OALC vs JULW

Comparison between ONEASCENT LARGE CAP CORE ETF (OALC, ETF) and ALLIANZIM U.S. EQUITY BUFFER20 JUL ETF (JULW, ETF).

5-Year PerformanceOALC has outperformed JULW, delivering a return of +11.5% compared to +9.1%

OALC vs JULW - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	OALC(ETF)	JULW(ETF)
Net Assets	$249M	$249M
Expense Ratio	0.49%	0.74%
Max Drawdown	26.86%	9.49%
Sharpe Ratio	1.43	1.31
5Y Beta	0.95	0.42
P/E Ratio	24.66	N/A
Forward P/E	19.92	N/A
PEG Ratio	0.29	N/A
5Y EPS CAGR	28.71%	N/A
Debt to Equity	116.91%	N/A
P/S Ratio	3.52	N/A
P/B Ratio	5.56	N/A

Net Assets

Winner

OALC

$249M

JULW

$249M

Expense Ratio

Winner

OALC

0.49%

JULW

0.74%

Max Drawdown

OALC

26.86%

Winner

JULW

9.49%

Sharpe Ratio

Winner

OALC

1.43

JULW

1.31

5Y Beta

OALC

0.95

Winner

JULW

0.42

P/E Ratio

OALC

24.66

JULW

N/A

Forward P/E

OALC

19.92

JULW

N/A

PEG Ratio

OALC

0.29

JULW

N/A

5Y EPS CAGR

OALC

28.71%

JULW

N/A

Debt to Equity

OALC

116.91%

JULW

N/A

P/S Ratio

OALC

3.52

JULW

N/A

P/B Ratio

OALC

5.56

JULW

N/A

OALC vs JULW - Historical Returns

Returns include dividend reinvestment.

Period	OALC	JULW
1 month	+5.06%	+1.82%
3 months	+4.18%	+2.07%
6 months	+15.53%	+5.18%
1 year	+24.58%	+9.26%
5 years(CAGR)	+11.53%	+9.15%
Max(CAGR)	+11.53%	+9.05%

Winner

OALC

+5.06%

JULW

+1.82%

Winner

OALC

+4.18%

JULW

+2.07%

Winner

OALC

+15.53%

JULW

+5.18%

Winner

OALC

+24.58%

JULW

+9.26%

5Y(CAGR)

Winner

OALC

+11.53%

JULW

+9.15%

Max(CAGR)

Winner

OALC

+11.53%

JULW

+9.05%

OALC vs JULW - Annual Returns (2020 - 2026)

Returns include dividend reinvestment.

Year	OALC	JULW
2026	+17.05%	+5.83%
2025	+20.25%	+11.62%
2024	+20.64%	+12.61%
2023	+22.32%	+16.11%
2022	-17.64%	-1.85%
2021	-0.54%	+4.97%
2020	N/A	+6.92%

OALC vs JULW Drawdown Comparison

The maximum drawdown for OALC was -26.82%, occurring on Oct 14, 2022. Recovery took 540 trading sessions.

The maximum drawdown for JULW was -9.49%, occurring on Apr 8, 2025. Recovery took 72 trading sessions.

The current OALC drawdown is -2.00%. The current JULW drawdown is -0.37%.

Rank	OALC	JULW
#1	-26.82% Nov 16, 2021 - Jan 11, 2024	-9.49% Feb 19, 2025 - Jun 3, 2025
#2	-17.64% Jan 23, 2025 - Jun 9, 2025	-6.50% Aug 16, 2022 - Jan 13, 2023
#3	-8.76% Jul 16, 2024 - Sep 19, 2024	-4.68% Jan 3, 2022 - Aug 12, 2022
#4	-8.42% Feb 2, 2026 - Apr 13, 2026	-4.54% Jul 28, 2023 - Nov 14, 2023
#5	-5.93% Mar 27, 2024 - Jun 5, 2024	-3.54% Jul 16, 2024 - Aug 19, 2024
#6	-5.55% Oct 29, 2025 - Dec 10, 2025	-3.52% Feb 7, 2023 - Mar 31, 2023
#7	-4.94% Jun 2, 2026 - Aug 3, 2026	-2.96% Feb 26, 2026 - Apr 8, 2026
#8	-4.44% Dec 6, 2024 - Jan 21, 2025	-2.16% Oct 12, 2020 - Nov 5, 2020
#9	-2.97% Dec 11, 2025 - Dec 24, 2025	-2.11% Sep 2, 2020 - Oct 9, 2020
#10	-2.85% Oct 8, 2025 - Oct 24, 2025	-1.88% Aug 30, 2024 - Sep 16, 2024
#11	-2.82% Feb 9, 2024 - Mar 1, 2024	-1.56% May 1, 2023 - May 17, 2023
#12	-2.47% Jan 12, 2026 - Jan 27, 2026	-1.49% Nov 16, 2021 - Dec 10, 2021
#13	-2.45% Nov 11, 2024 - Nov 29, 2024	-1.44% Oct 28, 2025 - Nov 28, 2025
#14	-2.29% Oct 14, 2024 - Nov 6, 2024	-1.42% Apr 11, 2024 - May 3, 2024
#15	-2.25% May 14, 2026 - May 26, 2026	-1.33% May 18, 2023 - May 26, 2023