APUE vs ETY

Comparison between ACTIVEPASSIVE U.S. EQUITY ETF (APUE, ETF) and Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY, ETF).

APUE vs ETY - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	APUE(ETF)	ETY(ETF)
Net Assets	$2.40B	$2.50B
Expense Ratio	0.31%	N/A
Max Drawdown	19.07%	64.57%
Sharpe Ratio	1.65	0.11
5Y Beta	0.95	0.93
P/E Ratio	27.09	N/A
Forward P/E	21.59	N/A
PEG Ratio	0.21	N/A
5Y Dividends CAGR	N/A	4.98%
5Y EPS CAGR	25.32%	N/A
Debt to Equity	36.46%	N/A
P/S Ratio	3.52	N/A
P/B Ratio	5.32	N/A

Net Assets

APUE

$2.40B

Winner

ETY

$2.50B

Expense Ratio

APUE

0.31%

ETY

N/A

Max Drawdown

Winner

APUE

19.07%

ETY

64.57%

Sharpe Ratio

Winner

APUE

1.65

ETY

0.11

5Y Beta

APUE

0.95

Winner

ETY

0.93

P/E Ratio

APUE

27.09

ETY

N/A

Forward P/E

APUE

21.59

ETY

N/A

PEG Ratio

APUE

0.21

ETY

N/A

5Y Dividends CAGR

APUE

N/A

ETY

4.98%

5Y EPS CAGR

APUE

25.32%

ETY

N/A

Debt to Equity

APUE

36.46%

ETY

N/A

P/S Ratio

APUE

3.52

ETY

N/A

P/B Ratio

APUE

5.32

ETY

N/A

APUE vs ETY - Historical Returns

Returns include dividend reinvestment.

Period	APUE	ETY
1 month	+1.71%	-2.69%
3 months	+8.25%	-0.20%
6 months	+8.37%	-3.80%
1 year	+26.98%	+4.41%
5 years(CAGR)	N/A	+9.40%
10 years(CAGR)	N/A	+12.34%
Max(CAGR)	+22.48%	+8.52%

Winner

APUE

+1.71%

ETY

-2.69%

Winner

APUE

+8.25%

ETY

-0.20%

Winner

APUE

+8.37%

ETY

-3.80%

Winner

APUE

+26.98%

ETY

+4.41%

5Y(CAGR)

APUE

N/A

ETY

+9.40%

10Y(CAGR)

APUE

N/A

ETY

+12.34%

Max(CAGR)

Winner

APUE

+22.48%

ETY

+8.52%

APUE vs ETY - Annual Returns (2006 - 2026)

Returns include dividend reinvestment.

Year	APUE	ETY
2026	+8.38%	-1.99%
2025	+17.72%	+11.01%
2024	+24.70%	+35.10%
2023	+18.42%	+21.52%
2022	N/A	-20.72%
2021	N/A	+34.82%
2020	N/A	+6.29%
2019	N/A	+31.23%
2018	N/A	-10.18%
2017	N/A	+29.36%
2016	N/A	+4.62%
2015	N/A	+9.12%
2014	N/A	+12.87%
2013	N/A	+25.11%
2012	N/A	+16.30%
2011	N/A	-13.08%
2010	N/A	-2.81%
2009	N/A	+36.46%
2008	N/A	-25.83%
2007	N/A	-8.21%
2006	N/A	+0.25%

APUE vs ETY Drawdown Comparison

The maximum drawdown for APUE was -18.83%, occurring on Apr 8, 2025. Recovery took 89 trading sessions.

The maximum drawdown for ETY was -52.91%, occurring on Nov 20, 2008. Recovery took 1419 trading sessions.

The current APUE drawdown is -2.73%. The current ETY drawdown is -4.52%.

Rank	APUE	ETY
#1	-18.83% Feb 19, 2025 - Jun 27, 2025	-52.91% Jun 1, 2007 - Jan 18, 2013
#2	-10.08% Jul 31, 2023 - Dec 1, 2023	-42.40% Feb 12, 2020 - Nov 17, 2020
#3	-8.98% Feb 9, 2026 - Apr 15, 2026	-24.43% Sep 13, 2018 - Jun 20, 2019
#4	-8.50% Jul 16, 2024 - Sep 19, 2024	-24.03% Dec 31, 2021 - Feb 5, 2024
#5	-5.79% Mar 28, 2024 - May 15, 2024	-21.28% Feb 19, 2025 - Jun 25, 2025
#6	-4.68% Oct 28, 2025 - Nov 28, 2025	-14.39% Sep 22, 2025 - Mar 30, 2026
#7	-4.66% Dec 4, 2024 - Jan 23, 2025	-13.90% Nov 3, 2015 - Aug 5, 2016
#8	-3.06% Oct 8, 2025 - Oct 24, 2025	-12.52% Sep 3, 2014 - Nov 5, 2014
#9	-2.73% Jun 1, 2026 - Jun 5, 2026	-11.93% Jul 20, 2015 - Nov 3, 2015
#10	-2.52% Dec 11, 2025 - Dec 23, 2025	-8.97% Jan 26, 2018 - May 8, 2018
#11	-2.52% Jul 25, 2025 - Aug 12, 2025	-8.63% Sep 8, 2016 - Jan 26, 2017
#12	-2.51% Oct 18, 2024 - Nov 6, 2024	-8.09% May 21, 2013 - Jul 15, 2013
#13	-2.39% Jan 12, 2026 - Jan 27, 2026	-7.21% Jul 10, 2024 - Aug 30, 2024
#14	-2.34% Jan 27, 2026 - Feb 9, 2026	-6.77% Nov 28, 2014 - Feb 27, 2015
#15	-2.22% Dec 28, 2023 - Jan 19, 2024	-6.17% Jan 22, 2014 - Feb 18, 2014

Correlation

Correlation between APUE and ETY is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.

0.95

-101

Dividend Comparison (2007 - 2026)

APUE vs ETY dividend yield comparison.

Year	APUE	ETY
2026	0.00%	3.43%
2025	0.83%	7.76%
2024	0.79%	7.59%
2023	0.41%	7.92%
2022	0.00%	10.04%
2021	0.00%	7.01%
2020	0.00%	8.26%
2019	0.00%	8.08%
2018	0.00%	9.92%
2017	0.00%	8.30%
2016	0.00%	9.77%
2015	0.00%	9.03%
2014	0.00%	9.06%
2013	0.00%	9.26%
2012	0.00%	11.19%
2011	0.00%	13.06%
2010	0.00%	14.35%
2009	0.00%	14.09%
2008	0.00%	17.11%
2007	0.00%	11.13%