PUI vs JULT
Comparison between INVESCO DORSEY WRIGHT UTILITIES MOMENTUM ETF (PUI, ETF) and ALLIANZIM U.S. EQUITY BUFFER10 JUL ETF (JULT, ETF).
5-Year PerformanceJULT has outperformed PUI, delivering a return of +11.3% compared to +8.7%
PUI vs JULT - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
PUI vs JULT - Historical Returns
Returns include dividend reinvestment.
PUI vs JULT - Annual Returns (2005 - 2026)
Returns include dividend reinvestment.
| Year | PUI | JULT |
|---|---|---|
| 2026 | +5.45% | +5.45% |
| 2025 | +14.52% | +13.84% |
| 2024 | +22.33% | +18.15% |
| 2023 | -3.99% | +21.66% |
| 2022 | -1.46% | -6.01% |
| 2021 | +17.50% | +10.39% |
| 2020 | -3.62% | +10.68% |
| 2019 | +23.78% | N/A |
| 2018 | +7.65% | N/A |
| 2017 | +11.98% | N/A |
| 2016 | +20.58% | N/A |
| 2015 | -2.75% | N/A |
| 2014 | +19.27% | N/A |
| 2013 | +19.67% | N/A |
| 2012 | +9.61% | N/A |
| 2011 | +6.01% | N/A |
| 2010 | +6.47% | N/A |
| 2009 | +1.83% | N/A |
| 2008 | -19.56% | N/A |
| 2007 | +6.73% | N/A |
| 2006 | +21.61% | N/A |
| 2005 | +2.23% | N/A |
PUI vs JULT Drawdown Comparison
The maximum drawdown for PUI was -43.22%, occurring on Mar 9, 2009. Recovery took 1347 trading sessions.
The maximum drawdown for JULT was -13.57%, occurring on Apr 8, 2025. Recovery took 86 trading sessions.
The current PUI drawdown is -4.79%. The current JULT drawdown is -0.45%.
| Rank | PUI | JULT |
|---|---|---|
| #1 | -43.22% May 21, 2007 - Sep 21, 2012 | -13.57% Feb 19, 2025 - Jun 24, 2025 |
| #2 | -35.59% Feb 18, 2020 - Mar 25, 2022 | -11.50% Jan 3, 2022 - Feb 2, 2023 |
| #3 | -23.47% Aug 18, 2022 - Jul 31, 2024 | -6.74% Jul 28, 2023 - Nov 20, 2023 |
| #4 | -16.85% Nov 30, 2017 - Aug 17, 2018 | -5.84% Jul 16, 2024 - Aug 21, 2024 |
| #5 | -16.14% Apr 20, 2022 - Aug 15, 2022 | -5.83% Feb 2, 2023 - Apr 28, 2023 |
| #6 | -15.64% Jan 29, 2015 - Feb 3, 2016 | -5.22% Feb 25, 2026 - Apr 13, 2026 |
| #7 | -12.58% Jul 6, 2016 - Mar 22, 2017 | -4.09% Sep 2, 2020 - Oct 12, 2020 |
| #8 | -11.07% Oct 15, 2025 - Apr 9, 2026 | -3.80% Oct 12, 2020 - Nov 5, 2020 |
| #9 | -10.24% Nov 26, 2024 - May 19, 2025 | -3.07% Mar 28, 2024 - May 6, 2024 |
| #10 | -10.04% Dec 13, 2018 - Feb 21, 2019 | -2.93% Aug 30, 2024 - Sep 16, 2024 |
| #11 | -8.91% Oct 18, 2012 - Jan 22, 2013 | -2.64% Sep 2, 2021 - Oct 19, 2021 |
| #12 | -8.29% Jun 30, 2014 - Oct 30, 2014 | -2.52% Oct 27, 2025 - Nov 28, 2025 |
| #13 | -7.16% May 15, 2013 - Jul 12, 2013 | -2.35% Dec 6, 2024 - Jan 21, 2025 |
| #14 | -6.66% Sep 26, 2019 - Jan 15, 2020 | -2.27% May 1, 2023 - May 18, 2023 |
| #15 | -6.56% Apr 30, 2026 - Jun 1, 2026 | -2.24% Nov 4, 2021 - Dec 23, 2021 |
Correlation
Correlation between PUI and JULT is 0.93 which considered as a very strong positive correlation - the stocks move almost identically together.
Dividend Comparison (2005 - 2026)
PUI vs JULT dividend yield comparison.
| Year | PUI | JULT |
|---|---|---|
| 2026 | 0.56% | 0.00% |
| 2025 | 2.22% | 0.00% |
| 2024 | 2.06% | 0.00% |
| 2023 | 2.36% | 0.00% |
| 2022 | 2.16% | 0.00% |
| 2021 | 2.03% | 0.00% |
| 2020 | 2.42% | 3.86% |
| 2019 | 2.02% | 0.00% |
| 2018 | 1.87% | 0.00% |
| 2017 | 2.98% | 0.00% |
| 2016 | 3.35% | 0.00% |
| 2015 | 2.82% | 0.00% |
| 2014 | 2.12% | 0.00% |
| 2013 | 2.53% | 0.00% |
| 2012 | 2.67% | 0.00% |
| 2011 | 2.81% | 0.00% |
| 2010 | 3.18% | 0.00% |
| 2009 | 4.86% | 0.00% |
| 2008 | 2.95% | 0.00% |
| 2007 | 2.55% | 0.00% |
| 2006 | 1.97% | 0.00% |
| 2005 | 0.75% | 0.00% |
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