JULZ vs. SPY
Compare and contrast key facts about Trueshares Structured Outcome (July) ETF (JULZ) and SPDR S&P 500 ETF (SPY).
JULZ and SPY are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. JULZ is a passively managed fund by TrueShares that tracks the performance of the Cboe S&P 500 Buffer Protect Index July. It was launched on Jun 30, 2020. SPY is a passively managed fund by State Street that tracks the performance of the S&P 500 Index. It was launched on Jan 22, 1993. Both JULZ and SPY are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: JULZ or SPY.
Correlation
The correlation between JULZ and SPY is 0.98, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
JULZ vs. SPY - Performance Comparison
Key characteristics
JULZ:
1.88
SPY:
1.98
JULZ:
2.55
SPY:
2.64
JULZ:
1.35
SPY:
1.36
JULZ:
2.87
SPY:
3.03
JULZ:
11.67
SPY:
12.63
JULZ:
1.66%
SPY:
2.02%
JULZ:
10.30%
SPY:
12.89%
JULZ:
-14.62%
SPY:
-55.19%
JULZ:
-0.74%
SPY:
-0.86%
Returns By Period
In the year-to-date period, JULZ achieves a 2.45% return, which is significantly lower than SPY's 3.15% return.
JULZ
2.45%
1.17%
8.87%
18.66%
N/A
N/A
SPY
3.15%
1.60%
12.25%
24.63%
14.82%
13.73%
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JULZ vs. SPY - Expense Ratio Comparison
JULZ has a 0.79% expense ratio, which is higher than SPY's 0.09% expense ratio.
Risk-Adjusted Performance
JULZ vs. SPY — Risk-Adjusted Performance Rank
JULZ
SPY
JULZ vs. SPY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Trueshares Structured Outcome (July) ETF (JULZ) and SPDR S&P 500 ETF (SPY). 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.
Dividends
JULZ vs. SPY - Dividend Comparison
JULZ's dividend yield for the trailing twelve months is around 3.22%, more than SPY's 1.17% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JULZ Trueshares Structured Outcome (July) ETF | 3.22% | 3.30% | 3.59% | 0.07% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
SPY SPDR S&P 500 ETF | 1.17% | 1.21% | 1.40% | 1.65% | 1.20% | 1.52% | 1.75% | 2.04% | 1.80% | 2.03% | 2.06% | 1.87% |
Drawdowns
JULZ vs. SPY - Drawdown Comparison
The maximum JULZ drawdown since its inception was -14.62%, smaller than the maximum SPY drawdown of -55.19%. Use the drawdown chart below to compare losses from any high point for JULZ and SPY. For additional features, visit the drawdowns tool.
Volatility
JULZ vs. SPY - Volatility Comparison
The current volatility for Trueshares Structured Outcome (July) ETF (JULZ) is 3.43%, while SPDR S&P 500 ETF (SPY) has a volatility of 4.20%. This indicates that JULZ experiences smaller price fluctuations and is considered to be less risky than SPY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.