NVBT vs. APRT
Compare and contrast key facts about Allianzim U.S. Large Cap Buffer10 Nov ETF (NVBT) and AllianzIM U.S. Large Cap Buffer10 Apr ETF (APRT).
NVBT and APRT are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. NVBT is an actively managed fund by Allianz. It was launched on Oct 31, 2022. APRT is an actively managed fund by Allianz. It was launched on May 28, 2020.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: NVBT or APRT.
Correlation
The correlation between NVBT and APRT is 0.91, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
NVBT vs. APRT - Performance Comparison
Key characteristics
NVBT:
2.37
APRT:
1.84
NVBT:
3.32
APRT:
2.50
NVBT:
1.59
APRT:
1.37
NVBT:
4.95
APRT:
2.62
NVBT:
22.93
APRT:
12.08
NVBT:
0.53%
APRT:
1.28%
NVBT:
5.12%
APRT:
8.40%
NVBT:
-9.98%
APRT:
-13.91%
NVBT:
-0.63%
APRT:
-0.62%
Returns By Period
In the year-to-date period, NVBT achieves a 1.92% return, which is significantly lower than APRT's 2.28% return.
NVBT
1.92%
1.92%
7.16%
12.35%
N/A
N/A
APRT
2.28%
2.28%
10.77%
15.58%
N/A
N/A
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NVBT vs. APRT - Expense Ratio Comparison
Both NVBT and APRT have an expense ratio of 0.74%.
Risk-Adjusted Performance
NVBT vs. APRT — Risk-Adjusted Performance Rank
NVBT
APRT
NVBT vs. APRT - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Allianzim U.S. Large Cap Buffer10 Nov ETF (NVBT) and AllianzIM U.S. Large Cap Buffer10 Apr ETF (APRT). 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.
Dividends
NVBT vs. APRT - Dividend Comparison
Neither NVBT nor APRT has paid dividends to shareholders.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|
NVBT Allianzim U.S. Large Cap Buffer10 Nov ETF | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
APRT AllianzIM U.S. Large Cap Buffer10 Apr ETF | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 4.67% |
Drawdowns
NVBT vs. APRT - Drawdown Comparison
The maximum NVBT drawdown since its inception was -9.98%, smaller than the maximum APRT drawdown of -13.91%. Use the drawdown chart below to compare losses from any high point for NVBT and APRT. For additional features, visit the drawdowns tool.
Volatility
NVBT vs. APRT - Volatility Comparison
The current volatility for Allianzim U.S. Large Cap Buffer10 Nov ETF (NVBT) is 2.56%, while AllianzIM U.S. Large Cap Buffer10 Apr ETF (APRT) has a volatility of 2.79%. This indicates that NVBT experiences smaller price fluctuations and is considered to be less risky than APRT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.