IVSS vs PQJA
Comparison between APPLIED FINANCE IVS US SMID ETF (IVSS, ETF) and PGIM NASDAQ-100 BUFFER 12 ETF - JANUARY (PQJA, ETF).
IVSS vs PQJA - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IVSS
$24M
Winner
PQJA
$24M
Expense Ratio
IVSS
0.59%
Winner
PQJA
0.50%
Max Drawdown
Winner
IVSS
8.31%
PQJA
14.72%
Sharpe Ratio
IVSS
1.59
Winner
PQJA
1.79
5Y Beta
IVSS
0.87
Winner
PQJA
0.72
P/E Ratio
IVSS
19.07
PQJA
N/A
Forward P/E
IVSS
12.82
PQJA
N/A
5Y EPS CAGR
IVSS
21.66%
PQJA
N/A
Debt to Equity
IVSS
291.89%
PQJA
N/A
P/S Ratio
IVSS
1.11
PQJA
N/A
P/B Ratio
IVSS
2.43
PQJA
N/A
IVSS vs PQJA - Historical Returns
Returns include dividend reinvestment.
1M
Winner
IVSS
+4.35%
PQJA
+0.54%
3M
Winner
IVSS
+13.88%
PQJA
+9.25%
6M
Winner
IVSS
+13.33%
PQJA
+8.76%
1Y
IVSS
N/A
PQJA
+20.66%
Max(CAGR)
Winner
IVSS
+32.44%
PQJA
+17.36%
IVSS vs PQJA - Annual Returns (2025 - 2026)
Returns include dividend reinvestment.
| Year | IVSS | PQJA |
|---|---|---|
| 2026 | +15.28% | +7.71% |
| 2025 | -0.02% | +16.94% |
IVSS vs PQJA Drawdown Comparison
The maximum drawdown for IVSS was -8.31%, occurring on Mar 20, 2026. Recovery took 39 trading sessions.
The maximum drawdown for PQJA was -14.72%, occurring on Apr 8, 2025. Recovery took 73 trading sessions.
The current PQJA drawdown is -1.06%.
| Rank | IVSS | PQJA |
|---|---|---|
| #1 | -8.31% Feb 20, 2026 - Apr 17, 2026 | -14.72% Feb 19, 2025 - Jun 4, 2025 |
| #2 | -3.50% May 8, 2026 - Jun 1, 2026 | -6.77% Jan 28, 2026 - Apr 14, 2026 |
| #3 | -2.84% Dec 11, 2025 - Jan 8, 2026 | -2.38% Jun 2, 2026 - Jun 10, 2026 |
| #4 | -2.05% Jan 22, 2026 - Feb 6, 2026 | -2.34% Oct 29, 2025 - Nov 26, 2025 |
| #5 | -1.99% Feb 6, 2026 - Feb 18, 2026 | -1.81% Jan 12, 2026 - Jan 27, 2026 |
| #6 | -1.87% Jan 15, 2026 - Jan 21, 2026 | -1.76% Jan 23, 2025 - Feb 6, 2025 |
| #7 | -1.55% Jun 4, 2026 - Jun 11, 2026 | -1.65% Jan 6, 2025 - Jan 17, 2025 |
| #8 | -1.46% Apr 27, 2026 - May 5, 2026 | -1.45% Oct 8, 2025 - Oct 20, 2025 |
| #9 | -0.96% Jun 2, 2026 - Jun 4, 2026 | -1.42% Aug 13, 2025 - Aug 28, 2025 |
| #10 | -0.82% Apr 20, 2026 - Apr 27, 2026 | -1.29% Jul 28, 2025 - Aug 6, 2025 |
| #11 | -0.64% Dec 4, 2025 - Dec 10, 2025 | -1.03% Aug 28, 2025 - Sep 8, 2025 |
| #12 | -0.27% Feb 18, 2026 - Feb 20, 2026 | -0.90% Dec 11, 2025 - Dec 19, 2025 |
| #13 | -0.02% Jan 12, 2026 - Jan 14, 2026 | -0.83% Jun 10, 2025 - Jun 16, 2025 |
| #14 | N/A | -0.75% Jun 16, 2025 - Jun 23, 2025 |
| #15 | N/A | -0.54% May 14, 2026 - May 21, 2026 |
Correlation
Correlation between IVSS and PQJA is 0.86 which considered as a strong positive correlation - the stocks tend to move together.
0.86
-101
Dividend Comparison (2025 - 2025)
IVSS vs PQJA dividend yield comparison.
| Year | IVSS | PQJA |
|---|---|---|
| 2025 | 0.07% | 0.01% |
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