SLQD vs APUE

Comparison between ISHARES 0-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF (SLQD, ETF) and ACTIVEPASSIVE U.S. EQUITY ETF (APUE, ETF).

SLQD vs APUE - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	SLQD(ETF)	APUE(ETF)
Net Assets	$2.30B	$2.40B
Expense Ratio	0.06%	0.31%
Max Drawdown	12.69%	19.07%
Sharpe Ratio	0.78	2.02
5Y Beta	0.03	0.95
P/E Ratio	N/A	27.08
Forward P/E	N/A	21.09
PEG Ratio	N/A	0.57
5Y Dividends CAGR	16.24%	N/A
5Y EPS CAGR	N/A	26.95%
Debt to Equity	N/A	31.14%
P/S Ratio	N/A	3.45
P/B Ratio	N/A	5.31

Net Assets

SLQD

$2.30B

Winner

APUE

$2.40B

Expense Ratio

Winner

SLQD

0.06%

APUE

0.31%

Max Drawdown

Winner

SLQD

12.69%

APUE

19.07%

Sharpe Ratio

SLQD

0.78

Winner

APUE

2.02

5Y Beta

Winner

SLQD

0.03

APUE

0.95

P/E Ratio

SLQD

N/A

APUE

27.08

Forward P/E

SLQD

N/A

APUE

21.09

PEG Ratio

SLQD

N/A

APUE

0.57

5Y Dividends CAGR

SLQD

16.24%

APUE

N/A

5Y EPS CAGR

SLQD

N/A

APUE

26.95%

Debt to Equity

SLQD

N/A

APUE

31.14%

P/S Ratio

SLQD

N/A

APUE

3.45

P/B Ratio

SLQD

N/A

APUE

5.31

SLQD vs APUE - Historical Returns

Returns include dividend reinvestment.

Period	SLQD	APUE
1 month	+0.22%	+8.29%
3 months	+0.24%	+6.32%
6 months	+1.41%	+9.34%
1 year	+4.92%	+28.98%
5 years(CAGR)	+2.52%	N/A
10 years(CAGR)	+2.66%	N/A
Max(CAGR)	+2.52%	+23.05%

SLQD

+0.22%

Winner

APUE

+8.29%

SLQD

+0.24%

Winner

APUE

+6.32%

SLQD

+1.41%

Winner

APUE

+9.34%

SLQD

+4.92%

Winner

APUE

+28.98%

5Y(CAGR)

SLQD

+2.52%

APUE

N/A

10Y(CAGR)

SLQD

+2.66%

APUE

N/A

Max(CAGR)

SLQD

+2.52%

Winner

APUE

+23.05%

SLQD vs APUE - Annual Returns (2013 - 2026)

Returns include dividend reinvestment.

Year	SLQD	APUE
2026	+0.73%	+8.41%
2025	+6.23%	+17.72%
2024	+5.15%	+24.70%
2023	+5.87%	+18.42%
2022	-4.27%	N/A
2021	-0.53%	N/A
2020	+4.70%	N/A
2019	+6.05%	N/A
2018	+1.15%	N/A
2017	+2.17%	N/A
2016	+1.81%	N/A
2015	+1.23%	N/A
2014	+1.65%	N/A
2013	+0.49%	N/A

SLQD vs APUE Drawdown Comparison

The maximum drawdown for SLQD was -12.69%, occurring on Mar 19, 2020. Recovery took 53 trading sessions.

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

The current SLQD drawdown is -0.14%.

Rank	SLQD	APUE
#1	-12.69% Mar 4, 2020 - May 19, 2020	-18.83% Feb 19, 2025 - Jun 27, 2025
#2	-7.63% Aug 2, 2021 - Dec 20, 2023	-10.08% Jul 31, 2023 - Dec 1, 2023
#3	-1.52% Aug 24, 2016 - Apr 11, 2017	-8.98% Feb 9, 2026 - Apr 15, 2026
#4	-1.16% Sep 8, 2017 - Aug 13, 2018	-8.50% Jul 16, 2024 - Sep 19, 2024
#5	-1.06% Feb 27, 2026 - Mar 26, 2026	-5.79% Mar 28, 2024 - May 15, 2024
#6	-1.05% Oct 27, 2015 - Mar 16, 2016	-4.68% Oct 28, 2025 - Nov 28, 2025
#7	-0.96% Apr 15, 2015 - Oct 14, 2015	-4.66% Dec 4, 2024 - Jan 23, 2025
#8	-0.92% Apr 3, 2025 - Apr 25, 2025	-3.06% Oct 8, 2025 - Oct 24, 2025
#9	-0.87% Dec 31, 2020 - May 25, 2021	-2.52% Dec 11, 2025 - Dec 23, 2025
#10	-0.82% Sep 27, 2024 - Dec 6, 2024	-2.52% Jul 25, 2025 - Aug 12, 2025
#11	-0.77% Jan 30, 2015 - Mar 18, 2015	-2.51% Oct 18, 2024 - Nov 6, 2024
#12	-0.77% Oct 15, 2014 - Jan 9, 2015	-2.39% Jan 12, 2026 - Jan 27, 2026
#13	-0.76% Mar 27, 2024 - May 3, 2024	-2.34% Jan 27, 2026 - Feb 9, 2026
#14	-0.74% Sep 4, 2019 - Oct 1, 2019	-2.22% Dec 28, 2023 - Jan 19, 2024
#15	-0.67% Aug 19, 2014 - Oct 8, 2014	-2.21% Nov 11, 2024 - Nov 25, 2024

Correlation

Correlation between SLQD and APUE is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.

0.97

-101

Dividend Comparison (2013 - 2026)

SLQD vs APUE dividend yield comparison.

Year	SLQD	APUE
2026	1.45%	0.00%
2025	4.15%	0.83%
2024	3.71%	0.79%
2023	2.99%	0.41%
2022	2.00%	0.00%
2021	1.67%	0.00%
2020	2.34%	0.00%
2019	2.89%	0.00%
2018	2.55%	0.00%
2017	1.98%	0.00%
2016	1.81%	0.00%
2015	1.43%	0.00%
2014	1.23%	0.00%
2013	0.23%	0.00%