JUNW vs. PBOG
JUNW (AllianzIM U.S. Equity Buffer20 Jun ETF) and PBOG (Portfolio Building Block Integrated Oil & Gas and Exploration & Production Index ETF) are both exchange-traded funds - JUNW is a Defined Outcome fund actively managed by Allianz, while PBOG is a Energy Equities fund tracking the BITA Global Oil & Gas Select Index. JUNW is actively managed, while PBOG is passively managed. Their -0.29 correlation means they have often moved in opposite directions in the past. JUNW charges 0.74%/yr vs 0.13%/yr for PBOG.
Performance
JUNW vs. PBOG - Performance Comparison
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Returns By Period
In the year-to-date period, JUNW achieves a 3.21% return, which is significantly lower than PBOG's 35.00% return.
JUNW
- 1D
- 0.35%
- 1M
- 0.44%
- 6M
- 2.68%
- YTD
- 3.21%
- 1Y
- 7.67%
- 3Y*
- 9.74%
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- 10.62%
PBOG
- 1D
- 0.97%
- 1M
- 16.05%
- 6M
- 20.42%
- YTD
- 35.00%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- —
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $1.50M | $1.37M | $5.86M | |
| $1.29M | $3.21M | $2.88M |
JUNW vs. PBOG - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
JUNW AllianzIM U.S. Equity Buffer20 Jun ETF | 3.21% | 1.36% |
PBOG Portfolio Building Block Integrated Oil & Gas and Exploration & Production Index ETF | 35.00% | 1.39% |
Correlation
The correlation between JUNW and PBOG is -0.29, meaning they have often moved in opposite directions in the past. This relationship can weaken or reverse as market conditions change.
| Correlation | |
|---|---|
Correlation (All Time) Calculated using the full available price history since Nov 25, 2025 | -0.29 |
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Return for Risk
JUNW vs. PBOG — Risk / Return Rank
JUNW
PBOG
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
JUNW vs. PBOG - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for AllianzIM U.S. Equity Buffer20 Jun ETF (JUNW) and Portfolio Building Block Integrated Oil & Gas and Exploration & Production Index ETF (PBOG). 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.
| JUNW | PBOG | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | 1.37 | — | — |
| Calmar ratioReturn relative to maximum drawdown | 3.15 | — | — |
| Martin ratioReturn relative to average drawdown | 14.81 | — | — |
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Drawdowns
JUNW vs. PBOG - Drawdown Comparison
The maximum JUNW drawdown since its inception was -8.57%, smaller than the maximum PBOG drawdown of -19.24%. Use the drawdown chart below to compare losses from any high point for JUNW and PBOG.
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Drawdown Indicators
| JUNW | PBOG | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -8.57% | -19.24% | +10.67% |
Max Drawdown (1Y)Largest decline over 1 year | -2.31% | — | — |
Max Drawdown (3Y)Largest decline over 3 years | -8.57% | — | — |
Current DrawdownCurrent decline from peak | -0.17% | -4.85% | +4.68% |
Average DrawdownAverage peak-to-trough decline | -0.55% | -5.21% | +4.66% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.49% | — | — |
Volatility
JUNW vs. PBOG - Volatility Comparison
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Volatility by Period
| JUNW | PBOG | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.57% | — | — |
Volatility (6M)Calculated over the trailing 6-month period | 3.67% | — | — |
Volatility (1Y)Calculated over the trailing 1-year period | 4.20% | 24.21% | -20.01% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 6.42% | 24.21% | -17.79% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 6.42% | 24.21% | -17.79% |
JUNW vs. PBOG - Expense Ratio Comparison
JUNW has a 0.74% expense ratio, which is higher than PBOG's 0.13% expense ratio.
Dividends
JUNW vs. PBOG - Dividend Comparison
JUNW has not paid dividends to shareholders, while PBOG's dividend yield for the trailing twelve months is around 0.13%.
| Position | TTM | 2025 |
|---|---|---|
JUNW AllianzIM U.S. Equity Buffer20 Jun ETF | 0.00% | 0.00% |
PBOG Portfolio Building Block Integrated Oil & Gas and Exploration & Production Index ETF | 0.13% | 0.17% |
Frequently Asked Questions
JUNW and PBOG have a correlation of -0.29, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, PBOG is cheaper at 0.13% per year. The better choice depends on whether you care most about return, fees, risk, or income.
PBOG is cheaper with a 0.13% expense ratio, compared with 0.74% for JUNW.
PBOG has the higher dividend yield at 0.13%, compared with 0.00% for JUNW.
JUNW is categorized as Defined Outcome, while PBOG is Energy Equities. They also come from different issuers: Allianz and Portfolio Building Block. Their fees differ too: 0.74% for JUNW and 0.13% for PBOG.
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