APUE vs SPY
Comparison between ACTIVEPASSIVE U.S. EQUITY ETF (APUE, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).
APUE vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
APUE
$2.50B
Winner
SPY
$781B
Expense Ratio
APUE
0.31%
Winner
SPY
0.09%
Max Drawdown
Winner
APUE
19.07%
SPY
56.47%
Sharpe Ratio
Winner
APUE
1.42
SPY
1.34
5Y Beta
Winner
APUE
0.95
SPY
1.00
P/E Ratio
Winner
APUE
27.07
SPY
28.84
Forward P/E
Winner
APUE
21.06
SPY
21.59
PEG Ratio
APUE
0.20
SPY
N/A
5Y Dividends CAGR
APUE
N/A
SPY
6.00%
5Y EPS CAGR
APUE
24.39%
Winner
SPY
25.26%
Debt to Equity
APUE
36.77%
Winner
SPY
31.47%
P/S Ratio
Winner
APUE
3.57
SPY
3.85
P/B Ratio
Winner
APUE
5.42
SPY
5.70
APUE vs SPY - Holdings Comparison
APUE and SPY have 391 common holdings. Overlap is 84.30%
APUE's top 25 holdings weight is 49.96%. SPY's top 25 holdings weight is 51.08%.
| Rank | APUE | SPY |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 6.41% | NVIDIA CORP (NVDA) - 7.50% |
| #2 | APPLE INC (AAPL) - 6.10% | APPLE INC (AAPL) - 6.58% |
| #3 | DIMENSIONAL US SMALL CAP ETF (DFAS) - 4.72% | MICROSOFT CORP (MSFT) - 4.29% |
| #4 | MICROSOFT CORP (MSFT) - 4.06% | AMAZON.COM INC (AMZN) - 3.61% |
| #5 | AMAZON.COM INC (AMZN) - 3.30% | ALPHABET INC CLASS A (GOOGL) - 3.24% |
| #6 | ALPHABET INC CLASS A (GOOGL) - 3.02% | BROADCOM INC (AVGO) - 2.77% |
| #7 | BROADCOM INC (AVGO) - 2.47% | ALPHABET INC CLASS C (GOOG) - 2.58% |
| #8 | ALPHABET INC CLASS C (GOOG) - 2.39% | MICRON TECHNOLOGY INC (MU) - 2.01% |
| #9 | META PLATFORMS INC CLASS A (META) - 1.89% | META PLATFORMS INC CLASS A (META) - 1.91% |
| #10 | TESLA INC (TSLA) - 1.69% | TESLA INC (TSLA) - 1.83% |
| #11 | MICRON TECHNOLOGY INC (MU) - 1.66% | ADVANCED MICRO DEVICES INC (AMD) - 1.47% |
| #12 | ELI LILLY AND CO (LLY) - 1.43% | ELI LILLY AND CO (LLY) - 1.47% |
| #13 | JPMORGAN CHASE & CO (JPM) - 1.26% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.42% |
| #14 | ADVANCED MICRO DEVICES INC (AMD) - 1.25% | JPMORGAN CHASE & CO (JPM) - 1.36% |
| #15 | JOHNSON & JOHNSON (JNJ) - 0.97% | INTEL CORP (INTC) - 1.02% |
| #16 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 0.91% | JOHNSON & JOHNSON (JNJ) - 0.95% |
| #17 | EXXON MOBIL CORP (XOM) - 0.85% | APPLIED MATERIALS INC (AMAT) - 0.89% |
| #18 | VISA INC CLASS A (V) - 0.80% | VISA INC CLASS A (V) - 0.88% |
| #19 | APPLIED MATERIALS INC (AMAT) - 0.76% | EXXON MOBIL CORP (XOM) - 0.88% |
| #20 | INTEL CORP (INTC) - 0.72% | LAM RESEARCH CORP (LRCX) - 0.84% |
| #21 | LAM RESEARCH CORP (LRCX) - 0.72% | WALMART INC (WMT) - 0.77% |
| #22 | WALMART INC (WMT) - 0.71% | CATERPILLAR INC (CAT) - 0.76% |
| #23 | CISCO SYSTEMS INC (CSCO) - 0.64% | CISCO SYSTEMS INC (CSCO) - 0.72% |
| #24 | CATERPILLAR INC (CAT) - 0.63% | ABBVIE INC (ABBV) - 0.69% |
| #25 | ABBVIE INC (ABBV) - 0.60% | COSTCO WHOLESALE CORP (COST) - 0.64% |
| Total Holdings | 453 | 502 |
APUE vs SPY - Historical Returns
Returns include dividend reinvestment.
1M
Winner
APUE
+0.04%
SPY
-0.14%
3M
Winner
APUE
+8.69%
SPY
+8.54%
6M
Winner
APUE
+9.73%
SPY
+9.48%
1Y
Winner
APUE
+23.04%
SPY
+21.66%
5Y(CAGR)
APUE
N/A
SPY
+13.03%
10Y(CAGR)
APUE
N/A
SPY
+15.12%
Max(CAGR)
Winner
APUE
+22.63%
SPY
+8.52%
APUE vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | APUE | SPY |
|---|---|---|
| 2026 | +11.19% | +10.64% |
| 2025 | +17.72% | +18.00% |
| 2024 | +24.70% | +25.59% |
| 2023 | +18.42% | +26.72% |
| 2022 | N/A | -18.64% |
| 2021 | N/A | +30.52% |
| 2020 | N/A | +17.28% |
| 2019 | N/A | +31.09% |
| 2018 | N/A | -5.24% |
| 2017 | N/A | +20.78% |
| 2016 | N/A | +13.59% |
| 2015 | N/A | +1.31% |
| 2014 | N/A | +14.56% |
| 2013 | N/A | +29.00% |
| 2012 | N/A | +14.17% |
| 2011 | N/A | +0.85% |
| 2010 | N/A | +13.14% |
| 2009 | N/A | +22.67% |
| 2008 | N/A | -36.25% |
| 2007 | N/A | +5.32% |
| 2006 | N/A | +13.85% |
| 2005 | N/A | +5.32% |
| 2004 | N/A | +10.75% |
| 2003 | N/A | +24.18% |
| 2002 | N/A | -22.42% |
| 2001 | N/A | -10.13% |
| 2000 | N/A | -8.84% |
| 1999 | N/A | +8.61% |
APUE vs SPY Drawdown Comparison
The maximum drawdown for APUE was -18.83%, occurring on Apr 8, 2025. Recovery took 89 trading sessions.
The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.
The current APUE drawdown is -0.32%. The current SPY drawdown is -0.77%.
| Rank | APUE | SPY |
|---|---|---|
| #1 | -18.83% Feb 19, 2025 - Jun 27, 2025 | -55.20% Oct 9, 2007 - Aug 16, 2012 |
| #2 | -10.08% Jul 31, 2023 - Dec 1, 2023 | -47.50% Mar 24, 2000 - Oct 26, 2006 |
| #3 | -8.98% Feb 9, 2026 - Apr 15, 2026 | -33.70% Feb 19, 2020 - Aug 10, 2020 |
| #4 | -8.50% Jul 16, 2024 - Sep 19, 2024 | -24.50% Jan 3, 2022 - Dec 13, 2023 |
| #5 | -5.79% Mar 28, 2024 - May 15, 2024 | -19.34% Sep 20, 2018 - Apr 12, 2019 |
| #6 | -4.68% Oct 28, 2025 - Nov 28, 2025 | -18.76% Feb 19, 2025 - Jun 26, 2025 |
| #7 | -4.66% Dec 4, 2024 - Jan 23, 2025 | -13.02% Jul 20, 2015 - Apr 18, 2016 |
| #8 | -4.08% Jun 1, 2026 - Jul 10, 2026 | -10.10% Jan 26, 2018 - Aug 6, 2018 |
| #9 | -3.06% Oct 8, 2025 - Oct 24, 2025 | -9.44% Sep 2, 2020 - Nov 11, 2020 |
| #10 | -2.52% Dec 11, 2025 - Dec 23, 2025 | -9.30% Jan 19, 2000 - Mar 17, 2000 |
| #11 | -2.52% Jul 25, 2025 - Aug 12, 2025 | -9.05% Jul 19, 2007 - Oct 5, 2007 |
| #12 | -2.51% Oct 18, 2024 - Nov 6, 2024 | -8.88% Jan 27, 2026 - Apr 14, 2026 |
| #13 | -2.39% Jan 12, 2026 - Jan 27, 2026 | -8.41% Jul 16, 2024 - Sep 19, 2024 |
| #14 | -2.34% Jan 27, 2026 - Feb 9, 2026 | -7.35% Sep 14, 2012 - Jan 2, 2013 |
| #15 | -2.22% Dec 28, 2023 - Jan 19, 2024 | -7.27% Sep 18, 2014 - Oct 31, 2014 |
Correlation
Correlation between APUE and SPY is 1.00 which considered as a very strong positive correlation - the stocks move almost identically together.
1.00
-101
Dividend Comparison (1999 - 2026)
APUE vs SPY dividend yield comparison.
| Year | APUE | SPY |
|---|---|---|
| 2026 | 0.00% | 0.49% |
| 2025 | 0.83% | 1.07% |
| 2024 | 0.79% | 1.21% |
| 2023 | 0.41% | 1.40% |
| 2022 | 0.00% | 1.65% |
| 2021 | 0.00% | 1.20% |
| 2020 | 0.00% | 1.52% |
| 2019 | 0.00% | 1.75% |
| 2018 | 0.00% | 2.04% |
| 2017 | 0.00% | 1.80% |
| 2016 | 0.00% | 2.03% |
| 2015 | 0.00% | 2.06% |
| 2014 | 0.00% | 1.87% |
| 2013 | 0.00% | 1.81% |
| 2012 | 0.00% | 2.18% |
| 2011 | 0.00% | 2.05% |
| 2010 | 0.00% | 1.80% |
| 2009 | 0.00% | 1.95% |
| 2008 | 0.00% | 3.02% |
| 2007 | 0.00% | 1.85% |
| 2006 | 0.00% | 1.73% |
| 2005 | 0.00% | 1.73% |
| 2004 | 0.00% | 1.82% |
| 2003 | 0.00% | 1.47% |
| 2002 | 0.00% | 1.70% |
| 2001 | 0.00% | 1.25% |
| 2000 | 0.00% | 1.15% |
| 1999 | 0.00% | 0.24% |
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