APUE vs PABU
Comparison between ACTIVEPASSIVE U.S. EQUITY ETF (APUE, ETF) and ISHARES PARIS-ALIGNED CLIMATE OPTIMIZED MSCI USA ETF (PABU, ETF).
APUE vs PABU - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
APUE
$2.40B
PABU
$2.40B
Expense Ratio
APUE
0.31%
Winner
PABU
0.10%
Max Drawdown
Winner
APUE
19.07%
PABU
23.23%
Sharpe Ratio
Winner
APUE
1.35
PABU
0.78
5Y Beta
Winner
APUE
0.94
PABU
1.03
P/E Ratio
Winner
APUE
24.80
PABU
26.70
Forward P/E
Winner
APUE
20.26
PABU
23.83
PEG Ratio
APUE
0.46
Winner
PABU
0.33
5Y EPS CAGR
Winner
APUE
28.43%
PABU
28.07%
Debt to Equity
Winner
APUE
24.55%
PABU
38.14%
P/S Ratio
Winner
APUE
3.57
PABU
6.40
P/B Ratio
Winner
APUE
5.46
PABU
6.44
APUE vs PABU - Holdings Comparison
APUE and PABU have 125 common holdings. Overlap is 44.95%
APUE's top 25 holdings weight is 48.50%. PABU's top 25 holdings weight is 67.04%.
| Rank | APUE | PABU |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 7.03% | NVIDIA CORP (NVDA) - 10.23% |
| #2 | APPLE INC (AAPL) - 6.06% | MICROSOFT CORP (MSFT) - 7.58% |
| #3 | MICROSOFT CORP (MSFT) - 5.02% | APPLE INC (AAPL) - 7.43% |
| #4 | DIMENSIONAL US SMALL CAP ETF (DFAS) - 4.65% | TESLA INC (TSLA) - 4.16% |
| #5 | AMAZON.COM INC (AMZN) - 3.54% | AMAZON.COM INC (AMZN) - 3.70% |
| #6 | ALPHABET INC CLASS A (GOOGL) - 2.78% | ALPHABET INC CLASS C (GOOG) - 3.59% |
| #7 | BROADCOM INC (AVGO) - 2.69% | ELI LILLY AND CO (LLY) - 3.20% |
| #8 | ALPHABET INC CLASS C (GOOG) - 2.21% | BROADCOM INC (AVGO) - 2.82% |
| #9 | META PLATFORMS INC CLASS A (META) - 1.73% | META PLATFORMS INC CLASS A (META) - 2.38% |
| #10 | ELI LILLY AND CO (LLY) - 1.42% | INTERNATIONAL BUSINESS MACHINES CORP (IBM) - 1.82% |
| #11 | MICRON TECHNOLOGY INC (MU) - 1.41% | DIGITAL REALTY TRUST INC (DLR) - 1.80% |
| #12 | JPMORGAN CHASE & CO (JPM) - 1.33% | EQUINIX INC (EQIX) - 1.73% |
| #13 | TESLA INC (TSLA) - 1.26% | SHERWIN-WILLIAMS CO (SHW) - 1.69% |
| #14 | ADVANCED MICRO DEVICES INC (AMD) - 1.08% | MASTERCARD INC CLASS A (MA) - 1.68% |
| #15 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 0.95% | ALPHABET INC CLASS A (GOOGL) - 1.60% |
| #16 | EXXONMOBIL HOLDINGS CORP (XOM) - 0.93% | VISA INC CLASS A (V) - 1.60% |
| #17 | JOHNSON & JOHNSON (JNJ) - 0.91% | JPMORGAN CHASE & CO (JPM) - 1.56% |
| #18 | VISA INC CLASS A (V) - 0.79% | XYLEM INC (XYL) - 1.20% |
| #19 | WALMART INC (WMT) - 0.72% | ADVANCED MICRO DEVICES INC (AMD) - 1.11% |
| #20 | CISCO SYSTEMS INC (CSCO) - 0.63% | MARVELL TECHNOLOGY INC (MRVL) - 1.08% |
| #21 | n/a (ZBRA) - 0.28% | JOHNSON & JOHNSON (JNJ) - 1.07% |
| #22 | CHURCHILL DOWNS INC (CHDN) - 0.27% | MCDONALD'S CORP (MCD) - 1.04% |
| #23 | LINDE PLC (LIN) - 0.27% | SERVICENOW INC (NOW) - 1.03% |
| #24 | NEWMARKET CORP (NEU) - 0.27% | NETFLIX INC (NFLX) - 1.01% |
| #25 | MARVELL TECHNOLOGY INC (MRVL) - 0.27% | ORACLE CORP (ORCL) - 0.93% |
| Total Holdings | 412 | 178 |
APUE vs PABU - Historical Returns
Returns include dividend reinvestment.
1M
APUE
+2.38%
Winner
PABU
+3.62%
3M
Winner
APUE
+4.18%
PABU
+1.97%
6M
APUE
+11.86%
Winner
PABU
+13.22%
1Y
Winner
APUE
+23.11%
PABU
+15.89%
5Y(CAGR)
APUE
N/A
PABU
+12.02%
Max(CAGR)
Winner
APUE
+22.58%
PABU
+12.02%
APUE vs PABU - Annual Returns (2022 - 2026)
Returns include dividend reinvestment.
| Year | APUE | PABU |
|---|---|---|
| 2026 | +13.41% | +8.53% |
| 2025 | +17.72% | +13.73% |
| 2024 | +24.70% | +25.60% |
| 2023 | +18.42% | +30.10% |
| 2022 | N/A | -15.44% |
APUE vs PABU Drawdown Comparison
The maximum drawdown for APUE was -18.83%, occurring on Apr 8, 2025. Recovery took 89 trading sessions.
The maximum drawdown for PABU was -22.75%, occurring on Oct 14, 2022. Recovery took 312 trading sessions.
The current APUE drawdown is -1.58%. The current PABU drawdown is -2.47%.
| Rank | APUE | PABU |
|---|---|---|
| #1 | -18.83% Feb 19, 2025 - Jun 27, 2025 | -22.75% Feb 14, 2022 - Jul 13, 2023 |
| #2 | -10.08% Jul 31, 2023 - Dec 1, 2023 | -20.84% Dec 11, 2024 - Jul 3, 2025 |
| #3 | -8.98% Feb 9, 2026 - Apr 15, 2026 | -13.40% Oct 28, 2025 - May 1, 2026 |
| #4 | -8.50% Jul 16, 2024 - Sep 19, 2024 | -11.47% Jul 19, 2023 - Dec 1, 2023 |
| #5 | -5.79% Mar 28, 2024 - May 15, 2024 | -8.74% Jun 2, 2026 - Jun 25, 2026 |
| #6 | -4.68% Oct 28, 2025 - Nov 28, 2025 | -8.30% Jul 16, 2024 - Aug 23, 2024 |
| #7 | -4.66% Dec 4, 2024 - Jan 23, 2025 | -6.46% Mar 21, 2024 - May 15, 2024 |
| #8 | -4.08% Jun 1, 2026 - Jul 10, 2026 | -3.96% Aug 23, 2024 - Sep 13, 2024 |
| #9 | -3.06% Oct 8, 2025 - Oct 24, 2025 | -3.02% Oct 18, 2024 - Nov 6, 2024 |
| #10 | -3.03% Jul 10, 2026 - Aug 3, 2026 | -2.87% Oct 8, 2025 - Oct 24, 2025 |
| #11 | -2.52% Dec 11, 2025 - Dec 23, 2025 | -2.80% Dec 28, 2023 - Jan 19, 2024 |
| #12 | -2.52% Jul 25, 2025 - Aug 12, 2025 | -2.42% Nov 8, 2024 - Nov 26, 2024 |
| #13 | -2.51% Oct 18, 2024 - Nov 6, 2024 | -2.38% Jul 28, 2025 - Aug 8, 2025 |
| #14 | -2.39% Jan 12, 2026 - Jan 27, 2026 | -1.96% Feb 9, 2024 - Feb 22, 2024 |
| #15 | -2.34% Jan 27, 2026 - Feb 9, 2026 | -1.92% Jan 29, 2024 - Feb 2, 2024 |
Correlation
Correlation between APUE and PABU is 0.99 which considered as a very strong positive correlation - the stocks move almost identically together.
0.99
-101
Dividend Comparison (2022 - 2026)
APUE vs PABU dividend yield comparison.
| Year | APUE | PABU |
|---|---|---|
| 2026 | 0.00% | 0.38% |
| 2025 | 0.83% | 0.90% |
| 2024 | 0.79% | 1.00% |
| 2023 | 0.41% | 1.06% |
| 2022 | 0.00% | 1.00% |
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