TOPT vs AQEC
Comparison between ISHARES TOP 20 U.S. STOCKS ETF (TOPT, ETF) and AQE CORE ETF (AQEC, ETF).
TOPT vs AQEC - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
TOPT
$582M
AQEC
$576M
Expense Ratio
Winner
TOPT
0.20%
AQEC
0.49%
Max Drawdown
TOPT
21.30%
Winner
AQEC
13.16%
Sharpe Ratio
Winner
TOPT
1.50
AQEC
-0.62
5Y Beta
TOPT
1.09
Winner
AQEC
0.60
P/E Ratio
TOPT
31.90
Winner
AQEC
20.12
Forward P/E
TOPT
24.71
Winner
AQEC
17.54
PEG Ratio
TOPT
0.54
Winner
AQEC
0.46
5Y EPS CAGR
Winner
TOPT
37.12%
AQEC
10.76%
Debt to Equity
Winner
TOPT
38.70%
AQEC
142.26%
P/S Ratio
TOPT
6.80
Winner
AQEC
2.93
P/B Ratio
TOPT
8.50
Winner
AQEC
4.52
TOPT vs AQEC - Holdings Comparison
TOPT and AQEC have 8 common holdings. Overlap is 12.31%
TOPT's top 25 holdings weight is 99.97%. AQEC's top 25 holdings weight is 44.01%.
| Rank | TOPT | AQEC |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 16.77% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.96% |
| #2 | APPLE INC (AAPL) - 14.53% | MICROSOFT CORP (MSFT) - 1.92% |
| #3 | ALPHABET INC CLASS A (GOOGL) - 7.15% | APPLE INC (AAPL) - 1.90% |
| #4 | MICROSOFT CORP (MSFT) - 5.73% | JOHNSON & JOHNSON (JNJ) - 1.89% |
| #5 | ALPHABET INC CLASS C (GOOG) - 5.68% | ALPHABET INC CLASS A (GOOGL) - 1.87% |
| #6 | AMAZON.COM INC (AMZN) - 5.01% | GSK PLC ADR (GSK) - 1.86% |
| #7 | BROADCOM INC (AVGO) - 4.85% | GENERAL DYNAMICS CORP (GD) - 1.85% |
| #8 | TESLA INC (TSLA) - 4.18% | RENTOKIL INITIAL PLC ADR (RTO) - 1.82% |
| #9 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 3.92% | BRITISH AMERICAN TOBACCO PLC ADR (BTI) - 1.81% |
| #10 | META PLATFORMS INC CLASS A (META) - 3.73% | n/a (WMG) - 1.80% |
| #11 | ELI LILLY AND CO (LLY) - 3.72% | UNIVERSAL MUSIC GROUP NV ADR (UNVGY) - 1.80% |
| #12 | MICRON TECHNOLOGY INC (MU) - 3.71% | PHILIP MORRIS INTERNATIONAL INC (PM) - 1.77% |
| #13 | JPMORGAN CHASE & CO (JPM) - 3.63% | COCA-COLA CO (KO) - 1.76% |
| #14 | EXXON MOBIL CORP (XOM) - 2.85% | RTX CORP (RTX) - 1.76% |
| #15 | JOHNSON & JOHNSON (JNJ) - 2.48% | ROCHE HOLDING AG ADR (RHHBY) - 1.75% |
| #16 | VISA INC CLASS A (V) - 2.43% | EBAY INC (EBAY) - 1.75% |
| #17 | WALMART INC (WMT) - 2.32% | STARBUCKS CORP (SBUX) - 1.70% |
| #18 | COSTCO WHOLESALE CORP (COST) - 2.00% | NOVARTIS AG ADR (NVS) - 1.69% |
| #19 | MASTERCARD INC CLASS A (MA) - 1.78% | CME GROUP INC CLASS A (CME) - 1.69% |
| #20 | ABBVIE INC (ABBV) - 1.67% | RELX PLC ADR (RELX) - 1.67% |
| #21 | NETFLIX INC (NFLX) - 1.64% | BRISTOL-MYERS SQUIBB CO (BMY) - 1.64% |
| #22 | BLACKROCK CASH FUNDS TREASURY SL AGENCY (n/a) - 0.16% | CORTEVA INC (CTVA) - 1.60% |
| #23 | USD CASH (n/a) - 0.03% | VISA INC CLASS A (V) - 1.60% |
| #24 | MICRO E-MINI NASDAQ 100 INDEX FUTURE JUNE 26 (n/a) - 0.00% | PEPSICO INC (PEP) - 1.60% |
| #25 | ETD USD BALANCE WITH R93533 (n/a) - 0.00% | LIVE NATION ENTERTAINMENT INC (LYV) - 1.55% |
| Total Holdings | 25 | 68 |
TOPT vs AQEC - Historical Returns
Returns include dividend reinvestment.
1M
Winner
TOPT
+1.85%
AQEC
+0.37%
3M
Winner
TOPT
+9.89%
AQEC
-3.55%
6M
Winner
TOPT
+5.59%
AQEC
-5.23%
1Y
TOPT
+28.22%
AQEC
N/A
Max(CAGR)
Winner
TOPT
+19.98%
AQEC
-4.53%
TOPT vs AQEC - Annual Returns (2024 - 2026)
Returns include dividend reinvestment.
| Year | TOPT | AQEC |
|---|---|---|
| 2026 | +6.60% | -5.72% |
| 2025 | +20.76% | +3.71% |
| 2024 | +5.03% | N/A |
TOPT vs AQEC Drawdown Comparison
The maximum drawdown for TOPT was -21.21%, occurring on Apr 8, 2025. Recovery took 124 trading sessions.
The maximum drawdown for AQEC was -12.81%, occurring on Mar 27, 2026. This drawdown has not yet recovered.
The current TOPT drawdown is -3.81%. The current AQEC drawdown is -8.33%.
| Rank | TOPT | AQEC |
|---|---|---|
| #1 | -21.21% Dec 24, 2024 - Jun 26, 2025 | -12.81% Jan 26, 2026 - Mar 27, 2026 |
| #2 | -13.13% Oct 29, 2025 - Apr 27, 2026 | -1.74% Jan 14, 2026 - Jan 26, 2026 |
| #3 | -3.81% May 14, 2026 - Jun 5, 2026 | -1.05% Dec 24, 2025 - Jan 6, 2026 |
| #4 | -3.19% Oct 29, 2024 - Nov 6, 2024 | -0.89% Dec 11, 2025 - Dec 22, 2025 |
| #5 | -3.16% Dec 16, 2024 - Dec 24, 2024 | -0.79% Nov 19, 2025 - Nov 21, 2025 |
| #6 | -2.92% Oct 9, 2025 - Oct 24, 2025 | -0.75% Dec 5, 2025 - Dec 10, 2025 |
| #7 | -2.80% Nov 8, 2024 - Dec 2, 2024 | -0.54% Jan 6, 2026 - Jan 9, 2026 |
| #8 | -2.54% Aug 14, 2025 - Aug 28, 2025 | -0.50% Nov 28, 2025 - Dec 3, 2025 |
| #9 | -1.97% Jul 28, 2025 - Aug 6, 2025 | -0.20% Jan 12, 2026 - Jan 14, 2026 |
| #10 | -1.78% Aug 28, 2025 - Sep 4, 2025 | -0.06% Dec 3, 2025 - Dec 5, 2025 |
| #11 | -1.51% Sep 22, 2025 - Oct 1, 2025 | N/A |
| #12 | -1.05% Jul 3, 2025 - Jul 10, 2025 | N/A |
| #13 | -0.88% Jun 30, 2025 - Jul 2, 2025 | N/A |
| #14 | -0.60% Dec 11, 2024 - Dec 13, 2024 | N/A |
| #15 | -0.55% Sep 4, 2025 - Sep 9, 2025 | N/A |
Correlation
Correlation between TOPT and AQEC is -0.15 which considered as a very weak or no correlation - the stocks move independently of each other.
-0.15
-101
Dividend Comparison (2024 - 2026)
TOPT vs AQEC dividend yield comparison.
| Year | TOPT | AQEC |
|---|---|---|
| 2026 | 0.09% | 0.40% |
| 2025 | 0.38% | 0.13% |
| 2024 | 0.08% | 0.00% |
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