JUNW vs EFAD
Comparison between ALLIANZIM U.S. EQUITY BUFFER20 JUN ETF (JUNW, ETF) and PROSHARES MSCI EAFE DIVIDEND GROWERS ETF (EFAD, ETF).
JUNW vs EFAD - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
JUNW
$62M
EFAD
$62M
Expense Ratio
JUNW
0.74%
Winner
EFAD
0.50%
Max Drawdown
Winner
JUNW
8.57%
EFAD
38.04%
Sharpe Ratio
Winner
JUNW
1.24
EFAD
-0.02
5Y Beta
Winner
JUNW
0.41
EFAD
0.53
5Y Dividends CAGR
JUNW
N/A
EFAD
12.63%
JUNW vs EFAD - Historical Returns
Returns include dividend reinvestment.
1M
JUNW
-0.42%
Winner
EFAD
+1.10%
3M
JUNW
+2.30%
Winner
EFAD
+4.14%
6M
JUNW
+3.00%
Winner
EFAD
+3.82%
1Y
Winner
JUNW
+8.55%
EFAD
+1.59%
5Y(CAGR)
JUNW
N/A
EFAD
+0.85%
10Y(CAGR)
JUNW
N/A
EFAD
+4.61%
Max(CAGR)
Winner
JUNW
+10.62%
EFAD
+2.85%
JUNW vs EFAD - Annual Returns (2014 - 2026)
Returns include dividend reinvestment.
| Year | JUNW | EFAD |
|---|---|---|
| 2026 | +2.46% | +2.85% |
| 2025 | +11.29% | +16.22% |
| 2024 | +11.33% | -0.35% |
| 2023 | +7.28% | +11.41% |
| 2022 | N/A | -21.21% |
| 2021 | N/A | +7.61% |
| 2020 | N/A | +8.11% |
| 2019 | N/A | +24.86% |
| 2018 | N/A | -12.16% |
| 2017 | N/A | +21.66% |
| 2016 | N/A | -5.75% |
| 2015 | N/A | +1.06% |
| 2014 | N/A | -7.65% |
JUNW vs EFAD Drawdown Comparison
The maximum drawdown for JUNW was -8.57%, occurring on Apr 8, 2025. Recovery took 57 trading sessions.
The maximum drawdown for EFAD was -35.74%, occurring on Oct 14, 2022. This drawdown has not yet recovered.
The current JUNW drawdown is -0.88%. The current EFAD drawdown is -2.74%.
| Rank | JUNW | EFAD |
|---|---|---|
| #1 | -8.57% Feb 19, 2025 - May 12, 2025 | -35.74% Sep 3, 2021 - Oct 14, 2022 |
| #2 | -3.86% Sep 14, 2023 - Nov 14, 2023 | -33.04% Jan 17, 2020 - Nov 9, 2020 |
| #3 | -3.54% Jul 16, 2024 - Aug 19, 2024 | -19.72% May 21, 2015 - Dec 1, 2017 |
| #4 | -2.31% Feb 26, 2026 - Apr 8, 2026 | -17.63% Jan 26, 2018 - Nov 1, 2019 |
| #5 | -1.92% Jun 2, 2026 - Jun 10, 2026 | -12.61% Sep 3, 2014 - May 13, 2015 |
| #6 | -1.70% Aug 1, 2023 - Sep 14, 2023 | -5.92% Feb 16, 2021 - Apr 8, 2021 |
| #7 | -1.69% Aug 30, 2024 - Sep 16, 2024 | -3.22% May 7, 2021 - May 20, 2021 |
| #8 | -1.51% May 16, 2025 - May 27, 2025 | -2.93% Jan 8, 2021 - Feb 11, 2021 |
| #9 | -1.13% Oct 28, 2025 - Nov 26, 2025 | -2.26% Apr 23, 2021 - May 7, 2021 |
| #10 | -1.13% Dec 16, 2024 - Jan 15, 2025 | -2.17% Jun 15, 2021 - Jul 7, 2021 |
| #11 | -0.74% Oct 29, 2024 - Nov 6, 2024 | -1.95% Jul 14, 2021 - Jul 22, 2021 |
| #12 | -0.71% Oct 8, 2025 - Oct 20, 2025 | -1.65% Nov 27, 2020 - Dec 15, 2020 |
| #13 | -0.65% Jul 28, 2025 - Aug 8, 2025 | -1.43% Nov 27, 2019 - Dec 6, 2019 |
| #14 | -0.62% Jun 15, 2023 - Jun 30, 2023 | -1.35% Dec 17, 2020 - Dec 28, 2020 |
| #15 | -0.62% Sep 30, 2024 - Oct 11, 2024 | -1.34% Aug 5, 2021 - Aug 13, 2021 |
Correlation
Correlation between JUNW and EFAD is 0.93 which considered as a very strong positive correlation - the stocks move almost identically together.
0.93
-101
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