APUE vs SLQD

Comparison between ACTIVEPASSIVE U.S. EQUITY ETF (APUE, ETF) and ISHARES 0-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF (SLQD, ETF).

APUE vs SLQD - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	APUE(ETF)	SLQD(ETF)
Net Assets	$2.40B	$2.40B
Expense Ratio	0.31%	0.06%
Max Drawdown	19.07%	12.69%
Sharpe Ratio	1.35	-0.28
5Y Beta	0.94	0.03
P/E Ratio	24.80	N/A
Forward P/E	20.26	N/A
PEG Ratio	0.46	N/A
5Y Dividends CAGR	N/A	15.88%
5Y EPS CAGR	28.43%	N/A
Debt to Equity	24.55%	N/A
P/S Ratio	3.57	N/A
P/B Ratio	5.46	N/A

Net Assets

APUE

$2.40B

SLQD

$2.40B

Expense Ratio

APUE

0.31%

Winner

SLQD

0.06%

Max Drawdown

APUE

19.07%

Winner

SLQD

12.69%

Sharpe Ratio

Winner

APUE

1.35

SLQD

-0.28

5Y Beta

APUE

0.94

Winner

SLQD

0.03

P/E Ratio

APUE

24.80

SLQD

N/A

Forward P/E

APUE

20.26

SLQD

N/A

PEG Ratio

APUE

0.46

SLQD

N/A

5Y Dividends CAGR

APUE

N/A

SLQD

15.88%

5Y EPS CAGR

APUE

28.43%

SLQD

N/A

Debt to Equity

APUE

24.55%

SLQD

N/A

P/S Ratio

APUE

3.57

SLQD

N/A

P/B Ratio

APUE

5.46

SLQD

N/A

APUE vs SLQD - Historical Returns

Returns include dividend reinvestment.

Period	APUE	SLQD
1 month	+2.38%	+0.41%
3 months	+4.18%	+0.87%
6 months	+11.86%	+0.71%
1 year	+23.11%	+3.54%
5 years(CAGR)	N/A	+2.65%
10 years(CAGR)	N/A	+2.63%
Max(CAGR)	+22.58%	+2.52%

Winner

APUE

+2.38%

SLQD

+0.41%

Winner

APUE

+4.18%

SLQD

+0.87%

Winner

APUE

+11.86%

SLQD

+0.71%

Winner

APUE

+23.11%

SLQD

+3.54%

5Y(CAGR)

APUE

N/A

SLQD

+2.65%

10Y(CAGR)

APUE

N/A

SLQD

+2.63%

Max(CAGR)

Winner

APUE

+22.58%

SLQD

+2.52%

APUE vs SLQD - Annual Returns (2013 - 2026)

Returns include dividend reinvestment.

Year	APUE	SLQD
2026	+13.41%	+1.46%
2025	+17.72%	+6.23%
2024	+24.70%	+5.15%
2023	+18.42%	+5.87%
2022	N/A	-4.27%
2021	N/A	-0.53%
2020	N/A	+4.70%
2019	N/A	+6.05%
2018	N/A	+1.15%
2017	N/A	+2.17%
2016	N/A	+1.81%
2015	N/A	+1.23%
2014	N/A	+1.65%
2013	N/A	+0.49%

APUE vs SLQD Drawdown Comparison

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

The maximum drawdown for SLQD was -12.69%, occurring on Mar 19, 2020. Recovery took 53 trading sessions.

The current APUE drawdown is -1.58%. The current SLQD drawdown is -0.08%.

Rank	APUE	SLQD
#1	-18.83% Feb 19, 2025 - Jun 27, 2025	-12.69% Mar 4, 2020 - May 19, 2020
#2	-10.08% Jul 31, 2023 - Dec 1, 2023	-7.63% Aug 2, 2021 - Dec 20, 2023
#3	-8.98% Feb 9, 2026 - Apr 15, 2026	-1.52% Aug 24, 2016 - Apr 11, 2017
#4	-8.50% Jul 16, 2024 - Sep 19, 2024	-1.16% Sep 8, 2017 - Aug 13, 2018
#5	-5.79% Mar 28, 2024 - May 15, 2024	-1.06% Feb 27, 2026 - May 28, 2026
#6	-4.68% Oct 28, 2025 - Nov 28, 2025	-1.05% Oct 27, 2015 - Mar 16, 2016
#7	-4.66% Dec 4, 2024 - Jan 23, 2025	-0.96% Apr 15, 2015 - Oct 14, 2015
#8	-4.08% Jun 1, 2026 - Jul 10, 2026	-0.92% Apr 3, 2025 - Apr 25, 2025
#9	-3.06% Oct 8, 2025 - Oct 24, 2025	-0.87% Dec 31, 2020 - May 25, 2021
#10	-3.03% Jul 10, 2026 - Aug 3, 2026	-0.82% Sep 27, 2024 - Dec 6, 2024
#11	-2.52% Dec 11, 2025 - Dec 23, 2025	-0.77% Jan 30, 2015 - Mar 18, 2015
#12	-2.52% Jul 25, 2025 - Aug 12, 2025	-0.77% Oct 15, 2014 - Jan 9, 2015
#13	-2.51% Oct 18, 2024 - Nov 6, 2024	-0.76% Mar 27, 2024 - May 3, 2024
#14	-2.39% Jan 12, 2026 - Jan 27, 2026	-0.74% Sep 4, 2019 - Oct 1, 2019
#15	-2.34% Jan 27, 2026 - Feb 9, 2026	-0.67% Aug 19, 2014 - Oct 8, 2014

Correlation

Correlation between APUE and SLQD is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.

0.97

-101

Dividend Comparison (2013 - 2026)

APUE vs SLQD dividend yield comparison.

Year	APUE	SLQD
2026	0.00%	2.56%
2025	0.83%	4.15%
2024	0.79%	3.71%
2023	0.41%	2.99%
2022	0.00%	2.00%
2021	0.00%	1.67%
2020	0.00%	2.34%
2019	0.00%	2.89%
2018	0.00%	2.55%
2017	0.00%	1.98%
2016	0.00%	1.81%
2015	0.00%	1.43%
2014	0.00%	1.23%
2013	0.00%	0.23%