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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
$784B
Expense Ratio
APUE
0.31%
Winner
SPY
0.09%
Max Drawdown
Winner
APUE
19.07%
SPY
56.47%
Sharpe Ratio
Winner
APUE
1.60
SPY
1.54
5Y Beta
Winner
APUE
0.95
SPY
1.00
P/E Ratio
Winner
APUE
26.82
SPY
27.62
Forward P/E
Winner
APUE
20.70
SPY
21.11
PEG Ratio
APUE
0.46
SPY
N/A
5Y Dividends CAGR
APUE
N/A
SPY
6.00%
5Y EPS CAGR
Winner
APUE
27.35%
SPY
25.30%
Debt to Equity
Winner
APUE
30.83%
SPY
31.11%
P/S Ratio
Winner
APUE
3.41
SPY
3.49
P/B Ratio
Winner
APUE
5.27
SPY
5.30

APUE vs SPY - Holdings Comparison

APUE and SPY have 361 common holdings. Overlap is 68.37%

APUE's top 25 holdings weight is 48.60%. SPY's top 25 holdings weight is 51.24%.

RankAPUESPY
#1
NVIDIA CORP (NVDA) - 6.89%
NVIDIA CORP (NVDA) - 7.81%
#2
APPLE INC (AAPL) - 6.10%
APPLE INC (AAPL) - 6.81%
#3
DIMENSIONAL US SMALL CAP ETF (DFAS) - 4.60%
MICROSOFT CORP (MSFT) - 4.53%
#4
MICROSOFT CORP (MSFT) - 4.17%
AMAZON.COM INC (AMZN) - 3.72%
#5
AMAZON.COM INC (AMZN) - 3.33%
ALPHABET INC CLASS A (GOOGL) - 3.39%
#6
ALPHABET INC CLASS A (GOOGL) - 3.08%
BROADCOM INC (AVGO) - 2.77%
#7
BROADCOM INC (AVGO) - 2.62%
ALPHABET INC CLASS C (GOOG) - 2.72%
#8
ALPHABET INC CLASS C (GOOG) - 2.44%
META PLATFORMS INC CLASS A (META) - 2.03%
#9
META PLATFORMS INC CLASS A (META) - 1.81%
MICRON TECHNOLOGY INC (MU) - 1.78%
#10
MICRON TECHNOLOGY INC (MU) - 1.74%
TESLA INC (TSLA) - 1.76%
#11
TESLA INC (TSLA) - 1.63%
BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.41%
#12
ELI LILLY AND CO (LLY) - 1.35%
JPMORGAN CHASE & CO (JPM) - 1.38%
#13
JPMORGAN CHASE & CO (JPM) - 1.27%
ELI LILLY AND CO (LLY) - 1.38%
#14
ADVANCED MICRO DEVICES INC (AMD) - 1.26%
ADVANCED MICRO DEVICES INC (AMD) - 1.28%
#15
JOHNSON & JOHNSON (JNJ) - 0.90%
EXXON MOBIL CORP (XOM) - 0.92%
#16
EXXON MOBIL CORP (XOM) - 0.88%
JOHNSON & JOHNSON (JNJ) - 0.88%
#17
BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 0.86%
VISA INC CLASS A (V) - 0.87%
#18
WALMART INC (WMT) - 0.79%
INTEL CORP (INTC) - 0.85%
#19
VISA INC CLASS A (V) - 0.73%
WALMART INC (WMT) - 0.82%
#20
INTEL CORP (INTC) - 0.72%
CISCO SYSTEMS INC (CSCO) - 0.73%
#21
ANALOG DEVICES INC (ADI) - 0.30%
LAM RESEARCH CORP (LRCX) - 0.71%
#22
CHURCHILL DOWNS INC (CHDN) - 0.29%
APPLIED MATERIALS INC (AMAT) - 0.70%
#23
AMGEN INC (AMGN) - 0.29%
CATERPILLAR INC (CAT) - 0.68%
#24
AT&T INC (T) - 0.28%
COSTCO WHOLESALE CORP (COST) - 0.68%
#25
BANK OF NEW YORK MELLON CORP (BNY) - 0.27%
MASTERCARD INC CLASS A (MA) - 0.63%
Total Holdings412505

APUE vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
Winner
APUE
-0.79%
SPY
-1.37%
3M
Winner
APUE
+12.49%
SPY
+12.22%
6M
Winner
APUE
+7.66%
SPY
+7.20%
1Y
Winner
APUE
+24.89%
SPY
+23.58%
5Y(CAGR)
APUE
N/A
SPY
+13.19%
10Y(CAGR)
APUE
N/A
SPY
+15.12%
Max(CAGR)
Winner
APUE
+22.13%
SPY
+8.44%

APUE vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearAPUESPY
2026+8.50%+7.95%
2025+17.72%+18.00%
2024+24.70%+25.59%
2023+18.42%+26.72%
2022N/A-18.64%
2021N/A+30.52%
2020N/A+17.28%
2019N/A+31.09%
2018N/A-5.24%
2017N/A+20.78%
2016N/A+13.59%
2015N/A+1.31%
2014N/A+14.56%
2013N/A+29.00%
2012N/A+14.17%
2011N/A+0.85%
2010N/A+13.14%
2009N/A+22.67%
2008N/A-36.25%
2007N/A+5.32%
2006N/A+13.85%
2005N/A+5.32%
2004N/A+10.75%
2003N/A+24.18%
2002N/A-22.42%
2001N/A-10.13%
2000N/A-8.84%
1999N/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 -2.62%. The current SPY drawdown is -3.18%.

RankAPUESPY
#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 - Jun 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.

YearAPUESPY
20260.00%0.50%
20250.83%1.07%
20240.79%1.21%
20230.41%1.40%
20220.00%1.65%
20210.00%1.20%
20200.00%1.52%
20190.00%1.75%
20180.00%2.04%
20170.00%1.80%
20160.00%2.03%
20150.00%2.06%
20140.00%1.87%
20130.00%1.81%
20120.00%2.18%
20110.00%2.05%
20100.00%1.80%
20090.00%1.95%
20080.00%3.02%
20070.00%1.85%
20060.00%1.73%
20050.00%1.73%
20040.00%1.82%
20030.00%1.47%
20020.00%1.70%
20010.00%1.25%
20000.00%1.15%
19990.00%0.24%

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