APUE vs IXC
Comparison between ACTIVEPASSIVE U.S. EQUITY ETF (APUE, ETF) and ISHARES GLOBAL ENERGY ETF (IXC, ETF).
APUE vs IXC - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
APUE
$2.50B
IXC
$2.50B
Expense Ratio
Winner
APUE
0.31%
IXC
0.40%
Max Drawdown
Winner
APUE
19.07%
IXC
76.12%
Sharpe Ratio
APUE
1.62
Winner
IXC
1.69
5Y Beta
APUE
0.95
Winner
IXC
0.48
P/E Ratio
APUE
26.65
Winner
IXC
20.44
Forward P/E
APUE
20.76
Winner
IXC
11.75
PEG Ratio
Winner
APUE
0.43
IXC
0.72
5Y Dividends CAGR
APUE
N/A
IXC
-0.65%
5Y EPS CAGR
APUE
27.85%
IXC
N/A
Debt to Equity
APUE
31.65%
IXC
N/A
P/S Ratio
APUE
3.54
Winner
IXC
1.39
P/B Ratio
APUE
5.43
Winner
IXC
2.37
APUE vs IXC - Holdings Comparison
APUE and IXC have 19 common holdings. Overlap is 2.15%
APUE's top 25 holdings weight is 49.75%. IXC's top 25 holdings weight is 84.50%.
| Rank | APUE | IXC |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 7.20% | EXXON MOBIL CORP (XOM) - 17.68% |
| #2 | APPLE INC (AAPL) - 6.46% | CHEVRON CORP (CVX) - 9.87% |
| #3 | MICROSOFT CORP (MSFT) - 4.58% | SHELL PLC (n/a) - 6.91% |
| #4 | DIMENSIONAL US SMALL CAP ETF (DFAS) - 4.50% | TOTALENERGIES SE (TTE:XPAR) - 5.10% |
| #5 | AMAZON.COM INC (AMZN) - 3.46% | CONOCOPHILLIPS (COP) - 4.01% |
| #6 | BROADCOM INC (AVGO) - 3.19% | ENBRIDGE INC (n/a) - 3.40% |
| #7 | ALPHABET INC CLASS A (GOOGL) - 3.00% | BP PLC (n/a) - 3.20% |
| #8 | ALPHABET INC CLASS C (GOOG) - 2.37% | CANADIAN NATURAL RESOURCES LTD (n/a) - 2.71% |
| #9 | META PLATFORMS INC CLASS A (META) - 1.82% | WILLIAMS COMPANIES INC (WMB) - 2.42% |
| #10 | MICRON TECHNOLOGY INC (MU) - 1.70% | SLB LTD (SLB) - 2.32% |
| #11 | TESLA INC (TSLA) - 1.67% | VALERO ENERGY CORP (VLO) - 2.18% |
| #12 | ELI LILLY AND CO (LLY) - 1.26% | MARATHON PETROLEUM CORP (MPC) - 2.16% |
| #13 | JPMORGAN CHASE & CO (JPM) - 1.19% | SUNCOR ENERGY INC (SU) - 2.15% |
| #14 | ADVANCED MICRO DEVICES INC (AMD) - 1.19% | EOG RESOURCES INC (EOG) - 2.10% |
| #15 | EXXON MOBIL CORP (XOM) - 0.93% | PHILLIPS 66 (PSX) - 2.06% |
| #16 | JOHNSON & JOHNSON (JNJ) - 0.85% | PETROLEO BRASILEIRO SA PETROBRAS ADR (PBR-A) - 2.05% |
| #17 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 0.81% | TC ENERGY CORP (TRP) - 1.95% |
| #18 | WALMART INC (WMT) - 0.74% | BAKER HUGHES CO CLASS A (BKR) - 1.76% |
| #19 | VISA INC CLASS A (V) - 0.71% | KINDER MORGAN INC CLASS P (KMI) - 1.71% |
| #20 | CISCO SYSTEMS INC (CSCO) - 0.70% | TARGA RESOURCES CORP (TRGP) - 1.58% |
| #21 | ANALOG DEVICES INC (ADI) - 0.30% | ENI SPA (n/a) - 1.57% |
| #22 | AT&T INC (T) - 0.29% | ONEOK INC (OKE) - 1.51% |
| #23 | CHURCHILL DOWNS INC (CHDN) - 0.28% | DEVON ENERGY CORP (DVN) - 1.51% |
| #24 | WESTERN DIGITAL CORP (WDC) - 0.28% | CAMECO CORP (n/a) - 1.39% |
| #25 | VERIZON COMMUNICATIONS INC (VZ) - 0.27% | OCCIDENTAL PETROLEUM CORP (OXY) - 1.20% |
| Total Holdings | 412 | 67 |
APUE vs IXC - Historical Returns
Returns include dividend reinvestment.
1M
Winner
APUE
+1.08%
IXC
-1.22%
3M
Winner
APUE
+12.05%
IXC
+0.73%
6M
APUE
+9.83%
Winner
IXC
+28.92%
1Y
APUE
+25.75%
Winner
IXC
+39.02%
5Y(CAGR)
APUE
N/A
IXC
+19.16%
10Y(CAGR)
APUE
N/A
IXC
+9.98%
Max(CAGR)
Winner
APUE
+22.68%
IXC
+8.39%
APUE vs IXC - Annual Returns (2001 - 2026)
Returns include dividend reinvestment.
| Year | APUE | IXC |
|---|---|---|
| 2026 | +9.37% | +26.42% |
| 2025 | +17.72% | +12.88% |
| 2024 | +24.70% | +1.20% |
| 2023 | +18.42% | +7.37% |
| 2022 | N/A | +44.60% |
| 2021 | N/A | +40.41% |
| 2020 | N/A | -31.49% |
| 2019 | N/A | +10.53% |
| 2018 | N/A | -16.17% |
| 2017 | N/A | +4.28% |
| 2016 | N/A | +28.34% |
| 2015 | N/A | -22.09% |
| 2014 | N/A | -10.58% |
| 2013 | N/A | +13.54% |
| 2012 | N/A | +0.31% |
| 2011 | N/A | -0.76% |
| 2010 | N/A | +8.40% |
| 2009 | N/A | +18.92% |
| 2008 | N/A | -37.05% |
| 2007 | N/A | +33.58% |
| 2006 | N/A | +16.60% |
| 2005 | N/A | +32.98% |
| 2004 | N/A | +25.83% |
| 2003 | N/A | +26.84% |
| 2002 | N/A | -4.39% |
| 2001 | N/A | +8.39% |
APUE vs IXC Drawdown Comparison
The maximum drawdown for APUE was -18.83%, occurring on Apr 8, 2025. Recovery took 89 trading sessions.
The maximum drawdown for IXC was -67.90%, occurring on Mar 18, 2020. Recovery took 1954 trading sessions.
The current APUE drawdown is -1.85%. The current IXC drawdown is -7.04%.
| Rank | APUE | IXC |
|---|---|---|
| #1 | -18.83% Feb 19, 2025 - Jun 27, 2025 | -67.90% Jun 23, 2014 - Mar 25, 2022 |
| #2 | -10.08% Jul 31, 2023 - Dec 1, 2023 | -55.80% May 21, 2008 - May 2, 2014 |
| #3 | -8.98% Feb 9, 2026 - Apr 15, 2026 | -24.90% Jun 8, 2022 - Nov 15, 2022 |
| #4 | -8.50% Jul 16, 2024 - Sep 19, 2024 | -24.11% Apr 2, 2002 - Dec 9, 2003 |
| #5 | -5.79% Mar 28, 2024 - May 15, 2024 | -19.04% Apr 10, 2024 - Sep 24, 2025 |
| #6 | -4.68% Oct 28, 2025 - Nov 28, 2025 | -16.46% Jan 3, 2008 - Apr 16, 2008 |
| #7 | -4.66% Dec 4, 2024 - Jan 23, 2025 | -15.32% May 10, 2006 - Nov 29, 2006 |
| #8 | -4.08% Jun 1, 2026 - Jun 10, 2026 | -15.18% Jan 26, 2023 - Sep 1, 2023 |
| #9 | -3.06% Oct 8, 2025 - Oct 24, 2025 | -15.05% Sep 29, 2005 - Jan 17, 2006 |
| #10 | -2.52% Dec 11, 2025 - Dec 23, 2025 | -14.64% Jul 19, 2007 - Sep 21, 2007 |
| #11 | -2.52% Jul 25, 2025 - Aug 12, 2025 | -12.63% Mar 4, 2005 - Jun 17, 2005 |
| #12 | -2.51% Oct 18, 2024 - Nov 6, 2024 | -11.11% Dec 14, 2006 - Apr 12, 2007 |
| #13 | -2.39% Jan 12, 2026 - Jan 27, 2026 | -9.98% Sep 14, 2023 - Mar 15, 2024 |
| #14 | -2.34% Jan 27, 2026 - Feb 9, 2026 | -9.66% Mar 27, 2026 - Apr 17, 2026 |
| #15 | -2.22% Dec 28, 2023 - Jan 19, 2024 | -9.41% Nov 15, 2022 - Jan 26, 2023 |
Correlation
Correlation between APUE and IXC is 0.78 which considered as a strong positive correlation - the stocks tend to move together.
0.78
-101
Dividend Comparison (2001 - 2025)
APUE vs IXC dividend yield comparison.
| Year | APUE | IXC |
|---|---|---|
| 2025 | 0.83% | 3.68% |
| 2024 | 0.79% | 4.56% |
| 2023 | 0.41% | 3.45% |
| 2022 | 0.00% | 4.76% |
| 2021 | 0.00% | 3.98% |
| 2020 | 0.00% | 4.86% |
| 2019 | 0.00% | 7.00% |
| 2018 | 0.00% | 3.51% |
| 2017 | 0.00% | 3.05% |
| 2016 | 0.00% | 2.86% |
| 2015 | 0.00% | 3.77% |
| 2014 | 0.00% | 3.02% |
| 2013 | 0.00% | 2.48% |
| 2012 | 0.00% | 2.55% |
| 2011 | 0.00% | 2.30% |
| 2010 | 0.00% | 1.84% |
| 2009 | 0.00% | 2.10% |
| 2008 | 0.00% | 2.69% |
| 2007 | 0.00% | 1.96% |
| 2006 | 0.00% | 1.62% |
| 2005 | 0.00% | 1.18% |
| 2004 | 0.00% | 1.74% |
| 2003 | 0.00% | 1.05% |
| 2002 | 0.00% | 1.99% |
| 2001 | 0.00% | 0.14% |
Select Stocks to Compare
Popular: APUE vs SPYIXC vs SPY
More Comparisons
Compare with similar stocks