SPXE vs JULT

Comparison between PROSHARES S&P 500 EX-ENERGY ETF (SPXE, ETF) and ALLIANZIM U.S. EQUITY BUFFER10 JUL ETF (JULT, ETF).

5-Year PerformanceSPXE has outperformed JULT, delivering a return of +13.1% compared to +11.3%

SPXE vs JULT - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	SPXE(ETF)	JULT(ETF)
Net Assets	$80M	$79M
Expense Ratio	0.09%	0.74%
Max Drawdown	32.27%	13.57%
Sharpe Ratio	1.52	1.80
5Y Beta	0.98	0.64
P/E Ratio	29.59	N/A
Forward P/E	23.04	N/A
5Y Dividends CAGR	9.62%	N/A
5Y EPS CAGR	29.77%	N/A
Debt to Equity	39.29%	N/A
P/S Ratio	3.82	N/A
P/B Ratio	5.95	N/A

Net Assets

Winner

SPXE

$80M

JULT

$79M

Expense Ratio

Winner

SPXE

0.09%

JULT

0.74%

Max Drawdown

SPXE

32.27%

Winner

JULT

13.57%

Sharpe Ratio

SPXE

1.52

Winner

JULT

1.80

5Y Beta

SPXE

0.98

Winner

JULT

0.64

P/E Ratio

SPXE

29.59

JULT

N/A

Forward P/E

SPXE

23.04

JULT

N/A

5Y Dividends CAGR

SPXE

9.62%

JULT

N/A

5Y EPS CAGR

SPXE

29.77%

JULT

N/A

Debt to Equity

SPXE

39.29%

JULT

N/A

P/S Ratio

SPXE

3.82

JULT

N/A

P/B Ratio

SPXE

5.95

JULT

N/A

SPXE vs JULT - Historical Returns

Returns include dividend reinvestment.

Period	SPXE	JULT
1 month	+2.25%	+1.16%
3 months	+8.96%	+5.04%
6 months	+7.89%	+6.03%
1 year	+25.46%	+18.48%
5 years(CAGR)	+13.08%	+11.27%
10 years(CAGR)	+15.40%	N/A
Max(CAGR)	+15.41%	+12.01%

Winner

SPXE

+2.25%

JULT

+1.16%

Winner

SPXE

+8.96%

JULT

+5.04%

Winner

SPXE

+7.89%

JULT

+6.03%

Winner

SPXE

+25.46%

JULT

+18.48%

5Y(CAGR)

Winner

SPXE

+13.08%

JULT

+11.27%

10Y(CAGR)

SPXE

+15.40%

JULT

N/A

Max(CAGR)

Winner

SPXE

+15.41%

JULT

+12.01%

SPXE vs JULT - Annual Returns (2015 - 2026)

Returns include dividend reinvestment.

Year	SPXE	JULT
2026	+8.03%	+5.45%
2025	+18.31%	+13.84%
2024	+26.55%	+18.15%
2023	+27.91%	+21.66%
2022	-20.92%	-6.01%
2021	+29.87%	+10.39%
2020	+19.36%	+10.68%
2019	+31.91%	N/A
2018	-5.53%	N/A
2017	+24.01%	N/A
2016	+12.06%	N/A
2015	+7.21%	N/A

SPXE vs JULT Drawdown Comparison

The maximum drawdown for SPXE was -32.27%, occurring on Mar 23, 2020. Recovery took 117 trading sessions.

The maximum drawdown for JULT was -13.57%, occurring on Apr 8, 2025. Recovery took 86 trading sessions.

The current SPXE drawdown is -2.80%. The current JULT drawdown is -0.45%.

Rank	SPXE	JULT
#1	-32.27% Feb 19, 2020 - Aug 5, 2020	-13.57% Feb 19, 2025 - Jun 24, 2025
#2	-26.49% Dec 29, 2021 - Dec 18, 2023	-11.50% Jan 3, 2022 - Feb 2, 2023
#3	-18.90% Feb 19, 2025 - Jun 26, 2025	-6.74% Jul 28, 2023 - Nov 20, 2023
#4	-18.59% Oct 3, 2018 - Apr 8, 2019	-5.84% Jul 16, 2024 - Aug 21, 2024
#5	-11.94% Dec 4, 2015 - Apr 14, 2016	-5.83% Feb 2, 2023 - Apr 28, 2023
#6	-10.10% Jan 12, 2026 - Apr 15, 2026	-5.22% Feb 25, 2026 - Apr 13, 2026
#7	-9.17% Sep 2, 2020 - Nov 13, 2020	-4.09% Sep 2, 2020 - Oct 12, 2020
#8	-8.71% Jul 16, 2024 - Sep 19, 2024	-3.80% Oct 12, 2020 - Nov 5, 2020
#9	-7.59% Jan 25, 2018 - Jul 24, 2018	-3.07% Mar 28, 2024 - May 6, 2024
#10	-6.63% May 3, 2019 - Jun 20, 2019	-2.93% Aug 30, 2024 - Sep 16, 2024
#11	-5.87% Jul 26, 2019 - Oct 21, 2019	-2.64% Sep 2, 2021 - Oct 19, 2021
#12	-5.74% Mar 28, 2024 - May 15, 2024	-2.52% Oct 27, 2025 - Nov 28, 2025
#13	-5.64% Jun 8, 2016 - Jul 8, 2016	-2.35% Dec 6, 2024 - Jan 21, 2025
#14	-5.55% Sep 3, 2021 - Oct 25, 2021	-2.27% May 1, 2023 - May 18, 2023
#15	-5.20% Oct 28, 2025 - Dec 11, 2025	-2.24% Nov 4, 2021 - Dec 23, 2021

Correlation

Correlation between SPXE and JULT is 0.99 which considered as a very strong positive correlation - the stocks move almost identically together.

0.99

-101

Dividend Comparison (2015 - 2026)

SPXE vs JULT dividend yield comparison.

Year	SPXE	JULT
2026	0.22%	0.00%
2025	0.99%	0.00%
2024	1.09%	0.00%
2023	1.29%	0.00%
2022	1.49%	0.00%
2021	0.94%	0.00%
2020	1.16%	3.86%
2019	1.38%	0.00%
2018	1.61%	0.00%
2017	1.65%	0.00%
2016	1.53%	0.00%
2015	0.51%	0.00%