RDFI vs JULT
Comparison between RAREVIEW DYNAMIC FIXED INCOME ETF (RDFI, ETF) and ALLIANZIM U.S. EQUITY BUFFER10 JUL ETF (JULT, ETF).
5-Year PerformanceJULT has outperformed RDFI, delivering a return of +11.3% compared to +2.5%
RDFI vs JULT - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
RDFI vs JULT - Historical Returns
Returns include dividend reinvestment.
RDFI vs JULT - Annual Returns (2020 - 2026)
Returns include dividend reinvestment.
| Year | RDFI | JULT |
|---|---|---|
| 2026 | +0.38% | +5.45% |
| 2025 | +9.15% | +13.84% |
| 2024 | +13.20% | +18.15% |
| 2023 | +7.53% | +21.66% |
| 2022 | -17.26% | -6.01% |
| 2021 | +13.17% | +10.39% |
| 2020 | +8.65% | +10.68% |
RDFI vs JULT Drawdown Comparison
The maximum drawdown for RDFI was -23.72%, occurring on Oct 24, 2022. Recovery took 737 trading sessions.
The maximum drawdown for JULT was -13.57%, occurring on Apr 8, 2025. Recovery took 86 trading sessions.
The current RDFI drawdown is -3.82%. The current JULT drawdown is -0.45%.
| Rank | RDFI | JULT |
|---|---|---|
| #1 | -23.72% Sep 13, 2021 - Aug 19, 2024 | -13.57% Feb 19, 2025 - Jun 24, 2025 |
| #2 | -8.00% Feb 26, 2026 - Mar 30, 2026 | -11.50% Jan 3, 2022 - Feb 2, 2023 |
| #3 | -7.75% Sep 30, 2024 - Jun 30, 2025 | -6.74% Jul 28, 2023 - Nov 20, 2023 |
| #4 | -2.55% Sep 17, 2025 - Jan 6, 2026 | -5.84% Jul 16, 2024 - Aug 21, 2024 |
| #5 | -2.28% Jul 1, 2021 - Aug 10, 2021 | -5.83% Feb 2, 2023 - Apr 28, 2023 |
| #6 | -1.80% Sep 3, 2024 - Sep 17, 2024 | -5.22% Feb 25, 2026 - Apr 13, 2026 |
| #7 | -1.71% Jul 3, 2025 - Aug 6, 2025 | -4.09% Sep 2, 2020 - Oct 12, 2020 |
| #8 | -1.70% Feb 10, 2021 - Feb 26, 2021 | -3.80% Oct 12, 2020 - Nov 5, 2020 |
| #9 | -1.61% Oct 21, 2020 - Nov 5, 2020 | -3.07% Mar 28, 2024 - May 6, 2024 |
| #10 | -1.31% Jan 27, 2026 - Feb 3, 2026 | -2.93% Aug 30, 2024 - Sep 16, 2024 |
| #11 | -1.26% May 7, 2021 - May 20, 2021 | -2.64% Sep 2, 2021 - Oct 19, 2021 |
| #12 | -0.91% Aug 13, 2025 - Aug 28, 2025 | -2.52% Oct 27, 2025 - Nov 28, 2025 |
| #13 | -0.88% Jun 10, 2021 - Jun 28, 2021 | -2.35% Dec 6, 2024 - Jan 21, 2025 |
| #14 | -0.88% Mar 15, 2021 - Mar 29, 2021 | -2.27% May 1, 2023 - May 18, 2023 |
| #15 | -0.88% Jan 21, 2021 - Feb 1, 2021 | -2.24% Nov 4, 2021 - Dec 23, 2021 |
Correlation
Correlation between RDFI and JULT is 0.82 which considered as a strong positive correlation - the stocks tend to move together.
Dividend Comparison (2020 - 2026)
RDFI vs JULT dividend yield comparison.
| Year | RDFI | JULT |
|---|---|---|
| 2026 | 4.23% | 0.00% |
| 2025 | 8.17% | 0.00% |
| 2024 | 8.14% | 0.00% |
| 2023 | 7.38% | 0.00% |
| 2022 | 4.70% | 0.00% |
| 2021 | 6.78% | 0.00% |
| 2020 | 1.01% | 3.86% |
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