SIXD vs. JULB

Last updated Jun 4, 2026

SIXD (AllianzIM U.S. Equity 6 Month Buffer10 Jun/Dec ETF) and JULB (Aptus July Buffer ETF) are both Defined Outcome funds. Both are actively managed. With a 0.95 correlation, they move nearly in lockstep. SIXD charges 0.74%/yr vs 0.25%/yr for JULB.

Performance

SIXD vs. JULB - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in AllianzIM U.S. Equity 6 Month Buffer10 Jun/Dec ETF (SIXD) and Aptus July Buffer ETF (JULB). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, SIXD achieves a 6.99% return, which is significantly higher than JULB's 6.35% return.

SIXD

• 1D: -0.19%
• 1M: 2.79%
• YTD: 6.99%
• 6M: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

JULB

• 1D: -0.07%
• 1M: 2.40%
• YTD: 6.35%
• 6M: 6.93%
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

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

SIXD vs. JULB - Yearly Performance Comparison

	2026 (YTD)	2025
SIXD AllianzIM U.S. Equity 6 Month Buffer10 Jun/Dec ETF	6.99%	-0.18%
JULB Aptus July Buffer ETF	6.35%	-0.10%

Correlation

The correlation between SIXD and JULB is 0.95 - these two move nearly in lockstep. At this level, holding both provides almost no diversification benefit. If you already own one, adding the other does little to reduce portfolio risk.

	Correlation
Correlation (All Time) Calculated using the full available price history since Dec 23, 2025	0.95

Return for Risk

SIXD vs. JULB - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for AllianzIM U.S. Equity 6 Month Buffer10 Jun/Dec ETF (SIXD) and Aptus July Buffer ETF (JULB). 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.

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

Sharpe Ratios by Period

	SIXD	JULB	Difference
Sharpe Ratio (All Time) Calculated using the full available price history	2.20	2.17	+0.03

Drawdowns

SIXD vs. JULB - Drawdown Comparison

The maximum SIXD drawdown since its inception was -4.69%, smaller than the maximum JULB drawdown of -5.24%. Use the drawdown chart below to compare losses from any high point for SIXD and JULB.

Drawdown Indicators

	SIXD	JULB	Difference
Max Drawdown Largest peak-to-trough decline	-4.69%	-5.24%	+0.55%
Current Drawdown Current decline from peak	-0.19%	-0.07%	-0.12%
Average Drawdown Average peak-to-trough decline	-0.78%	-0.87%	+0.09%

Volatility

Volatility by Period

	SIXD	JULB	Difference
Volatility (1Y) Calculated over the trailing 1-year period	7.36%	6.81%	+0.55%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	7.36%	6.81%	+0.55%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	7.36%	6.81%	+0.55%

SIXD vs. JULB - Expense Ratio Comparison

SIXD has a 0.74% expense ratio, which is higher than JULB's 0.25% expense ratio.

Dividends

SIXD vs. JULB - Dividend Comparison

Neither SIXD nor JULB has paid dividends to shareholders.

Tickers have no history of dividend payments

Frequently Asked Questions

Can I hold both SIXD and JULB in my portfolio?

With a correlation of 0.95, SIXD and JULB move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.

Which ETF is better, SIXD or JULB?

On fees, JULB is cheaper at 0.25% per year. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF is cheaper, SIXD or JULB?

JULB is cheaper with a 0.25% expense ratio, compared with 0.74% for SIXD.

Which ETF pays a higher dividend yield, SIXD or JULB?

SIXD and JULB have nearly identical dividend yields, around 0.00%.

What is the main difference between SIXD and JULB?

They also come from different issuers: Allianz and Aptus Capital Advisors. Their fees differ too: 0.74% for SIXD and 0.25% for JULB.