APUE vs IBDW

Comparison between ACTIVEPASSIVE U.S. EQUITY ETF (APUE, ETF) and ISHARES IBONDS DEC 2031 TERM CORPORATE ETF (IBDW, ETF).

APUE vs IBDW - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	APUE(ETF)	IBDW(ETF)
Net Assets	$2.50B	$2.50B
Expense Ratio	0.31%	0.10%
Max Drawdown	19.07%	26.72%
Sharpe Ratio	1.12	-0.15
5Y Beta	0.94	0.06
P/E Ratio	26.86	N/A
Forward P/E	20.67	N/A
PEG Ratio	0.18	N/A
5Y EPS CAGR	24.72%	N/A
Debt to Equity	37.35%	N/A
P/S Ratio	3.54	N/A
P/B Ratio	5.37	N/A

Net Assets

APUE

$2.50B

IBDW

$2.50B

Expense Ratio

APUE

0.31%

Winner

IBDW

0.10%

Max Drawdown

Winner

APUE

19.07%

IBDW

26.72%

Sharpe Ratio

Winner

APUE

1.12

IBDW

-0.15

5Y Beta

APUE

0.94

Winner

IBDW

0.06

P/E Ratio

APUE

26.86

IBDW

N/A

Forward P/E

APUE

20.67

IBDW

N/A

PEG Ratio

APUE

0.18

IBDW

N/A

5Y EPS CAGR

APUE

24.72%

IBDW

N/A

Debt to Equity

APUE

37.35%

IBDW

N/A

P/S Ratio

APUE

3.54

IBDW

N/A

P/B Ratio

APUE

5.37

IBDW

N/A

APUE vs IBDW - Historical Returns

Returns include dividend reinvestment.

Period	APUE	IBDW
1 month	-0.22%	-0.79%
3 months	+4.81%	-0.40%
6 months	+7.44%	-0.19%
1 year	+19.01%	+3.52%
5 years(CAGR)	N/A	-0.03%
Max(CAGR)	+21.81%	+0.41%

Winner

APUE

-0.22%

IBDW

-0.79%

Winner

APUE

+4.81%

IBDW

-0.40%

Winner

APUE

+7.44%

IBDW

-0.19%

Winner

APUE

+19.01%

IBDW

+3.52%

5Y(CAGR)

APUE

N/A

IBDW

-0.03%

Max(CAGR)

Winner

APUE

+21.81%

IBDW

+0.41%

APUE vs IBDW - Annual Returns (2021 - 2026)

Returns include dividend reinvestment.

Year	APUE	IBDW
2026	+9.65%	-0.02%
2025	+17.72%	+8.86%
2024	+24.70%	+3.60%
2023	+18.42%	+8.47%
2022	N/A	-16.41%
2021	N/A	+0.36%

APUE vs IBDW Drawdown Comparison

The maximum drawdown for APUE was -18.83%, occurring on Apr 8, 2025. Recovery took 89 trading sessions.

The maximum drawdown for IBDW was -23.88%, occurring on Oct 20, 2022. Recovery took 1132 trading sessions.

The current APUE drawdown is -1.70%. The current IBDW drawdown is -1.32%.

Rank	APUE	IBDW
#1	-18.83% Feb 19, 2025 - Jun 27, 2025	-23.88% Aug 3, 2021 - Feb 5, 2026
#2	-10.08% Jul 31, 2023 - Dec 1, 2023	-2.42% Feb 23, 2026 - Mar 26, 2026
#3	-8.98% Feb 9, 2026 - Apr 15, 2026	-0.79% Jul 8, 2021 - Jul 19, 2021
#4	-8.50% Jul 16, 2024 - Sep 19, 2024	-0.59% Jul 19, 2021 - Jul 28, 2021
#5	-5.79% Mar 28, 2024 - May 15, 2024	-0.19% Jul 28, 2021 - Aug 2, 2021
#6	-4.68% Oct 28, 2025 - Nov 28, 2025	-0.19% Jun 30, 2021 - Jul 2, 2021
#7	-4.66% Dec 4, 2024 - Jan 23, 2025	-0.17% Jun 24, 2021 - Jun 28, 2021
#8	-4.08% Jun 1, 2026 - Jul 10, 2026	-0.12% Feb 10, 2026 - Feb 12, 2026
#9	-3.06% Oct 8, 2025 - Oct 24, 2025	-0.07% Feb 17, 2026 - Feb 23, 2026
#10	-2.52% Dec 11, 2025 - Dec 23, 2025	N/A
#11	-2.52% Jul 25, 2025 - Aug 12, 2025	N/A
#12	-2.51% Oct 18, 2024 - Nov 6, 2024	N/A
#13	-2.39% Jan 12, 2026 - Jan 27, 2026	N/A
#14	-2.34% Jan 27, 2026 - Feb 9, 2026	N/A
#15	-2.22% Dec 28, 2023 - Jan 19, 2024	N/A