MVFG vs JULU

Comparison between MONARCH VOLUME FACTOR GLOBAL UNCONSTRAINED INDEX ETF (MVFG, ETF) and ALLIANZIM U.S. EQUITY BUFFER15 UNCAPPED JUL ETF (JULU, ETF).

MVFG vs JULU - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	MVFG(ETF)	JULU(ETF)
Net Assets	$152M	$152M
Expense Ratio	1.42%	0.74%
Max Drawdown	15.34%	12.46%
Sharpe Ratio	1.12	1.43
5Y Beta	0.58	0.64

Net Assets

MVFG

$152M

Winner

JULU

$152M

Expense Ratio

MVFG

1.42%

Winner

JULU

0.74%

Max Drawdown

MVFG

15.34%

Winner

JULU

12.46%

Sharpe Ratio

MVFG

1.12

Winner

JULU

1.43

5Y Beta

Winner

MVFG

0.58

JULU

0.64

MVFG vs JULU - Historical Returns

Returns include dividend reinvestment.

Period	MVFG	JULU
1 month	+0.13%	+1.51%
3 months	+2.44%	+7.01%
6 months	+10.18%	+6.00%
1 year	+25.78%	+19.68%
Max(CAGR)	+16.30%	+12.72%

MVFG

+0.13%

Winner

JULU

+1.51%

MVFG

+2.44%

Winner

JULU

+7.01%

Winner

MVFG

+10.18%

JULU

+6.00%

Winner

MVFG

+25.78%

JULU

+19.68%

Max(CAGR)

Winner

MVFG

+16.30%

JULU

+12.72%

MVFG vs JULU - Annual Returns (2024 - 2026)

Returns include dividend reinvestment.

Year	MVFG	JULU
2026	+6.81%	+6.48%
2025	+21.49%	+12.37%
2024	+5.34%	+5.59%

MVFG vs JULU Drawdown Comparison

The maximum drawdown for MVFG was -15.34%, occurring on Nov 20, 2025. Recovery took 55 trading sessions.

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

The current MVFG drawdown is -2.53%. The current JULU drawdown is -2.92%.

Rank	MVFG	JULU
#1	-15.34% Oct 15, 2025 - Jan 5, 2026	-12.46% Feb 19, 2025 - Jun 30, 2025
#2	-12.19% Dec 9, 2024 - Jun 2, 2025	-7.04% Jan 28, 2026 - Apr 15, 2026
#3	-9.54% Feb 25, 2026 - May 6, 2026	-6.20% Jul 16, 2024 - Sep 19, 2024
#4	-7.68% Jul 16, 2024 - Sep 19, 2024	-4.34% Oct 29, 2025 - Jan 6, 2026
#5	-4.57% Mar 28, 2024 - May 14, 2024	-3.90% Dec 6, 2024 - Jan 23, 2025
#6	-4.35% Jul 23, 2025 - Aug 12, 2025	-2.92% Jun 2, 2026 - Jun 5, 2026
#7	-3.96% Oct 8, 2025 - Oct 13, 2025	-2.33% Oct 8, 2025 - Oct 24, 2025
#8	-3.09% Oct 18, 2024 - Nov 7, 2024	-2.29% Jan 12, 2026 - Jan 28, 2026
#9	-2.86% Nov 7, 2024 - Nov 27, 2024	-2.21% Oct 14, 2024 - Nov 6, 2024
#10	-2.53% Jun 2, 2026 - Jun 5, 2026	-1.96% May 14, 2026 - May 26, 2026
#11	-2.41% May 6, 2026 - May 26, 2026	-1.71% Nov 11, 2024 - Nov 26, 2024
#12	-2.23% Jan 27, 2026 - Feb 6, 2026	-1.65% Jul 25, 2025 - Aug 8, 2025
#13	-1.69% Jun 12, 2025 - Jun 26, 2025	-1.60% Jan 23, 2025 - Feb 19, 2025
#14	-1.57% May 21, 2024 - Jun 5, 2024	-1.21% Aug 14, 2025 - Aug 27, 2025
#15	-1.45% Feb 11, 2026 - Feb 20, 2026	-1.18% Aug 28, 2025 - Sep 10, 2025