RFDI vs JULU
Comparison between FIRST TRUST RIVERFRONT DYNAMIC DEVELOPED INTERNATIONAL ETF (RFDI, ETF) and ALLIANZIM U.S. EQUITY BUFFER15 UNCAPPED JUL ETF (JULU, ETF).
RFDI vs JULU - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
RFDI
$152M
JULU
$152M
Expense Ratio
RFDI
0.83%
Winner
JULU
0.74%
Max Drawdown
RFDI
42.41%
Winner
JULU
12.46%
Sharpe Ratio
RFDI
1.21
Winner
JULU
1.43
5Y Beta
RFDI
0.74
Winner
JULU
0.64
5Y Dividends CAGR
RFDI
23.69%
JULU
N/A
RFDI vs JULU - Historical Returns
Returns include dividend reinvestment.
1M
RFDI
-0.53%
Winner
JULU
+1.51%
3M
RFDI
+2.83%
Winner
JULU
+7.01%
6M
Winner
RFDI
+9.31%
JULU
+6.00%
1Y
Winner
RFDI
+22.30%
JULU
+19.68%
5Y(CAGR)
RFDI
+7.79%
JULU
N/A
10Y(CAGR)
RFDI
+8.43%
JULU
N/A
Max(CAGR)
RFDI
+8.34%
Winner
JULU
+12.72%
RFDI vs JULU - Annual Returns (2016 - 2026)
Returns include dividend reinvestment.
| Year | RFDI | JULU |
|---|---|---|
| 2026 | +5.08% | +6.48% |
| 2025 | +36.63% | +12.37% |
| 2024 | +6.40% | +5.59% |
| 2023 | +18.08% | N/A |
| 2022 | -23.55% | N/A |
| 2021 | +16.14% | N/A |
| 2020 | +8.21% | N/A |
| 2019 | +20.81% | N/A |
| 2018 | -18.96% | N/A |
| 2017 | +23.63% | N/A |
| 2016 | +4.58% | N/A |
RFDI vs JULU Drawdown Comparison
The maximum drawdown for RFDI was -39.39%, occurring on Mar 23, 2020. Recovery took 736 trading sessions.
The maximum drawdown for JULU was -12.46%, occurring on Apr 8, 2025. Recovery took 90 trading sessions.
The current RFDI drawdown is -3.72%. The current JULU drawdown is -2.92%.
| Rank | RFDI | JULU |
|---|---|---|
| #1 | -39.39% Jan 26, 2018 - Dec 29, 2020 | -12.46% Feb 19, 2025 - Jun 30, 2025 |
| #2 | -35.87% Sep 3, 2021 - Aug 23, 2024 | -7.04% Jan 28, 2026 - Apr 15, 2026 |
| #3 | -13.44% Mar 19, 2025 - Apr 28, 2025 | -6.20% Jul 16, 2024 - Sep 19, 2024 |
| #4 | -10.29% Apr 20, 2016 - Aug 9, 2016 | -4.34% Oct 29, 2025 - Jan 6, 2026 |
| #5 | -10.20% Feb 25, 2026 - Mar 20, 2026 | -3.90% Dec 6, 2024 - Jan 23, 2025 |
| #6 | -9.59% Sep 26, 2024 - Mar 5, 2025 | -2.92% Jun 2, 2026 - Jun 5, 2026 |
| #7 | -5.99% Feb 16, 2021 - Apr 5, 2021 | -2.33% Oct 8, 2025 - Oct 24, 2025 |
| #8 | -5.32% Sep 7, 2016 - Jan 4, 2017 | -2.29% Jan 12, 2026 - Jan 28, 2026 |
| #9 | -4.79% Nov 12, 2025 - Dec 3, 2025 | -2.21% Oct 14, 2024 - Nov 6, 2024 |
| #10 | -4.47% Jan 21, 2021 - Feb 11, 2021 | -1.96% May 14, 2026 - May 26, 2026 |
| #11 | -3.95% Jul 23, 2025 - Aug 12, 2025 | -1.71% Nov 11, 2024 - Nov 26, 2024 |
| #12 | -3.93% Aug 27, 2024 - Sep 26, 2024 | -1.65% Jul 25, 2025 - Aug 8, 2025 |
| #13 | -3.52% Oct 3, 2025 - Oct 27, 2025 | -1.60% Jan 23, 2025 - Feb 19, 2025 |
| #14 | -3.15% May 7, 2021 - May 20, 2021 | -1.21% Aug 14, 2025 - Aug 27, 2025 |
| #15 | -3.08% Jun 15, 2021 - Jul 7, 2021 | -1.18% Aug 28, 2025 - Sep 10, 2025 |
Correlation
Correlation between RFDI and JULU is 0.90 which considered as a strong positive correlation - the stocks tend to move together.
0.90
-101
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