APUE vs EQWL
Comparison between ACTIVEPASSIVE U.S. EQUITY ETF (APUE, ETF) and INVESCO S&P 100 EQUAL WEIGHT ETF (EQWL, ETF).
APUE vs EQWL - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
APUE
$2.50B
Winner
EQWL
$2.60B
Expense Ratio
APUE
0.31%
Winner
EQWL
0.25%
Max Drawdown
Winner
APUE
19.07%
EQWL
50.05%
Sharpe Ratio
Winner
APUE
1.74
EQWL
1.62
5Y Beta
APUE
0.95
Winner
EQWL
0.77
P/E Ratio
APUE
26.62
Winner
EQWL
24.44
Forward P/E
APUE
21.09
Winner
EQWL
18.72
PEG Ratio
Winner
APUE
0.17
EQWL
0.45
5Y Dividends CAGR
APUE
N/A
EQWL
7.91%
5Y EPS CAGR
Winner
APUE
24.64%
EQWL
13.02%
Debt to Equity
Winner
APUE
36.31%
EQWL
75.63%
APUE vs EQWL - Holdings Comparison
APUE and EQWL have 102 common holdings. Overlap is 40.30%
APUE's top 25 holdings weight is 50.31%. EQWL's top 25 holdings weight is 32.46%.
| Rank | APUE | EQWL |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 6.91% | ADVANCED MICRO DEVICES INC (AMD) - 2.17% |
| #2 | APPLE INC (AAPL) - 6.12% | INTEL CORP (INTC) - 2.10% |
| #3 | DIMENSIONAL US SMALL CAP ETF (DFAS) - 4.60% | MICRON TECHNOLOGY INC (MU) - 2.09% |
| #4 | MICROSOFT CORP (MSFT) - 4.30% | CISCO SYSTEMS INC (CSCO) - 1.44% |
| #5 | AMAZON.COM INC (AMZN) - 3.38% | QUALCOMM INC (QCOM) - 1.43% |
| #6 | ALPHABET INC CLASS A (GOOGL) - 3.10% | LAM RESEARCH CORP (LRCX) - 1.40% |
| #7 | BROADCOM INC (AVGO) - 2.67% | TEXAS INSTRUMENTS INC (TXN) - 1.36% |
| #8 | ALPHABET INC CLASS C (GOOG) - 2.46% | UNITEDHEALTH GROUP INC (UNH) - 1.35% |
| #9 | META PLATFORMS INC CLASS A (META) - 1.83% | APPLIED MATERIALS INC (AMAT) - 1.33% |
| #10 | TESLA INC (TSLA) - 1.61% | MORGAN STANLEY (MS) - 1.22% |
| #11 | MICRON TECHNOLOGY INC (MU) - 1.54% | CATERPILLAR INC (CAT) - 1.21% |
| #12 | ELI LILLY AND CO (LLY) - 1.40% | CVS HEALTH CORP (CVS) - 1.20% |
| #13 | JPMORGAN CHASE & CO (JPM) - 1.27% | ORACLE CORP (ORCL) - 1.18% |
| #14 | ADVANCED MICRO DEVICES INC (AMD) - 1.12% | THE GOLDMAN SACHS GROUP INC (GS) - 1.17% |
| #15 | EXXON MOBIL CORP (XOM) - 0.95% | CITIGROUP INC (C) - 1.15% |
| #16 | JOHNSON & JOHNSON (JNJ) - 0.93% | BANK OF NEW YORK MELLON CORP (BNY) - 1.14% |
| #17 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 0.87% | AMAZON.COM INC (AMZN) - 1.07% |
| #18 | WALMART INC (WMT) - 0.80% | BROADCOM INC (AVGO) - 1.07% |
| #19 | VISA INC CLASS A (V) - 0.75% | ELI LILLY AND CO (LLY) - 1.07% |
| #20 | CISCO SYSTEMS INC (CSCO) - 0.68% | FEDEX CORP (FDX) - 1.06% |
| #21 | INTEL CORP (INTC) - 0.63% | MONDELEZ INTERNATIONAL INC CLASS A (MDLZ) - 1.06% |
| #22 | LAM RESEARCH CORP (LRCX) - 0.62% | BANK OF AMERICA CORP (BAC) - 1.05% |
| #23 | APPLIED MATERIALS INC (AMAT) - 0.61% | GENERAL MOTORS CO (GM) - 1.05% |
| #24 | CATERPILLAR INC (CAT) - 0.59% | NVIDIA CORP (NVDA) - 1.05% |
| #25 | COSTCO WHOLESALE CORP (COST) - 0.57% | SIMON PROPERTY GROUP INC (SPG) - 1.04% |
| Total Holdings | 452 | 104 |
APUE vs EQWL - Historical Returns
Returns include dividend reinvestment.
1M
APUE
+2.06%
Winner
EQWL
+3.40%
3M
Winner
APUE
+13.75%
EQWL
+11.23%
6M
Winner
APUE
+11.52%
EQWL
+10.00%
1Y
Winner
APUE
+28.03%
EQWL
+22.74%
5Y(CAGR)
APUE
N/A
EQWL
+12.53%
10Y(CAGR)
APUE
N/A
EQWL
+14.72%
Max(CAGR)
Winner
APUE
+22.90%
EQWL
+10.76%
APUE vs EQWL - Annual Returns (2006 - 2026)
Returns include dividend reinvestment.
| Year | APUE | EQWL |
|---|---|---|
| 2026 | +10.35% | +9.25% |
| 2025 | +17.72% | +17.96% |
| 2024 | +24.70% | +18.86% |
| 2023 | +18.42% | +19.22% |
| 2022 | N/A | -11.98% |
| 2021 | N/A | +29.98% |
| 2020 | N/A | +13.02% |
| 2019 | N/A | +29.24% |
| 2018 | N/A | -6.49% |
| 2017 | N/A | +23.46% |
| 2016 | N/A | +15.52% |
| 2015 | N/A | -1.56% |
| 2014 | N/A | +16.02% |
| 2013 | N/A | +32.97% |
| 2012 | N/A | +10.13% |
| 2011 | N/A | +2.17% |
| 2010 | N/A | +12.49% |
| 2009 | N/A | +16.54% |
| 2008 | N/A | -32.23% |
| 2007 | N/A | +10.04% |
| 2006 | N/A | +2.55% |
APUE vs EQWL Drawdown Comparison
The maximum drawdown for APUE was -18.83%, occurring on Apr 8, 2025. Recovery took 89 trading sessions.
The maximum drawdown for EQWL was -49.37%, occurring on Mar 9, 2009. Recovery took 1114 trading sessions.
The current APUE drawdown is -0.97%. The current EQWL drawdown is -0.92%.
| Rank | APUE | EQWL |
|---|---|---|
| #1 | -18.83% Feb 19, 2025 - Jun 27, 2025 | -49.37% Oct 12, 2007 - Mar 15, 2012 |
| #2 | -10.08% Jul 31, 2023 - Dec 1, 2023 | -34.29% Feb 12, 2020 - Sep 2, 2020 |
| #3 | -8.98% Feb 9, 2026 - Apr 15, 2026 | -23.00% Jan 4, 2022 - Dec 11, 2023 |
| #4 | -8.50% Jul 16, 2024 - Sep 19, 2024 | -18.06% Sep 21, 2018 - Apr 8, 2019 |
| #5 | -5.79% Mar 28, 2024 - May 15, 2024 | -16.08% May 20, 2015 - Jun 6, 2016 |
| #6 | -4.68% Oct 28, 2025 - Nov 28, 2025 | -14.96% Feb 19, 2025 - Jun 10, 2025 |
| #7 | -4.66% Dec 4, 2024 - Jan 23, 2025 | -10.33% Jul 19, 2007 - Oct 1, 2007 |
| #8 | -4.08% Jun 1, 2026 - Jun 10, 2026 | -10.13% Jan 26, 2018 - Aug 27, 2018 |
| #9 | -3.06% Oct 8, 2025 - Oct 24, 2025 | -8.62% Sep 19, 2014 - Nov 5, 2014 |
| #10 | -2.52% Dec 11, 2025 - Dec 23, 2025 | -7.86% Sep 2, 2020 - Nov 9, 2020 |
| #11 | -2.52% Jul 25, 2025 - Aug 12, 2025 | -7.77% Feb 6, 2026 - Apr 30, 2026 |
| #12 | -2.51% Oct 18, 2024 - Nov 6, 2024 | -7.58% May 1, 2012 - Jul 19, 2012 |
| #13 | -2.39% Jan 12, 2026 - Jan 27, 2026 | -7.41% Oct 18, 2012 - Jan 3, 2013 |
| #14 | -2.34% Jan 27, 2026 - Feb 9, 2026 | -6.82% Apr 30, 2019 - Jun 20, 2019 |
| #15 | -2.22% Dec 28, 2023 - Jan 19, 2024 | -6.52% Jan 15, 2014 - Mar 4, 2014 |
Correlation
Correlation between APUE and EQWL is 1.00 which considered as a very strong positive correlation - the stocks move almost identically together.
1.00
-101
Dividend Comparison (2006 - 2026)
APUE vs EQWL dividend yield comparison.
| Year | APUE | EQWL |
|---|---|---|
| 2026 | 0.00% | 0.41% |
| 2025 | 0.83% | 1.67% |
| 2024 | 0.79% | 1.86% |
| 2023 | 0.41% | 1.97% |
| 2022 | 0.00% | 2.12% |
| 2021 | 0.00% | 1.65% |
| 2020 | 0.00% | 2.01% |
| 2019 | 0.00% | 2.04% |
| 2018 | 0.00% | 2.23% |
| 2017 | 0.00% | 1.27% |
| 2016 | 0.00% | 2.01% |
| 2015 | 0.00% | 2.03% |
| 2014 | 0.00% | 1.74% |
| 2013 | 0.00% | 1.61% |
| 2012 | 0.00% | 2.52% |
| 2011 | 0.00% | 2.18% |
| 2010 | 0.00% | 1.52% |
| 2009 | 0.00% | 1.42% |
| 2008 | 0.00% | 1.48% |
| 2007 | 0.00% | 0.92% |
| 2006 | 0.00% | 0.08% |
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