XJUL vs VLT
Comparison between FT VEST U.S. EQUITY ENHANCE & MODERATE BUFFER ETF - JULY (XJUL, ETF) and Invesco High Income Trust II (VLT, ETF).
XJUL vs VLT - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
XJUL
$71M
VLT
$71M
Expense Ratio
XJUL
0.85%
VLT
N/A
Max Drawdown
Winner
XJUL
9.10%
VLT
85.20%
Sharpe Ratio
Winner
XJUL
1.45
VLT
0.49
5Y Beta
XJUL
0.43
Winner
VLT
0.35
5Y Dividends CAGR
XJUL
N/A
VLT
-0.47%
XJUL vs VLT - Historical Returns
Returns include dividend reinvestment.
1M
XJUL
+0.64%
Winner
VLT
+0.93%
3M
Winner
XJUL
+4.06%
VLT
+2.72%
6M
Winner
XJUL
+4.41%
VLT
-0.81%
1Y
Winner
XJUL
+10.13%
VLT
+7.62%
5Y(CAGR)
XJUL
N/A
VLT
+3.61%
10Y(CAGR)
XJUL
N/A
VLT
+6.34%
Max(CAGR)
Winner
XJUL
+9.99%
VLT
+4.67%
XJUL vs VLT - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | XJUL | VLT |
|---|---|---|
| 2026 | +3.76% | -2.09% |
| 2025 | +10.21% | +12.18% |
| 2024 | +10.77% | +17.02% |
| 2023 | +4.06% | +11.69% |
| 2022 | N/A | -21.04% |
| 2021 | N/A | +15.48% |
| 2020 | N/A | +4.10% |
| 2019 | N/A | +22.21% |
| 2018 | N/A | -8.36% |
| 2017 | N/A | +10.01% |
| 2016 | N/A | +20.89% |
| 2015 | N/A | -6.86% |
| 2014 | N/A | +1.42% |
| 2013 | N/A | -0.88% |
| 2012 | N/A | +20.14% |
| 2011 | N/A | +4.01% |
| 2010 | N/A | +21.40% |
| 2009 | N/A | +70.49% |
| 2008 | N/A | -44.53% |
| 2007 | N/A | -2.11% |
| 2006 | N/A | +6.72% |
| 2005 | N/A | -12.24% |
| 2004 | N/A | +9.55% |
| 2003 | N/A | +39.84% |
| 2002 | N/A | -20.90% |
| 2001 | N/A | +13.31% |
| 2000 | N/A | +1.04% |
| 1999 | N/A | -21.37% |
XJUL vs VLT Drawdown Comparison
The maximum drawdown for XJUL was -9.10%, occurring on Apr 8, 2025. Recovery took 57 trading sessions.
The maximum drawdown for VLT was -69.48%, occurring on Nov 21, 2008. Recovery took 1156 trading sessions.
The current VLT drawdown is -3.47%.
| Rank | XJUL | VLT |
|---|---|---|
| #1 | -9.10% Feb 19, 2025 - May 12, 2025 | -69.48% Aug 1, 2005 - Mar 5, 2010 |
| #2 | -4.73% Jul 31, 2023 - Nov 14, 2023 | -41.97% Jan 17, 2020 - Dec 1, 2020 |
| #3 | -3.16% Jul 22, 2024 - Aug 15, 2024 | -39.90% Aug 9, 2001 - Oct 12, 2004 |
| #4 | -2.76% Feb 25, 2026 - Apr 8, 2026 | -30.42% Sep 1, 2021 - Aug 20, 2024 |
| #5 | -1.70% Aug 30, 2024 - Sep 13, 2024 | -28.75% Nov 9, 1999 - Feb 2, 2001 |
| #6 | -1.66% Oct 27, 2025 - Nov 28, 2025 | -20.07% Jul 11, 2014 - Aug 9, 2016 |
| #7 | -1.10% Dec 6, 2024 - Dec 26, 2024 | -15.50% Feb 5, 2001 - Aug 1, 2001 |
| #8 | -0.99% May 19, 2025 - May 30, 2025 | -15.18% May 13, 2013 - May 8, 2014 |
| #9 | -0.98% Jul 28, 2025 - Aug 8, 2025 | -13.50% Mar 1, 2005 - Jul 28, 2005 |
| #10 | -0.93% Oct 8, 2025 - Oct 20, 2025 | -13.42% Dec 4, 2024 - Jun 24, 2025 |
| #11 | -0.89% Mar 28, 2024 - Apr 29, 2024 | -12.52% Jun 9, 2011 - Jan 23, 2012 |
| #12 | -0.78% Dec 26, 2024 - Jan 15, 2025 | -12.31% Oct 10, 2017 - Jan 29, 2019 |
| #13 | -0.77% Dec 28, 2023 - Jan 10, 2024 | -11.23% Nov 9, 2010 - May 12, 2011 |
| #14 | -0.75% Oct 18, 2024 - Nov 6, 2024 | -10.89% Jul 12, 2010 - Oct 21, 2010 |
| #15 | -0.69% Jan 12, 2026 - Jan 26, 2026 | -10.70% Apr 27, 2010 - Jun 21, 2010 |
Correlation
Correlation between XJUL and VLT is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.
0.96
-101
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