AAUS vs BLW

Comparison between ALPHA ARCHITECT US EQUITY ETF (AAUS, ETF) and BlackRock Ltd Duration Income Trust (BLW, ETF).

AAUS vs BLW - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	AAUS(ETF)	BLW(ETF)
Net Assets	$518M	$518M
Expense Ratio	0.15%	N/A
Max Drawdown	9.13%	53.45%
Sharpe Ratio	1.17	-0.34
5Y Beta	0.98	0.29
P/E Ratio	29.55	N/A
Forward P/E	21.35	N/A
5Y Dividends CAGR	N/A	4.57%
5Y EPS CAGR	29.35%	N/A
Debt to Equity	42.12%	N/A
P/S Ratio	3.86	N/A
P/B Ratio	6.21	N/A

Net Assets

Winner

AAUS

$518M

BLW

$518M

Expense Ratio

AAUS

0.15%

BLW

N/A

Max Drawdown

Winner

AAUS

9.13%

BLW

53.45%

Sharpe Ratio

Winner

AAUS

1.17

BLW

-0.34

5Y Beta

AAUS

0.98

Winner

BLW

0.29

P/E Ratio

AAUS

29.55

BLW

N/A

Forward P/E

AAUS

21.35

BLW

N/A

5Y Dividends CAGR

AAUS

N/A

BLW

4.57%

5Y EPS CAGR

AAUS

29.35%

BLW

N/A

Debt to Equity

AAUS

42.12%

BLW

N/A

P/S Ratio

AAUS

3.86

BLW

N/A

P/B Ratio

AAUS

6.21

BLW

N/A

AAUS vs BLW - Historical Returns

Returns include dividend reinvestment.

Period	AAUS	BLW
1 month	+0.67%	+5.59%
3 months	+6.23%	+2.27%
6 months	+8.78%	-2.14%
1 year	+19.16%	+0.63%
5 years(CAGR)	N/A	+3.66%
10 years(CAGR)	N/A	+6.57%
Max(CAGR)	+19.29%	+6.36%

AAUS

+0.67%

Winner

BLW

+5.59%

Winner

AAUS

+6.23%

BLW

+2.27%

Winner

AAUS

+8.78%

BLW

-2.14%

Winner

AAUS

+19.16%

BLW

+0.63%

5Y(CAGR)

AAUS

N/A

BLW

+3.66%

10Y(CAGR)

AAUS

N/A

BLW

+6.57%

Max(CAGR)

Winner

AAUS

+19.29%

BLW

+6.36%

AAUS vs BLW - Annual Returns (2003 - 2026)

Returns include dividend reinvestment.

Year	AAUS	BLW
2026	+8.66%	-0.76%
2025	+9.66%	+6.59%
2024	N/A	+10.99%
2023	N/A	+17.58%
2022	N/A	-13.83%
2021	N/A	+15.47%
2020	N/A	+5.10%
2019	N/A	+29.26%
2018	N/A	-10.83%
2017	N/A	+10.73%
2016	N/A	+15.15%
2015	N/A	+0.64%
2014	N/A	-0.89%
2013	N/A	-0.84%
2012	N/A	+22.20%
2011	N/A	+6.25%
2010	N/A	+19.07%
2009	N/A	+41.15%
2008	N/A	-25.24%
2007	N/A	-8.08%
2006	N/A	+19.10%
2005	N/A	-8.69%
2004	N/A	+15.50%
2003	N/A	-2.24%

AAUS vs BLW Drawdown Comparison

The maximum drawdown for AAUS was -9.13%, occurring on Mar 30, 2026. Recovery took 64 trading sessions.

The maximum drawdown for BLW was -44.04%, occurring on Oct 10, 2008. Recovery took 723 trading sessions.

The current AAUS drawdown is -1.48%. The current BLW drawdown is -3.08%.

Rank	AAUS	BLW
#1	-9.13% Jan 12, 2026 - Apr 15, 2026	-44.04% Apr 16, 2007 - Feb 26, 2010
#2	-5.06% Oct 28, 2025 - Dec 23, 2025	-41.88% Jan 24, 2020 - Nov 24, 2020
#3	-4.43% Jun 2, 2026 - Jun 10, 2026	-26.26% Nov 12, 2021 - Mar 1, 2024
#4	-2.90% Oct 8, 2025 - Oct 24, 2025	-16.95% Jun 29, 2011 - Mar 23, 2012
#5	-2.79% Jul 28, 2025 - Aug 6, 2025	-14.04% May 24, 2013 - May 27, 2016
#6	-1.83% Aug 14, 2025 - Aug 27, 2025	-13.50% Jan 16, 2018 - Apr 11, 2019
#7	-1.57% May 14, 2026 - May 26, 2026	-13.28% Feb 7, 2005 - Feb 21, 2006
#8	-1.43% Sep 22, 2025 - Oct 1, 2025	-11.64% Apr 1, 2004 - Sep 22, 2004
#9	-1.33% Aug 28, 2025 - Sep 9, 2025	-11.19% Feb 18, 2026 - Mar 30, 2026
#10	-1.16% Dec 24, 2025 - Jan 9, 2026	-11.09% May 3, 2010 - Jul 26, 2010
#11	-0.97% Apr 17, 2026 - Apr 22, 2026	-10.56% Mar 3, 2025 - May 13, 2025
#12	-0.49% Apr 27, 2026 - Apr 30, 2026	-10.46% Nov 8, 2010 - Mar 29, 2011
#13	-0.49% May 1, 2026 - May 5, 2026	-6.43% May 11, 2012 - Jun 26, 2012
#14	-0.42% Oct 6, 2025 - Oct 8, 2025	-6.10% Oct 26, 2012 - Nov 23, 2012
#15	-0.39% May 6, 2026 - May 8, 2026	-5.78% Mar 27, 2012 - May 1, 2012

Correlation

Correlation between AAUS and BLW is -0.28 which considered as a very weak or no correlation - the stocks move independently of each other.

-0.28

-101

Dividend Comparison (2003 - 2026)

AAUS vs BLW dividend yield comparison.

Year	AAUS	BLW
2026	0.00%	6.19%
2025	0.37%	9.89%
2024	0.00%	9.39%
2023	0.00%	8.63%
2022	0.00%	8.26%
2021	0.00%	6.99%
2020	0.00%	7.39%
2019	0.00%	6.27%
2018	0.00%	7.14%
2017	0.00%	6.24%
2016	0.00%	9.68%
2015	0.00%	8.26%
2014	0.00%	8.24%
2013	0.00%	7.47%
2012	0.00%	7.55%
2011	0.00%	8.05%
2010	0.00%	6.68%
2009	0.00%	6.60%
2008	0.00%	12.65%
2007	0.00%	10.28%
2006	0.00%	7.85%
2005	0.00%	8.76%
2004	0.00%	7.62%
2003	0.00%	3.30%