IBTH vs APUE

Comparison between ISHARES IBONDS DEC 2027 TERM TREASURY ETF (IBTH, ETF) and ACTIVEPASSIVE U.S. EQUITY ETF (APUE, ETF).

IBTH vs APUE - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	IBTH(ETF)	APUE(ETF)
Net Assets	$2.10B	$2.20B
Expense Ratio	0.07%	0.31%
Max Drawdown	18.73%	19.07%
Sharpe Ratio	0.02	2.06
5Y Beta	-0.02	0.95
P/E Ratio	N/A	26.78
Forward P/E	N/A	20.97
PEG Ratio	N/A	0.49
5Y Dividends CAGR	43.04%	N/A
5Y EPS CAGR	N/A	27.89%
Debt to Equity	N/A	29.22%
P/S Ratio	N/A	3.37
P/B Ratio	N/A	5.17

Net Assets

IBTH

$2.10B

Winner

APUE

$2.20B

Expense Ratio

Winner

IBTH

0.07%

APUE

0.31%

Max Drawdown

Winner

IBTH

18.73%

APUE

19.07%

Sharpe Ratio

IBTH

0.02

Winner

APUE

2.06

5Y Beta

Winner

IBTH

-0.02

APUE

0.95

P/E Ratio

IBTH

N/A

APUE

26.78

Forward P/E

IBTH

N/A

APUE

20.97

PEG Ratio

IBTH

N/A

APUE

0.49

5Y Dividends CAGR

IBTH

43.04%

APUE

N/A

5Y EPS CAGR

IBTH

N/A

APUE

27.89%

Debt to Equity

IBTH

N/A

APUE

29.22%

P/S Ratio

IBTH

N/A

APUE

3.37

P/B Ratio

IBTH

N/A

APUE

5.17

IBTH vs APUE - Historical Returns

Returns include dividend reinvestment.

Period	IBTH	APUE
1 month	+0.28%	+8.60%
3 months	+0.51%	+5.83%
6 months	+1.52%	+11.20%
1 year	+3.98%	+32.89%
5 years(CAGR)	+0.50%	N/A
Max(CAGR)	+0.62%	+23.10%

IBTH

+0.28%

Winner

APUE

+8.60%

IBTH

+0.51%

Winner

APUE

+5.83%

IBTH

+1.52%

Winner

APUE

+11.20%

IBTH

+3.98%

Winner

APUE

+32.89%

5Y(CAGR)

IBTH

+0.50%

APUE

N/A

Max(CAGR)

IBTH

+0.62%

Winner

APUE

+23.10%

IBTH vs APUE - Annual Returns (2020 - 2026)

Returns include dividend reinvestment.

Year	IBTH	APUE
2026	+0.83%	+8.34%
2025	+5.34%	+17.72%
2024	+3.47%	+24.70%
2023	+4.12%	+18.42%
2022	-9.28%	N/A
2021	-3.46%	N/A
2020	+4.20%	N/A

IBTH vs APUE Drawdown Comparison

The maximum drawdown for IBTH was -16.17%, occurring on Oct 20, 2022. This drawdown has not yet recovered.

The maximum drawdown for APUE was -18.83%, occurring on Apr 8, 2025. Recovery took 89 trading sessions.

The current IBTH drawdown is -1.43%.

Rank	IBTH	APUE
#1	-16.17% Aug 4, 2020 - Oct 20, 2022	-18.83% Feb 19, 2025 - Jun 27, 2025
#2	-3.13% Mar 9, 2020 - Mar 30, 2020	-10.08% Jul 31, 2023 - Dec 1, 2023
#3	-1.43% Apr 21, 2020 - Jul 9, 2020	-8.98% Feb 9, 2026 - Apr 15, 2026
#4	-0.88% Apr 1, 2020 - Apr 20, 2020	-8.50% Jul 16, 2024 - Sep 19, 2024
#5	-0.23% Jul 9, 2020 - Jul 15, 2020	-5.79% Mar 28, 2024 - May 15, 2024
#6	-0.19% Mar 3, 2020 - Mar 5, 2020	-4.68% Oct 28, 2025 - Nov 28, 2025
#7	-0.15% Jul 24, 2020 - Jul 28, 2020	-4.66% Dec 4, 2024 - Jan 23, 2025
#8	-0.06% Jul 15, 2020 - Jul 21, 2020	-3.06% Oct 8, 2025 - Oct 24, 2025
#9	-0.04% Jul 31, 2020 - Aug 4, 2020	-2.52% Dec 11, 2025 - Dec 23, 2025
#10	N/A	-2.52% Jul 25, 2025 - Aug 12, 2025
#11	N/A	-2.51% Oct 18, 2024 - Nov 6, 2024
#12	N/A	-2.39% Jan 12, 2026 - Jan 27, 2026
#13	N/A	-2.34% Jan 27, 2026 - Feb 9, 2026
#14	N/A	-2.22% Dec 28, 2023 - Jan 19, 2024
#15	N/A	-2.21% Nov 11, 2024 - Nov 25, 2024