ARTY vs APUE
Comparison between ISHARES FUTURE AI & TECH ETF (ARTY, ETF) and ACTIVEPASSIVE U.S. EQUITY ETF (APUE, ETF).
ARTY vs APUE - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
ARTY
$2.10B
Winner
APUE
$2.20B
Expense Ratio
ARTY
0.47%
Winner
APUE
0.31%
Max Drawdown
ARTY
55.76%
Winner
APUE
19.07%
Sharpe Ratio
Winner
ARTY
2.49
APUE
2.06
5Y Beta
ARTY
1.55
Winner
APUE
0.95
P/E Ratio
ARTY
62.29
Winner
APUE
26.78
Forward P/E
ARTY
24.21
Winner
APUE
20.97
PEG Ratio
Winner
ARTY
0.27
APUE
0.49
5Y Dividends CAGR
ARTY
8.09%
APUE
N/A
5Y EPS CAGR
ARTY
N/A
APUE
27.89%
Debt to Equity
ARTY
83.43%
Winner
APUE
29.22%
P/S Ratio
ARTY
7.22
Winner
APUE
3.37
P/B Ratio
ARTY
10.52
Winner
APUE
5.17
ARTY vs APUE - Holdings Comparison
ARTY and APUE have 19 common holdings. Overlap is 12.47%
ARTY's top 25 holdings weight is 78.97%. APUE's top 25 holdings weight is 49.01%.
| Rank | ARTY | APUE |
|---|---|---|
| #1 | MARVELL TECHNOLOGY INC (MRVL) - 6.05% | NVIDIA CORP (NVDA) - 7.32% |
| #2 | ADVANCED MICRO DEVICES INC (AMD) - 5.86% | APPLE INC (AAPL) - 5.88% |
| #3 | COREWEAVE INC ORDINARY SHARES CLASS A (CRWV) - 5.33% | MICROSOFT CORP (MSFT) - 4.75% |
| #4 | MICRON TECHNOLOGY INC (MU) - 4.79% | DIMENSIONAL US SMALL CAP ETF (DFAS) - 4.64% |
| #5 | n/a (n/a) - 4.56% | AMAZON.COM INC (AMZN) - 3.70% |
| #6 | NVIDIA CORP (NVDA) - 4.36% | ALPHABET INC CLASS A (GOOGL) - 3.14% |
| #7 | BROADCOM INC (AVGO) - 4.34% | BROADCOM INC (AVGO) - 2.82% |
| #8 | ORACLE CORP (ORCL) - 4.05% | ALPHABET INC CLASS C (GOOG) - 2.50% |
| #9 | NAVER CORP (n/a) - 3.54% | META PLATFORMS INC CLASS A (META) - 2.16% |
| #10 | SK HYNIX INC (n/a) - 3.19% | TESLA INC (TSLA) - 1.58% |
| #11 | GLOBAL UNICHIP CORP (n/a) - 3.11% | JPMORGAN CHASE & CO (JPM) - 1.31% |
| #12 | SUPER MICRO COMPUTER INC (SMCI) - 2.71% | ELI LILLY AND CO (LLY) - 1.11% |
| #13 | ALCHIP TECHNOLOGIES LTD (n/a) - 2.67% | EXXON MOBIL CORP (XOM) - 1.00% |
| #14 | ARISTA NETWORKS INC (ANET) - 2.55% | JOHNSON & JOHNSON (JNJ) - 0.94% |
| #15 | ADVANTEST CORP (n/a) - 2.49% | WALMART INC (WMT) - 0.92% |
| #16 | SEAGATE TECHNOLOGY HOLDINGS PLC (STX) - 2.42% | MICRON TECHNOLOGY INC (MU) - 0.88% |
| #17 | WESTERN DIGITAL CORP (WDC) - 2.38% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 0.83% |
| #18 | SCHNEIDER ELECTRIC SE (n/a) - 2.30% | ADVANCED MICRO DEVICES INC (AMD) - 0.79% |
| #19 | MICROSOFT CORP (MSFT) - 2.18% | VISA INC CLASS A (V) - 0.70% |
| #20 | n/a (PLTR) - 1.86% | CISCO SYSTEMS INC (CSCO) - 0.59% |
| #21 | INTERNATIONAL BUSINESS MACHINES CORP (IBM) - 1.82% | GILEAD SCIENCES INC (GILD) - 0.30% |
| #22 | CONSTELLATION ENERGY CORP (CEG) - 1.71% | ANALOG DEVICES INC (ADI) - 0.29% |
| #23 | ACCENTURE PLC CLASS A (ACN) - 1.63% | ABBOTT LABORATORIES (ABT) - 0.29% |
| #24 | ASE TECHNOLOGY HOLDING CO LTD (n/a) - 1.56% | VERIZON COMMUNICATIONS INC (VZ) - 0.29% |
| #25 | BLOOM ENERGY CORP CLASS A (BE) - 1.51% | MEDTRONIC PLC (MDT) - 0.28% |
| Total Holdings | 73 | 404 |
ARTY vs APUE - Historical Returns
Returns include dividend reinvestment.
1M
Winner
ARTY
+34.37%
APUE
+8.60%
3M
Winner
ARTY
+32.19%
APUE
+5.83%
6M
Winner
ARTY
+41.93%
APUE
+11.20%
1Y
Winner
ARTY
+98.78%
APUE
+32.89%
5Y(CAGR)
ARTY
+11.22%
APUE
N/A
Max(CAGR)
ARTY
+15.38%
Winner
APUE
+23.10%
ARTY vs APUE - Annual Returns (2018 - 2026)
Returns include dividend reinvestment.
| Year | ARTY | APUE |
|---|---|---|
| 2026 | +37.81% | +8.34% |
| 2025 | +29.45% | +17.72% |
| 2024 | +10.75% | +24.70% |
| 2023 | +35.02% | +18.42% |
| 2022 | -38.41% | N/A |
| 2021 | +6.59% | N/A |
| 2020 | +45.71% | N/A |
| 2019 | +33.74% | N/A |
| 2018 | -14.31% | N/A |
ARTY vs APUE Drawdown Comparison
The maximum drawdown for ARTY was -54.49%, occurring on Oct 14, 2022. Recovery took 1167 trading sessions.
The maximum drawdown for APUE was -18.83%, occurring on Apr 8, 2025. Recovery took 89 trading sessions.
| Rank | ARTY | APUE |
|---|---|---|
| #1 | -54.49% Feb 16, 2021 - Oct 8, 2025 | -18.83% Feb 19, 2025 - Jun 27, 2025 |
| #2 | -32.23% Feb 12, 2020 - Jun 5, 2020 | -10.08% Jul 31, 2023 - Dec 1, 2023 |
| #3 | -24.26% Sep 26, 2018 - Apr 3, 2019 | -8.98% Feb 9, 2026 - Apr 15, 2026 |
| #4 | -18.81% Jan 28, 2026 - Apr 14, 2026 | -8.50% Jul 16, 2024 - Sep 19, 2024 |
| #5 | -14.10% Oct 29, 2025 - Jan 16, 2026 | -5.79% Mar 28, 2024 - May 15, 2024 |
| #6 | -13.00% Apr 23, 2019 - Nov 5, 2019 | -4.68% Oct 28, 2025 - Nov 28, 2025 |
| #7 | -8.95% Sep 2, 2020 - Nov 4, 2020 | -4.66% Dec 4, 2024 - Jan 23, 2025 |
| #8 | -6.09% Jan 17, 2020 - Feb 12, 2020 | -3.06% Oct 8, 2025 - Oct 24, 2025 |
| #9 | -5.05% Jun 8, 2020 - Jun 17, 2020 | -2.52% Dec 11, 2025 - Dec 23, 2025 |
| #10 | -4.78% Oct 9, 2025 - Oct 27, 2025 | -2.52% Jul 25, 2025 - Aug 12, 2025 |
| #11 | -4.58% Jul 25, 2018 - Aug 24, 2018 | -2.51% Oct 18, 2024 - Nov 6, 2024 |
| #12 | -3.62% Apr 24, 2026 - May 1, 2026 | -2.39% Jan 12, 2026 - Jan 27, 2026 |
| #13 | -3.51% Jan 26, 2021 - Feb 2, 2021 | -2.34% Jan 27, 2026 - Feb 9, 2026 |
| #14 | -3.04% Aug 29, 2018 - Sep 26, 2018 | -2.22% Dec 28, 2023 - Jan 19, 2024 |
| #15 | -3.01% Nov 6, 2020 - Nov 16, 2020 | -2.21% Nov 11, 2024 - Nov 25, 2024 |
Correlation
Correlation between ARTY and APUE is 0.87 which considered as a strong positive correlation - the stocks tend to move together.
0.87
-101
Dividend Comparison (2018 - 2025)
ARTY vs APUE dividend yield comparison.
| Year | ARTY | APUE |
|---|---|---|
| 2025 | 0.00% | 0.83% |
| 2024 | 0.50% | 0.79% |
| 2023 | 0.88% | 0.41% |
| 2022 | 0.75% | 0.00% |
| 2021 | 2.41% | 0.00% |
| 2020 | 0.53% | 0.00% |
| 2019 | 0.69% | 0.00% |
| 2018 | 0.34% | 0.00% |
Select Stocks to Compare
Popular: ARTY vs SPYAPUE vs SPY
More Comparisons
Compare with similar stocks