APUE vs DFGP
Comparison between ACTIVEPASSIVE U.S. EQUITY ETF (APUE, ETF) and DIMENSIONAL GLOBAL CORE PLUS FIXED INCOME ETF (DFGP, ETF).
APUE vs DFGP - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
APUE
$2.20B
Winner
DFGP
$2.30B
Expense Ratio
APUE
0.31%
Winner
DFGP
0.22%
Max Drawdown
APUE
19.07%
Winner
DFGP
5.75%
Sharpe Ratio
Winner
APUE
2.06
DFGP
0.43
5Y Beta
APUE
0.95
Winner
DFGP
0.06
P/E Ratio
APUE
26.78
DFGP
N/A
Forward P/E
APUE
20.97
DFGP
N/A
PEG Ratio
APUE
0.49
DFGP
N/A
5Y EPS CAGR
APUE
27.89%
DFGP
N/A
Debt to Equity
APUE
29.22%
DFGP
N/A
P/S Ratio
APUE
3.37
DFGP
N/A
P/B Ratio
APUE
5.17
DFGP
N/A
APUE vs DFGP - Historical Returns
Returns include dividend reinvestment.
1M
Winner
APUE
+8.60%
DFGP
+0.33%
3M
Winner
APUE
+5.83%
DFGP
+0.05%
6M
Winner
APUE
+11.20%
DFGP
+1.09%
1Y
Winner
APUE
+32.89%
DFGP
+5.92%
Max(CAGR)
Winner
APUE
+23.10%
DFGP
+6.81%
APUE vs DFGP - Annual Returns (2023 - 2026)
Returns include dividend reinvestment.
| Year | APUE | DFGP |
|---|---|---|
| 2026 | +8.34% | +1.12% |
| 2025 | +17.72% | +5.82% |
| 2024 | +24.70% | +4.20% |
| 2023 | +18.42% | +6.24% |
APUE vs DFGP Drawdown Comparison
The maximum drawdown for APUE was -18.83%, occurring on Apr 8, 2025. Recovery took 89 trading sessions.
The maximum drawdown for DFGP was -3.24%, occurring on Mar 27, 2026. This drawdown has not yet recovered.
The current DFGP drawdown is -1.01%.
| Rank | APUE | DFGP |
|---|---|---|
| #1 | -18.83% Feb 19, 2025 - Jun 27, 2025 | -3.24% Feb 27, 2026 - Mar 27, 2026 |
| #2 | -10.08% Jul 31, 2023 - Dec 1, 2023 | -3.04% Sep 16, 2024 - Feb 26, 2025 |
| #3 | -8.98% Feb 9, 2026 - Apr 15, 2026 | -2.71% Mar 3, 2025 - Jun 4, 2025 |
| #4 | -8.50% Jul 16, 2024 - Sep 19, 2024 | -2.27% Mar 28, 2024 - Jun 4, 2024 |
| #5 | -5.79% Mar 28, 2024 - May 15, 2024 | -1.92% Feb 1, 2024 - Mar 27, 2024 |
| #6 | -4.68% Oct 28, 2025 - Nov 28, 2025 | -1.36% Dec 27, 2023 - Feb 1, 2024 |
| #7 | -4.66% Dec 4, 2024 - Jan 23, 2025 | -1.31% Jun 25, 2024 - Jul 10, 2024 |
| #8 | -3.06% Oct 8, 2025 - Oct 24, 2025 | -1.14% Oct 27, 2025 - Jan 29, 2026 |
| #9 | -2.52% Dec 11, 2025 - Dec 23, 2025 | -0.94% Jul 1, 2025 - Jul 29, 2025 |
| #10 | -2.52% Jul 25, 2025 - Aug 12, 2025 | -0.89% Aug 2, 2024 - Aug 14, 2024 |
| #11 | -2.51% Oct 18, 2024 - Nov 6, 2024 | -0.88% Jun 6, 2024 - Jun 13, 2024 |
| #12 | -2.39% Jan 12, 2026 - Jan 27, 2026 | -0.62% Jul 16, 2024 - Jul 29, 2024 |
| #13 | -2.34% Jan 27, 2026 - Feb 9, 2026 | -0.61% Nov 8, 2023 - Nov 14, 2023 |
| #14 | -2.22% Dec 28, 2023 - Jan 19, 2024 | -0.59% Jun 4, 2025 - Jun 11, 2025 |
| #15 | -2.21% Nov 11, 2024 - Nov 25, 2024 | -0.56% Aug 23, 2024 - Sep 4, 2024 |
Correlation
Correlation between APUE and DFGP is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.
0.96
-101
Dividend Comparison (2023 - 2025)
APUE vs DFGP dividend yield comparison.
| Year | APUE | DFGP |
|---|---|---|
| 2025 | 0.83% | 3.45% |
| 2024 | 0.79% | 4.51% |
| 2023 | 0.41% | 0.62% |
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