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UPSX vs JULZ

Comparison between TRADR 2X LONG UPST DAILY ETF (UPSX, ETF) and TRUESHARES STRUCTURED OUTCOME (JULY) ETF (JULZ, ETF).

UPSX vs JULZ - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
UPSX
$33M
Winner
JULZ
$33M
Expense Ratio
UPSX
N/A
JULZ
0.79%
Max Drawdown
UPSX
95.01%
Winner
JULZ
17.37%
Sharpe Ratio
UPSX
-1.22
Winner
JULZ
1.02
5Y Beta
UPSX
5.66
Winner
JULZ
0.75

UPSX vs JULZ - Historical Returns

Returns include dividend reinvestment.

1M
UPSX
-15.33%
Winner
JULZ
+0.36%
3M
UPSX
-32.48%
Winner
JULZ
+5.20%
6M
UPSX
-71.04%
Winner
JULZ
+7.58%
1Y
UPSX
-92.65%
Winner
JULZ
+15.43%
5Y(CAGR)
UPSX
N/A
JULZ
+10.53%
Max(CAGR)
UPSX
-84.95%
Winner
JULZ
+13.62%

UPSX vs JULZ - Annual Returns (2020 - 2026)

Returns include dividend reinvestment.

YearUPSXJULZ
2026-71.66%+7.70%
2025-60.75%+13.37%
2024N/A+19.35%
2023N/A+18.07%
2022N/A-9.63%
2021N/A+23.02%
2020N/A+16.20%

UPSX vs JULZ Drawdown Comparison

The maximum drawdown for UPSX was -95.01%, occurring on Mar 30, 2026. This drawdown has not yet recovered.

The maximum drawdown for JULZ was -14.71%, occurring on Apr 8, 2025. Recovery took 89 trading sessions.

The current UPSX drawdown is -93.89%. The current JULZ drawdown is -1.50%.

RankUPSXJULZ
#1-95.01%
Jul 23, 2025 - Mar 30, 2026
-14.71%
Feb 19, 2025 - Jun 27, 2025
#2-20.57%
Jun 11, 2025 - Jun 18, 2025
-14.62%
Dec 29, 2021 - Jun 30, 2023
#3-12.45%
Jul 10, 2025 - Jul 22, 2025
-8.53%
Jan 28, 2026 - Apr 16, 2026
#4-7.19%
Jun 24, 2025 - Jul 1, 2025
-7.77%
Sep 2, 2020 - Nov 13, 2020
#5-3.70%
Jun 18, 2025 - Jun 24, 2025
-6.87%
Jul 31, 2023 - Nov 30, 2023
#6-0.90%
Jul 7, 2025 - Jul 9, 2025
-6.73%
Jul 16, 2024 - Sep 19, 2024
#7N/A-4.50%
Mar 28, 2024 - May 15, 2024
#8N/A-4.20%
Oct 28, 2025 - Dec 24, 2025
#9N/A-4.07%
Jun 2, 2026 - Jun 26, 2026
#10N/A-3.81%
Feb 12, 2021 - Mar 12, 2021
#11N/A-3.59%
Dec 6, 2024 - Jan 23, 2025
#12N/A-3.58%
Sep 3, 2021 - Oct 21, 2021
#13N/A-3.49%
May 7, 2021 - Jun 10, 2021
#14N/A-2.93%
Nov 18, 2021 - Dec 10, 2021
#15N/A-2.78%
Jan 21, 2021 - Feb 4, 2021

Correlation

Correlation between UPSX and JULZ is -0.70 which considered as a strong negative correlation - the stocks tend to move in opposite directions.

-0.70
-101

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