KOOL vs JULU

Comparison between NORTH SHORE EQUITY ROTATION ETF (KOOL, ETF) and ALLIANZIM U.S. EQUITY BUFFER15 UNCAPPED JUL ETF (JULU, ETF).

KOOL vs JULU - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	KOOL(ETF)	JULU(ETF)
Net Assets	$59M	$59M
Expense Ratio	0.94%	0.74%
Max Drawdown	20.66%	12.46%
Sharpe Ratio	1.07	0.92
5Y Beta	0.98	0.65
P/E Ratio	29.63	N/A
Forward P/E	22.92	N/A
PEG Ratio	0.11	N/A
5Y EPS CAGR	26.19%	N/A
Debt to Equity	41.03%	N/A
P/S Ratio	3.24	N/A
P/B Ratio	5.07	N/A

Net Assets

KOOL

$59M

JULU

$59M

Expense Ratio

KOOL

0.94%

Winner

JULU

0.74%

Max Drawdown

KOOL

20.66%

Winner

JULU

12.46%

Sharpe Ratio

Winner

KOOL

1.07

JULU

0.92

5Y Beta

KOOL

0.98

Winner

JULU

0.65

P/E Ratio

KOOL

29.63

JULU

N/A

Forward P/E

KOOL

22.92

JULU

N/A

PEG Ratio

KOOL

0.11

JULU

N/A

5Y EPS CAGR

KOOL

26.19%

JULU

N/A

Debt to Equity

KOOL

41.03%

JULU

N/A

P/S Ratio

KOOL

3.24

JULU

N/A

P/B Ratio

KOOL

5.07

JULU

N/A

KOOL vs JULU - Historical Returns

Returns include dividend reinvestment.

Period	KOOL	JULU
1 month	+0.08%	+0.40%
3 months	+0.11%	+3.83%
6 months	+8.86%	+5.98%
1 year	+18.17%	+13.19%
Max(CAGR)	+17.08%	+12.00%

KOOL

+0.08%

Winner

JULU

+0.40%

KOOL

+0.11%

Winner

JULU

+3.83%

Winner

KOOL

+8.86%

JULU

+5.98%

Winner

KOOL

+18.17%

JULU

+13.19%

Max(CAGR)

Winner

KOOL

+17.08%

JULU

+12.00%

KOOL vs JULU - Annual Returns (2024 - 2026)

Returns include dividend reinvestment.

Year	KOOL	JULU
2026	+11.28%	+6.75%
2025	+15.59%	+12.37%
2024	+10.71%	+5.59%

KOOL vs JULU Drawdown Comparison

The maximum drawdown for KOOL was -20.46%, occurring on Apr 8, 2025. Recovery took 135 trading sessions.

The maximum drawdown for JULU was -12.46%, occurring on Apr 8, 2025. Recovery took 90 trading sessions.

The current KOOL drawdown is -3.80%. The current JULU drawdown is -2.67%.

Rank	KOOL	JULU
#1	-20.46% Dec 5, 2024 - Jun 24, 2025	-12.46% Feb 19, 2025 - Jun 30, 2025
#2	-9.58% Jul 16, 2024 - Oct 9, 2024	-7.04% Jan 28, 2026 - Apr 15, 2026
#3	-7.18% Feb 25, 2026 - Apr 9, 2026	-6.20% Jul 16, 2024 - Sep 19, 2024
#4	-5.81% Oct 28, 2025 - Jan 16, 2026	-4.34% Oct 29, 2025 - Jan 6, 2026
#5	-5.71% May 14, 2026 - Jun 10, 2026	-4.32% Jun 2, 2026 - Jun 10, 2026
#6	-5.07% Apr 3, 2024 - May 15, 2024	-3.90% Dec 6, 2024 - Jan 23, 2025
#7	-2.90% Jan 28, 2026 - Feb 9, 2026	-2.33% Oct 8, 2025 - Oct 24, 2025
#8	-2.56% Oct 8, 2025 - Oct 24, 2025	-2.29% Jan 12, 2026 - Jan 28, 2026
#9	-2.47% Nov 11, 2024 - Dec 2, 2024	-2.21% Oct 14, 2024 - Nov 6, 2024
#10	-2.40% Oct 18, 2024 - Nov 6, 2024	-1.96% May 14, 2026 - May 26, 2026
#11	-2.06% Jul 25, 2025 - Aug 12, 2025	-1.71% Nov 11, 2024 - Nov 26, 2024
#12	-1.73% Jan 16, 2026 - Jan 23, 2026	-1.65% Jul 25, 2025 - Aug 8, 2025
#13	-1.46% May 6, 2026 - May 14, 2026	-1.60% Jan 23, 2025 - Feb 19, 2025
#14	-1.44% Feb 9, 2026 - Feb 20, 2026	-1.21% Aug 14, 2025 - Aug 27, 2025
#15	-1.39% Aug 28, 2025 - Sep 11, 2025	-1.18% Aug 28, 2025 - Sep 10, 2025