PQDI vs APOC

Comparison between PRINCIPAL SPECTRUM TAX-ADVANTAGED DIVIDEND ACTIVE ETF (PQDI, ETF) and Innovator Equity Defined Protection ETF - 6mo Apr/Oct (APOC, ETF).

PQDI vs APOC - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	PQDI(ETF)	APOC(ETF)
Net Assets	$70M	$70M
Expense Ratio	0.60%	0.79%
Max Drawdown	23.92%	4.17%
Sharpe Ratio	0.60	-0.38
5Y Beta	0.10	0.11
5Y Dividends CAGR	1.04%	N/A

Net Assets

Winner

PQDI

$70M

APOC

$70M

Expense Ratio

Winner

PQDI

0.60%

APOC

0.79%

Max Drawdown

PQDI

23.92%

Winner

APOC

4.17%

Sharpe Ratio

Winner

PQDI

0.60

APOC

-0.38

5Y Beta

Winner

PQDI

0.10

APOC

0.11

5Y Dividends CAGR

PQDI

1.04%

APOC

N/A

PQDI vs APOC - Historical Returns

Returns include dividend reinvestment.

Period	PQDI	APOC
1 month	+0.27%	+0.40%
3 months	+0.70%	+1.23%
6 months	+1.16%	+0.38%
1 year	+5.90%	+2.78%
5 years(CAGR)	+3.18%	N/A
Max(CAGR)	+4.66%	+2.60%

PQDI

+0.27%

Winner

APOC

+0.40%

PQDI

+0.70%

Winner

APOC

+1.23%

Winner

PQDI

+1.16%

APOC

+0.38%

Winner

PQDI

+5.90%

APOC

+2.78%

5Y(CAGR)

PQDI

+3.18%

APOC

N/A

Max(CAGR)

Winner

PQDI

+4.66%

APOC

+2.60%

PQDI vs APOC - Annual Returns (2020 - 2026)

Returns include dividend reinvestment.

Year	PQDI	APOC
2026	+1.49%	+0.52%
2025	+8.29%	+2.88%
2024	+10.24%	+1.25%
2023	+5.96%	N/A
2022	-9.61%	N/A
2021	+3.21%	N/A
2020	+9.80%	N/A

PQDI vs APOC Drawdown Comparison

The maximum drawdown for PQDI was -17.41%, occurring on Mar 20, 2023. Recovery took 686 trading sessions.

The maximum drawdown for APOC was -4.17%, occurring on Apr 4, 2025. Recovery took 145 trading sessions.

The current PQDI drawdown is -0.46%. The current APOC drawdown is -0.38%.

Rank	PQDI	APOC
#1	-17.41% Sep 23, 2021 - Jun 17, 2024	-4.17% Feb 19, 2025 - Sep 17, 2025
#2	-3.31% Feb 25, 2026 - Jun 29, 2026	-3.40% Feb 25, 2026 - Mar 31, 2026
#3	-2.46% Sep 2, 2020 - Nov 5, 2020	-0.68% Jan 29, 2026 - Feb 25, 2026
#4	-2.25% Mar 20, 2025 - May 8, 2025	-0.66% Dec 26, 2024 - Jan 21, 2025
#5	-2.04% Feb 12, 2021 - Apr 8, 2021	-0.61% Oct 27, 2025 - Nov 26, 2025
#6	-0.96% Aug 1, 2024 - Aug 14, 2024	-0.46% Dec 16, 2024 - Dec 24, 2024
#7	-0.92% Jan 3, 2025 - Jan 30, 2025	-0.43% Oct 22, 2024 - Nov 7, 2024
#8	-0.86% Dec 31, 2020 - Feb 5, 2021	-0.35% Oct 8, 2025 - Oct 24, 2025
#9	-0.82% Oct 28, 2025 - Nov 26, 2025	-0.30% Nov 12, 2024 - Nov 25, 2024
#10	-0.75% Jun 17, 2020 - Jun 25, 2020	-0.27% Jan 12, 2026 - Jan 23, 2026
#11	-0.74% Jun 25, 2020 - Jun 30, 2020	-0.23% Feb 10, 2025 - Feb 13, 2025
#12	-0.72% Oct 17, 2024 - Dec 6, 2024	-0.23% Jan 24, 2025 - Feb 5, 2025
#13	-0.71% Oct 8, 2025 - Oct 23, 2025	-0.22% Dec 11, 2025 - Dec 19, 2025
#14	-0.65% May 5, 2021 - May 28, 2021	-0.21% Oct 14, 2024 - Oct 18, 2024
#15	-0.65% Feb 10, 2025 - Feb 28, 2025	-0.19% Jan 27, 2026 - Jan 29, 2026