JULZ vs UPSX
Comparison between TRUESHARES STRUCTURED OUTCOME (JULY) ETF (JULZ, ETF) and TRADR 2X LONG UPST DAILY ETF (UPSX, ETF).
JULZ vs UPSX - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
JULZ
$33M
UPSX
$33M
Expense Ratio
JULZ
0.79%
UPSX
N/A
Max Drawdown
Winner
JULZ
17.37%
UPSX
95.01%
Sharpe Ratio
Winner
JULZ
1.02
UPSX
-1.22
5Y Beta
Winner
JULZ
0.75
UPSX
5.66
JULZ vs UPSX - Historical Returns
Returns include dividend reinvestment.
1M
Winner
JULZ
+0.36%
UPSX
-15.33%
3M
Winner
JULZ
+5.20%
UPSX
-32.48%
6M
Winner
JULZ
+7.58%
UPSX
-71.04%
1Y
Winner
JULZ
+15.43%
UPSX
-92.65%
5Y(CAGR)
JULZ
+10.53%
UPSX
N/A
Max(CAGR)
Winner
JULZ
+13.62%
UPSX
-84.95%
JULZ vs UPSX - Annual Returns (2020 - 2026)
Returns include dividend reinvestment.
| Year | JULZ | UPSX |
|---|---|---|
| 2026 | +7.70% | -71.66% |
| 2025 | +13.37% | -60.75% |
| 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 UPSX Drawdown Comparison
The maximum drawdown for JULZ was -14.71%, occurring on Apr 8, 2025. Recovery took 89 trading sessions.
The maximum drawdown for UPSX was -95.01%, occurring on Mar 30, 2026. This drawdown has not yet recovered.
The current JULZ drawdown is -1.50%. The current UPSX drawdown is -93.89%.
| Rank | JULZ | UPSX |
|---|---|---|
| #1 | -14.71% Feb 19, 2025 - Jun 27, 2025 | -95.01% Jul 23, 2025 - Mar 30, 2026 |
| #2 | -14.62% Dec 29, 2021 - Jun 30, 2023 | -20.57% Jun 11, 2025 - Jun 18, 2025 |
| #3 | -8.53% Jan 28, 2026 - Apr 16, 2026 | -12.45% Jul 10, 2025 - Jul 22, 2025 |
| #4 | -7.77% Sep 2, 2020 - Nov 13, 2020 | -7.19% Jun 24, 2025 - Jul 1, 2025 |
| #5 | -6.87% Jul 31, 2023 - Nov 30, 2023 | -3.70% Jun 18, 2025 - Jun 24, 2025 |
| #6 | -6.73% Jul 16, 2024 - Sep 19, 2024 | -0.90% Jul 7, 2025 - Jul 9, 2025 |
| #7 | -4.50% Mar 28, 2024 - May 15, 2024 | N/A |
| #8 | -4.20% Oct 28, 2025 - Dec 24, 2025 | N/A |
| #9 | -4.07% Jun 2, 2026 - Jun 26, 2026 | N/A |
| #10 | -3.81% Feb 12, 2021 - Mar 12, 2021 | N/A |
| #11 | -3.59% Dec 6, 2024 - Jan 23, 2025 | N/A |
| #12 | -3.58% Sep 3, 2021 - Oct 21, 2021 | N/A |
| #13 | -3.49% May 7, 2021 - Jun 10, 2021 | N/A |
| #14 | -2.93% Nov 18, 2021 - Dec 10, 2021 | N/A |
| #15 | -2.78% Jan 21, 2021 - Feb 4, 2021 | N/A |
Correlation
Correlation between JULZ and UPSX is -0.70 which considered as a strong negative correlation - the stocks tend to move in opposite directions.
-0.70
-101
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