 2026 - Jun 18, 2026
#2-14.62%
Dec 29, 2021 - Jun 30, 2023
-9.89%
Mar 27, 2026 - May 19, 2026
#3-8.53%
Jan 28, 2026 - Apr 16, 2026
-7.73%
Oct 15, 2025 - Dec 3, 2025
#4-7.77%
Sep 2, 2020 - Nov 13, 2020
-6.55%
Dec 9, 2025 - Jan 2, 2026
#5-6.87%
Jul 31, 2023 - Nov 30, 2023
-5.68%
Aug 28, 2025 - Sep 24, 2025
#6-6.73%
Jul 16, 2024 - Sep 19, 2024
-5.30%
Jul 18, 2025 - Aug 26, 2025
#7-4.50%
Mar 28, 2024 - May 15, 2024
-4.65%
Oct 9, 2025 - Oct 14, 2025
#8-4.20%
Oct 28, 2025 - Dec 24, 2025
-3.84%
Jan 5, 2026 - Jan 21, 2026
#9-4.07%
Jun 2, 2026 - Jun 26, 2026
-2.55%
Sep 25, 2025 - Oct 1, 2025
#10-3.81%
Feb 12, 2021 - Mar 12, 2021
-2.53%
Jun 13, 2025 - Jul 2, 2025
#11-3.59%
Dec 6, 2024 - Jan 23, 2025
-1.94%
Jul 3, 2025 - Jul 11, 2025
#12-3.58%
Sep 3, 2021 - Oct 21, 2021
-1.60%
Mar 2, 2026 - Mar 11, 2026
#13-3.49%
May 7, 2021 - Jun 10, 2021
-1.41%
Jan 30, 2026 - Feb 6, 2026
#14-2.93%
Nov 18, 2021 - Dec 10, 2021
-0.95%
Oct 6, 2025 - Oct 8, 2025
#15-2.78%
Jan 21, 2021 - Feb 4, 2021
-0.92%
Oct 1, 2025 - Oct 3, 2025

Correlation

Correlation between JULZ and BESF is 0.72 which considered as a strong positive correlation - the stocks tend to move together.

0.72
-101

Dividend Comparison (2022 - 2026)

JULZ vs BESF dividend yield comparison.

YearJULZBESF
20260.00%0.38%
202511.96%6.39%
20243.30%0.00%
20233.59%0.00%
20220.07%0.00%

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