JUNT vs PBTP
Comparison between ALLIANZIM U.S. EQUITY BUFFER10 JUN ETF (JUNT, ETF) and INVESCO 0-5 YR US TIPS ETF (PBTP, ETF).
JUNT vs PBTP - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
JUNT
$115M
Winner
PBTP
$116M
Expense Ratio
JUNT
0.74%
Winner
PBTP
0.07%
Max Drawdown
JUNT
12.78%
Winner
PBTP
9.90%
Sharpe Ratio
Winner
JUNT
0.88
PBTP
-0.69
5Y Beta
JUNT
0.59
Winner
PBTP
-0.01
5Y Dividends CAGR
JUNT
N/A
PBTP
27.17%
JUNT vs PBTP - Historical Returns
Returns include dividend reinvestment.
1M
Winner
JUNT
+2.61%
PBTP
+0.51%
3M
Winner
JUNT
+1.53%
PBTP
+0.41%
6M
Winner
JUNT
+4.57%
PBTP
+1.53%
1Y
Winner
JUNT
+10.18%
PBTP
+2.84%
5Y(CAGR)
JUNT
N/A
PBTP
+3.13%
10Y(CAGR)
JUNT
N/A
PBTP
+3.35%
Max(CAGR)
Winner
JUNT
+14.03%
PBTP
+3.35%
JUNT vs PBTP - Annual Returns (2017 - 2026)
Returns include dividend reinvestment.
| Year | JUNT | PBTP |
|---|---|---|
| 2026 | +5.84% | +2.24% |
| 2025 | +12.53% | +5.90% |
| 2024 | +16.31% | +4.79% |
| 2023 | +10.62% | +4.57% |
| 2022 | N/A | -3.02% |
| 2021 | N/A | +5.41% |
| 2020 | N/A | +4.75% |
| 2019 | N/A | +4.74% |
| 2018 | N/A | +0.59% |
| 2017 | N/A | +0.04% |
JUNT vs PBTP Drawdown Comparison
The maximum drawdown for JUNT was -12.78%, occurring on Apr 8, 2025. Recovery took 61 trading sessions.
The maximum drawdown for PBTP was -5.44%, occurring on Sep 30, 2022. Recovery took 443 trading sessions.
The current JUNT drawdown is -0.88%.
| Rank | JUNT | PBTP |
|---|---|---|
| #1 | -12.78% Feb 19, 2025 - May 16, 2025 | -5.44% Mar 11, 2022 - Dec 14, 2023 |
| #2 | -6.72% Jul 28, 2023 - Nov 17, 2023 | -5.35% Mar 5, 2020 - Jun 8, 2020 |
| #3 | -5.33% Jul 16, 2024 - Aug 19, 2024 | -2.18% Nov 17, 2021 - Mar 1, 2022 |
| #4 | -4.08% Feb 25, 2026 - Apr 9, 2026 | -1.04% Nov 15, 2018 - Jan 31, 2019 |
| #5 | -2.74% Jun 2, 2026 - Jul 10, 2026 | -1.03% Apr 30, 2025 - Jun 26, 2025 |
| #6 | -2.65% Aug 30, 2024 - Sep 19, 2024 | -1.00% Apr 3, 2025 - Apr 28, 2025 |
| #7 | -2.60% May 19, 2025 - Jun 6, 2025 | -0.97% Aug 24, 2018 - Nov 15, 2018 |
| #8 | -2.32% Jul 10, 2026 - Aug 3, 2026 | -0.81% Sep 24, 2024 - Jan 15, 2025 |
| #9 | -2.00% Oct 27, 2025 - Nov 28, 2025 | -0.75% Jun 2, 2026 - Aug 20, 2026 |
| #10 | -1.73% Dec 6, 2024 - Jan 21, 2025 | -0.68% Jan 31, 2024 - Mar 1, 2024 |
| #11 | -1.42% Apr 11, 2024 - Apr 26, 2024 | -0.66% Mar 17, 2026 - Apr 7, 2026 |
| #12 | -1.27% Oct 18, 2024 - Nov 6, 2024 | -0.63% Aug 3, 2021 - Aug 27, 2021 |
| #13 | -1.27% Oct 8, 2025 - Oct 20, 2025 | -0.63% May 18, 2021 - Jul 2, 2021 |
| #14 | -1.18% Dec 27, 2023 - Jan 10, 2024 | -0.60% Feb 12, 2021 - Mar 2, 2021 |
| #15 | -1.14% Jun 15, 2023 - Jun 30, 2023 | -0.53% Oct 22, 2025 - Jan 7, 2026 |
Correlation
Correlation between JUNT and PBTP is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.
0.98
-101
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