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IVAL vs EMNT

Comparison between ALPHA ARCHITECT INTERNATIONAL QUANTITATIVE VALUE ETF (IVAL, ETF) and PIMCO ENHANCED SHORT MATURITY ACTIVE ESG EXCHANGE-TRADED FUND (EMNT, ETF).

5-Year PerformanceIVAL has outperformed EMNT, delivering a return of +7.9% compared to +3.4%

IVAL vs EMNT - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
IVAL
$207M
EMNT
$207M
Expense Ratio
IVAL
0.38%
Winner
EMNT
0.24%
Max Drawdown
IVAL
49.20%
Winner
EMNT
3.96%
Sharpe Ratio
Winner
IVAL
1.52
EMNT
1.49
5Y Beta
IVAL
0.67
Winner
EMNT
0.00
5Y Dividends CAGR
IVAL
17.82%
Winner
EMNT
30.92%

IVAL vs EMNT - Historical Returns

Returns include dividend reinvestment.

1M
IVAL
+0.31%
Winner
EMNT
+0.32%
3M
Winner
IVAL
+2.37%
EMNT
+0.95%
6M
Winner
IVAL
+14.32%
EMNT
+1.98%
1Y
Winner
IVAL
+29.95%
EMNT
+4.33%
5Y(CAGR)
Winner
IVAL
+7.91%
EMNT
+3.43%
10Y(CAGR)
IVAL
+7.62%
EMNT
N/A
Max(CAGR)
Winner
IVAL
+6.22%
EMNT
+3.02%

IVAL vs EMNT - Annual Returns (2014 - 2026)

Returns include dividend reinvestment.

YearIVALEMNT
2026+10.18%+1.59%
2025+34.83%+4.71%
2024-0.14%+5.83%
2023+21.45%+5.76%
2022-10.65%-0.57%
2021-0.49%+0.10%
2020-5.86%+2.08%
2019+21.63%+0.09%
2018-23.13%N/A
2017+30.02%N/A
2016+10.36%N/A
2015-3.15%N/A
2014+0.36%N/A

IVAL vs EMNT Drawdown Comparison

The maximum drawdown for IVAL was -46.04%, occurring on Mar 23, 2020. Recovery took 1797 trading sessions.

The maximum drawdown for EMNT was -2.28%, occurring on Mar 25, 2020. Recovery took 64 trading sessions.

The current IVAL drawdown is -4.84%. The current EMNT drawdown is -0.03%.

RankIVALEMNT
#1-46.04%
Jan 24, 2018 - Mar 19, 2025
-2.28%
Feb 28, 2020 - Jun 1, 2020
#2-25.82%
May 18, 2015 - Feb 21, 2017
-1.70%
Oct 4, 2021 - Feb 1, 2023
#3-13.12%
Mar 19, 2025 - Apr 28, 2025
-0.73%
Mar 21, 2024 - Mar 26, 2024
#4-11.24%
Feb 27, 2026 - Mar 20, 2026
-0.30%
Mar 10, 2023 - Mar 17, 2023
#5-5.22%
Oct 27, 2025 - Dec 4, 2025
-0.20%
Mar 17, 2023 - Apr 3, 2023
#6-4.62%
Dec 26, 2014 - Feb 3, 2015
-0.17%
Feb 2, 2023 - Feb 10, 2023
#7-4.58%
Nov 8, 2017 - Dec 21, 2017
-0.16%
Jul 31, 2024 - Aug 5, 2024
#8-4.28%
Jul 23, 2025 - Aug 8, 2025
-0.14%
Apr 5, 2023 - Apr 19, 2023
#9-4.27%
Sep 16, 2025 - Oct 27, 2025
-0.13%
May 31, 2023 - Jun 5, 2023
#10-3.35%
Mar 23, 2015 - Apr 15, 2015
-0.13%
Mar 23, 2026 - Mar 31, 2026
#11-3.09%
Feb 20, 2015 - Mar 23, 2015
-0.11%
Dec 16, 2024 - Dec 20, 2024
#12-2.64%
Jun 2, 2017 - Jul 12, 2017
-0.10%
Feb 18, 2021 - Apr 16, 2021
#13-2.64%
Jul 2, 2025 - Jul 23, 2025
-0.10%
Feb 23, 2023 - Feb 28, 2023
#14-2.62%
Aug 1, 2017 - Aug 25, 2017
-0.10%
Dec 27, 2019 - Jan 9, 2020
#15-2.49%
Jun 2, 2025 - Jun 27, 2025
-0.09%
Feb 28, 2023 - Mar 3, 2023

Correlation

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

0.90
-101

Dividend Comparison (2014 - 2026)

IVAL vs EMNT dividend yield comparison.

YearIVALEMNT
20260.41%1.54%
20252.75%4.46%
20243.60%5.14%
20235.15%4.62%
20228.00%2.79%
20213.95%0.66%
20202.07%1.44%
20192.51%0.00%
20182.93%0.00%
20171.73%0.00%
20162.02%0.00%
20151.86%0.00%
20140.20%0.00%

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