APRT vs OEI
Comparison between ALLIANZIM U.S. EQUITY BUFFER10 APR ETF (APRT, ETF) and OPTIMIZED EQUITY INCOME ETF (OEI, ETF).
APRT vs OEI - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
APRT
$46M
Winner
OEI
$46M
Expense Ratio
Winner
APRT
0.74%
OEI
0.75%
Max Drawdown
APRT
14.98%
Winner
OEI
7.89%
Sharpe Ratio
Winner
APRT
2.21
OEI
1.27
5Y Beta
Winner
APRT
0.57
OEI
0.66
P/E Ratio
APRT
N/A
OEI
26.54
Forward P/E
APRT
N/A
OEI
20.67
PEG Ratio
APRT
N/A
OEI
0.29
5Y EPS CAGR
APRT
N/A
OEI
27.62%
Debt to Equity
APRT
N/A
OEI
16.77%
P/S Ratio
APRT
N/A
OEI
4.86
P/B Ratio
APRT
N/A
OEI
6.13
APRT vs OEI - Historical Returns
Returns include dividend reinvestment.
1M
APRT
+1.96%
Winner
OEI
+4.08%
3M
APRT
+2.39%
Winner
OEI
+4.37%
6M
Winner
APRT
+10.89%
OEI
+7.39%
1Y
Winner
APRT
+16.28%
OEI
+13.87%
5Y(CAGR)
APRT
+10.40%
OEI
N/A
Max(CAGR)
APRT
+11.28%
Winner
OEI
+16.71%
APRT vs OEI - Annual Returns (2020 - 2026)
Returns include dividend reinvestment.
| Year | APRT | OEI |
|---|---|---|
| 2026 | +12.21% | +9.39% |
| 2025 | +7.98% | +4.08% |
| 2024 | +15.54% | N/A |
| 2023 | +22.36% | N/A |
| 2022 | -6.97% | N/A |
| 2021 | +12.35% | N/A |
| 2020 | +9.08% | N/A |
APRT vs OEI Drawdown Comparison
The maximum drawdown for APRT was -14.98%, occurring on Apr 8, 2025. Recovery took 120 trading sessions.
The maximum drawdown for OEI was -6.48%, occurring on Mar 30, 2026. Recovery took 57 trading sessions.
The current APRT drawdown is -0.07%.
| Rank | APRT | OEI |
|---|---|---|
| #1 | -14.98% Feb 19, 2025 - Aug 12, 2025 | -6.48% Feb 2, 2026 - Apr 24, 2026 |
| #2 | -13.91% Mar 31, 2022 - Apr 28, 2023 | -3.50% Nov 12, 2025 - Dec 3, 2025 |
| #3 | -6.64% Jul 28, 2023 - Nov 15, 2023 | -2.79% May 29, 2026 - Jul 6, 2026 |
| #4 | -5.89% Jul 16, 2024 - Aug 23, 2024 | -1.84% Dec 11, 2025 - Dec 22, 2025 |
| #5 | -5.67% Jan 3, 2022 - Mar 24, 2022 | -1.69% Jul 21, 2026 - Jul 31, 2026 |
| #6 | -4.04% Jun 8, 2020 - Jul 17, 2020 | -1.61% Oct 29, 2025 - Nov 12, 2025 |
| #7 | -3.62% Apr 1, 2024 - May 10, 2024 | -1.31% Jan 12, 2026 - Jan 26, 2026 |
| #8 | -3.02% Aug 30, 2024 - Sep 19, 2024 | -0.89% Jul 6, 2026 - Jul 21, 2026 |
| #9 | -2.85% Oct 12, 2020 - Nov 5, 2020 | -0.66% May 6, 2026 - May 20, 2026 |
| #10 | -2.68% Sep 2, 2020 - Oct 9, 2020 | -0.65% Dec 24, 2025 - Jan 5, 2026 |
| #11 | -2.49% May 7, 2021 - Jun 4, 2021 | -0.59% Aug 4, 2026 - Aug 7, 2026 |
| #12 | -2.34% Dec 6, 2024 - Jan 21, 2025 | -0.41% Aug 19, 2026 - Aug 21, 2026 |
| #13 | -2.01% Sep 2, 2021 - Oct 15, 2021 | -0.38% Apr 27, 2026 - Apr 30, 2026 |
| #14 | -1.82% May 1, 2023 - May 17, 2023 | -0.32% Aug 12, 2026 - Aug 19, 2026 |
| #15 | -1.74% Nov 16, 2021 - Dec 10, 2021 | -0.30% Jan 6, 2026 - Jan 9, 2026 |
Correlation
Correlation between APRT and OEI 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 OEI dividend yield comparison.
| Year | APRT | OEI |
|---|---|---|
| 2026 | 0.00% | 6.04% |
| 2025 | 0.00% | 1.35% |
| 2020 | 4.67% | 0.00% |
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