AAEQ vs IBHI

Comparison between ALPHA ARCHITECT US EQUITY 2 ETF (AAEQ, ETF) and ISHARES IBONDS 2029 TERM HIGH YIELD AND INCOME ETF (IBHI, ETF).

AAEQ vs IBHI - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	AAEQ(ETF)	IBHI(ETF)
Net Assets	$496M	$497M
Expense Ratio	0.09%	0.35%
Max Drawdown	10.35%	16.35%
Sharpe Ratio	0.65	0.37
5Y Beta	1.01	0.23
P/E Ratio	25.67	N/A
Forward P/E	20.87	N/A
PEG Ratio	0.35	N/A
5Y EPS CAGR	29.78%	N/A
Debt to Equity	47.40%	N/A
P/S Ratio	4.07	N/A
P/B Ratio	6.04	N/A

Net Assets

AAEQ

$496M

Winner

IBHI

$497M

Expense Ratio

Winner

AAEQ

0.09%

IBHI

0.35%

Max Drawdown

Winner

AAEQ

10.35%

IBHI

16.35%

Sharpe Ratio

Winner

AAEQ

0.65

IBHI

0.37

5Y Beta

AAEQ

1.01

Winner

IBHI

0.23

P/E Ratio

AAEQ

25.67

IBHI

N/A

Forward P/E

AAEQ

20.87

IBHI

N/A

PEG Ratio

AAEQ

0.35

IBHI

N/A

5Y EPS CAGR

AAEQ

29.78%

IBHI

N/A

Debt to Equity

AAEQ

47.40%

IBHI

N/A

P/S Ratio

AAEQ

4.07

IBHI

N/A

P/B Ratio

AAEQ

6.04

IBHI

N/A

AAEQ vs IBHI - Holdings Comparison

AAEQ and IBHI have 1 common holdings. Overlap is 0.00%

AAEQ's top 25 holdings weight is 52.34%. IBHI's top 25 holdings weight is 22.35%.

Rank	AAEQ	IBHI
#1	NVIDIA CORP (NVDA) - 7.94%	ECHOSTAR CORP. 10.75% (n/a) - 2.09%
#2	APPLE INC (AAPL) - 7.78%	TIBCO SOFTWARE INC 6.5% (n/a) - 1.54%
#3	MICROSOFT CORP (MSFT) - 6.02%	CLOUD SOFTWARE GROUP INC. 9% (n/a) - 1.47%
#4	AMAZON.COM INC (AMZN) - 3.92%	CENTENE CORP. 4.625% (n/a) - 1.27%
#5	ALPHABET INC CLASS A (GOOGL) - 3.38%	VENTURE GLOBAL LNG INC. 9.5% (n/a) - 1.21%
#6	ALPHABET INC CLASS C (GOOG) - 2.70%	BLACKROCK CASH FUNDS TREASURY SL AGENCY (n/a) - 1.15%
#7	BROADCOM INC (AVGO) - 2.59%	TRANSDIGM, INC. 6.375% (n/a) - 1.14%
#8	META PLATFORMS INC CLASS A (META) - 1.81%	n/a (n/a) - 1.12%
#9	ELI LILLY AND CO (LLY) - 1.69%	n/a (n/a) - 1.03%
#10	JPMORGAN CHASE & CO (JPM) - 1.61%	NEPTUNE BIDCO US INC. 9.29% (n/a) - 1.02%
#11	MICRON TECHNOLOGY INC (MU) - 1.59%	MEDLINE BORROWER LP 5.25% (n/a) - 0.93%
#12	BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.53%	RAKUTEN GROUP INC. 9.75% (n/a) - 0.90%
#13	TESLA INC (TSLA) - 1.49%	STAPLES, INC. 10.75% (n/a) - 0.87%
#14	ADVANCED MICRO DEVICES INC (AMD) - 1.15%	n/a (n/a) - 0.80%
#15	EXXONMOBIL HOLDINGS CORP (XOM) - 1.14%	INGRAM MICRO INC. 4.75% (n/a) - 0.74%
#16	JOHNSON & JOHNSON (JNJ) - 1.10%	n/a (n/a) - 0.69%
#17	VISA INC CLASS A (V) - 1.02%	NCR ATLEOS CORP. 9.5% (n/a) - 0.63%
#18	WALMART INC (WMT) - 0.84%	ALTICE FRANCE SAS 9.5% (n/a) - 0.59%
#19	ABBVIE INC (ABBV) - 0.79%	PRIME HEALTHCARE SERVICES INC 9.375% (n/a) - 0.58%
#20	MASTERCARD INC CLASS A (MA) - 0.77%	n/a (n/a) - 0.54%
#21	CHARLES SCHWAB CORP (SCHW) - 0.30%	n/a (n/a) - 0.51%
#22	AMERICAN EXPRESS CO (AXP) - 0.30%	n/a (n/a) - 0.45%
#23	UNION PACIFIC CORP (UNP) - 0.30%	ONEMAIN FINANCIAL CORPORATION 6.625% (n/a) - 0.36%
#24	AMPHENOL CORP CLASS A (APH) - 0.29%	n/a (n/a) - 0.36%
#25	AT&T INC (T) - 0.29%	IRON MOUNTAIN INC. 4.875% (n/a) - 0.36%
Total Holdings	312	327

AAEQ vs IBHI - Historical Returns

Returns include dividend reinvestment.

Period	AAEQ	IBHI
1 month	+3.86%	+1.23%
3 months	+2.14%	+1.28%
6 months	+10.73%	+2.61%
1 year	N/A	+5.28%
5 years(CAGR)	N/A	+5.22%
Max(CAGR)	+12.34%	+5.22%

Winner

AAEQ

+3.86%

IBHI

+1.23%

Winner

AAEQ

+2.14%

IBHI

+1.28%

Winner

AAEQ

+10.73%

IBHI

+2.61%

AAEQ

N/A

IBHI

+5.28%

5Y(CAGR)

AAEQ

N/A

IBHI

+5.22%

Max(CAGR)

Winner

AAEQ

+12.34%

IBHI

+5.22%

AAEQ vs IBHI - Annual Returns (2022 - 2026)

Returns include dividend reinvestment.

Year	AAEQ	IBHI
2026	+10.85%	+2.88%
2025	-1.99%	+7.65%
2024	N/A	+9.25%
2023	N/A	+13.57%
2022	N/A	-8.53%

AAEQ vs IBHI Drawdown Comparison

The maximum drawdown for AAEQ was -10.26%, occurring on Mar 30, 2026. Recovery took 86 trading sessions.

The maximum drawdown for IBHI was -13.65%, occurring on Sep 30, 2022. Recovery took 422 trading sessions.

The current AAEQ drawdown is -1.48%.

Rank	AAEQ	IBHI
#1	-10.26% Dec 11, 2025 - Apr 17, 2026	-13.65% Mar 29, 2022 - Dec 1, 2023
#2	-4.34% Jun 2, 2026 - Aug 4, 2026	-5.73% Feb 28, 2025 - May 30, 2025
#3	-1.93% Aug 13, 2026 - Aug 20, 2026	-2.52% Mar 27, 2024 - May 15, 2024
#4	-1.80% May 14, 2026 - May 26, 2026	-2.13% Mar 10, 2022 - Mar 17, 2022
#5	-0.92% Apr 17, 2026 - Apr 22, 2026	-2.11% Feb 2, 2026 - Apr 8, 2026
#6	-0.56% Apr 27, 2026 - Apr 30, 2026	-1.92% Dec 9, 2024 - Jan 21, 2025
#7	-0.55% May 1, 2026 - May 5, 2026	-1.72% Dec 27, 2023 - Jan 30, 2024
#8	-0.51% Aug 7, 2026 - Aug 13, 2026	-1.38% Feb 1, 2024 - Mar 7, 2024
#9	-0.40% Apr 22, 2026 - Apr 24, 2026	-1.31% Sep 22, 2025 - Oct 24, 2025
#10	-0.37% Aug 4, 2026 - Aug 7, 2026	-1.30% Jul 31, 2024 - Aug 14, 2024
#11	-0.37% May 6, 2026 - May 8, 2026	-1.14% Sep 20, 2024 - Nov 7, 2024
#12	-0.04% May 11, 2026 - May 13, 2026	-1.12% May 15, 2024 - Jun 5, 2024
#13	N/A	-1.10% Oct 27, 2025 - Nov 26, 2025
#14	N/A	-1.04% Mar 18, 2022 - Mar 29, 2022
#15	N/A	-0.88% Nov 11, 2024 - Nov 29, 2024