APUE vs CWI
Comparison between ACTIVEPASSIVE U.S. EQUITY ETF (APUE, ETF) and SPDR(R) MSCI ACWI EX-US ETF (CWI, ETF).
APUE vs CWI - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
APUE
$2.20B
Winner
CWI
$2.30B
Expense Ratio
APUE
0.31%
Winner
CWI
0.30%
Max Drawdown
Winner
APUE
19.07%
CWI
62.39%
Sharpe Ratio
Winner
APUE
2.06
CWI
1.88
5Y Beta
APUE
0.95
Winner
CWI
0.75
P/E Ratio
APUE
26.78
CWI
N/A
Forward P/E
APUE
20.97
CWI
N/A
PEG Ratio
APUE
0.49
CWI
N/A
5Y Dividends CAGR
APUE
N/A
CWI
16.94%
5Y EPS CAGR
APUE
27.89%
CWI
N/A
Debt to Equity
APUE
29.22%
CWI
N/A
P/S Ratio
APUE
3.37
CWI
N/A
P/B Ratio
APUE
5.17
CWI
N/A
APUE vs CWI - Holdings Comparison
APUE and CWI have 1 common holdings. Overlap is 0.00%
APUE's top 25 holdings weight is 49.01%. CWI's top 25 holdings weight is 21.87%.
| Rank | APUE | CWI |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 7.32% | n/a (TSM) - 3.62% |
| #2 | APPLE INC (AAPL) - 5.88% | TENCENT HOLDINGS LTD (n/a) - 1.54% |
| #3 | MICROSOFT CORP (MSFT) - 4.75% | ASML HOLDING NV COMMON STOCK EUR.09 (n/a) - 1.30% |
| #4 | DIMENSIONAL US SMALL CAP ETF (DFAS) - 4.64% | SAMSUNG ELECTRONICS CO LTD DR (SSNHZ) - 1.11% |
| #5 | AMAZON.COM INC (AMZN) - 3.70% | n/a (n/a) - 1.06% |
| #6 | ALPHABET INC CLASS A (GOOGL) - 3.14% | SAP SE (n/a) - 0.87% |
| #7 | BROADCOM INC (AVGO) - 2.82% | NESTLE SA (n/a) - 0.81% |
| #8 | ALPHABET INC CLASS C (GOOG) - 2.50% | HSBC HOLDINGS PLC (n/a) - 0.81% |
| #9 | META PLATFORMS INC CLASS A (META) - 2.16% | ROYAL BANK OF CANADA COMMON STOCK (n/a) - 0.76% |
| #10 | TESLA INC (TSLA) - 1.58% | SHELL PLC (n/a) - 0.75% |
| #11 | JPMORGAN CHASE & CO (JPM) - 1.31% | NOVARTIS AG REGISTERED SHARES (n/a) - 0.75% |
| #12 | ELI LILLY AND CO (LLY) - 1.11% | ROCHE HOLDING AG (n/a) - 0.74% |
| #13 | EXXON MOBIL CORP (XOM) - 1.00% | ASTRAZENECA PLC (n/a) - 0.71% |
| #14 | JOHNSON & JOHNSON (JNJ) - 0.94% | SK HYNIX INC (n/a) - 0.71% |
| #15 | WALMART INC (WMT) - 0.92% | SIEMENS AG (n/a) - 0.69% |
| #16 | MICRON TECHNOLOGY INC (MU) - 0.88% | COMMONWEALTH BANK OF AUSTRALIA (n/a) - 0.64% |
| #17 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 0.83% | TOYOTA MOTOR CORP (n/a) - 0.62% |
| #18 | ADVANCED MICRO DEVICES INC (AMD) - 0.79% | LVMH MOET HENNESSY LOUIS VUITTON SE (n/a) - 0.60% |
| #19 | VISA INC CLASS A (V) - 0.70% | SHOPIFY INC CLASS A COMMON STOCK (n/a) - 0.59% |
| #20 | CISCO SYSTEMS INC (CSCO) - 0.59% | SONY GROUP CORP (n/a) - 0.56% |
| #21 | GILEAD SCIENCES INC (GILD) - 0.30% | MITSUBISHI UFJ FINANCIAL GROUP INC (n/a) - 0.54% |
| #22 | ANALOG DEVICES INC (ADI) - 0.29% | ALLIANZ SE (n/a) - 0.54% |
| #23 | ABBOTT LABORATORIES (ABT) - 0.29% | SOFTBANK GROUP CORP (n/a) - 0.53% |
| #24 | VERIZON COMMUNICATIONS INC (VZ) - 0.29% | HITACHI LTD (n/a) - 0.52% |
| #25 | MEDTRONIC PLC (MDT) - 0.28% | THE TORONTO-DOMINION BANK (TD) - 0.50% |
| Total Holdings | 404 | 1289 |
APUE vs CWI - Historical Returns
Returns include dividend reinvestment.
1M
Winner
APUE
+8.60%
CWI
+4.67%
3M
Winner
APUE
+5.83%
CWI
+3.49%
6M
APUE
+11.20%
Winner
CWI
+16.31%
1Y
APUE
+32.89%
Winner
CWI
+35.69%
5Y(CAGR)
APUE
N/A
CWI
+8.97%
10Y(CAGR)
APUE
N/A
CWI
+10.09%
Max(CAGR)
Winner
APUE
+23.10%
CWI
+5.44%
APUE vs CWI - Annual Returns (2007 - 2026)
Returns include dividend reinvestment.
| Year | APUE | CWI |
|---|---|---|
| 2026 | +8.34% | +10.60% |
| 2025 | +17.72% | +32.76% |
| 2024 | +24.70% | +7.58% |
| 2023 | +18.42% | +15.05% |
| 2022 | N/A | -15.80% |
| 2021 | N/A | +8.00% |
| 2020 | N/A | +8.58% |
| 2019 | N/A | +22.09% |
| 2018 | N/A | -14.65% |
| 2017 | N/A | +25.95% |
| 2016 | N/A | +6.67% |
| 2015 | N/A | -4.94% |
| 2014 | N/A | -1.28% |
| 2013 | N/A | +12.22% |
| 2012 | N/A | +13.69% |
| 2011 | N/A | -14.44% |
| 2010 | N/A | +8.51% |
| 2009 | N/A | +35.42% |
| 2008 | N/A | -41.96% |
| 2007 | N/A | +15.36% |
APUE vs CWI Drawdown Comparison
The maximum drawdown for APUE was -18.83%, occurring on Apr 8, 2025. Recovery took 89 trading sessions.
The maximum drawdown for CWI was -60.77%, occurring on Mar 9, 2009. Recovery took 1668 trading sessions.
The current CWI drawdown is -0.42%.
| Rank | APUE | CWI |
|---|---|---|
| #1 | -18.83% Feb 19, 2025 - Jun 27, 2025 | -60.77% Oct 31, 2007 - Jun 18, 2014 |
| #2 | -10.08% Jul 31, 2023 - Dec 1, 2023 | -34.64% Jan 26, 2018 - Nov 13, 2020 |
| #3 | -8.98% Feb 9, 2026 - Apr 15, 2026 | -29.42% Jun 14, 2021 - May 9, 2024 |
| #4 | -8.50% Jul 16, 2024 - Sep 19, 2024 | -25.24% Jul 3, 2014 - May 5, 2017 |
| #5 | -5.79% Mar 28, 2024 - May 15, 2024 | -13.85% Mar 19, 2025 - May 2, 2025 |
| #6 | -4.68% Oct 28, 2025 - Nov 28, 2025 | -12.72% Jul 13, 2007 - Oct 1, 2007 |
| #7 | -4.66% Dec 4, 2024 - Jan 23, 2025 | -11.47% Feb 25, 2026 - May 6, 2026 |
| #8 | -3.06% Oct 8, 2025 - Oct 24, 2025 | -9.50% Sep 26, 2024 - Mar 17, 2025 |
| #9 | -2.52% Dec 11, 2025 - Dec 23, 2025 | -8.03% Jul 12, 2024 - Aug 23, 2024 |
| #10 | -2.52% Jul 25, 2025 - Aug 12, 2025 | -7.91% Feb 26, 2007 - Apr 3, 2007 |
| #11 | -2.51% Oct 18, 2024 - Nov 6, 2024 | -4.96% Nov 12, 2025 - Dec 10, 2025 |
| #12 | -2.39% Jan 12, 2026 - Jan 27, 2026 | -4.92% Feb 16, 2021 - Apr 15, 2021 |
| #13 | -2.34% Jan 27, 2026 - Feb 9, 2026 | -4.58% Jan 21, 2021 - Feb 9, 2021 |
| #14 | -2.22% Dec 28, 2023 - Jan 19, 2024 | -4.21% Jul 23, 2025 - Aug 13, 2025 |
| #15 | -2.21% Nov 11, 2024 - Nov 25, 2024 | -3.82% Aug 23, 2024 - Sep 19, 2024 |
Correlation
Correlation between APUE and CWI is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.
0.95
-101
Dividend Comparison (2007 - 2025)
APUE vs CWI dividend yield comparison.
| Year | APUE | CWI |
|---|---|---|
| 2025 | 0.83% | 2.97% |
| 2024 | 0.79% | 2.89% |
| 2023 | 0.41% | 2.80% |
| 2022 | 0.00% | 3.17% |
| 2021 | 0.00% | 2.65% |
| 2020 | 0.00% | 2.07% |
| 2019 | 0.00% | 3.05% |
| 2018 | 0.00% | 2.81% |
| 2017 | 0.00% | 2.29% |
| 2016 | 0.00% | 2.45% |
| 2015 | 0.00% | 2.62% |
| 2014 | 0.00% | 3.21% |
| 2013 | 0.00% | 2.69% |
| 2012 | 0.00% | 3.15% |
| 2011 | 0.00% | 2.98% |
| 2010 | 0.00% | 2.31% |
| 2009 | 0.00% | 2.20% |
| 2008 | 0.00% | 2.17% |
| 2007 | 0.00% | 2.01% |
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