APUE vs DIVI
Comparison between ACTIVEPASSIVE U.S. EQUITY ETF (APUE, ETF) and FRANKLIN INTERNATIONAL CORE DIVIDEND TILT INDEX ETF (DIVI, ETF).
APUE vs DIVI - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
APUE
$2.40B
DIVI
$2.40B
Expense Ratio
APUE
0.31%
Winner
DIVI
0.09%
Max Drawdown
Winner
APUE
19.07%
DIVI
27.76%
Sharpe Ratio
Winner
APUE
1.65
DIVI
1.27
5Y Beta
APUE
0.95
Winner
DIVI
0.71
P/E Ratio
APUE
27.09
DIVI
N/A
Forward P/E
APUE
21.59
DIVI
N/A
PEG Ratio
APUE
0.21
DIVI
N/A
5Y Dividends CAGR
APUE
N/A
DIVI
-5.07%
5Y EPS CAGR
APUE
25.32%
DIVI
N/A
Debt to Equity
APUE
36.46%
DIVI
N/A
P/S Ratio
APUE
3.52
DIVI
N/A
P/B Ratio
APUE
5.32
DIVI
N/A
APUE vs DIVI - Holdings Comparison
APUE and DIVI have 1 common holdings. Overlap is -1.65%
APUE's top 25 holdings weight is 53.99%. DIVI's top 25 holdings weight is 25.05%.
| Rank | APUE | DIVI |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 7.03% | ASML HOLDING NV (n/a) - 2.97% |
| #2 | APPLE INC (AAPL) - 6.40% | HSBC HOLDINGS PLC (n/a) - 1.43% |
| #3 | DIMENSIONAL US SMALL CAP ETF (DFAS) - 4.54% | ROCHE HOLDING AG ORDINARY SHARES NEW (n/a) - 1.32% |
| #4 | MICROSOFT CORP (MSFT) - 4.38% | NESTLE SA (n/a) - 1.31% |
| #5 | AMAZON.COM INC (AMZN) - 3.62% | ASTRAZENECA PLC (AZN:XLON) - 1.28% |
| #6 | ALPHABET INC CLASS A (GOOGL) - 3.27% | SIEMENS AG (n/a) - 1.16% |
| #7 | BROADCOM INC (AVGO) - 2.83% | NOVARTIS AG REGISTERED SHARES (n/a) - 1.11% |
| #8 | ALPHABET INC CLASS C (GOOG) - 2.58% | BHP GROUP LTD (n/a) - 1.09% |
| #9 | OTHER ASSETS AND LIABILITIES (n/a) - 2.53% | BRITISH AMERICAN TOBACCO PLC (n/a) - 1.07% |
| #10 | META PLATFORMS INC CLASS A (META) - 1.89% | TOYOTA MOTOR CORP (n/a) - 1.03% |
| #11 | TESLA INC (TSLA) - 1.73% | BNP PARIBAS ACT. CAT.A (n/a) - 1.02% |
| #12 | MICRON TECHNOLOGY INC (MU) - 1.45% | INTESA SANPAOLO (n/a) - 1.00% |
| #13 | FIRST AMERICAN GOVERNMENT OBLIGS X (FGXXX) - 1.31% | MITSUBISHI UFJ FINANCIAL GROUP INC (n/a) - 0.99% |
| #14 | ELI LILLY AND CO (LLY) - 1.28% | SOFTBANK GROUP CORP (n/a) - 0.91% |
| #15 | JPMORGAN CHASE & CO (JPM) - 1.23% | RIO TINTO PLC ORDINARY SHARES (n/a) - 0.91% |
| #16 | ADVANCED MICRO DEVICES INC (AMD) - 1.17% | ENEL SPA (n/a) - 0.89% |
| #17 | EXXON MOBIL CORP (XOM) - 0.94% | SANOFI SA (n/a) - 0.89% |
| #18 | JOHNSON & JOHNSON (JNJ) - 0.89% | DBS GROUP HOLDINGS LTD (n/a) - 0.86% |
| #19 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 0.85% | ALLIANZ SE (n/a) - 0.86% |
| #20 | WALMART INC (WMT) - 0.79% | ZURICH INSURANCE GROUP AG (n/a) - 0.85% |
| #21 | VISA INC CLASS A (V) - 0.74% | BASF SE (n/a) - 0.43% |
| #22 | INTEL CORP (INTC) - 0.71% | NATIONAL GRID PLC (n/a) - 0.42% |
| #23 | CISCO SYSTEMS INC (CSCO) - 0.65% | OVERSEA-CHINESE BANKING CORP LTD (n/a) - 0.42% |
| #24 | LAM RESEARCH CORP (LRCX) - 0.60% | TRANSURBAN GROUP (n/a) - 0.42% |
| #25 | CATERPILLAR INC (CAT) - 0.58% | ANZ GROUP HOLDINGS LTD (n/a) - 0.41% |
| Total Holdings | 451 | 404 |
APUE vs DIVI - Historical Returns
Returns include dividend reinvestment.
1M
Winner
APUE
+1.71%
DIVI
+0.33%
3M
Winner
APUE
+8.25%
DIVI
+4.72%
6M
APUE
+8.37%
Winner
DIVI
+11.27%
1Y
Winner
APUE
+26.98%
DIVI
+23.91%
5Y(CAGR)
APUE
N/A
DIVI
+13.04%
10Y(CAGR)
APUE
N/A
DIVI
+10.72%
Max(CAGR)
Winner
APUE
+22.48%
DIVI
+10.65%
APUE vs DIVI - Annual Returns (2016 - 2026)
Returns include dividend reinvestment.
| Year | APUE | DIVI |
|---|---|---|
| 2026 | +8.38% | +7.48% |
| 2025 | +17.72% | +35.56% |
| 2024 | +24.70% | +2.87% |
| 2023 | +18.42% | +18.29% |
| 2022 | N/A | -1.79% |
| 2021 | N/A | +15.90% |
| 2020 | N/A | +0.43% |
| 2019 | N/A | +23.88% |
| 2018 | N/A | -6.31% |
| 2017 | N/A | +12.37% |
| 2016 | N/A | +1.13% |
APUE vs DIVI Drawdown Comparison
The maximum drawdown for APUE was -18.83%, occurring on Apr 8, 2025. Recovery took 89 trading sessions.
The maximum drawdown for DIVI was -27.76%, occurring on Mar 12, 2020. Recovery took 223 trading sessions.
The current APUE drawdown is -2.73%. The current DIVI drawdown is -2.83%.
| Rank | APUE | DIVI |
|---|---|---|
| #1 | -18.83% Feb 19, 2025 - Jun 27, 2025 | -27.76% Feb 19, 2020 - Jan 6, 2021 |
| #2 | -10.08% Jul 31, 2023 - Dec 1, 2023 | -18.49% Jan 4, 2022 - Dec 1, 2022 |
| #3 | -8.98% Feb 9, 2026 - Apr 15, 2026 | -14.58% Mar 19, 2025 - May 2, 2025 |
| #4 | -8.50% Jul 16, 2024 - Sep 19, 2024 | -11.78% Jul 30, 2018 - Mar 15, 2019 |
| #5 | -5.79% Mar 28, 2024 - May 15, 2024 | -11.19% Jul 28, 2023 - Dec 13, 2023 |
| #6 | -4.68% Oct 28, 2025 - Nov 28, 2025 | -10.88% Dec 20, 2016 - Oct 10, 2017 |
| #7 | -4.66% Dec 4, 2024 - Jan 23, 2025 | -10.53% Feb 25, 2026 - May 6, 2026 |
| #8 | -3.06% Oct 8, 2025 - Oct 24, 2025 | -10.37% Sep 26, 2024 - Mar 5, 2025 |
| #9 | -2.73% Jun 1, 2026 - Jun 5, 2026 | -8.88% Jan 9, 2018 - Jul 30, 2018 |
| #10 | -2.52% Dec 11, 2025 - Dec 23, 2025 | -7.72% Jul 12, 2024 - Aug 21, 2024 |
| #11 | -2.52% Jul 25, 2025 - Aug 12, 2025 | -7.66% Feb 1, 2023 - Apr 12, 2023 |
| #12 | -2.51% Oct 18, 2024 - Nov 6, 2024 | -7.55% Jun 3, 2016 - Jul 13, 2016 |
| #13 | -2.39% Jan 12, 2026 - Jan 27, 2026 | -6.65% Sep 7, 2021 - Nov 19, 2021 |
| #14 | -2.34% Jan 27, 2026 - Feb 9, 2026 | -5.91% Jul 29, 2019 - Sep 10, 2019 |
| #15 | -2.22% Dec 28, 2023 - Jan 19, 2024 | -5.46% Aug 12, 2016 - Dec 16, 2016 |
Correlation
Correlation between APUE and DIVI is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.
0.95
-101
Dividend Comparison (2016 - 2026)
APUE vs DIVI dividend yield comparison.
| Year | APUE | DIVI |
|---|---|---|
| 2026 | 0.00% | 0.25% |
| 2025 | 0.83% | 3.76% |
| 2024 | 0.79% | 4.39% |
| 2023 | 0.41% | 3.17% |
| 2022 | 0.00% | 6.03% |
| 2021 | 0.00% | 2.77% |
| 2020 | 0.00% | 8.04% |
| 2019 | 0.00% | 1.61% |
| 2018 | 0.00% | 5.67% |
| 2017 | 0.00% | 5.22% |
| 2016 | 0.00% | 11.56% |
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