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SLQD vs. AJAN
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

SLQD vs. AJAN - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) and Innovator Equity Defined Protection ETF - 2 Yr To January 2026 (AJAN). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, SLQD achieves a 0.84% return, which is significantly lower than AJAN's 1.94% return.


SLQD

1D
-0.08%
1M
0.24%
YTD
0.84%
6M
1.16%
1Y
4.46%
3Y*
5.35%
5Y*
2.52%
10Y*
2.66%

AJAN

1D
-0.11%
1M
0.69%
YTD
1.94%
6M
2.35%
1Y
6.01%
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

SLQD vs. AJAN - Yearly Performance Comparison


Correlation

The correlation between SLQD and AJAN is 0.31, which is low. Their price movements are largely independent, making them effective diversification partners.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.31

Correlation (All Time)
Calculated using the full available price history since Jan 3, 2024

0.32

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Return for Risk

SLQD vs. AJAN — Risk / Return Rank

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

SLQD
SLQD Risk / Return Rank: 8888
Overall Rank
SLQD Sharpe Ratio Rank: 8888
Sharpe Ratio Rank
SLQD Sortino Ratio Rank: 9494
Sortino Ratio Rank
SLQD Omega Ratio Rank: 9292
Omega Ratio Rank
SLQD Calmar Ratio Rank: 8080
Calmar Ratio Rank
SLQD Martin Ratio Rank: 8787
Martin Ratio Rank

AJAN
AJAN Risk / Return Rank: 7777
Overall Rank
AJAN Sharpe Ratio Rank: 7878
Sharpe Ratio Rank
AJAN Sortino Ratio Rank: 8888
Sortino Ratio Rank
AJAN Omega Ratio Rank: 8989
Omega Ratio Rank
AJAN Calmar Ratio Rank: 5555
Calmar Ratio Rank
AJAN Martin Ratio Rank: 7373
Martin Ratio Rank
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.

SLQD vs. AJAN - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) and Innovator Equity Defined Protection ETF - 2 Yr To January 2026 (AJAN). 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.


SLQDAJANDifference
Sharpe ratioReturn per unit of total volatility

+0.46

Sortino ratioReturn per unit of downside risk

+0.88

Omega ratioGain probability vs. loss probability

1.62

1.57

+0.05

Calmar ratioReturn relative to maximum drawdown

4.22

2.69

+1.53

Martin ratioReturn relative to average drawdown

19.08

13.54

+5.55

SLQD vs. AJAN - Sharpe Ratio Comparison

The current SLQD Sharpe Ratio is 3.02, which is comparable to the AJAN Sharpe Ratio of 2.56. The chart below compares the historical Sharpe Ratios of SLQD and AJAN, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Sharpe Ratios by Period


SLQDAJANDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

3.02

2.56

+0.46

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

1.04

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.85

Sharpe Ratio (All Time)

Calculated using the full available price history

0.85

1.74

-0.89

Drawdowns

SLQD vs. AJAN - Drawdown Comparison

The maximum SLQD drawdown since its inception was -12.69%, which is greater than AJAN's maximum drawdown of -4.11%. Use the drawdown chart below to compare losses from any high point for SLQD and AJAN.


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Drawdown Indicators


SLQDAJANDifference

Max Drawdown

Largest peak-to-trough decline

-12.69%

-4.11%

-8.58%

Max Drawdown (1Y)

Largest decline over 1 year

-1.06%

-2.24%

+1.18%

Max Drawdown (3Y)

Largest decline over 3 years

-1.06%

Max Drawdown (5Y)

Largest decline over 5 years

-7.63%

Max Drawdown (10Y)

Largest decline over 10 years

-12.69%

Current Drawdown

Current decline from peak

-0.13%

-0.18%

+0.05%

Average Drawdown

Average peak-to-trough decline

-0.87%

-0.29%

-0.58%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.23%

0.44%

-0.21%

Volatility

SLQD vs. AJAN - Volatility Comparison

The current volatility for iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) is 0.46%, while Innovator Equity Defined Protection ETF - 2 Yr To January 2026 (AJAN) has a volatility of 0.67%. This indicates that SLQD experiences smaller price fluctuations and is considered to be less risky than AJAN based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


SLQDAJANDifference

Volatility (1M)

Calculated over the trailing 1-month period

0.46%

0.67%

-0.21%

Volatility (6M)

Calculated over the trailing 6-month period

1.09%

2.05%

-0.96%

Volatility (1Y)

Calculated over the trailing 1-year period

1.49%

2.36%

-0.87%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

2.44%

3.80%

-1.36%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

3.14%

3.80%

-0.66%

SLQD vs. AJAN - Expense Ratio Comparison

SLQD has a 0.06% expense ratio, which is lower than AJAN's 0.79% expense ratio.


Dividends

SLQD vs. AJAN - Dividend Comparison

SLQD's dividend yield for the trailing twelve months is around 4.32%, while AJAN has not paid dividends to shareholders.


PositionTTM20252024202320222021202020192018201720162015
AJAN
Innovator Equity Defined Protection ETF - 2 Yr To January 2026
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
SLQD
iShares 0-5 Year Investment Grade Corporate Bond ETF
4.32%4.15%3.71%2.99%2.00%1.67%2.34%2.89%2.55%1.98%1.81%1.43%

Frequently Asked Questions


SLQD and AJAN have a correlation of 0.31, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

AJAN has higher volatility (0.67%) compared to SLQD (0.46%). In terms of maximum drawdown, SLQD dropped -12.69% vs AJAN's -4.11%.

On 1-year performance, AJAN leads with 6.01% vs 4.46% for SLQD. On fees, SLQD is cheaper at 0.06% per year. On volatility, SLQD has been the lower-risk option at 0.46%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 1-year period, AJAN has performed better with a 6.01% return vs 4.46%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

SLQD is cheaper with a 0.06% expense ratio, compared with 0.79% for AJAN.

SLQD has the higher dividend yield at 4.32%, compared with 0.00% for AJAN.

SLQD is categorized as Corporate Bonds, while AJAN is Options Trading. They also come from different issuers: iShares and Innovator. Their fees differ too: 0.06% for SLQD and 0.79% for AJAN.

SLQD currently has the higher Sharpe Ratio (3.02 vs 2.56), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

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