SVAL vs APRW

Comparison between ISHARES US SMALL CAP VALUE FACTOR ETF (SVAL, ETF) and ALLIANZIM U.S. EQUITY BUFFER20 APR ETF (APRW, ETF).

5-Year PerformanceSVAL has outperformed APRW, delivering a return of +10.0% compared to +7.1%

SVAL vs APRW - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	SVAL(ETF)	APRW(ETF)
Net Assets	$198M	$199M
Expense Ratio	0.20%	0.74%
Max Drawdown	27.97%	9.61%
Sharpe Ratio	1.65	2.53
5Y Beta	0.92	0.38
P/E Ratio	19.66	N/A
Forward P/E	13.37	N/A
5Y Dividends CAGR	24.55%	N/A
5Y EPS CAGR	3.77%	N/A
Debt to Equity	32.45%	N/A
P/S Ratio	0.86	N/A
P/B Ratio	1.44	N/A

Net Assets

SVAL

$198M

Winner

APRW

$199M

Expense Ratio

Winner

SVAL

0.20%

APRW

0.74%

Max Drawdown

SVAL

27.97%

Winner

APRW

9.61%

Sharpe Ratio

SVAL

1.65

Winner

APRW

2.53

5Y Beta

SVAL

0.92

Winner

APRW

0.38

P/E Ratio

SVAL

19.66

APRW

N/A

Forward P/E

SVAL

13.37

APRW

N/A

5Y Dividends CAGR

SVAL

24.55%

APRW

N/A

5Y EPS CAGR

SVAL

3.77%

APRW

N/A

Debt to Equity

SVAL

32.45%

APRW

N/A

P/S Ratio

SVAL

0.86

APRW

N/A

P/B Ratio

SVAL

1.44

APRW

N/A

SVAL vs APRW - Historical Returns

Returns include dividend reinvestment.

Period	SVAL	APRW
1 month	+4.73%	+0.57%
3 months	+10.53%	+2.42%
6 months	+15.08%	+6.58%
1 year	+36.05%	+10.90%
5 years(CAGR)	+9.97%	+7.06%
Max(CAGR)	+17.35%	+7.29%

Winner

SVAL

+4.73%

APRW

+0.57%

Winner

SVAL

+10.53%

APRW

+2.42%

Winner

SVAL

+15.08%

APRW

+6.58%

Winner

SVAL

+36.05%

APRW

+10.90%

5Y(CAGR)

Winner

SVAL

+9.97%

APRW

+7.06%

Max(CAGR)

Winner

SVAL

+17.35%

APRW

+7.29%

SVAL vs APRW - Annual Returns (2020 - 2026)

Returns include dividend reinvestment.

Year	SVAL	APRW
2026	+24.51%	+6.84%
2025	+9.24%	+6.24%
2024	+7.72%	+11.33%
2023	+12.71%	+12.33%
2022	-11.05%	-2.92%
2021	+34.68%	+5.77%
2020	+27.93%	+5.88%

SVAL vs APRW Drawdown Comparison

The maximum drawdown for SVAL was -27.44%, occurring on Apr 8, 2025. Recovery took 277 trading sessions.

The maximum drawdown for APRW was -9.61%, occurring on Apr 8, 2025. Recovery took 107 trading sessions.

The current SVAL drawdown is -0.70%. The current APRW drawdown is -0.08%.

Rank	SVAL	APRW
#1	-27.44% Nov 25, 2024 - Jan 6, 2026	-9.61% Feb 19, 2025 - Jul 24, 2025
#2	-25.26% Nov 11, 2021 - Jul 15, 2024	-9.05% Apr 4, 2022 - May 17, 2023
#3	-13.52% Jun 8, 2021 - Nov 3, 2021	-3.91% Jul 16, 2024 - Aug 19, 2024
#4	-11.04% Jul 26, 2024 - Nov 6, 2024	-3.58% Sep 14, 2023 - Nov 10, 2023
#5	-8.94% Feb 20, 2026 - Apr 14, 2026	-2.66% Jun 8, 2020 - Jul 15, 2020
#6	-8.93% Mar 12, 2021 - May 7, 2021	-2.45% Mar 28, 2024 - May 9, 2024
#7	-6.75% Jan 14, 2021 - Feb 5, 2021	-1.94% Aug 30, 2024 - Sep 17, 2024
#8	-5.72% Nov 24, 2020 - Dec 4, 2020	-1.81% Dec 29, 2021 - Mar 18, 2022
#9	-5.08% May 7, 2021 - Jun 1, 2021	-1.53% Oct 12, 2020 - Nov 5, 2020
#10	-3.94% Nov 3, 2020 - Nov 9, 2020	-1.44% Jul 31, 2023 - Sep 1, 2023
#11	-3.69% Feb 24, 2021 - Mar 5, 2021	-1.36% Dec 16, 2024 - Jan 15, 2025
#12	-3.61% Nov 10, 2020 - Nov 16, 2020	-1.32% May 7, 2021 - May 27, 2021
#13	-3.51% Nov 11, 2024 - Nov 25, 2024	-1.28% Aug 28, 2020 - Oct 8, 2020
#14	-2.94% May 8, 2026 - May 22, 2026	-1.04% May 18, 2023 - Jun 1, 2023
#15	-2.74% Jun 12, 2026 - Jun 25, 2026	-0.94% Sep 2, 2021 - Oct 15, 2021