JUNW vs BKT
Comparison between ALLIANZIM U.S. EQUITY BUFFER20 JUN ETF (JUNW, ETF) and BlackRock Income Trust Inc (BKT, ETF).
JUNW vs BKT - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
JUNW
$359M
BKT
$357M
Expense Ratio
JUNW
0.74%
BKT
N/A
Max Drawdown
Winner
JUNW
8.57%
BKT
58.60%
Sharpe Ratio
Winner
JUNW
0.84
BKT
-0.63
5Y Beta
JUNW
0.41
Winner
BKT
0.13
5Y Dividends CAGR
JUNW
N/A
BKT
-1.41%
JUNW vs BKT - Historical Returns
Returns include dividend reinvestment.
1M
Winner
JUNW
+0.32%
BKT
+0.07%
3M
Winner
JUNW
+0.76%
BKT
-0.60%
6M
Winner
JUNW
+2.66%
BKT
-1.38%
1Y
Winner
JUNW
+7.38%
BKT
-1.10%
5Y(CAGR)
JUNW
N/A
BKT
-3.21%
10Y(CAGR)
JUNW
N/A
BKT
+1.02%
Max(CAGR)
Winner
JUNW
+10.43%
BKT
+4.90%
JUNW vs BKT - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | JUNW | BKT |
|---|---|---|
| 2026 | +3.03% | -0.41% |
| 2025 | +11.29% | +5.44% |
| 2024 | +11.33% | +3.16% |
| 2023 | +7.28% | +6.18% |
| 2022 | N/A | -21.38% |
| 2021 | N/A | -0.61% |
| 2020 | N/A | +7.53% |
| 2019 | N/A | +14.49% |
| 2018 | N/A | -2.90% |
| 2017 | N/A | +3.55% |
| 2016 | N/A | +4.44% |
| 2015 | N/A | +5.24% |
| 2014 | N/A | +4.76% |
| 2013 | N/A | -6.90% |
| 2012 | N/A | +6.66% |
| 2011 | N/A | +13.47% |
| 2010 | N/A | +13.39% |
| 2009 | N/A | +11.73% |
| 2008 | N/A | +9.97% |
| 2007 | N/A | -3.72% |
| 2006 | N/A | +6.92% |
| 2005 | N/A | -9.55% |
| 2004 | N/A | +4.53% |
| 2003 | N/A | +2.71% |
| 2002 | N/A | +21.54% |
| 2001 | N/A | +19.11% |
| 2000 | N/A | +19.25% |
| 1999 | N/A | -5.16% |
JUNW vs BKT Drawdown Comparison
The maximum drawdown for JUNW was -8.57%, occurring on Apr 8, 2025. Recovery took 57 trading sessions.
The maximum drawdown for BKT was -35.71%, occurring on Oct 26, 2023. This drawdown has not yet recovered.
The current JUNW drawdown is -0.38%. The current BKT drawdown is -17.97%.
| Rank | JUNW | BKT |
|---|---|---|
| #1 | -8.57% Feb 19, 2025 - May 12, 2025 | -35.71% Sep 15, 2021 - Oct 26, 2023 |
| #2 | -3.86% Sep 14, 2023 - Nov 14, 2023 | -19.22% May 25, 2005 - May 12, 2008 |
| #3 | -3.54% Jul 16, 2024 - Aug 19, 2024 | -19.03% Mar 17, 2004 - Sep 20, 2004 |
| #4 | -2.31% Feb 26, 2026 - Apr 8, 2026 | -17.21% May 12, 2008 - Jan 5, 2009 |
| #5 | -1.92% Jun 2, 2026 - Jul 15, 2026 | -17.19% Jun 12, 2003 - Feb 13, 2004 |
| #6 | -1.70% Aug 1, 2023 - Sep 14, 2023 | -13.39% Oct 12, 2012 - Oct 6, 2015 |
| #7 | -1.69% Aug 30, 2024 - Sep 16, 2024 | -10.90% Nov 5, 1999 - Jun 30, 2000 |
| #8 | -1.51% May 16, 2025 - May 27, 2025 | -10.45% Feb 24, 2020 - May 12, 2020 |
| #9 | -1.13% Oct 28, 2025 - Nov 26, 2025 | -7.48% Sep 13, 2017 - Feb 6, 2019 |
| #10 | -1.13% Dec 16, 2024 - Jan 15, 2025 | -6.96% Nov 23, 2004 - Jan 27, 2005 |
| #11 | -0.74% Oct 29, 2024 - Nov 6, 2024 | -6.87% Oct 14, 2002 - Dec 26, 2002 |
| #12 | -0.71% Oct 8, 2025 - Oct 20, 2025 | -6.72% Feb 2, 2009 - May 18, 2009 |
| #13 | -0.66% Jul 15, 2026 - Jul 20, 2026 | -6.70% Aug 23, 2001 - Oct 1, 2001 |
| #14 | -0.65% Jul 28, 2025 - Aug 8, 2025 | -6.41% Oct 8, 2001 - Jan 15, 2002 |
| #15 | -0.62% Jun 15, 2023 - Jun 30, 2023 | -6.03% Jul 15, 2002 - Aug 5, 2002 |
Correlation
Correlation between JUNW and BKT is 0.88 which considered as a strong positive correlation - the stocks tend to move together.
0.88
-101
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