JULU vs. BPH

Last updated Jul 11, 2026

JULU (AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF) and BPH (BP p.l.c. ADRhedged ETF) are both exchange-traded funds - JULU is a Defined Outcome fund actively managed by Allianz, while BPH is a Energy Equities fund actively managed by Precidian. Both are actively managed. At a correlation of -0.12, they often move in opposite directions. JULU charges 0.74%/yr vs 0.19%/yr for BPH.

Performance

JULU vs. BPH - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF (JULU) and BP p.l.c. ADRhedged ETF (BPH). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

JULU

• 1D: 0.26%
• 1M: 1.65%
• 6M: 7.32%
• YTD: 8.66%
• 1Y: 16.65%
• 3Y*: —
• 5Y*: —
• 10Y*: —

BPH

• 1D: 1.58%
• 1M: -7.80%
• 6M: —
• YTD: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

JULU vs. BPH - Yearly Performance Comparison

	2026 (YTD)
JULU AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF	0.87%
BPH BP p.l.c. ADRhedged ETF	-7.24%

Correlation

The correlation between JULU and BPH is -0.12, meaning they tend to move in opposite directions. This is especially valuable for risk management - when one declines, the other has historically tended to hold steady or rise.

	Correlation
Correlation (All Time) Calculated using the full available price history since May 26, 2026	-0.12

Return for Risk

JULU vs. BPH — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

JULU

JULU Risk / Return Rank: 59
JULU Sharpe Ratio Rank: 59
JULU Sortino Ratio Rank: 58
JULU Omega Ratio Rank: 58
JULU Calmar Ratio Rank: 58
JULU Martin Ratio Rank: 63

BPH

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

JULU vs. BPH - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF (JULU) and BP p.l.c. ADRhedged ETF (BPH). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.

	JULU	BPH	Difference
Sharpe ratio: Return per unit of total volatility	1.58	—	—
Sortino ratio: Return per unit of downside risk	2.20	—	—
Omega ratio: Gain probability vs. loss probability	1.29	—	—
Calmar ratio: Return relative to maximum drawdown	2.34	—	—
Martin ratio: Return relative to average drawdown	8.90	—	—

Drawdowns

JULU vs. BPH - Drawdown Comparison

The maximum JULU drawdown since its inception was -12.46%, smaller than the maximum BPH drawdown of -15.58%. Use the drawdown chart below to compare losses from any high point for JULU and BPH.

Drawdown Indicators

	JULU	BPH	Difference
Max Drawdown Largest peak-to-trough decline	-12.46%	-15.58%	+3.12%
Max Drawdown (1Y) Largest decline over 1 year	-7.04%	—	—
Current Drawdown Current decline from peak	-0.79%	-10.37%	+9.58%
Average Drawdown Average peak-to-trough decline	-1.94%	-6.79%	+4.85%
Ulcer Index Depth and duration of drawdowns from previous peaks	1.85%	—	—

Volatility

Volatility by Period

	JULU	BPH	Difference
Volatility (1M) Calculated over the trailing 1-month period	4.16%	—	—
Volatility (6M) Calculated over the trailing 6-month period	8.50%	—	—
Volatility (1Y) Calculated over the trailing 1-year period	10.45%	26.30%	-15.85%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	11.60%	26.30%	-14.70%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	11.60%	26.30%	-14.70%

JULU vs. BPH - Expense Ratio Comparison

JULU has a 0.74% expense ratio, which is higher than BPH's 0.19% expense ratio.

Dividends

JULU vs. BPH - Dividend Comparison

JULU has not paid dividends to shareholders, while BPH's dividend yield for the trailing twelve months is around 0.54%.

Position	TTM
BPH BP p.l.c. ADRhedged ETF	0.54%
JULU AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF	0.00%

Frequently Asked Questions

Can I hold both JULU and BPH in my portfolio?

JULU and BPH have a correlation of -0.12, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which ETF is better, JULU or BPH?

On fees, BPH is cheaper at 0.19% per year. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF is cheaper, JULU or BPH?

BPH is cheaper with a 0.19% expense ratio, compared with 0.74% for JULU.

Which ETF pays a higher dividend yield, JULU or BPH?

BPH has the higher dividend yield at 0.54%, compared with 0.00% for JULU.

What is the main difference between JULU and BPH?

JULU is categorized as Defined Outcome, while BPH is Energy Equities. They also come from different issuers: Allianz and Precidian. Their fees differ too: 0.74% for JULU and 0.19% for BPH.