XOEX vs JULW

Comparison between Xtrackers S&P 500 Value Scored & Screened ETF (XOEX, ETF) and ALLIANZIM U.S. EQUITY BUFFER20 JUL ETF (JULW, ETF).

XOEX vs JULW - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	XOEX(ETF)	JULW(ETF)
Net Assets	$232M	$231M
Expense Ratio	0.15%	0.74%
Max Drawdown	15.64%	9.49%
Sharpe Ratio	1.46	1.06
5Y Beta	0.71	0.42
P/E Ratio	23.70	N/A
Forward P/E	17.95	N/A
5Y EPS CAGR	11.30%	N/A
Debt to Equity	44.37%	N/A
P/S Ratio	2.41	N/A
P/B Ratio	3.68	N/A

Net Assets

Winner

XOEX

$232M

JULW

$231M

Expense Ratio

Winner

XOEX

0.15%

JULW

0.74%

Max Drawdown

XOEX

15.64%

Winner

JULW

9.49%

Sharpe Ratio

Winner

XOEX

1.46

JULW

1.06

5Y Beta

XOEX

0.71

Winner

JULW

0.42

P/E Ratio

XOEX

23.70

JULW

N/A

Forward P/E

XOEX

17.95

JULW

N/A

5Y EPS CAGR

XOEX

11.30%

JULW

N/A

Debt to Equity

XOEX

44.37%

JULW

N/A

P/S Ratio

XOEX

2.41

JULW

N/A

P/B Ratio

XOEX

3.68

JULW

N/A

XOEX vs JULW - Historical Returns

Returns include dividend reinvestment.

Period	XOEX	JULW
1 month	-0.02%	-0.32%
3 months	+7.78%	+1.48%
6 months	+7.89%	+3.25%
1 year	+20.72%	+8.35%
5 years(CAGR)	N/A	+8.86%
Max(CAGR)	+16.20%	+8.85%

Winner

XOEX

-0.02%

JULW

-0.32%

Winner

XOEX

+7.78%

JULW

+1.48%

Winner

XOEX

+7.89%

JULW

+3.25%

Winner

XOEX

+20.72%

JULW

+8.35%

5Y(CAGR)

XOEX

N/A

JULW

+8.86%

Max(CAGR)

Winner

XOEX

+16.20%

JULW

+8.85%

XOEX vs JULW - Annual Returns (2020 - 2026)

Returns include dividend reinvestment.

Year	XOEX	JULW
2026	+9.09%	+3.86%
2025	+19.10%	+11.62%
2024	+11.90%	+12.61%
2023	+15.70%	+16.11%
2022	+2.99%	-1.85%
2021	N/A	+4.97%
2020	N/A	+6.92%

XOEX vs JULW Drawdown Comparison

The maximum drawdown for XOEX was -14.68%, occurring on Apr 8, 2025. Recovery took 146 trading sessions.

The maximum drawdown for JULW was -9.49%, occurring on Apr 8, 2025. Recovery took 72 trading sessions.

The current XOEX drawdown is -2.43%. The current JULW drawdown is -0.93%.

Rank	XOEX	JULW
#1	-14.68% Nov 29, 2024 - Jul 3, 2025	-9.49% Feb 19, 2025 - Jun 3, 2025
#2	-11.14% Jul 25, 2023 - Nov 30, 2023	-6.50% Aug 16, 2022 - Jan 13, 2023
#3	-9.93% Feb 2, 2023 - Jul 12, 2023	-4.68% Jan 3, 2022 - Aug 12, 2022
#4	-7.31% Feb 9, 2026 - Apr 30, 2026	-4.54% Jul 28, 2023 - Nov 14, 2023
#5	-6.26% Mar 28, 2024 - Jul 16, 2024	-3.54% Jul 16, 2024 - Aug 19, 2024
#6	-5.53% Jul 31, 2024 - Aug 21, 2024	-3.52% Feb 7, 2023 - Mar 31, 2023
#7	-5.25% Dec 1, 2022 - Jan 11, 2023	-2.96% Feb 26, 2026 - Apr 8, 2026
#8	-3.99% Nov 12, 2025 - Nov 28, 2025	-2.16% Oct 12, 2020 - Nov 5, 2020
#9	-3.28% Jan 13, 2023 - Jan 31, 2023	-2.11% Sep 2, 2020 - Oct 9, 2020
#10	-3.21% Oct 16, 2024 - Nov 6, 2024	-1.88% Aug 30, 2024 - Sep 16, 2024
#11	-3.06% Jun 4, 2026 - Jun 15, 2026	-1.56% May 1, 2023 - May 17, 2023
#12	-3.01% Oct 8, 2025 - Oct 20, 2025	-1.49% Nov 16, 2021 - Dec 10, 2021
#13	-2.88% Jul 25, 2025 - Aug 12, 2025	-1.44% Oct 28, 2025 - Nov 28, 2025
#14	-2.61% Aug 30, 2024 - Sep 16, 2024	-1.42% Apr 11, 2024 - May 3, 2024
#15	-2.46% Jul 6, 2026 - Jul 20, 2026	-1.33% May 18, 2023 - May 26, 2023