APUE vs PFXF

Comparison between ACTIVEPASSIVE U.S. EQUITY ETF (APUE, ETF) and VANECK PREFERRED SECURITIES EX FINANCIALS ETF (PFXF, ETF).

APUE vs PFXF - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	APUE(ETF)	PFXF(ETF)
Net Assets	$2.20B	$2.20B
Expense Ratio	0.31%	0.40%
Max Drawdown	19.07%	37.25%
Sharpe Ratio	2.06	1.84
5Y Beta	0.95	0.39
P/E Ratio	26.78	N/A
Forward P/E	20.97	N/A
PEG Ratio	0.49	N/A
5Y Dividends CAGR	N/A	5.74%
5Y EPS CAGR	27.89%	N/A
Debt to Equity	29.22%	N/A
P/S Ratio	3.37	N/A
P/B Ratio	5.17	N/A

Net Assets

APUE

$2.20B

PFXF

$2.20B

Expense Ratio

Winner

APUE

0.31%

PFXF

0.40%

Max Drawdown

Winner

APUE

19.07%

PFXF

37.25%

Sharpe Ratio

Winner

APUE

2.06

PFXF

1.84

5Y Beta

APUE

0.95

Winner

PFXF

0.39

P/E Ratio

APUE

26.78

PFXF

N/A

Forward P/E

APUE

20.97

PFXF

N/A

PEG Ratio

APUE

0.49

PFXF

N/A

5Y Dividends CAGR

APUE

N/A

PFXF

5.74%

5Y EPS CAGR

APUE

27.89%

PFXF

N/A

Debt to Equity

APUE

29.22%

PFXF

N/A

P/S Ratio

APUE

3.37

PFXF

N/A

P/B Ratio

APUE

5.17

PFXF

N/A

APUE vs PFXF - Historical Returns

Returns include dividend reinvestment.

Period	APUE	PFXF
1 month	+8.60%	+6.19%
3 months	+5.83%	+4.53%
6 months	+11.20%	+11.36%
1 year	+32.89%	+21.31%
5 years(CAGR)	N/A	+4.62%
10 years(CAGR)	N/A	+5.58%
Max(CAGR)	+23.10%	+5.78%

Winner

APUE

+8.60%

PFXF

+6.19%

Winner

APUE

+5.83%

PFXF

+4.53%

APUE

+11.20%

Winner

PFXF

+11.36%

Winner

APUE

+32.89%

PFXF

+21.31%

5Y(CAGR)

APUE

N/A

PFXF

+4.62%

10Y(CAGR)

APUE

N/A

PFXF

+5.58%

Max(CAGR)

Winner

APUE

+23.10%

PFXF

+5.78%

APUE vs PFXF - Annual Returns (2012 - 2026)

Returns include dividend reinvestment.

Year	APUE	PFXF
2026	+8.34%	+7.21%
2025	+17.72%	+8.88%
2024	+24.70%	+8.29%
2023	+18.42%	+10.52%
2022	N/A	-18.62%
2021	N/A	+12.47%
2020	N/A	+7.34%
2019	N/A	+19.71%
2018	N/A	-3.18%
2017	N/A	+7.69%
2016	N/A	+5.79%
2015	N/A	-2.03%
2014	N/A	+15.44%
2013	N/A	-2.29%
2012	N/A	+4.44%

APUE vs PFXF Drawdown Comparison

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

The maximum drawdown for PFXF was -35.50%, occurring on Mar 18, 2020. Recovery took 193 trading sessions.

Rank	APUE	PFXF
#1	-18.83% Feb 19, 2025 - Jun 27, 2025	-35.50% Feb 5, 2020 - Nov 9, 2020
#2	-10.08% Jul 31, 2023 - Dec 1, 2023	-21.80% Dec 31, 2021 - Sep 17, 2024
#3	-8.98% Feb 9, 2026 - Apr 15, 2026	-11.89% Oct 16, 2024 - Jul 3, 2025
#4	-8.50% Jul 16, 2024 - Sep 19, 2024	-10.73% Aug 29, 2018 - Feb 22, 2019
#5	-5.79% Mar 28, 2024 - May 15, 2024	-9.71% May 21, 2013 - Feb 28, 2014
#6	-4.68% Oct 28, 2025 - Nov 28, 2025	-8.39% Jul 29, 2016 - May 2, 2017
#7	-4.66% Dec 4, 2024 - Jan 23, 2025	-8.08% May 18, 2015 - Mar 17, 2016
#8	-3.06% Oct 8, 2025 - Oct 24, 2025	-5.83% Feb 25, 2026 - Apr 16, 2026
#9	-2.52% Dec 11, 2025 - Dec 23, 2025	-5.05% Dec 11, 2017 - Jun 11, 2018
#10	-2.52% Jul 25, 2025 - Aug 12, 2025	-4.93% Oct 27, 2025 - Dec 18, 2025
#11	-2.51% Oct 18, 2024 - Nov 6, 2024	-3.70% Oct 18, 2012 - Dec 31, 2012
#12	-2.39% Jan 12, 2026 - Jan 27, 2026	-3.04% Jan 20, 2021 - Mar 12, 2021
#13	-2.34% Jan 27, 2026 - Feb 9, 2026	-3.03% Nov 5, 2021 - Dec 17, 2021
#14	-2.22% Dec 28, 2023 - Jan 19, 2024	-2.72% Jul 28, 2014 - Aug 20, 2014
#15	-2.21% Nov 11, 2024 - Nov 25, 2024	-2.70% Sep 2, 2021 - Oct 20, 2021

Correlation

Correlation between APUE and PFXF is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.

0.98

-101

Dividend Comparison (2012 - 2026)

APUE vs PFXF dividend yield comparison.

Year	APUE	PFXF
2026	0.00%	1.73%
2025	0.83%	6.72%
2024	0.79%	7.82%
2023	0.41%	7.88%
2022	0.00%	6.74%
2021	0.00%	4.66%
2020	0.00%	5.19%
2019	0.00%	5.35%
2018	0.00%	6.56%
2017	0.00%	5.93%
2016	0.00%	5.81%
2015	0.00%	5.99%
2014	0.00%	5.91%
2013	0.00%	6.51%
2012	0.00%	2.56%