AQEC vs IBMO

Comparison between AQE CORE ETF (AQEC, ETF) and ISHARES IBONDS DEC 2026 TERM MUNI BOND ETF (IBMO, ETF).

AQEC vs IBMO - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	AQEC(ETF)	IBMO(ETF)
Net Assets	$587M	$587M
Expense Ratio	0.49%	0.18%
Max Drawdown	13.16%	14.77%
Sharpe Ratio	-0.62	-0.94
5Y Beta	0.57	0.01
P/E Ratio	19.82	N/A
Forward P/E	17.57	N/A
PEG Ratio	0.43	N/A
5Y Dividends CAGR	N/A	22.17%
5Y EPS CAGR	10.72%	N/A
Debt to Equity	142.26%	N/A
P/S Ratio	2.88	N/A
P/B Ratio	4.49	N/A

Net Assets

AQEC

$587M

Winner

IBMO

$587M

Expense Ratio

AQEC

0.49%

Winner

IBMO

0.18%

Max Drawdown

Winner

AQEC

13.16%

IBMO

14.77%

Sharpe Ratio

Winner

AQEC

-0.62

IBMO

-0.94

5Y Beta

AQEC

0.57

Winner

IBMO

0.01

P/E Ratio

AQEC

19.82

IBMO

N/A

Forward P/E

AQEC

17.57

IBMO

N/A

PEG Ratio

AQEC

0.43

IBMO

N/A

5Y Dividends CAGR

AQEC

N/A

IBMO

22.17%

5Y EPS CAGR

AQEC

10.72%

IBMO

N/A

Debt to Equity

AQEC

142.26%

IBMO

N/A

P/S Ratio

AQEC

2.88

IBMO

N/A

P/B Ratio

AQEC

4.49

IBMO

N/A

AQEC vs IBMO - Holdings Comparison

AQEC and IBMO have 1 common holdings. Overlap is -0.13%

AQEC's top 25 holdings weight is 44.01%. IBMO's top 25 holdings weight is 25.38%.

Rank	AQEC	IBMO
#1	BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.96%	n/a (n/a) - 3.22%
#2	MICROSOFT CORP (MSFT) - 1.92%	CALIFORNIA ST 5% (n/a) - 2.07%
#3	APPLE INC (AAPL) - 1.90%	n/a (n/a) - 2.02%
#4	JOHNSON & JOHNSON (JNJ) - 1.89%	n/a (n/a) - 1.49%
#5	ALPHABET INC CLASS A (GOOGL) - 1.87%	NEW YORK N Y 5% (n/a) - 1.49%
#6	GSK PLC ADR (GSK) - 1.86%	ILLINOIS ST 5% (n/a) - 1.48%
#7	GENERAL DYNAMICS CORP (GD) - 1.85%	METROPOLITAN TRANSN AUTH N Y REV 5% (n/a) - 1.06%
#8	RENTOKIL INITIAL PLC ADR (RTO) - 1.82%	ST JOHN BAPTIST PARISH LA REV 2.2% (n/a) - 1.06%
#9	BRITISH AMERICAN TOBACCO PLC ADR (BTI) - 1.81%	PENNSYLVANIA ST 5% (n/a) - 0.99%
#10	n/a (WMG) - 1.80%	CONNECTICUT ST 5% (n/a) - 0.96%
#11	UNIVERSAL MUSIC GROUP NV ADR (UNVGY) - 1.80%	n/a (n/a) - 0.95%
#12	PHILIP MORRIS INTERNATIONAL INC (PM) - 1.77%	MARYLAND ST 5% (n/a) - 0.71%
#13	COCA-COLA CO (KO) - 1.76%	n/a (n/a) - 0.69%
#14	RTX CORP (RTX) - 1.76%	PENNSYLVANIA ST TPK COMMN TPK REV 5% (n/a) - 0.67%
#15	ROCHE HOLDING AG ADR (RHHBY) - 1.75%	n/a (n/a) - 0.64%
#16	EBAY INC (EBAY) - 1.75%	MASSACHUSETTS ST 5% (n/a) - 0.63%
#17	STARBUCKS CORP (SBUX) - 1.70%	WASHINGTON ST 5% (n/a) - 0.61%
#18	NOVARTIS AG ADR (NVS) - 1.69%	n/a (n/a) - 0.61%
#19	CME GROUP INC CLASS A (CME) - 1.69%	MISSISSIPPI ST 5% (n/a) - 0.60%
#20	RELX PLC ADR (RELX) - 1.67%	TEXAS WTR DEV BRD REV 5% (n/a) - 0.60%
#21	BRISTOL-MYERS SQUIBB CO (BMY) - 1.64%	n/a (n/a) - 0.59%
#22	CORTEVA INC (CTVA) - 1.60%	LOS ANGELES CALIF UNI SCH DIST 5% (n/a) - 0.58%
#23	VISA INC CLASS A (V) - 1.60%	NEW YORK ST URBAN DEV CORP REV 5% (n/a) - 0.58%
#24	PEPSICO INC (PEP) - 1.60%	ENERGY NORTHWEST WASH ELEC REV 5% (n/a) - 0.54%
#25	LIVE NATION ENTERTAINMENT INC (LYV) - 1.55%	GEORGIA ST 5% (n/a) - 0.54%
Total Holdings	68	648

AQEC vs IBMO - Historical Returns

Returns include dividend reinvestment.

Period	AQEC	IBMO
1 month	+0.11%	+0.26%
3 months	+0.23%	+0.65%
6 months	-5.48%	+1.14%
1 year	N/A	+2.76%
5 years(CAGR)	N/A	+0.63%
Max(CAGR)	-4.36%	+1.84%

AQEC

+0.11%

Winner

IBMO

+0.26%

AQEC

+0.23%

Winner

IBMO

+0.65%

AQEC

-5.48%

Winner

IBMO

+1.14%

AQEC

N/A

IBMO

+2.76%

5Y(CAGR)

AQEC

N/A

IBMO

+0.63%

Max(CAGR)

AQEC

-4.36%

Winner

IBMO

+1.84%

AQEC vs IBMO - Annual Returns (2019 - 2026)

Returns include dividend reinvestment.

Year	AQEC	IBMO
2026	-5.71%	+1.09%
2025	+3.71%	+3.15%
2024	N/A	+2.05%
2023	N/A	+2.72%
2022	N/A	-5.31%
2021	N/A	-0.16%
2020	N/A	+5.38%
2019	N/A	+4.69%

AQEC vs IBMO 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 IBMO was -14.77%, occurring on Mar 20, 2020. Recovery took 88 trading sessions.

The current AQEC drawdown is -8.32%.

Rank	AQEC	IBMO
#1	-12.81% Jan 26, 2026 - Mar 27, 2026	-14.77% Mar 9, 2020 - Jul 14, 2020
#2	-1.74% Jan 14, 2026 - Jan 26, 2026	-8.91% Feb 12, 2021 - Jun 20, 2025
#3	-1.05% Dec 24, 2025 - Jan 6, 2026	-2.02% Aug 16, 2019 - Jan 13, 2020
#4	-0.89% Dec 11, 2025 - Dec 22, 2025	-0.73% Aug 7, 2020 - Nov 17, 2020
#5	-0.79% Nov 19, 2025 - Nov 21, 2025	-0.39% Jan 31, 2020 - Feb 20, 2020
#6	-0.75% Dec 5, 2025 - Dec 10, 2025	-0.38% Sep 15, 2025 - Nov 17, 2025
#7	-0.54% Jan 6, 2026 - Jan 9, 2026	-0.32% Jan 5, 2021 - Jan 27, 2021
#8	-0.50% Nov 28, 2025 - Dec 3, 2025	-0.29% Dec 24, 2025 - Jan 21, 2026
#9	-0.20% Jan 12, 2026 - Jan 14, 2026	-0.26% Apr 10, 2019 - Apr 24, 2019
#10	-0.06% Dec 3, 2025 - Dec 5, 2025	-0.25% Aug 12, 2019 - Aug 14, 2019
#11	N/A	-0.20% Jun 3, 2019 - Jun 18, 2019
#12	N/A	-0.18% Jul 2, 2019 - Jul 9, 2019
#13	N/A	-0.16% Feb 26, 2026 - Mar 13, 2026
#14	N/A	-0.16% Apr 4, 2019 - Apr 10, 2019
#15	N/A	-0.16% Feb 27, 2020 - Mar 3, 2020

Correlation

Correlation between AQEC and IBMO is -0.62 which considered as a moderate negative correlation - the stocks show some tendency to move in opposite directions.

-0.62

-101