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APIE vs SPY

Comparison between ACTIVEPASSIVE INTERNATIONAL EQUITY ETF (APIE, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).

APIE vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
APIE
$1.10B
Winner
SPY
$781B
Expense Ratio
APIE
0.45%
Winner
SPY
0.09%
Max Drawdown
Winner
APIE
15.94%
SPY
56.47%
Sharpe Ratio
APIE
0.75
Winner
SPY
1.06
5Y Beta
Winner
APIE
0.79
SPY
1.00
P/E Ratio
APIE
N/A
SPY
28.53
Forward P/E
APIE
N/A
SPY
21.48
5Y Dividends CAGR
APIE
N/A
SPY
6.00%
5Y EPS CAGR
APIE
N/A
SPY
25.58%
Debt to Equity
APIE
N/A
SPY
32.09%
P/S Ratio
APIE
N/A
SPY
3.75
P/B Ratio
APIE
N/A
SPY
5.64

APIE vs SPY - Holdings Comparison

APIE and SPY have 6 common holdings. Overlap is 0.31%

APIE's top 25 holdings weight is 32.64%. SPY's top 25 holdings weight is 51.74%.

RankAPIESPY
#1
n/a (TSM) - 11.90%
NVIDIA CORP (NVDA) - 7.89%
#2
TENCENT HOLDINGS LTD ADR (TCEHY) - 2.16%
APPLE INC (AAPL) - 7.37%
#3
ASML HOLDING NV ADR (ASML) - 1.99%
MICROSOFT CORP (MSFT) - 4.50%
#4
ALIBABA GROUP HOLDING LTD ADR (BABA) - 1.52%
AMAZON.COM INC (AMZN) - 3.82%
#5
ROCHE HOLDING AG ADR (RHHBY) - 1.09%
ALPHABET INC CLASS A (GOOGL) - 3.33%
#6
ASTRAZENECA PLC (AZN:XLON) - 1.01%
BROADCOM INC (AVGO) - 2.86%
#7
HSBC HOLDINGS PLC ADR (HSBC) - 0.99%
ALPHABET INC CLASS C (GOOG) - 2.68%
#8
NOVO NORDISK AS ADR (NVO) - 0.92%
META PLATFORMS INC CLASS A (META) - 2.29%
#9
SIEMENS AG ADR (SIEGY) - 0.91%
TESLA INC (TSLA) - 1.70%
#10
SAP SE ADR (SAP) - 0.90%
MICRON TECHNOLOGY INC (MU) - 1.56%
#11
NOVARTIS AG ADR (NVS) - 0.84%
JPMORGAN CHASE & CO (JPM) - 1.42%
#12
ROLLS-ROYCE HOLDINGS PLC ADR (RYCEY) - 0.80%
ELI LILLY AND CO (LLY) - 1.40%
#13
ALLIANZ SE ADR (ALIZY) - 0.78%
BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.37%
#14
n/a (SHEL) - 0.75%
ADVANCED MICRO DEVICES INC (AMD) - 1.32%
#15
LVMH MOET HENNESSY LOUIS VUITTON SE ADR (LVMUY) - 0.73%
EXXONMOBIL HOLDINGS CORP (XOM) - 0.92%
#16
NESTLE SA ADR (NSRGY) - 0.72%
JOHNSON & JOHNSON (JNJ) - 0.91%
#17
UNILEVER PLC ADR (UL) - 0.71%
VISA INC CLASS A (V) - 0.90%
#18
MITSUBISHI UFJ FINANCIAL GROUP INC ADR (MUFG) - 0.70%
WALMART INC (WMT) - 0.76%
#19
BARCLAYS PLC ADR (BCS) - 0.68%
INTEL CORP (INTC) - 0.75%
#20
FIRST AMERICAN GOVERNMENT OBLIGS X (FGXXX) - 0.66%
APPLIED MATERIALS INC (AMAT) - 0.70%
#21
ASSA ABLOY AB ADR (ASAZY) - 0.38%
CISCO SYSTEMS INC (CSCO) - 0.68%
#22
PDD HOLDINGS INC ADR (PDD) - 0.38%
MASTERCARD INC CLASS A (MA) - 0.66%
#23
LONDON STOCK EXCHANGE GROUP PLC ADR (LSEGY) - 0.38%
ABBVIE INC (ABBV) - 0.66%
#24
SMC CORP ADR (SMCAY) - 0.37%
CATERPILLAR INC (CAT) - 0.65%
#25
VALE SA ADR (VALE) - 0.37%
LAM RESEARCH CORP (LRCX) - 0.64%
Total Holdings507505

APIE vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
APIE
+0.57%
Winner
SPY
+0.78%
3M
APIE
+1.51%
Winner
SPY
+3.76%
6M
APIE
+2.16%
Winner
SPY
+7.78%
1Y
APIE
+16.51%
Winner
SPY
+17.76%
5Y(CAGR)
APIE
N/A
SPY
+12.44%
10Y(CAGR)
APIE
N/A
SPY
+14.90%
Max(CAGR)
Winner
APIE
+16.46%
SPY
+8.44%

APIE vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearAPIESPY
2026+5.43%+8.74%
2025+31.58%+18.00%
2024+8.42%+25.59%
2023+7.98%+26.72%
2022N/A-18.64%
2021N/A+30.52%
2020N/A+17.28%
2019N/A+31.09%
2018N/A-5.24%
2017N/A+20.78%
2016N/A+13.59%
2015N/A+1.31%
2014N/A+14.56%
2013N/A+29.00%
2012N/A+14.17%
2011N/A+0.85%
2010N/A+13.14%
2009N/A+22.67%
2008N/A-36.25%
2007N/A+5.32%
2006N/A+13.85%
2005N/A+5.32%
2004N/A+10.75%
2003N/A+24.18%
2002N/A-22.42%
2001N/A-10.13%
2000N/A-8.84%
1999N/A+8.61%

APIE vs SPY Drawdown Comparison

The maximum drawdown for APIE was -15.94%, occurring on Apr 8, 2025. Recovery took 48 trading sessions.

The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.

The current APIE drawdown is -2.57%. The current SPY drawdown is -2.47%.

RankAPIESPY
#1-15.94%
Mar 5, 2025 - May 13, 2025		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-12.41%
Feb 25, 2026 - Jun 2, 2026		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-11.42%
Jul 31, 2023 - Dec 13, 2023		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-8.94%
Sep 26, 2024 - Feb 13, 2025		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-8.89%
Jul 12, 2024 - Sep 24, 2024		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-5.64%
Mar 22, 2024 - May 9, 2024		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-5.60%
Oct 28, 2025 - Dec 11, 2025		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-4.57%
Jun 2, 2026 - Jul 6, 2026		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-4.50%
Jul 5, 2023 - Jul 25, 2023		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-4.26%
Oct 6, 2025 - Oct 27, 2025		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-4.14%
Jul 23, 2025 - Aug 13, 2025		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-3.94%
Dec 27, 2023 - Feb 9, 2024		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-3.90%
May 5, 2023 - Jun 12, 2023		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-3.84%
Jun 15, 2023 - Jul 5, 2023		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-3.48%
May 20, 2024 - Jul 11, 2024		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between APIE and SPY is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.

0.97
-101

Dividend Comparison (1999 - 2026)

APIE vs SPY dividend yield comparison.

YearAPIESPY
20260.00%0.50%
20253.71%1.07%
20242.14%1.21%
20230.63%1.40%
20220.00%1.65%
20210.00%1.20%
20200.00%1.52%
20190.00%1.75%
20180.00%2.04%
20170.00%1.80%
20160.00%2.03%
20150.00%2.06%
20140.00%1.87%
20130.00%1.81%
20120.00%2.18%
20110.00%2.05%
20100.00%1.80%
20090.00%1.95%
20080.00%3.02%
20070.00%1.85%
20060.00%1.73%
20050.00%1.73%
20040.00%1.82%
20030.00%1.47%
20020.00%1.70%
20010.00%1.25%
20000.00%1.15%
19990.00%0.24%

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Popular: APIE vs SPY