IBHI vs AAEQ

Comparison between ISHARES IBONDS 2029 TERM HIGH YIELD AND INCOME ETF (IBHI, ETF) and ALPHA ARCHITECT US EQUITY 2 ETF (AAEQ, ETF).

IBHI vs AAEQ - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	IBHI(ETF)	AAEQ(ETF)
Net Assets	$497M	$496M
Expense Ratio	0.35%	0.09%
Max Drawdown	16.35%	10.35%
Sharpe Ratio	0.37	0.65
5Y Beta	0.23	1.01
P/E Ratio	N/A	25.67
Forward P/E	N/A	20.87
PEG Ratio	N/A	0.35
5Y EPS CAGR	N/A	29.78%
Debt to Equity	N/A	47.40%
P/S Ratio	N/A	4.07
P/B Ratio	N/A	6.04

Net Assets

Winner

IBHI

$497M

AAEQ

$496M

Expense Ratio

IBHI

0.35%

Winner

AAEQ

0.09%

Max Drawdown

IBHI

16.35%

Winner

AAEQ

10.35%

Sharpe Ratio

IBHI

0.37

Winner

AAEQ

0.65

5Y Beta

Winner

IBHI

0.23

AAEQ

1.01

P/E Ratio

IBHI

N/A

AAEQ

25.67

Forward P/E

IBHI

N/A

AAEQ

20.87

PEG Ratio

IBHI

N/A

AAEQ

0.35

5Y EPS CAGR

IBHI

N/A

AAEQ

29.78%

Debt to Equity

IBHI

N/A

AAEQ

47.40%

P/S Ratio

IBHI

N/A

AAEQ

4.07

P/B Ratio

IBHI

N/A

AAEQ

6.04

IBHI vs AAEQ - Holdings Comparison

IBHI and AAEQ have 1 common holdings. Overlap is 0.00%

IBHI's top 25 holdings weight is 22.35%. AAEQ's top 25 holdings weight is 52.34%.

Rank	IBHI	AAEQ
#1	ECHOSTAR CORP. 10.75% (n/a) - 2.09%	NVIDIA CORP (NVDA) - 7.94%
#2	TIBCO SOFTWARE INC 6.5% (n/a) - 1.54%	APPLE INC (AAPL) - 7.78%
#3	CLOUD SOFTWARE GROUP INC. 9% (n/a) - 1.47%	MICROSOFT CORP (MSFT) - 6.02%
#4	CENTENE CORP. 4.625% (n/a) - 1.27%	AMAZON.COM INC (AMZN) - 3.92%
#5	VENTURE GLOBAL LNG INC. 9.5% (n/a) - 1.21%	ALPHABET INC CLASS A (GOOGL) - 3.38%
#6	BLACKROCK CASH FUNDS TREASURY SL AGENCY (n/a) - 1.15%	ALPHABET INC CLASS C (GOOG) - 2.70%
#7	TRANSDIGM, INC. 6.375% (n/a) - 1.14%	BROADCOM INC (AVGO) - 2.59%
#8	n/a (n/a) - 1.12%	META PLATFORMS INC CLASS A (META) - 1.81%
#9	n/a (n/a) - 1.03%	ELI LILLY AND CO (LLY) - 1.69%
#10	NEPTUNE BIDCO US INC. 9.29% (n/a) - 1.02%	JPMORGAN CHASE & CO (JPM) - 1.61%
#11	MEDLINE BORROWER LP 5.25% (n/a) - 0.93%	MICRON TECHNOLOGY INC (MU) - 1.59%
#12	RAKUTEN GROUP INC. 9.75% (n/a) - 0.90%	BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.53%
#13	STAPLES, INC. 10.75% (n/a) - 0.87%	TESLA INC (TSLA) - 1.49%
#14	n/a (n/a) - 0.80%	ADVANCED MICRO DEVICES INC (AMD) - 1.15%
#15	INGRAM MICRO INC. 4.75% (n/a) - 0.74%	EXXONMOBIL HOLDINGS CORP (XOM) - 1.14%
#16	n/a (n/a) - 0.69%	JOHNSON & JOHNSON (JNJ) - 1.10%
#17	NCR ATLEOS CORP. 9.5% (n/a) - 0.63%	VISA INC CLASS A (V) - 1.02%
#18	ALTICE FRANCE SAS 9.5% (n/a) - 0.59%	WALMART INC (WMT) - 0.84%
#19	PRIME HEALTHCARE SERVICES INC 9.375% (n/a) - 0.58%	ABBVIE INC (ABBV) - 0.79%
#20	n/a (n/a) - 0.54%	MASTERCARD INC CLASS A (MA) - 0.77%
#21	n/a (n/a) - 0.51%	CHARLES SCHWAB CORP (SCHW) - 0.30%
#22	n/a (n/a) - 0.45%	AMERICAN EXPRESS CO (AXP) - 0.30%
#23	ONEMAIN FINANCIAL CORPORATION 6.625% (n/a) - 0.36%	UNION PACIFIC CORP (UNP) - 0.30%
#24	n/a (n/a) - 0.36%	AMPHENOL CORP CLASS A (APH) - 0.29%
#25	IRON MOUNTAIN INC. 4.875% (n/a) - 0.36%	AT&T INC (T) - 0.29%
Total Holdings	327	312

IBHI vs AAEQ - Historical Returns

Returns include dividend reinvestment.

Period	IBHI	AAEQ
1 month	+1.23%	+3.86%
3 months	+1.28%	+2.14%
6 months	+2.61%	+10.73%
1 year	+5.28%	N/A
5 years(CAGR)	+5.22%	N/A
Max(CAGR)	+5.22%	+12.34%

IBHI

+1.23%

Winner

AAEQ

+3.86%

IBHI

+1.28%

Winner

AAEQ

+2.14%

IBHI

+2.61%

Winner

AAEQ

+10.73%

IBHI

+5.28%

AAEQ

N/A

5Y(CAGR)

IBHI

+5.22%

AAEQ

N/A

Max(CAGR)

IBHI

+5.22%

Winner

AAEQ

+12.34%

IBHI vs AAEQ - Annual Returns (2022 - 2026)

Returns include dividend reinvestment.

Year	IBHI	AAEQ
2026	+2.88%	+10.85%
2025	+7.65%	-1.99%
2024	+9.25%	N/A
2023	+13.57%	N/A
2022	-8.53%	N/A

IBHI vs AAEQ Drawdown Comparison

The maximum drawdown for IBHI was -13.65%, occurring on Sep 30, 2022. Recovery took 422 trading sessions.

The maximum drawdown for AAEQ was -10.26%, occurring on Mar 30, 2026. Recovery took 86 trading sessions.

The current AAEQ drawdown is -1.48%.

Rank	IBHI	AAEQ
#1	-13.65% Mar 29, 2022 - Dec 1, 2023	-10.26% Dec 11, 2025 - Apr 17, 2026
#2	-5.73% Feb 28, 2025 - May 30, 2025	-4.34% Jun 2, 2026 - Aug 4, 2026
#3	-2.52% Mar 27, 2024 - May 15, 2024	-1.93% Aug 13, 2026 - Aug 20, 2026
#4	-2.13% Mar 10, 2022 - Mar 17, 2022	-1.80% May 14, 2026 - May 26, 2026
#5	-2.11% Feb 2, 2026 - Apr 8, 2026	-0.92% Apr 17, 2026 - Apr 22, 2026
#6	-1.92% Dec 9, 2024 - Jan 21, 2025	-0.56% Apr 27, 2026 - Apr 30, 2026
#7	-1.72% Dec 27, 2023 - Jan 30, 2024	-0.55% May 1, 2026 - May 5, 2026
#8	-1.38% Feb 1, 2024 - Mar 7, 2024	-0.51% Aug 7, 2026 - Aug 13, 2026
#9	-1.31% Sep 22, 2025 - Oct 24, 2025	-0.40% Apr 22, 2026 - Apr 24, 2026
#10	-1.30% Jul 31, 2024 - Aug 14, 2024	-0.37% Aug 4, 2026 - Aug 7, 2026
#11	-1.14% Sep 20, 2024 - Nov 7, 2024	-0.37% May 6, 2026 - May 8, 2026
#12	-1.12% May 15, 2024 - Jun 5, 2024	-0.04% May 11, 2026 - May 13, 2026
#13	-1.10% Oct 27, 2025 - Nov 26, 2025	N/A
#14	-1.04% Mar 18, 2022 - Mar 29, 2022	N/A
#15	-0.88% Nov 11, 2024 - Nov 29, 2024	N/A