YETH vs JULT

Comparison between ROUNDHILL ETHER COVERED CALL STRATEGY ETF (YETH, ETF) and ALLIANZIM U.S. EQUITY BUFFER10 JUL ETF (JULT, ETF).

YETH vs JULT - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	YETH(ETF)	JULT(ETF)
Net Assets	$53M	$53M
Expense Ratio	0.96%	0.74%
Max Drawdown	86.83%	13.57%
Sharpe Ratio	-0.59	1.35
5Y Beta	1.61	0.62

Net Assets

YETH

$53M

Winner

JULT

$53M

Expense Ratio

YETH

0.96%

Winner

JULT

0.74%

Max Drawdown

YETH

86.83%

Winner

JULT

13.57%

Sharpe Ratio

YETH

-0.59

Winner

JULT

1.35

5Y Beta

YETH

1.61

Winner

JULT

0.62

YETH vs JULT - Historical Returns

Returns include dividend reinvestment.

Period	YETH	JULT
1 month	+8.28%	+0.36%
3 months	-14.20%	+3.68%
6 months	-28.88%	+6.23%
1 year	-39.23%	+13.43%
5 years(CAGR)	N/A	+11.39%
Max(CAGR)	-23.86%	+11.94%

Winner

YETH

+8.28%

JULT

+0.36%

YETH

-14.20%

Winner

JULT

+3.68%

YETH

-28.88%

Winner

JULT

+6.23%

YETH

-39.23%

Winner

JULT

+13.43%

5Y(CAGR)

YETH

N/A

JULT

+11.39%

Max(CAGR)

YETH

-23.86%

Winner

JULT

+11.94%

YETH vs JULT - Annual Returns (2020 - 2026)

Returns include dividend reinvestment.

Year	YETH	JULT
2026	-31.69%	+6.60%
2025	-33.80%	+13.84%
2024	+24.62%	+18.15%
2023	N/A	+21.66%
2022	N/A	-6.01%
2021	N/A	+10.39%
2020	N/A	+10.68%

YETH vs JULT Drawdown Comparison

The maximum drawdown for YETH was -64.51%, occurring on Jun 5, 2026. This drawdown has not yet recovered.

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

The current YETH drawdown is -56.74%. The current JULT drawdown is -0.50%.

Rank	YETH	JULT
#1	-64.51% Dec 16, 2024 - Jun 5, 2026	-13.57% Feb 19, 2025 - Jun 24, 2025
#2	-8.61% Sep 26, 2024 - Oct 14, 2024	-11.50% Jan 3, 2022 - Feb 2, 2023
#3	-7.81% Sep 4, 2024 - Sep 19, 2024	-6.74% Jul 28, 2023 - Nov 20, 2023
#4	-6.59% Oct 16, 2024 - Nov 6, 2024	-5.84% Jul 16, 2024 - Aug 21, 2024
#5	-5.04% Dec 6, 2024 - Dec 13, 2024	-5.83% Feb 2, 2023 - Apr 28, 2023
#6	-4.64% Nov 11, 2024 - Nov 21, 2024	-5.22% Feb 25, 2026 - Apr 13, 2026
#7	-2.15% Nov 25, 2024 - Nov 27, 2024	-4.09% Sep 2, 2020 - Oct 12, 2020
#8	-1.02% Nov 21, 2024 - Nov 25, 2024	-3.80% Oct 12, 2020 - Nov 5, 2020
#9	-0.94% Oct 14, 2024 - Oct 16, 2024	-3.07% Mar 28, 2024 - May 6, 2024
#10	-0.85% Dec 2, 2024 - Dec 4, 2024	-2.93% Aug 30, 2024 - Sep 16, 2024
#11	-0.18% Sep 24, 2024 - Sep 26, 2024	-2.64% Sep 2, 2021 - Oct 19, 2021
#12	-0.17% Nov 27, 2024 - Dec 2, 2024	-2.52% Oct 27, 2025 - Nov 28, 2025
#13	-0.15% Nov 7, 2024 - Nov 11, 2024	-2.35% Dec 6, 2024 - Jan 21, 2025
#14	N/A	-2.27% May 1, 2023 - May 18, 2023
#15	N/A	-2.24% Nov 4, 2021 - Dec 23, 2021

Correlation

Correlation between YETH and JULT is -0.60 which considered as a moderate negative correlation - the stocks show some tendency to move in opposite directions.

-0.60

-101