APRT vs IBIJ
Comparison between ALLIANZIM U.S. EQUITY BUFFER10 APR ETF (APRT, ETF) and ISHARES IBONDS OCT 2033 TERM TIPS ETF (IBIJ, ETF).
APRT vs IBIJ - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
APRT
$48M
Winner
IBIJ
$48M
Expense Ratio
APRT
0.74%
Winner
IBIJ
0.10%
Max Drawdown
APRT
14.98%
Winner
IBIJ
6.70%
Sharpe Ratio
Winner
APRT
2.24
IBIJ
-0.05
5Y Beta
APRT
0.59
Winner
IBIJ
0.03
APRT vs IBIJ - Historical Returns
Returns include dividend reinvestment.
1M
Winner
APRT
+0.65%
IBIJ
+0.44%
3M
Winner
APRT
+3.58%
IBIJ
-0.41%
6M
Winner
APRT
+10.17%
IBIJ
+0.92%
1Y
Winner
APRT
+16.13%
IBIJ
+3.22%
5Y(CAGR)
APRT
+10.40%
IBIJ
N/A
Max(CAGR)
Winner
APRT
+11.20%
IBIJ
+5.37%
APRT vs IBIJ - Annual Returns (2020 - 2026)
Returns include dividend reinvestment.
| Year | APRT | IBIJ |
|---|---|---|
| 2026 | +10.54% | +1.03% |
| 2025 | +7.98% | +8.68% |
| 2024 | +15.54% | +0.87% |
| 2023 | +22.36% | +4.97% |
| 2022 | -6.97% | N/A |
| 2021 | +12.35% | N/A |
| 2020 | +9.08% | N/A |
APRT vs IBIJ Drawdown Comparison
The maximum drawdown for APRT was -14.98%, occurring on Apr 8, 2025. Recovery took 120 trading sessions.
The maximum drawdown for IBIJ was -5.26%, occurring on Jan 14, 2025. Recovery took 123 trading sessions.
The current APRT drawdown is -0.23%. The current IBIJ drawdown is -1.19%.
| Rank | APRT | IBIJ |
|---|---|---|
| #1 | -14.98% Feb 19, 2025 - Aug 12, 2025 | -5.26% Oct 1, 2024 - Mar 31, 2025 |
| #2 | -13.91% Mar 31, 2022 - Apr 28, 2023 | -3.67% Dec 27, 2023 - Jul 5, 2024 |
| #3 | -6.64% Jul 28, 2023 - Nov 15, 2023 | -3.48% Apr 3, 2025 - Jun 26, 2025 |
| #4 | -5.89% Jul 16, 2024 - Aug 23, 2024 | -3.27% Sep 22, 2023 - Nov 8, 2023 |
| #5 | -5.67% Jan 3, 2022 - Mar 24, 2022 | -2.32% Feb 27, 2026 - May 1, 2026 |
| #6 | -4.04% Jun 8, 2020 - Jul 17, 2020 | -1.62% May 8, 2026 - Jun 22, 2026 |
| #7 | -3.62% Apr 1, 2024 - May 10, 2024 | -1.29% Aug 5, 2024 - Aug 21, 2024 |
| #8 | -3.02% Aug 30, 2024 - Sep 19, 2024 | -1.24% Nov 8, 2023 - Nov 20, 2023 |
| #9 | -2.85% Oct 12, 2020 - Nov 5, 2020 | -1.21% Oct 22, 2025 - Feb 10, 2026 |
| #10 | -2.68% Sep 2, 2020 - Oct 9, 2020 | -1.13% Jul 17, 2024 - Jul 31, 2024 |
| #11 | -2.49% May 7, 2021 - Jun 4, 2021 | -1.04% Sep 16, 2025 - Oct 21, 2025 |
| #12 | -2.34% Dec 6, 2024 - Jan 21, 2025 | -0.79% Nov 20, 2023 - Nov 28, 2023 |
| #13 | -2.01% Sep 2, 2021 - Oct 15, 2021 | -0.67% Aug 26, 2024 - Sep 6, 2024 |
| #14 | -1.82% May 1, 2023 - May 17, 2023 | -0.64% Sep 16, 2024 - Oct 1, 2024 |
| #15 | -1.74% Nov 16, 2021 - Dec 10, 2021 | -0.63% Jun 30, 2025 - Jul 18, 2025 |
Correlation
Correlation between APRT and IBIJ is 0.93 which considered as a very strong positive correlation - the stocks move almost identically together.
0.93
-101
Dividend Comparison (2020 - 2026)
APRT vs IBIJ dividend yield comparison.
| Year | APRT | IBIJ |
|---|---|---|
| 2026 | 0.00% | 3.27% |
| 2025 | 0.00% | 4.66% |
| 2024 | 0.00% | 4.42% |
| 2023 | 0.00% | 0.60% |
| 2020 | 4.67% | 0.00% |
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