AllianzIM U.S. Equity Buffer20 Jul ETF (JULW) Research
This ETF is designed to mirror the investment performance of the SPDR S&P 500 ETF Trust (its underlying benchmark) over a specific investment cycle. While it aims to track the benchmark's gains, these are limited by a predetermined maximum return, referred to as an upside cap. In terms of downside protection, the fund also provides a buffer against the initial 20% of any losses the underlying ETF might experience. It's important to note that both this potential upside cap and the protective buffer will be reduced after the deduction of management fees and other operational costs associated with the fund.
Market snapshot
- Symbol
- JULW
- Price
- $40.73
- Day change
- +0.11%
- Market cap
- $316.5M
- 52-week range
- 36.01-40.76
- Sector
- Financial Services
- Industry
- Asset Management
Peer companies
- Innovator U.S. Equity Buffer ETF (BAPR)
- Innovator U.S. Equity Buffer ETF (BJAN)
- Innovator U.S. Equity Buffer ETF (BJUL)
- DoubleLine Shiller CAPE U.S. Equities ETF (CAPE)
- FT Vest U.S. Equity Deep Buffer ETF - October (DOCT)
- FT Vest U.S. Equity Moderate Buffer ETF - June (GJUN)
- FT Vest U.S. Equity Moderate Buffer ETF - May (GMAY)
- Simplify Hedged Equity ETF (HEQT)
Open AllianzIM U.S. Equity Buffer20 Jul ETF (JULW) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.