ARLU vs IRTR
Comparison between ALLIANZIM U.S. EQUITY BUFFER15 UNCAPPED APR ETF (ARLU, ETF) and ISHARES LIFEPATH RETIREMENT ETF (IRTR, ETF).
ARLU vs IRTR - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
ARLU
$53M
Winner
IRTR
$53M
Expense Ratio
ARLU
0.74%
Winner
IRTR
0.08%
Max Drawdown
ARLU
15.38%
Winner
IRTR
7.47%
Sharpe Ratio
ARLU
1.13
Winner
IRTR
1.33
5Y Beta
ARLU
0.75
Winner
IRTR
0.36
ARLU vs IRTR - Historical Returns
Returns include dividend reinvestment.
1M
Winner
ARLU
+1.75%
IRTR
+0.42%
3M
Winner
ARLU
+4.97%
IRTR
+2.45%
6M
ARLU
+4.03%
Winner
IRTR
+4.23%
1Y
Winner
ARLU
+17.71%
IRTR
+12.55%
Max(CAGR)
ARLU
+11.46%
Winner
IRTR
+13.47%
ARLU vs IRTR - Annual Returns (2023 - 2026)
Returns include dividend reinvestment.
| Year | ARLU | IRTR |
|---|---|---|
| 2026 | +4.42% | +3.69% |
| 2025 | +11.45% | +12.80% |
| 2024 | +9.00% | +8.21% |
| 2023 | N/A | +10.63% |
ARLU vs IRTR Drawdown Comparison
The maximum drawdown for ARLU was -15.38%, occurring on Apr 8, 2025. Recovery took 106 trading sessions.
The maximum drawdown for IRTR was -6.29%, occurring on Apr 8, 2025. Recovery took 53 trading sessions.
The current ARLU drawdown is -2.40%. The current IRTR drawdown is -1.57%.
| Rank | ARLU | IRTR |
|---|---|---|
| #1 | -15.38% Feb 19, 2025 - Jul 23, 2025 | -6.29% Feb 26, 2025 - May 13, 2025 |
| #2 | -9.66% Jan 28, 2026 - Apr 30, 2026 | -4.82% Feb 25, 2026 - Apr 17, 2026 |
| #3 | -6.23% Jul 16, 2024 - Sep 19, 2024 | -3.76% Dec 6, 2024 - Feb 26, 2025 |
| #4 | -4.88% Oct 28, 2025 - Dec 24, 2025 | -3.38% Mar 28, 2024 - May 15, 2024 |
| #5 | -4.20% Dec 6, 2024 - Feb 14, 2025 | -2.41% Sep 27, 2024 - Nov 29, 2024 |
| #6 | -3.54% Apr 1, 2024 - May 15, 2024 | -2.39% Oct 28, 2025 - Dec 23, 2025 |
| #7 | -2.62% Oct 8, 2025 - Oct 24, 2025 | -2.25% Jul 16, 2024 - Aug 15, 2024 |
| #8 | -2.57% Jan 12, 2026 - Jan 28, 2026 | -1.82% Dec 27, 2023 - Feb 1, 2024 |
| #9 | -2.40% Jun 2, 2026 - Jun 5, 2026 | -1.57% Jun 2, 2026 - Jun 5, 2026 |
| #10 | -2.34% Oct 14, 2024 - Nov 6, 2024 | -1.53% May 15, 2024 - Jun 5, 2024 |
| #11 | -1.99% Jul 25, 2025 - Aug 12, 2025 | -1.50% Feb 1, 2024 - Feb 23, 2024 |
| #12 | -1.87% Nov 11, 2024 - Nov 26, 2024 | -1.44% May 6, 2026 - May 26, 2026 |
| #13 | -1.85% May 14, 2026 - May 26, 2026 | -1.09% Oct 24, 2023 - Nov 1, 2023 |
| #14 | -1.40% Aug 14, 2025 - Aug 27, 2025 | -1.02% Jan 15, 2026 - Jan 26, 2026 |
| #15 | -1.29% Sep 22, 2025 - Oct 1, 2025 | -1.01% Oct 8, 2025 - Oct 17, 2025 |
Correlation
Correlation between ARLU and IRTR is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.
0.96
-101
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