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ARLU vs. APRD
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

ARLU vs. APRD - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Allianzim U.S. Equity Buffer15 Uncapped Apr ETF (ARLU) and Innovator Premium Income 10 Barrier ETF - April (APRD). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period


ARLU

1D
-0.53%
1M
4.52%
YTD
6.41%
6M
6.03%
1Y
19.35%
3Y*
5Y*
10Y*

APRD

1D
0.00%
1M
0.00%
YTD
6M
1Y
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

ARLU vs. APRD - Yearly Performance Comparison


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Return for Risk

ARLU vs. APRD — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

ARLU
ARLU Risk / Return Rank: 4949
Overall Rank
ARLU Sharpe Ratio Rank: 5151
Sharpe Ratio Rank
ARLU Sortino Ratio Rank: 4949
Sortino Ratio Rank
ARLU Omega Ratio Rank: 5151
Omega Ratio Rank
ARLU Calmar Ratio Rank: 4141
Calmar Ratio Rank
ARLU Martin Ratio Rank: 5353
Martin Ratio Rank

APRD
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

ARLU vs. APRD - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Allianzim U.S. Equity Buffer15 Uncapped Apr ETF (ARLU) and Innovator Premium Income 10 Barrier ETF - April (APRD). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


ARLUAPRDDifference
Sharpe ratioReturn per unit of total volatility

Sortino ratioReturn per unit of downside risk

Omega ratioGain probability vs. loss probability

1.32

Calmar ratioReturn relative to maximum drawdown

2.01

Martin ratioReturn relative to average drawdown

9.00

ARLU vs. APRD - Sharpe Ratio Comparison


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Sharpe Ratios by Period


ARLUAPRDDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.75

Sharpe Ratio (All Time)

Calculated using the full available price history

1.00

Drawdowns

ARLU vs. APRD - Drawdown Comparison

The maximum ARLU drawdown since its inception was -15.38%, which is greater than APRD's maximum drawdown of 0.00%. Use the drawdown chart below to compare losses from any high point for ARLU and APRD.


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Drawdown Indicators


ARLUAPRDDifference

Max Drawdown

Largest peak-to-trough decline

-15.38%

0.00%

-15.38%

Max Drawdown (1Y)

Largest decline over 1 year

-9.66%

Current Drawdown

Current decline from peak

-0.53%

0.00%

-0.53%

Average Drawdown

Average peak-to-trough decline

-2.23%

0.00%

-2.23%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.15%

Volatility

ARLU vs. APRD - Volatility Comparison


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Volatility by Period


ARLUAPRDDifference

Volatility (1M)

Calculated over the trailing 1-month period

2.63%

Volatility (6M)

Calculated over the trailing 6-month period

8.73%

Volatility (1Y)

Calculated over the trailing 1-year period

11.13%

0.00%

+11.13%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

12.56%

0.00%

+12.56%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

12.56%

0.00%

+12.56%

ARLU vs. APRD - Expense Ratio Comparison

ARLU has a 0.74% expense ratio, which is lower than APRD's 0.79% expense ratio.


Dividends

ARLU vs. APRD - Dividend Comparison

Neither ARLU nor APRD has paid dividends to shareholders.


Tickers have no history of dividend payments

Frequently Asked Questions


On fees, ARLU is cheaper at 0.74% per year. The better choice depends on whether you care most about return, fees, risk, or income.

ARLU is cheaper with a 0.74% expense ratio, compared with 0.79% for APRD.

ARLU and APRD have nearly identical dividend yields, around 0.00%.

They also come from different issuers: Allianz and Innovator. Their fees differ too: 0.74% for ARLU and 0.79% for APRD.

Portfolio Optimizer

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