VALQ vs IVVW

Comparison between AMERICAN CENTURY U.S. QUALITY VALUE ETF (VALQ, ETF) and ISHARES S&P 500 BUYWRITE ETF (IVVW, ETF).

VALQ vs IVVW - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	VALQ(ETF)	IVVW(ETF)
Net Assets	$322M	$321M
Expense Ratio	0.29%	0.25%
Max Drawdown	38.19%	19.66%
Sharpe Ratio	0.84	1.61
5Y Beta	0.68	0.73
P/E Ratio	20.39	N/A
Forward P/E	15.43	N/A
PEG Ratio	0.27	N/A
5Y Dividends CAGR	14.53%	N/A
5Y EPS CAGR	12.41%	N/A
Debt to Equity	15.41%	N/A
P/S Ratio	1.82	N/A
P/B Ratio	4.19	N/A

Net Assets

Winner

VALQ

$322M

IVVW

$321M

Expense Ratio

VALQ

0.29%

Winner

IVVW

0.25%

Max Drawdown

VALQ

38.19%

Winner

IVVW

19.66%

Sharpe Ratio

VALQ

0.84

Winner

IVVW

1.61

5Y Beta

Winner

VALQ

0.68

IVVW

0.73

P/E Ratio

VALQ

20.39

IVVW

N/A

Forward P/E

VALQ

15.43

IVVW

N/A

PEG Ratio

VALQ

0.27

IVVW

N/A

5Y Dividends CAGR

VALQ

14.53%

IVVW

N/A

5Y EPS CAGR

VALQ

12.41%

IVVW

N/A

Debt to Equity

VALQ

15.41%

IVVW

N/A

P/S Ratio

VALQ

1.82

IVVW

N/A

P/B Ratio

VALQ

4.19

IVVW

N/A

VALQ vs IVVW - Holdings Comparison

VALQ and IVVW have 0 common holdings. Overlap is 0.00%

VALQ's top 25 holdings weight is 45.11%. IVVW's top 25 holdings weight is 100.04%.

Rank	VALQ	IVVW
#1	MERCK & CO INC (MRK) - 2.46%	ISHARES CORE S&P 500 ETF (IVV) - 100.04%
#2	BRISTOL-MYERS SQUIBB CO (BMY) - 2.45%	N/A
#3	LOCKHEED MARTIN CORP (LMT) - 2.42%	N/A
#4	PROCTER & GAMBLE CO (PG) - 2.21%	N/A
#5	CISCO SYSTEMS INC (CSCO) - 2.11%	N/A
#6	LOWE'S COMPANIES INC (LOW) - 2.06%	N/A
#7	CHARLES SCHWAB CORP (SCHW) - 2.06%	N/A
#8	INTERNATIONAL BUSINESS MACHINES CORP (IBM) - 2.06%	N/A
#9	APPLE INC (AAPL) - 1.99%	N/A
#10	APPLIED MATERIALS INC (AMAT) - 1.90%	N/A
#11	ALTRIA GROUP INC (MO) - 1.89%	N/A
#12	VERIZON COMMUNICATIONS INC (VZ) - 1.86%	N/A
#13	BOOKING HOLDINGS INC (BKNG) - 1.83%	N/A
#14	CVS HEALTH CORP (CVS) - 1.78%	N/A
#15	KLA CORP (KLAC) - 1.72%	N/A
#16	ANALOG DEVICES INC (ADI) - 1.70%	N/A
#17	UNION PACIFIC CORP (UNP) - 1.60%	N/A
#18	LAM RESEARCH CORP (LRCX) - 1.56%	N/A
#19	NETAPP INC (NTAP) - 1.51%	N/A
#20	SALESFORCE INC (CRM) - 1.49%	N/A
#21	QUALCOMM INC (QCOM) - 1.43%	N/A
#22	META PLATFORMS INC CLASS A (META) - 1.35%	N/A
#23	SANDISK CORP ORDINARY SHARES (SNDK) - 1.30%	N/A
#24	ADOBE INC (ADBE) - 1.26%	N/A
#25	ACCENTURE PLC CLASS A (ACN) - 1.11%	N/A
Total Holdings	224	1

VALQ vs IVVW - Historical Returns

Returns include dividend reinvestment.

Period	VALQ	IVVW
1 month	+0.58%	+1.41%
3 months	+4.85%	+5.23%
6 months	+2.37%	+6.71%
1 year	+13.35%	+17.94%
5 years(CAGR)	+8.76%	N/A
10 years(CAGR)	+8.72%	N/A
Max(CAGR)	+8.72%	+13.50%

VALQ

+0.58%

Winner

IVVW

+1.41%

VALQ

+4.85%

Winner

IVVW

+5.23%

VALQ

+2.37%

Winner

IVVW

+6.71%

VALQ

+13.35%

Winner

IVVW

+17.94%

5Y(CAGR)

VALQ

+8.76%

IVVW

N/A

10Y(CAGR)

VALQ

+8.72%

IVVW

N/A

Max(CAGR)

VALQ

+8.72%

Winner

IVVW

+13.50%

VALQ vs IVVW - Annual Returns (2018 - 2026)

Returns include dividend reinvestment.

Year	VALQ	IVVW
2026	+5.11%	+6.77%
2025	+10.83%	+11.80%
2024	+16.88%	+12.89%
2023	+13.99%	N/A
2022	-7.93%	N/A
2021	+28.72%	N/A
2020	+0.66%	N/A
2019	+24.50%	N/A
2018	-10.45%	N/A

VALQ vs IVVW Drawdown Comparison

The maximum drawdown for VALQ was -38.19%, occurring on Mar 23, 2020. Recovery took 227 trading sessions.

The maximum drawdown for IVVW was -16.79%, occurring on Apr 8, 2025. Recovery took 140 trading sessions.

The current VALQ drawdown is -0.99%. The current IVVW drawdown is -0.38%.

Rank	VALQ	IVVW
#1	-38.19% Feb 12, 2020 - Jan 6, 2021	-16.79% Feb 18, 2025 - Sep 9, 2025
#2	-20.19% Apr 20, 2022 - Dec 11, 2023	-6.19% Jul 22, 2024 - Aug 15, 2024
#3	-18.24% Sep 20, 2018 - Sep 11, 2019	-5.81% Feb 25, 2026 - Apr 17, 2026
#4	-15.62% Feb 19, 2025 - Aug 13, 2025	-3.66% Mar 28, 2024 - Jun 5, 2024
#5	-9.45% Jan 26, 2018 - Aug 17, 2018	-2.77% Jun 4, 2026 - Jun 15, 2026
#6	-8.36% Jan 4, 2022 - Apr 20, 2022	-2.59% Dec 16, 2024 - Jan 17, 2025
#7	-7.85% Feb 6, 2026 - Jun 1, 2026	-2.45% Nov 12, 2025 - Nov 28, 2025
#8	-6.61% Mar 28, 2024 - Jul 16, 2024	-1.84% Aug 30, 2024 - Sep 12, 2024
#9	-6.11% Dec 2, 2024 - Feb 19, 2025	-1.82% Feb 2, 2026 - Feb 9, 2026
#10	-5.70% Sep 2, 2021 - Nov 12, 2021	-1.58% Oct 18, 2024 - Nov 6, 2024
#11	-5.30% Nov 15, 2021 - Dec 23, 2021	-1.50% Jan 16, 2026 - Jan 26, 2026
#12	-5.02% Jul 16, 2024 - Aug 19, 2024	-1.47% Oct 6, 2025 - Oct 17, 2025
#13	-4.62% Oct 27, 2025 - Nov 28, 2025	-1.37% Jun 15, 2026 - Jun 30, 2026
#14	-4.24% Jan 17, 2020 - Feb 12, 2020	-1.27% Feb 9, 2026 - Feb 25, 2026
#15	-4.01% May 10, 2021 - Jul 23, 2021	-1.12% Jul 15, 2026 - Jul 17, 2026