JUNW vs XITK

Comparison between ALLIANZIM U.S. EQUITY BUFFER20 JUN ETF (JUNW, ETF) and STATE STREET(R) SPDR(R) FACTSET INNOVATIVE TECHNOLOGY ETF (XITK, ETF).

JUNW vs XITK - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	JUNW(ETF)	XITK(ETF)
Net Assets	$60M	$60M
Expense Ratio	0.74%	0.45%
Max Drawdown	8.57%	65.60%
Sharpe Ratio	1.30	0.16
5Y Beta	0.41	1.33
P/E Ratio	N/A	145.40
Forward P/E	N/A	31.09
Debt to Equity	N/A	67.00%
P/S Ratio	N/A	3.33
P/B Ratio	N/A	5.72

Net Assets

JUNW

$60M

Winner

XITK

$60M

Expense Ratio

JUNW

0.74%

Winner

XITK

0.45%

Max Drawdown

Winner

JUNW

8.57%

XITK

65.60%

Sharpe Ratio

Winner

JUNW

1.30

XITK

0.16

5Y Beta

Winner

JUNW

0.41

XITK

1.33

P/E Ratio

JUNW

N/A

XITK

145.40

Forward P/E

JUNW

N/A

XITK

31.09

Debt to Equity

JUNW

N/A

XITK

67.00%

P/S Ratio

JUNW

N/A

XITK

3.33

P/B Ratio

JUNW

N/A

XITK

5.72

JUNW vs XITK - Historical Returns

Returns include dividend reinvestment.

Period	JUNW	XITK
1 month	-0.54%	+3.57%
3 months	+1.44%	+21.81%
6 months	+2.70%	+6.73%
1 year	+9.03%	+4.16%
5 years(CAGR)	N/A	-1.48%
10 years(CAGR)	N/A	+13.61%
Max(CAGR)	+10.57%	+14.43%

JUNW

-0.54%

Winner

XITK

+3.57%

JUNW

+1.44%

Winner

XITK

+21.81%

JUNW

+2.70%

Winner

XITK

+6.73%

Winner

JUNW

+9.03%

XITK

+4.16%

5Y(CAGR)

JUNW

N/A

XITK

-1.48%

10Y(CAGR)

JUNW

N/A

XITK

+13.61%

Max(CAGR)

JUNW

+10.57%

Winner

XITK

+14.43%

JUNW vs XITK - Annual Returns (2016 - 2026)

Returns include dividend reinvestment.

Year	JUNW	XITK
2026	+2.14%	+8.42%
2025	+11.29%	+1.90%
2024	+11.33%	+22.79%
2023	+7.28%	+46.39%
2022	N/A	-47.61%
2021	N/A	-10.02%
2020	N/A	+84.95%
2019	N/A	+36.75%
2018	N/A	+6.04%
2017	N/A	+35.99%
2016	N/A	+19.19%

JUNW vs XITK Drawdown Comparison

The maximum drawdown for JUNW was -8.57%, occurring on Apr 8, 2025. Recovery took 57 trading sessions.

The maximum drawdown for XITK was -65.56%, occurring on Nov 9, 2022. This drawdown has not yet recovered.

The current JUNW drawdown is -1.19%. The current XITK drawdown is -26.74%.

Rank	JUNW	XITK
#1	-8.57% Feb 19, 2025 - May 12, 2025	-65.56% Feb 12, 2021 - Nov 9, 2022
#2	-3.86% Sep 14, 2023 - Nov 14, 2023	-33.74% Feb 19, 2020 - May 20, 2020
#3	-3.54% Jul 16, 2024 - Aug 19, 2024	-25.80% Sep 14, 2018 - Mar 18, 2019
#4	-2.31% Feb 26, 2026 - Apr 8, 2026	-13.12% Sep 1, 2020 - Oct 9, 2020
#5	-1.70% Aug 1, 2023 - Sep 14, 2023	-12.89% Jul 26, 2019 - Nov 25, 2019
#6	-1.69% Aug 30, 2024 - Sep 16, 2024	-12.66% Jan 14, 2016 - Mar 1, 2016
#7	-1.51% May 16, 2025 - May 27, 2025	-11.81% May 3, 2019 - Jul 12, 2019
#8	-1.19% Jun 2, 2026 - Jun 5, 2026	-9.24% Oct 13, 2020 - Nov 5, 2020
#9	-1.13% Oct 28, 2025 - Nov 26, 2025	-9.13% Nov 6, 2020 - Nov 25, 2020
#10	-1.13% Dec 16, 2024 - Jan 15, 2025	-8.85% Oct 5, 2016 - Feb 9, 2017
#11	-0.74% Oct 29, 2024 - Nov 6, 2024	-8.77% Jun 8, 2016 - Jul 11, 2016
#12	-0.71% Oct 8, 2025 - Oct 20, 2025	-8.60% Jun 18, 2018 - Aug 24, 2018
#13	-0.65% Jul 28, 2025 - Aug 8, 2025	-8.44% Mar 12, 2018 - May 9, 2018
#14	-0.62% Jun 15, 2023 - Jun 30, 2023	-7.46% Jan 26, 2018 - Feb 15, 2018
#15	-0.62% Sep 30, 2024 - Oct 11, 2024	-7.32% Aug 5, 2020 - Aug 26, 2020