JUNT vs. LITL

Last updated Aug 5, 2026

JUNT (AllianzIM U.S. Large Cap Buffer10 Jun ETF) and LITL (Simplify Piper Sandler US Small-Cap PLUS Income ETF) are both exchange-traded funds - JUNT is a Options Trading fund actively managed by Allianz, while LITL is a Small Cap Blend Equities fund actively managed by Simplify. Both are actively managed. Over the past year, JUNT returned 11.90% vs 34.98% for LITL. Their 0.71 correlation means they have sometimes moved together and sometimes differently. JUNT charges 0.74%/yr vs 0.91%/yr for LITL.

Performance

JUNT vs. LITL - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in AllianzIM U.S. Large Cap Buffer10 Jun ETF (JUNT) and Simplify Piper Sandler US Small-Cap PLUS Income ETF (LITL). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, JUNT achieves a 6.33% return, which is significantly lower than LITL's 20.54% return.

JUNT

• 1D: 1.15%
• 1M: 2.43%
• 6M: 5.59%
• YTD: 6.33%
• 1Y: 11.90%
• 3Y*: 13.61%
• 5Y*: —
• 10Y*: —
• ALL TIME*: 14.38%

LITL

• 1D: 2.41%
• 1M: 2.27%
• 6M: 16.98%
• YTD: 20.54%
• 1Y: 34.98%
• 3Y*: —
• 5Y*: —
• 10Y*: —
• ALL TIME*: 32.94%

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

Liquidity Comparison

Position	Avg. Volume Value (2W)	Avg. Volume Value (1M)	Avg. Volume Value (3M)
JUNT AllianzIM U.S. Large Cap Buffer10 Jun ETF	$363.79K	$342.64K	$1.89M
LITL Simplify Piper Sandler US Small-Cap PLUS Income ETF	$105.77K	$72.14K	$61.21K

JUNT vs. LITL - Yearly Performance Comparison

	2026 (YTD)	2025
JUNT AllianzIM U.S. Large Cap Buffer10 Jun ETF	6.33%	16.55%
LITL Simplify Piper Sandler US Small-Cap PLUS Income ETF	20.54%	18.93%

Correlation

The correlation between JUNT and LITL is 0.68, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.

	Correlation
Correlation (1Y) Focuses on recent behavior, but can change the most.	0.68
Correlation (All Time) Calculated using the full available price history since Apr 29, 2025	0.71

The correlation between JUNT and LITL has been stable across timeframes, ranging from 0.68 to 0.71 - a consistent structural relationship.

Return for Risk

JUNT vs. LITL — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.

JUNT

JUNT Risk / Return Rank: 74
JUNT Sharpe Ratio Rank: 66
JUNT Sortino Ratio Rank: 69
JUNT Omega Ratio Rank: 77
JUNT Calmar Ratio Rank: 74
JUNT Martin Ratio Rank: 86

LITL

LITL Risk / Return Rank: 78
LITL Sharpe Ratio Rank: 75
LITL Sortino Ratio Rank: 79
LITL Omega Ratio Rank: 71
LITL Calmar Ratio Rank: 87
LITL Martin Ratio Rank: 80

The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

JUNT vs. LITL - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for AllianzIM U.S. Large Cap Buffer10 Jun ETF (JUNT) and Simplify Piper Sandler US Small-Cap PLUS Income ETF (LITL). 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.

	JUNT	LITL	Difference
Sharpe ratio: Return per unit of total volatility	1.74	1.94	-0.19
Sortino ratio: Return per unit of downside risk	2.55	2.86	-0.31
Omega ratio: Gain probability vs. loss probability	1.36	1.34	+0.03
Calmar ratio: Return relative to maximum drawdown	2.93	3.77	-0.84
Martin ratio: Return relative to average drawdown	13.83	11.79	+2.04

JUNT vs. LITL - Sharpe Ratio Comparison

The current JUNT Sharpe Ratio is 1.74, which is comparable to the LITL Sharpe Ratio of 1.94. The chart below compares the historical Sharpe Ratios of JUNT and LITL, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Drawdowns

JUNT vs. LITL - Drawdown Comparison

The maximum JUNT drawdown since its inception was -12.78%, which is greater than LITL's maximum drawdown of -9.32%. Use the drawdown chart below to compare losses from any high point for JUNT and LITL.

Drawdown Indicators

	JUNT	LITL	Difference
Max Drawdown Largest peak-to-trough decline	-12.78%	-9.32%	-3.46%
Max Drawdown (1Y) Largest decline over 1 year	-4.08%	-9.32%	+5.24%
Max Drawdown (3Y) Largest decline over 3 years	-12.78%	—	—
Current Drawdown Current decline from peak	0.00%	0.00%	0.00%
Average Drawdown Average peak-to-trough decline	-0.98%	-2.23%	+1.25%
Ulcer Index Depth and duration of drawdowns from previous peaks	0.86%	2.97%	-2.11%

Volatility

JUNT vs. LITL - Volatility Comparison

The current volatility for AllianzIM U.S. Large Cap Buffer10 Jun ETF (JUNT) is 2.92%, while Simplify Piper Sandler US Small-Cap PLUS Income ETF (LITL) has a volatility of 4.89%. This indicates that JUNT experiences smaller price fluctuations and is considered to be less risky than LITL based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	JUNT	LITL	Difference
Volatility (1M) Calculated over the trailing 1-month period	2.92%	4.89%	-1.97%
Volatility (6M) Calculated over the trailing 6-month period	5.97%	12.45%	-6.48%
Volatility (1Y) Calculated over the trailing 1-year period	6.90%	18.24%	-11.34%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	9.31%	18.49%	-9.18%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	9.31%	18.49%	-9.18%

JUNT vs. LITL - Expense Ratio Comparison

JUNT has a 0.74% expense ratio, which is lower than LITL's 0.91% expense ratio.

Dividends

JUNT vs. LITL - Dividend Comparison

JUNT has not paid dividends to shareholders, while LITL's dividend yield for the trailing twelve months is around 1.59%.

Position	TTM	2025
JUNT AllianzIM U.S. Large Cap Buffer10 Jun ETF	0.00%	0.00%
LITL Simplify Piper Sandler US Small-Cap PLUS Income ETF	1.59%	0.71%

Frequently Asked Questions

Can I hold both JUNT and LITL in my portfolio?

JUNT and LITL have a correlation of 0.68, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, JUNT or LITL?

LITL has higher volatility (4.89%) compared to JUNT (2.92%). In terms of maximum drawdown, JUNT dropped -12.78% vs LITL's -9.32%.

Which ETF is better, JUNT or LITL?

On 1-year performance, LITL leads with 34.98% vs 11.90% for JUNT. On fees, JUNT is cheaper at 0.74% per year. On volatility, JUNT has been the lower-risk option at 2.92%. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF has performed better, JUNT or LITL?

Over the 1-year period, LITL has performed better with a 34.98% return vs 11.90%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

Which ETF is cheaper, JUNT or LITL?

JUNT is cheaper with a 0.74% expense ratio, compared with 0.91% for LITL.

Which ETF pays a higher dividend yield, JUNT or LITL?

LITL has the higher dividend yield at 1.59%, compared with 0.00% for JUNT.

What is the main difference between JUNT and LITL?

JUNT is categorized as Options Trading, while LITL is Small Cap Blend Equities. They also come from different issuers: Allianz and Simplify. Their fees differ too: 0.74% for JUNT and 0.91% for LITL.

Which has better risk-adjusted returns?

LITL currently has the higher Sharpe Ratio (1.94 vs 1.74), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.