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IPO vs AUGW

Comparison between RENAISSANCE IPO ETF (IPO, ETF) and ALLIANZIM U.S. EQUITY BUFFER20 AUG ETF (AUGW, ETF).

IPO vs AUGW - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
Winner
IPO
$138M
AUGW
$138M
Expense Ratio
Winner
IPO
0.60%
AUGW
0.74%
Max Drawdown
IPO
68.76%
Winner
AUGW
8.76%
Sharpe Ratio
IPO
0.74
Winner
AUGW
1.79
5Y Beta
IPO
1.49
Winner
AUGW
0.40
P/E Ratio
IPO
184.80
AUGW
N/A
Forward P/E
IPO
39.85
AUGW
N/A
PEG Ratio
IPO
0.49
AUGW
N/A
5Y Dividends CAGR
IPO
38.29%
AUGW
N/A
P/S Ratio
IPO
4.86
AUGW
N/A
P/B Ratio
IPO
6.71
AUGW
N/A

IPO vs AUGW - Historical Returns

Returns include dividend reinvestment.

1M
Winner
IPO
+4.53%
AUGW
+0.88%
3M
Winner
IPO
+24.03%
AUGW
+3.57%
6M
Winner
IPO
+12.56%
AUGW
+4.42%
1Y
Winner
IPO
+24.72%
AUGW
+13.04%
5Y(CAGR)
IPO
-2.47%
AUGW
N/A
10Y(CAGR)
IPO
+10.47%
AUGW
N/A
Max(CAGR)
IPO
+8.41%
Winner
AUGW
+11.15%

IPO vs AUGW - Annual Returns (2013 - 2026)

Returns include dividend reinvestment.

YearIPOAUGW
2026+13.93%+3.79%
2025+3.34%+11.11%
2024+20.50%+13.44%
2023+55.06%+3.32%
2022-56.71%N/A
2021-9.24%N/A
2020+104.07%N/A
2019+33.94%N/A
2018-17.82%N/A
2017+36.17%N/A
2016+2.36%N/A
2015-7.95%N/A
2014+7.41%N/A
2013+7.55%N/A

IPO vs AUGW Drawdown Comparison

The maximum drawdown for IPO was -68.76%, occurring on Dec 28, 2022. This drawdown has not yet recovered.

The maximum drawdown for AUGW was -8.76%, occurring on Apr 8, 2025. Recovery took 62 trading sessions.

The current IPO drawdown is -29.10%. The current AUGW drawdown is -0.37%.

RankIPOAUGW
#1-68.76%
Feb 12, 2021 - Dec 28, 2022
-8.76%
Feb 19, 2025 - May 19, 2025
#2-38.47%
Feb 19, 2020 - May 20, 2020
-4.44%
Aug 1, 2023 - Nov 20, 2023
#3-36.73%
Apr 16, 2015 - May 15, 2017
-3.20%
Feb 25, 2026 - Apr 9, 2026
#4-31.34%
Jun 18, 2018 - May 3, 2019
-2.77%
Jul 30, 2024 - Aug 15, 2024
#5-17.59%
Jul 26, 2019 - Jan 16, 2020
-2.07%
Apr 1, 2024 - May 6, 2024
#6-13.19%
Mar 5, 2014 - Sep 8, 2014
-1.79%
Aug 30, 2024 - Sep 16, 2024
#7-11.58%
Oct 13, 2020 - Nov 20, 2020
-1.66%
Oct 27, 2025 - Nov 28, 2025
#8-10.96%
Sep 11, 2014 - Nov 12, 2014
-1.52%
Dec 6, 2024 - Jan 21, 2025
#9-10.76%
Sep 1, 2020 - Sep 29, 2020
-1.40%
May 19, 2025 - Jun 3, 2025
#10-9.40%
Dec 22, 2020 - Jan 21, 2021
-1.23%
Dec 28, 2023 - Jan 10, 2024
#11-8.14%
Aug 5, 2020 - Aug 26, 2020
-1.11%
Oct 18, 2024 - Nov 6, 2024
#12-7.39%
May 3, 2019 - Jun 18, 2019
-1.02%
Oct 8, 2025 - Oct 20, 2025
#13-7.03%
Jan 23, 2018 - Mar 6, 2018
-0.89%
Jan 23, 2025 - Feb 6, 2025
#14-6.78%
Nov 24, 2014 - Feb 11, 2015
-0.87%
Feb 2, 2026 - Feb 9, 2026
#15-6.75%
Jul 9, 2020 - Aug 3, 2020
-0.83%
Jan 29, 2024 - Feb 2, 2024

Correlation

Correlation between IPO and AUGW is 0.90 which considered as a strong positive correlation - the stocks tend to move together.

0.90
-101

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