AIPO vs IBHG
Comparison between DEFIANCE AI & POWER INFRASTRUCTURE ETF (AIPO, ETF) and ISHARES IBONDS 2027 TERM HIGH YIELD AND INCOME ETF (IBHG, ETF).
AIPO vs IBHG - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
AIPO
$434M
Winner
IBHG
$434M
Expense Ratio
AIPO
0.69%
Winner
IBHG
0.35%
Max Drawdown
Winner
AIPO
17.31%
IBHG
17.84%
Sharpe Ratio
Winner
AIPO
1.50
IBHG
0.41
5Y Beta
AIPO
2.04
Winner
IBHG
0.14
P/E Ratio
AIPO
-229.28
IBHG
N/A
Forward P/E
AIPO
32.58
IBHG
N/A
5Y EPS CAGR
AIPO
25.51%
IBHG
N/A
Debt to Equity
AIPO
50.31%
IBHG
N/A
P/S Ratio
AIPO
4.83
IBHG
N/A
P/B Ratio
AIPO
6.41
IBHG
N/A
AIPO vs IBHG - Holdings Comparison
AIPO and IBHG have 1 common holdings. Overlap is -0.03%
AIPO's top 25 holdings weight is 73.49%. IBHG's top 25 holdings weight is 43.75%.
| Rank | AIPO | IBHG |
|---|---|---|
| #1 | QUANTA SERVICES INC (PWR) - 8.17% | DISH NETWORK CORPORATION 11.75% (n/a) - 3.02% |
| #2 | GE VERNOVA INC (GEV) - 7.89% | NISSAN MOTOR CO LTD. 4.345% (n/a) - 2.82% |
| #3 | VERTIV HOLDINGS CO CLASS A (VRT) - 7.36% | n/a (n/a) - 2.49% |
| #4 | EATON CORP PLC (ETN) - 7.08% | BLACKROCK CASH FUNDS TREASURY SL AGENCY (n/a) - 2.35% |
| #5 | BLOOM ENERGY CORP CLASS A (BE) - 5.00% | SS&C TECHNOLOGIES, INC. 5.5% (n/a) - 2.29% |
| #6 | BROADCOM INC (AVGO) - 3.86% | n/a (n/a) - 2.16% |
| #7 | NVIDIA CORP (NVDA) - 3.61% | RAKUTEN GROUP INC. 11.25% (n/a) - 2.15% |
| #8 | CAMECO CORP (n/a) - 3.59% | SIRIUS XM RADIO LLC 5% (n/a) - 1.85% |
| #9 | CONSTELLATION ENERGY CORP (CEG) - 3.19% | n/a (n/a) - 1.79% |
| #10 | ADVANCED MICRO DEVICES INC (AMD) - 2.66% | NEXSTAR MEDIA INC. 5.625% (n/a) - 1.77% |
| #11 | MASTEC INC (MTZ) - 2.18% | TK ELEVATOR US NEWCO INC. 5.25% (n/a) - 1.68% |
| #12 | STERLING INFRASTRUCTURE INC (STRL) - 1.90% | SBA COMMUNICATIONS CORP. 3.875% (n/a) - 1.68% |
| #13 | NVENT ELECTRIC PLC (NVT) - 1.88% | n/a (n/a) - 1.64% |
| #14 | HUBBELL INC (HUBB) - 1.70% | TENET HEALTHCARE CORPORATION 5.125% (n/a) - 1.56% |
| #15 | DOMINION ENERGY INC (D) - 1.59% | GLOBAL AIRCRAFT LEASING CO LTD 8.75% (n/a) - 1.53% |
| #16 | VISTRA CORP (VST) - 1.53% | VISTRA OPERATIONS CO LLC 5% (n/a) - 1.40% |
| #17 | XCEL ENERGY INC (XEL) - 1.47% | WARNERMEDIA HOLDINGS INC. 3.755% (n/a) - 1.35% |
| #18 | GENERAC HOLDINGS INC (GNRC) - 1.33% | VISTRA OPERATIONS CO LLC 5.625% (n/a) - 1.35% |
| #19 | BWX TECHNOLOGIES INC (BWXT) - 1.31% | CSC HOLDINGS, LLC 5.5% (n/a) - 1.32% |
| #20 | PUBLIC SERVICE ENTERPRISE GROUP INC (PEG) - 1.16% | IQVIA INC 5% (n/a) - 1.32% |
| #21 | FUELCELL ENERGY INC (FCEL) - 1.11% | GEN DIGITAL INC 6.75% (n/a) - 1.32% |
| #22 | MARVELL TECHNOLOGY INC (MRVL) - 1.04% | LIVE NATION ENTERTAINMENT, INC. 6.5% (n/a) - 1.30% |
| #23 | VALMONT INDUSTRIES INC (VMI) - 0.99% | IRON MOUNTAIN INC. 4.875% (n/a) - 1.26% |
| #24 | ARGAN INC (AGX) - 0.97% | WYNN MACAU LTD. 5.5% (n/a) - 1.18% |
| #25 | ENERSYS (ENS) - 0.92% | n/a (n/a) - 1.17% |
| Total Holdings | 77 | 122 |
AIPO vs IBHG - Historical Returns
Returns include dividend reinvestment.
1M
AIPO
-3.26%
Winner
IBHG
+0.19%
3M
Winner
AIPO
+22.97%
IBHG
+0.92%
6M
Winner
AIPO
+31.16%
IBHG
+1.43%
1Y
Winner
AIPO
+53.09%
IBHG
+4.80%
5Y(CAGR)
AIPO
N/A
IBHG
+3.57%
Max(CAGR)
Winner
AIPO
+63.85%
IBHG
+3.57%
AIPO vs IBHG - Annual Returns (2021 - 2026)
Returns include dividend reinvestment.
| Year | AIPO | IBHG |
|---|---|---|
| 2026 | +34.60% | +1.06% |
| 2025 | +8.68% | +7.05% |
| 2024 | N/A | +7.61% |
| 2023 | N/A | +10.67% |
| 2022 | N/A | -8.82% |
| 2021 | N/A | +1.07% |
AIPO vs IBHG Drawdown Comparison
The maximum drawdown for AIPO was -17.31%, occurring on Dec 17, 2025. Recovery took 71 trading sessions.
The maximum drawdown for IBHG was -13.85%, occurring on Sep 27, 2022. Recovery took 494 trading sessions.
The current AIPO drawdown is -8.38%. The current IBHG drawdown is -0.22%.
| Rank | AIPO | IBHG |
|---|---|---|
| #1 | -17.31% Oct 29, 2025 - Feb 11, 2026 | -13.85% Dec 27, 2021 - Dec 13, 2023 |
| #2 | -11.21% Feb 25, 2026 - Apr 9, 2026 | -3.39% Mar 5, 2025 - Apr 29, 2025 |
| #3 | -9.21% Oct 15, 2025 - Oct 29, 2025 | -1.75% Mar 27, 2024 - May 3, 2024 |
| #4 | -8.87% May 14, 2026 - Jun 2, 2026 | -1.57% Dec 27, 2023 - Jan 25, 2024 |
| #5 | -8.38% Jun 2, 2026 - Jun 5, 2026 | -1.54% Nov 8, 2021 - Dec 22, 2021 |
| #6 | -6.14% Aug 12, 2025 - Sep 10, 2025 | -1.03% Dec 11, 2024 - Jan 15, 2025 |
| #7 | -4.26% May 6, 2026 - May 14, 2026 | -1.02% Jul 12, 2021 - Aug 27, 2021 |
| #8 | -3.64% Sep 22, 2025 - Oct 1, 2025 | -0.94% Sep 15, 2021 - Nov 8, 2021 |
| #9 | -3.41% Apr 24, 2026 - Apr 30, 2026 | -0.83% Jan 25, 2024 - Feb 22, 2024 |
| #10 | -3.02% Oct 9, 2025 - Oct 13, 2025 | -0.81% Jul 31, 2024 - Aug 13, 2024 |
| #11 | -2.24% Jul 30, 2025 - Aug 12, 2025 | -0.77% May 15, 2024 - Jun 3, 2024 |
| #12 | -1.96% Feb 11, 2026 - Feb 19, 2026 | -0.73% Feb 20, 2026 - Apr 8, 2026 |
| #13 | -1.14% Oct 6, 2025 - Oct 8, 2025 | -0.66% Oct 27, 2025 - Nov 26, 2025 |
| #14 | -1.06% Apr 20, 2026 - Apr 22, 2026 | -0.62% May 20, 2025 - May 30, 2025 |
| #15 | -0.99% Sep 15, 2025 - Sep 18, 2025 | -0.50% Sep 30, 2024 - Oct 18, 2024 |
Correlation
Correlation between AIPO and IBHG is 0.87 which considered as a strong positive correlation - the stocks tend to move together.
0.87
-101
Dividend Comparison (2021 - 2026)
AIPO vs IBHG dividend yield comparison.
| Year | AIPO | IBHG |
|---|---|---|
| 2026 | 0.00% | 2.42% |
| 2025 | 0.01% | 6.34% |
| 2024 | 0.00% | 7.01% |
| 2023 | 0.00% | 6.66% |
| 2022 | 0.00% | 5.62% |
| 2021 | 0.00% | 2.13% |
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