JUSA vs JULB
Comparison between JPMORGAN U.S. RESEARCH ENHANCED LARGE CAP ETF (JUSA, ETF) and APTUS JULY BUFFER ETF (JULB, ETF).
JUSA vs JULB - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
JUSA vs JULB - Holdings Comparison
JUSA and JULB have 0 common holdings. Overlap is 0.00%
JUSA's top 25 holdings weight is 54.62%. JULB's top 25 holdings weight is 0.11%.
| Rank | JUSA | JULB |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 8.82% | FIRST AMERICAN TREASURY OBLIGS X (FXFXX) - 0.11% |
| #2 | APPLE INC (AAPL) - 6.93% | N/A |
| #3 | MICROSOFT CORP (MSFT) - 5.26% | N/A |
| #4 | AMAZON.COM INC (AMZN) - 4.41% | N/A |
| #5 | ALPHABET INC CLASS A (GOOGL) - 3.61% | N/A |
| #6 | BROADCOM INC (AVGO) - 3.23% | N/A |
| #7 | ALPHABET INC CLASS C (GOOG) - 2.59% | N/A |
| #8 | META PLATFORMS INC CLASS A (META) - 2.28% | N/A |
| #9 | TESLA INC (TSLA) - 1.59% | N/A |
| #10 | MICRON TECHNOLOGY INC (MU) - 1.42% | N/A |
| #11 | EXXON MOBIL CORP (XOM) - 1.41% | N/A |
| #12 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.30% | N/A |
| #13 | VISA INC CLASS A (V) - 1.16% | N/A |
| #14 | JOHNSON & JOHNSON (JNJ) - 1.12% | N/A |
| #15 | ELI LILLY AND CO (LLY) - 1.11% | N/A |
| #16 | MASTERCARD INC CLASS A (MA) - 1.00% | N/A |
| #17 | ADVANCED MICRO DEVICES INC (AMD) - 0.94% | N/A |
| #18 | ABBVIE INC (ABBV) - 0.91% | N/A |
| #19 | LAM RESEARCH CORP (LRCX) - 0.88% | N/A |
| #20 | RTX CORP (RTX) - 0.82% | N/A |
| #21 | BANK OF AMERICA CORP (BAC) - 0.78% | N/A |
| #22 | WALMART INC (WMT) - 0.78% | N/A |
| #23 | JPMORGAN PRIME MONEY MARKET IM (JIMXX) - 0.77% | N/A |
| #24 | TEXAS INSTRUMENTS INC (TXN) - 0.76% | N/A |
| #25 | WELLS FARGO & CO (WFC) - 0.74% | N/A |
| Total Holdings | 246 | 1 |
JUSA vs JULB - Historical Returns
Returns include dividend reinvestment.
JUSA vs JULB - Annual Returns (2021 - 2026)
Returns include dividend reinvestment.
| Year | JUSA | JULB |
|---|---|---|
| 2026 | +7.66% | +5.63% |
| 2025 | +21.69% | +2.56% |
| 2023 | +17.35% | N/A |
| 2022 | -17.30% | N/A |
| 2021 | +10.85% | N/A |
JUSA vs JULB Drawdown Comparison
The maximum drawdown for JUSA was -22.96%, occurring on Sep 30, 2022. Recovery took 466 trading sessions.
The maximum drawdown for JULB was -5.24%, occurring on Mar 30, 2026. Recovery took 53 trading sessions.
The current JUSA drawdown is -2.81%. The current JULB drawdown is -0.77%.
| Rank | JUSA | JULB |
|---|---|---|
| #1 | -22.96% Jan 4, 2022 - May 13, 2025 | -5.24% Jan 28, 2026 - Apr 15, 2026 |
| #2 | -8.93% Feb 2, 2026 - Apr 14, 2026 | -2.28% Oct 28, 2025 - Nov 28, 2025 |
| #3 | -5.18% Aug 30, 2021 - Oct 19, 2021 | -1.31% Jan 12, 2026 - Jan 27, 2026 |
| #4 | -4.94% Oct 29, 2025 - Dec 10, 2025 | -1.19% Dec 11, 2025 - Dec 22, 2025 |
| #5 | -4.26% Nov 18, 2021 - Dec 27, 2021 | -0.77% Jun 4, 2026 - Jun 5, 2026 |
| #6 | -3.22% Jul 12, 2021 - Jul 23, 2021 | -0.58% May 14, 2026 - May 22, 2026 |
| #7 | -2.88% Oct 8, 2025 - Oct 21, 2025 | -0.47% Dec 26, 2025 - Jan 6, 2026 |
| #8 | -2.82% May 19, 2025 - Jun 3, 2025 | -0.39% Apr 17, 2026 - Apr 22, 2026 |
| #9 | -2.81% Jun 2, 2026 - Jun 5, 2026 | -0.39% Oct 15, 2025 - Oct 17, 2025 |
| #10 | -2.74% Dec 11, 2025 - Dec 23, 2025 | -0.28% Apr 27, 2026 - Apr 30, 2026 |
| #11 | -2.73% Jan 12, 2026 - Jan 27, 2026 | -0.28% Oct 21, 2025 - Oct 23, 2025 |
| #12 | -2.38% Jul 25, 2025 - Aug 12, 2025 | -0.22% Nov 28, 2025 - Dec 3, 2025 |
| #13 | -1.94% May 14, 2026 - May 26, 2026 | -0.20% May 1, 2026 - May 5, 2026 |
| #14 | -1.82% Aug 16, 2021 - Aug 24, 2021 | -0.17% Jan 6, 2026 - Jan 9, 2026 |
| #15 | -1.47% Sep 22, 2025 - Oct 1, 2025 | -0.17% Dec 5, 2025 - Dec 10, 2025 |
Correlation
Correlation between JUSA and JULB is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.
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