AQEC vs IBHF
Comparison between AQE CORE ETF (AQEC, ETF) and ISHARES IBONDS 2026 TERM HIGH YIELD AND INCOME ETF (IBHF, ETF).
AQEC vs IBHF - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
AQEC
$811M
IBHF
$810M
Expense Ratio
AQEC
0.49%
Winner
IBHF
0.35%
Max Drawdown
Winner
AQEC
13.16%
IBHF
15.67%
Sharpe Ratio
Winner
AQEC
0.30
IBHF
-0.41
5Y Beta
AQEC
0.41
Winner
IBHF
0.09
P/E Ratio
AQEC
23.75
IBHF
N/A
Forward P/E
AQEC
20.58
IBHF
N/A
PEG Ratio
AQEC
0.29
IBHF
N/A
5Y Dividends CAGR
AQEC
N/A
IBHF
10.74%
5Y EPS CAGR
AQEC
28.57%
IBHF
N/A
Debt to Equity
AQEC
44.24%
IBHF
N/A
P/S Ratio
AQEC
4.64
IBHF
N/A
P/B Ratio
AQEC
6.15
IBHF
N/A
AQEC vs IBHF - Holdings Comparison
AQEC and IBHF have 1 common holdings. Overlap is 0.00%
AQEC's top 25 holdings weight is 50.21%. IBHF's top 25 holdings weight is 60.72%.
| Rank | AQEC | IBHF |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 7.78% | BLACKROCK CASH FUNDS TREASURY SL AGENCY (n/a) - 14.36% |
| #2 | APPLE INC (AAPL) - 7.30% | IQVIA INC 5% (n/a) - 3.42% |
| #3 | MICROSOFT CORP (MSFT) - 4.83% | FMC CORP. 3.2% (n/a) - 3.35% |
| #4 | ALPHABET INC CLASS A (GOOGL) - 3.24% | SIRIUS XM RADIO LLC 3.125% (n/a) - 3.24% |
| #5 | AMAZON.COM INC (AMZN) - 3.05% | BUCKEYE PARTNERS LP 3.95% (n/a) - 3.19% |
| #6 | BROADCOM INC (AVGO) - 2.62% | n/a (n/a) - 3.02% |
| #7 | ALPHABET INC CLASS C (GOOG) - 2.19% | AIR CANADA 3.875% (n/a) - 2.78% |
| #8 | META PLATFORMS INC CLASS A (META) - 1.87% | RLJ LODGING TRUST LP 3.75% (n/a) - 2.71% |
| #9 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.81% | n/a (n/a) - 2.10% |
| #10 | JOHNSON & JOHNSON (JNJ) - 1.44% | EMPIRE RESORTS INC. 7.75% (n/a) - 1.86% |
| #11 | ELI LILLY AND CO (LLY) - 1.42% | CELANESE US HOLDINGS LLC 1.4% (n/a) - 1.78% |
| #12 | VISA INC CLASS A (V) - 1.35% | NISSAN MOTOR ACCEPTANCE CO LLC 1.85% (n/a) - 1.75% |
| #13 | JPMORGAN CHASE & CO (JPM) - 1.33% | DISH DBS CORPORATION 5.25% (n/a) - 1.73% |
| #14 | TESLA INC (TSLA) - 1.24% | MGM RESORTS INTERNATIONAL 4.625% (n/a) - 1.70% |
| #15 | MICRON TECHNOLOGY INC (MU) - 1.22% | STARWOOD PROPERTY TRUST, INC. 3.625% (n/a) - 1.66% |
| #16 | THE HOME DEPOT INC (HD) - 1.01% | MORGAN STANLEY 4.35% (n/a) - 1.58% |
| #17 | PROCTER & GAMBLE CO (PG) - 1.00% | n/a (n/a) - 1.46% |
| #18 | COCA-COLA CO (KO) - 0.98% | n/a (n/a) - 1.20% |
| #19 | RTX CORP (RTX) - 0.97% | DISH DBS CORPORATION 7.75% (n/a) - 1.19% |
| #20 | ADVANCED MICRO DEVICES INC (AMD) - 0.95% | SUMISHO AIR LEASE CORP. 1.875% (n/a) - 1.17% |
| #21 | UNIVERSAL MUSIC GROUP NV ADR (UNVGY) - 0.53% | n/a (n/a) - 1.13% |
| #22 | C.H. ROBINSON WORLDWIDE INC (CHRW) - 0.52% | AMGEN INC. 2.6% (n/a) - 1.11% |
| #23 | CME GROUP INC CLASS A (CME) - 0.52% | BLACKSTONE PRIVATE CREDIT FUND 2.625% (n/a) - 1.08% |
| #24 | APPLIED MATERIALS INC (AMAT) - 0.52% | AMERICAN TOWER CORPORATION 3.375% (n/a) - 1.08% |
| #25 | KENVUE INC (KVUE) - 0.52% | CDW LLC / CDW FINANCE CORP 2.67% (n/a) - 1.07% |
| Total Holdings | 105 | 160 |
AQEC vs IBHF - Historical Returns
Returns include dividend reinvestment.
1M
Winner
AQEC
+5.03%
IBHF
+0.22%
3M
Winner
AQEC
+6.73%
IBHF
+0.09%
6M
Winner
AQEC
+3.94%
IBHF
+0.19%
1Y
AQEC
N/A
IBHF
+2.80%
5Y(CAGR)
AQEC
N/A
IBHF
+4.02%
Max(CAGR)
Winner
AQEC
+7.11%
IBHF
+4.53%
AQEC vs IBHF - Annual Returns (2020 - 2026)
Returns include dividend reinvestment.
| Year | AQEC | IBHF |
|---|---|---|
| 2026 | +1.90% | +0.81% |
| 2025 | +3.71% | +6.49% |
| 2024 | N/A | +8.41% |
| 2023 | N/A | +10.58% |
| 2022 | N/A | -6.74% |
| 2021 | N/A | +4.60% |
| 2020 | N/A | +2.97% |
AQEC vs IBHF Drawdown Comparison
The maximum drawdown for AQEC was -12.81%, occurring on Mar 27, 2026. This drawdown has not yet recovered.
The maximum drawdown for IBHF was -11.19%, occurring on Jun 13, 2022. Recovery took 474 trading sessions.
The current AQEC drawdown is -0.92%. The current IBHF drawdown is -0.22%.
| Rank | AQEC | IBHF |
|---|---|---|
| #1 | -12.81% Jan 26, 2026 - Mar 27, 2026 | -11.19% Dec 27, 2021 - Nov 14, 2023 |
| #2 | -1.74% Jan 14, 2026 - Jan 26, 2026 | -2.53% Feb 28, 2025 - Apr 25, 2025 |
| #3 | -1.05% Dec 24, 2025 - Jan 6, 2026 | -1.87% Nov 5, 2021 - Dec 22, 2021 |
| #4 | -0.89% Dec 11, 2025 - Dec 22, 2025 | -1.40% Jan 7, 2021 - Mar 29, 2021 |
| #5 | -0.79% Nov 19, 2025 - Nov 21, 2025 | -1.13% Mar 20, 2024 - May 2, 2024 |
| #6 | -0.75% Dec 5, 2025 - Dec 10, 2025 | -1.09% Jul 6, 2021 - Sep 1, 2021 |
| #7 | -0.54% Jan 6, 2026 - Jan 9, 2026 | -1.08% Dec 27, 2023 - Feb 1, 2024 |
| #8 | -0.50% Nov 28, 2025 - Dec 3, 2025 | -0.79% Sep 15, 2021 - Nov 4, 2021 |
| #9 | -0.20% Jan 12, 2026 - Jan 14, 2026 | -0.75% May 19, 2026 - Jun 5, 2026 |
| #10 | -0.06% Dec 3, 2025 - Dec 5, 2025 | -0.69% Dec 6, 2024 - Dec 26, 2024 |
| #11 | N/A | -0.66% May 7, 2021 - May 24, 2021 |
| #12 | N/A | -0.64% Feb 27, 2026 - Apr 14, 2026 |
| #13 | N/A | -0.60% Jul 31, 2024 - Aug 12, 2024 |
| #14 | N/A | -0.52% May 15, 2024 - Jun 3, 2024 |
| #15 | N/A | -0.52% Oct 27, 2025 - Nov 25, 2025 |
Correlation
Correlation between AQEC and IBHF is -0.19 which considered as a very weak or no correlation - the stocks move independently of each other.
-0.19
-101
Dividend Comparison (2020 - 2026)
AQEC vs IBHF dividend yield comparison.
| Year | AQEC | IBHF |
|---|---|---|
| 2026 | 0.76% | 3.26% |
| 2025 | 0.13% | 6.73% |
| 2024 | 0.00% | 7.17% |
| 2023 | 0.00% | 7.33% |
| 2022 | 0.00% | 6.01% |
| 2021 | 0.00% | 4.55% |
| 2020 | 0.00% | 0.61% |
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