APLU vs XJH
Comparison between ALLSPRING CORE PLUS ETF (APLU, ETF) and ISHARES ESG SELECT SCREENED S&P MID-CAP ETF (XJH, ETF).
APLU vs XJH - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
APLU
$420M
XJH
$418M
Expense Ratio
APLU
0.31%
Winner
XJH
0.12%
Max Drawdown
Winner
APLU
5.56%
XJH
25.71%
Sharpe Ratio
APLU
-0.29
Winner
XJH
1.00
5Y Beta
Winner
APLU
0.08
XJH
0.98
P/E Ratio
APLU
N/A
XJH
24.30
Forward P/E
APLU
N/A
XJH
16.76
PEG Ratio
APLU
N/A
XJH
0.23
5Y Dividends CAGR
APLU
N/A
XJH
20.75%
5Y EPS CAGR
APLU
N/A
XJH
13.13%
Debt to Equity
APLU
N/A
XJH
32.20%
P/S Ratio
APLU
N/A
XJH
1.58
P/B Ratio
APLU
N/A
XJH
2.79
APLU vs XJH - Holdings Comparison
APLU and XJH have 1 common holdings. Overlap is 0.00%
APLU's top 25 holdings weight is 28.05%. XJH's top 25 holdings weight is 17.92%.
| Rank | APLU | XJH |
|---|---|---|
| #1 | UNITED STATES TREASURY BONDS 4.625% (n/a) - 4.92% | EVERPURE INC CLASS A (P) - 1.16% |
| #2 | GOVERNMENT NATIONAL MORTGAGE ASSOCIATION 4.5% (n/a) - 4.90% | TWILIO INC CLASS A (TWLO) - 1.11% |
| #3 | n/a (n/a) - 2.38% | TECHNIPFMC PLC (FTI) - 0.98% |
| #4 | FEDERAL HOME LOAN MORTGAGE CORP. 5% (n/a) - 1.73% | ATI INC (ATI) - 0.97% |
| #5 | n/a (n/a) - 1.34% | ILLUMINA INC (ILMN) - 0.89% |
| #6 | FEDERAL HOME LOAN MORTGAGE CORP. 2% (n/a) - 1.25% | NVENT ELECTRIC PLC (NVT) - 0.84% |
| #7 | UNITED STATES TREASURY NOTES 4.375% (n/a) - 1.25% | CARPENTER TECHNOLOGY CORP (CRS) - 0.83% |
| #8 | FEDERAL NATIONAL MORTGAGE ASSOCIATION 3% (n/a) - 1.15% | CURTISS-WRIGHT CORP (CW) - 0.81% |
| #9 | n/a (n/a) - 1.07% | OKTA INC CLASS A (OKTA) - 0.76% |
| #10 | UNITED STATES TREASURY NOTES 4.125% (n/a) - 0.93% | XPO INC (XPO) - 0.75% |
| #11 | FEDERAL NATIONAL MORTGAGE ASSOCIATION 2% (n/a) - 0.86% | US FOODS HOLDING CORP (USFD) - 0.74% |
| #12 | VANGUARD INTERM-TERM CORP BD ETF (VCIT) - 0.85% | TENET HEALTHCARE CORP (THC) - 0.73% |
| #13 | UNITED STATES TREASURY BONDS 5% (n/a) - 0.75% | ENTEGRIS INC (ENTG) - 0.72% |
| #14 | VANGUARD SHORT-TERM CORPORATE BOND ETF (VCSH) - 0.65% | UNITED THERAPEUTICS CORP (UTHR) - 0.69% |
| #15 | ISHARES BROAD USD HIGH YIELD CORP BD ETF (USHY) - 0.59% | WOODWARD INC (WWD) - 0.68% |
| #16 | n/a (n/a) - 0.59% | RELIANCE INC (RS) - 0.67% |
| #17 | AUSTRALIA (COMMONWEALTH OF) 2.25% (n/a) - 0.53% | BURLINGTON STORES INC (BURL) - 0.66% |
| #18 | UNITED STATES TREASURY BONDS 4.75% (n/a) - 0.52% | MKS INC (MKSI) - 0.64% |
| #19 | GERMANY (FEDERAL REPUBLIC OF) 2.5% (n/a) - 0.30% | ITT INC (ITT) - 0.61% |
| #20 | FEDERAL HOME LOAN MORTGAGE CORP. 5.5% (n/a) - 0.29% | TD SYNNEX CORP (SNX) - 0.61% |
| #21 | DNB BANK ASA 4.832% (n/a) - 0.25% | MEDPACE HOLDINGS INC (MEDP) - 0.42% |
| #22 | LCM 34 LTD. 5.42921% (n/a) - 0.25% | EXELIXIS INC (EXEL) - 0.42% |
| #23 | HIPGNOSIS MS ASTS 2022-1 LP 5% (n/a) - 0.24% | STIFEL FINANCIAL CORP (SF) - 0.41% |
| #24 | CAPITAL ONE FINANCIAL CORP. 5.399% (n/a) - 0.23% | ALCOA CORP (AA) - 0.41% |
| #25 | UNITED KINGDOM (GOVERNMENT OF) 4.375% (n/a) - 0.23% | FIVE BELOW INC (FIVE) - 0.41% |
| Total Holdings | 421 | 316 |
APLU vs XJH - Historical Returns
Returns include dividend reinvestment.
1M
APLU
+0.57%
Winner
XJH
+0.66%
3M
APLU
-0.03%
Winner
XJH
+3.58%
6M
APLU
-1.53%
Winner
XJH
+7.92%
1Y
APLU
+2.63%
Winner
XJH
+19.56%
5Y(CAGR)
APLU
N/A
XJH
+7.84%
Max(CAGR)
APLU
+3.18%
Winner
XJH
+14.82%
APLU vs XJH - Annual Returns (2020 - 2026)
Returns include dividend reinvestment.
| Year | APLU | XJH |
|---|---|---|
| 2026 | +0.36% | +15.16% |
| 2025 | +7.35% | +8.63% |
| 2024 | -1.93% | +12.53% |
| 2023 | N/A | +17.08% |
| 2022 | N/A | -14.48% |
| 2021 | N/A | +25.63% |
| 2020 | N/A | +29.59% |
APLU vs XJH Drawdown Comparison
The maximum drawdown for APLU was -3.24%, occurring on Jan 13, 2025. Recovery took 52 trading sessions.
The maximum drawdown for XJH was -25.06%, occurring on Jun 16, 2022. Recovery took 564 trading sessions.
The current APLU drawdown is -1.53%. The current XJH drawdown is -2.40%.
| Rank | APLU | XJH |
|---|---|---|
| #1 | -3.24% Dec 6, 2024 - Feb 25, 2025 | -25.06% Nov 16, 2021 - Feb 15, 2024 |
| #2 | -2.85% Apr 7, 2025 - Jun 26, 2025 | -24.55% Nov 25, 2024 - Dec 10, 2025 |
| #3 | -2.84% Feb 27, 2026 - Mar 26, 2026 | -9.61% Feb 20, 2026 - Apr 17, 2026 |
| #4 | -1.28% Oct 22, 2025 - Jan 14, 2026 | -8.10% Jul 16, 2024 - Sep 19, 2024 |
| #5 | -1.02% Jun 30, 2025 - Aug 1, 2025 | -7.62% Mar 28, 2024 - Jul 15, 2024 |
| #6 | -1.01% Mar 3, 2025 - Apr 3, 2025 | -7.29% May 7, 2021 - Sep 2, 2021 |
| #7 | -0.84% Aug 19, 2025 - Aug 28, 2025 | -6.13% Mar 15, 2021 - Apr 12, 2021 |
| #8 | -0.72% Sep 16, 2025 - Oct 13, 2025 | -5.93% Oct 23, 2020 - Nov 5, 2020 |
| #9 | -0.66% Jan 14, 2026 - Feb 5, 2026 | -5.17% Jan 20, 2021 - Feb 5, 2021 |
| #10 | -0.42% Aug 7, 2025 - Aug 13, 2025 | -5.12% Sep 2, 2021 - Oct 20, 2021 |
| #11 | -0.38% Aug 13, 2025 - Aug 19, 2025 | -4.91% Feb 24, 2021 - Mar 10, 2021 |
| #12 | -0.30% Aug 28, 2025 - Sep 3, 2025 | -4.36% May 6, 2026 - May 26, 2026 |
| #13 | -0.20% Feb 17, 2026 - Feb 23, 2026 | -3.42% Oct 18, 2024 - Nov 6, 2024 |
| #14 | -0.19% Sep 8, 2025 - Sep 11, 2025 | -3.39% Nov 11, 2024 - Nov 22, 2024 |
| #15 | -0.18% Aug 5, 2025 - Aug 7, 2025 | -3.22% Aug 14, 2026 - Aug 24, 2026 |
Correlation
Correlation between APLU and XJH is 0.76 which considered as a strong positive correlation - the stocks tend to move together.
0.76
-101
Dividend Comparison (2020 - 2026)
APLU vs XJH dividend yield comparison.
| Year | APLU | XJH |
|---|---|---|
| 2026 | 3.07% | 0.42% |
| 2025 | 5.13% | 1.24% |
| 2024 | 0.44% | 1.24% |
| 2023 | 0.00% | 1.38% |
| 2022 | 0.00% | 1.45% |
| 2021 | 0.00% | 1.04% |
| 2020 | 0.00% | 0.36% |
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