IBMO vs AQEC

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

IBMO vs AQEC - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

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

Net Assets

Winner

IBMO

$587M

AQEC

$587M

Expense Ratio

Winner

IBMO

0.18%

AQEC

0.49%

Max Drawdown

IBMO

14.77%

Winner

AQEC

13.16%

Sharpe Ratio

IBMO

-0.94

Winner

AQEC

-0.62

5Y Beta

Winner

IBMO

0.01

AQEC

0.57

P/E Ratio

IBMO

N/A

AQEC

19.82

Forward P/E

IBMO

N/A

AQEC

17.57

PEG Ratio

IBMO

N/A

AQEC

0.43

5Y Dividends CAGR

IBMO

22.17%

AQEC

N/A

5Y EPS CAGR

IBMO

N/A

AQEC

10.72%

Debt to Equity

IBMO

N/A

AQEC

142.26%

P/S Ratio

IBMO

N/A

AQEC

2.88

P/B Ratio

IBMO

N/A

AQEC

4.49

IBMO vs AQEC - Holdings Comparison

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

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

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

IBMO vs AQEC - Historical Returns

Returns include dividend reinvestment.

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

Winner

IBMO

+0.26%

AQEC

+0.11%

Winner

IBMO

+0.65%

AQEC

+0.23%

Winner

IBMO

+1.14%

AQEC

-5.48%

IBMO

+2.76%

AQEC

N/A

5Y(CAGR)

IBMO

+0.63%

AQEC

N/A

Max(CAGR)

Winner

IBMO

+1.84%

AQEC

-4.36%

IBMO vs AQEC - Annual Returns (2019 - 2026)

Returns include dividend reinvestment.

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

IBMO vs AQEC Drawdown Comparison

The maximum drawdown for IBMO was -14.77%, occurring on Mar 20, 2020. Recovery took 88 trading sessions.

The maximum drawdown for AQEC was -12.81%, occurring on Mar 27, 2026. This drawdown has not yet recovered.

The current AQEC drawdown is -8.32%.

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

Correlation

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

-0.62

-101