APOC vs PQDI
Comparison between Innovator Equity Defined Protection ETF - 6mo Apr/Oct (APOC, ETF) and PRINCIPAL SPECTRUM TAX-ADVANTAGED DIVIDEND ACTIVE ETF (PQDI, ETF).
APOC vs PQDI - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
APOC
$70M
Winner
PQDI
$70M
Expense Ratio
APOC
0.79%
Winner
PQDI
0.60%
Max Drawdown
Winner
APOC
4.17%
PQDI
23.92%
Sharpe Ratio
APOC
-0.38
Winner
PQDI
0.60
5Y Beta
APOC
0.11
Winner
PQDI
0.10
5Y Dividends CAGR
APOC
N/A
PQDI
1.04%
APOC vs PQDI - Historical Returns
Returns include dividend reinvestment.
1M
Winner
APOC
+0.40%
PQDI
+0.27%
3M
Winner
APOC
+1.23%
PQDI
+0.70%
6M
APOC
+0.38%
Winner
PQDI
+1.16%
1Y
APOC
+2.78%
Winner
PQDI
+5.90%
5Y(CAGR)
APOC
N/A
PQDI
+3.18%
Max(CAGR)
APOC
+2.60%
Winner
PQDI
+4.66%
APOC vs PQDI - Annual Returns (2020 - 2026)
Returns include dividend reinvestment.
| Year | APOC | PQDI |
|---|---|---|
| 2026 | +0.52% | +1.49% |
| 2025 | +2.88% | +8.29% |
| 2024 | +1.25% | +10.24% |
| 2023 | N/A | +5.96% |
| 2022 | N/A | -9.61% |
| 2021 | N/A | +3.21% |
| 2020 | N/A | +9.80% |
APOC vs PQDI Drawdown Comparison
The maximum drawdown for APOC was -4.17%, occurring on Apr 4, 2025. Recovery took 145 trading sessions.
The maximum drawdown for PQDI was -17.41%, occurring on Mar 20, 2023. Recovery took 686 trading sessions.
The current APOC drawdown is -0.38%. The current PQDI drawdown is -0.46%.
| Rank | APOC | PQDI |
|---|---|---|
| #1 | -4.17% Feb 19, 2025 - Sep 17, 2025 | -17.41% Sep 23, 2021 - Jun 17, 2024 |
| #2 | -3.40% Feb 25, 2026 - Mar 31, 2026 | -3.31% Feb 25, 2026 - Jun 29, 2026 |
| #3 | -0.68% Jan 29, 2026 - Feb 25, 2026 | -2.46% Sep 2, 2020 - Nov 5, 2020 |
| #4 | -0.66% Dec 26, 2024 - Jan 21, 2025 | -2.25% Mar 20, 2025 - May 8, 2025 |
| #5 | -0.61% Oct 27, 2025 - Nov 26, 2025 | -2.04% Feb 12, 2021 - Apr 8, 2021 |
| #6 | -0.46% Dec 16, 2024 - Dec 24, 2024 | -0.96% Aug 1, 2024 - Aug 14, 2024 |
| #7 | -0.43% Oct 22, 2024 - Nov 7, 2024 | -0.92% Jan 3, 2025 - Jan 30, 2025 |
| #8 | -0.35% Oct 8, 2025 - Oct 24, 2025 | -0.86% Dec 31, 2020 - Feb 5, 2021 |
| #9 | -0.30% Nov 12, 2024 - Nov 25, 2024 | -0.82% Oct 28, 2025 - Nov 26, 2025 |
| #10 | -0.27% Jan 12, 2026 - Jan 23, 2026 | -0.75% Jun 17, 2020 - Jun 25, 2020 |
| #11 | -0.23% Feb 10, 2025 - Feb 13, 2025 | -0.74% Jun 25, 2020 - Jun 30, 2020 |
| #12 | -0.23% Jan 24, 2025 - Feb 5, 2025 | -0.72% Oct 17, 2024 - Dec 6, 2024 |
| #13 | -0.22% Dec 11, 2025 - Dec 19, 2025 | -0.71% Oct 8, 2025 - Oct 23, 2025 |
| #14 | -0.21% Oct 14, 2024 - Oct 18, 2024 | -0.65% May 5, 2021 - May 28, 2021 |
| #15 | -0.19% Jan 27, 2026 - Jan 29, 2026 | -0.65% Feb 10, 2025 - Feb 28, 2025 |
Correlation
Correlation between APOC and PQDI is 0.88 which considered as a strong positive correlation - the stocks tend to move together.
0.88
-101
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