JULZ vs EAOR
Comparison between TRUESHARES STRUCTURED OUTCOME (JULY) ETF (JULZ, ETF) and ISHARES ESG AWARE 60/40 BALANCED ALLOCATION ETF (EAOR, ETF).
5-Year PerformanceJULZ has outperformed EAOR, delivering a return of +10.5% compared to +6.1%
JULZ vs EAOR - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
JULZ vs EAOR - Historical Returns
Returns include dividend reinvestment.
JULZ vs EAOR - Annual Returns (2020 - 2026)
Returns include dividend reinvestment.
| Year | JULZ | EAOR |
|---|---|---|
| 2026 | +7.70% | +6.73% |
| 2025 | +13.37% | +15.80% |
| 2024 | +19.35% | +11.50% |
| 2023 | +18.07% | +14.73% |
| 2022 | -9.63% | -16.69% |
| 2021 | +23.02% | +11.02% |
| 2020 | +16.20% | +15.00% |
JULZ vs EAOR Drawdown Comparison
The maximum drawdown for JULZ was -14.71%, occurring on Apr 8, 2025. Recovery took 89 trading sessions.
The maximum drawdown for EAOR was -22.91%, occurring on Oct 14, 2022. Recovery took 632 trading sessions.
The current JULZ drawdown is -1.50%. The current EAOR drawdown is -1.07%.
| Rank | JULZ | EAOR |
|---|---|---|
| #1 | -14.71% Feb 19, 2025 - Jun 27, 2025 | -22.91% Nov 8, 2021 - May 15, 2024 |
| #2 | -14.62% Dec 29, 2021 - Jun 30, 2023 | -10.28% Feb 19, 2025 - May 16, 2025 |
| #3 | -8.53% Jan 28, 2026 - Apr 16, 2026 | -6.62% Feb 25, 2026 - Apr 17, 2026 |
| #4 | -7.77% Sep 2, 2020 - Nov 13, 2020 | -5.23% Sep 2, 2020 - Nov 9, 2020 |
| #5 | -6.87% Jul 31, 2023 - Nov 30, 2023 | -4.42% Jul 16, 2024 - Aug 19, 2024 |
| #6 | -6.73% Jul 16, 2024 - Sep 19, 2024 | -4.20% Dec 6, 2024 - Feb 14, 2025 |
| #7 | -4.50% Mar 28, 2024 - May 15, 2024 | -3.79% Feb 12, 2021 - Apr 5, 2021 |
| #8 | -4.20% Oct 28, 2025 - Dec 24, 2025 | -3.60% Sep 3, 2021 - Nov 2, 2021 |
| #9 | -4.07% Jun 2, 2026 - Jun 26, 2026 | -3.33% Oct 28, 2025 - Dec 11, 2025 |
| #10 | -3.81% Feb 12, 2021 - Mar 12, 2021 | -3.07% Jun 2, 2026 - Jun 10, 2026 |
| #11 | -3.59% Dec 6, 2024 - Jan 23, 2025 | -2.76% May 7, 2021 - Jun 1, 2021 |
| #12 | -3.58% Sep 3, 2021 - Oct 21, 2021 | -2.43% Sep 26, 2024 - Nov 29, 2024 |
| #13 | -3.49% May 7, 2021 - Jun 10, 2021 | -2.38% Jan 21, 2021 - Feb 5, 2021 |
| #14 | -2.93% Nov 18, 2021 - Dec 10, 2021 | -2.23% Aug 23, 2024 - Sep 13, 2024 |
| #15 | -2.78% Jan 21, 2021 - Feb 4, 2021 | -1.97% Jun 23, 2020 - Jul 2, 2020 |
Correlation
Correlation between JULZ and EAOR is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.
Dividend Comparison (2020 - 2026)
JULZ vs EAOR dividend yield comparison.
| Year | JULZ | EAOR |
|---|---|---|
| 2026 | 0.00% | 1.14% |
| 2025 | 11.96% | 2.45% |
| 2024 | 3.30% | 2.52% |
| 2023 | 3.59% | 2.39% |
| 2022 | 0.07% | 1.99% |
| 2021 | 0.00% | 1.39% |
| 2020 | 0.00% | 1.07% |
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