APRW vs SVAL

Comparison between ALLIANZIM U.S. EQUITY BUFFER20 APR ETF (APRW, ETF) and ISHARES US SMALL CAP VALUE FACTOR ETF (SVAL, ETF).

5-Year PerformanceSVAL has outperformed APRW, delivering a return of +10.0% compared to +7.1%

APRW vs SVAL - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	APRW(ETF)	SVAL(ETF)
Net Assets	$199M	$198M
Expense Ratio	0.74%	0.20%
Max Drawdown	9.61%	27.97%
Sharpe Ratio	2.53	1.65
5Y Beta	0.38	0.92
P/E Ratio	N/A	19.66
Forward P/E	N/A	13.37
5Y Dividends CAGR	N/A	24.55%
5Y EPS CAGR	N/A	3.77%
Debt to Equity	N/A	32.45%
P/S Ratio	N/A	0.86
P/B Ratio	N/A	1.44

Net Assets

Winner

APRW

$199M

SVAL

$198M

Expense Ratio

APRW

0.74%

Winner

SVAL

0.20%

Max Drawdown

Winner

APRW

9.61%

SVAL

27.97%

Sharpe Ratio

Winner

APRW

2.53

SVAL

1.65

5Y Beta

Winner

APRW

0.38

SVAL

0.92

P/E Ratio

APRW

N/A

SVAL

19.66

Forward P/E

APRW

N/A

SVAL

13.37

5Y Dividends CAGR

APRW

N/A

SVAL

24.55%

5Y EPS CAGR

APRW

N/A

SVAL

3.77%

Debt to Equity

APRW

N/A

SVAL

32.45%

P/S Ratio

APRW

N/A

SVAL

0.86

P/B Ratio

APRW

N/A

SVAL

1.44

APRW vs SVAL - Historical Returns

Returns include dividend reinvestment.

Period	APRW	SVAL
1 month	+0.57%	+4.73%
3 months	+2.42%	+10.53%
6 months	+6.58%	+15.08%
1 year	+10.90%	+36.05%
5 years(CAGR)	+7.06%	+9.97%
Max(CAGR)	+7.29%	+17.35%

APRW

+0.57%

Winner

SVAL

+4.73%

APRW

+2.42%

Winner

SVAL

+10.53%

APRW

+6.58%

Winner

SVAL

+15.08%

APRW

+10.90%

Winner

SVAL

+36.05%

5Y(CAGR)

APRW

+7.06%

Winner

SVAL

+9.97%

Max(CAGR)

APRW

+7.29%

Winner

SVAL

+17.35%

APRW vs SVAL - Annual Returns (2020 - 2026)

Returns include dividend reinvestment.

Year	APRW	SVAL
2026	+6.84%	+24.51%
2025	+6.24%	+9.24%
2024	+11.33%	+7.72%
2023	+12.33%	+12.71%
2022	-2.92%	-11.05%
2021	+5.77%	+34.68%
2020	+5.88%	+27.93%

APRW vs SVAL Drawdown Comparison

The maximum drawdown for APRW was -9.61%, occurring on Apr 8, 2025. Recovery took 107 trading sessions.

The maximum drawdown for SVAL was -27.44%, occurring on Apr 8, 2025. Recovery took 277 trading sessions.

The current APRW drawdown is -0.08%. The current SVAL drawdown is -0.70%.

Rank	APRW	SVAL
#1	-9.61% Feb 19, 2025 - Jul 24, 2025	-27.44% Nov 25, 2024 - Jan 6, 2026
#2	-9.05% Apr 4, 2022 - May 17, 2023	-25.26% Nov 11, 2021 - Jul 15, 2024
#3	-3.91% Jul 16, 2024 - Aug 19, 2024	-13.52% Jun 8, 2021 - Nov 3, 2021
#4	-3.58% Sep 14, 2023 - Nov 10, 2023	-11.04% Jul 26, 2024 - Nov 6, 2024
#5	-2.66% Jun 8, 2020 - Jul 15, 2020	-8.94% Feb 20, 2026 - Apr 14, 2026
#6	-2.45% Mar 28, 2024 - May 9, 2024	-8.93% Mar 12, 2021 - May 7, 2021
#7	-1.94% Aug 30, 2024 - Sep 17, 2024	-6.75% Jan 14, 2021 - Feb 5, 2021
#8	-1.81% Dec 29, 2021 - Mar 18, 2022	-5.72% Nov 24, 2020 - Dec 4, 2020
#9	-1.53% Oct 12, 2020 - Nov 5, 2020	-5.08% May 7, 2021 - Jun 1, 2021
#10	-1.44% Jul 31, 2023 - Sep 1, 2023	-3.94% Nov 3, 2020 - Nov 9, 2020
#11	-1.36% Dec 16, 2024 - Jan 15, 2025	-3.69% Feb 24, 2021 - Mar 5, 2021
#12	-1.32% May 7, 2021 - May 27, 2021	-3.61% Nov 10, 2020 - Nov 16, 2020
#13	-1.28% Aug 28, 2020 - Oct 8, 2020	-3.51% Nov 11, 2024 - Nov 25, 2024
#14	-1.04% May 18, 2023 - Jun 1, 2023	-2.94% May 8, 2026 - May 22, 2026
#15	-0.94% Sep 2, 2021 - Oct 15, 2021	-2.74% Jun 12, 2026 - Jun 25, 2026