DIVI vs APUE
Comparison between FRANKLIN INTERNATIONAL CORE DIVIDEND TILT INDEX ETF (DIVI, ETF) and ACTIVEPASSIVE U.S. EQUITY ETF (APUE, ETF).
DIVI vs APUE - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
DIVI
$2.40B
APUE
$2.40B
Expense Ratio
Winner
DIVI
0.09%
APUE
0.31%
Max Drawdown
DIVI
27.76%
Winner
APUE
19.07%
Sharpe Ratio
DIVI
1.27
Winner
APUE
1.65
5Y Beta
Winner
DIVI
0.71
APUE
0.95
P/E Ratio
DIVI
N/A
APUE
27.09
Forward P/E
DIVI
N/A
APUE
21.59
PEG Ratio
DIVI
N/A
APUE
0.21
5Y Dividends CAGR
DIVI
-5.07%
APUE
N/A
5Y EPS CAGR
DIVI
N/A
APUE
25.32%
Debt to Equity
DIVI
N/A
APUE
36.46%
P/S Ratio
DIVI
N/A
APUE
3.52
P/B Ratio
DIVI
N/A
APUE
5.32
DIVI vs APUE - Holdings Comparison
DIVI and APUE have 1 common holdings. Overlap is -1.65%
DIVI's top 25 holdings weight is 25.05%. APUE's top 25 holdings weight is 53.99%.
| Rank | DIVI | APUE |
|---|---|---|
| #1 | ASML HOLDING NV (n/a) - 2.97% | NVIDIA CORP (NVDA) - 7.03% |
| #2 | HSBC HOLDINGS PLC (n/a) - 1.43% | APPLE INC (AAPL) - 6.40% |
| #3 | ROCHE HOLDING AG ORDINARY SHARES NEW (n/a) - 1.32% | DIMENSIONAL US SMALL CAP ETF (DFAS) - 4.54% |
| #4 | NESTLE SA (n/a) - 1.31% | MICROSOFT CORP (MSFT) - 4.38% |
| #5 | ASTRAZENECA PLC (AZN:XLON) - 1.28% | AMAZON.COM INC (AMZN) - 3.62% |
| #6 | SIEMENS AG (n/a) - 1.16% | ALPHABET INC CLASS A (GOOGL) - 3.27% |
| #7 | NOVARTIS AG REGISTERED SHARES (n/a) - 1.11% | BROADCOM INC (AVGO) - 2.83% |
| #8 | BHP GROUP LTD (n/a) - 1.09% | ALPHABET INC CLASS C (GOOG) - 2.58% |
| #9 | BRITISH AMERICAN TOBACCO PLC (n/a) - 1.07% | OTHER ASSETS AND LIABILITIES (n/a) - 2.53% |
| #10 | TOYOTA MOTOR CORP (n/a) - 1.03% | META PLATFORMS INC CLASS A (META) - 1.89% |
| #11 | BNP PARIBAS ACT. CAT.A (n/a) - 1.02% | TESLA INC (TSLA) - 1.73% |
| #12 | INTESA SANPAOLO (n/a) - 1.00% | MICRON TECHNOLOGY INC (MU) - 1.45% |
| #13 | MITSUBISHI UFJ FINANCIAL GROUP INC (n/a) - 0.99% | FIRST AMERICAN GOVERNMENT OBLIGS X (FGXXX) - 1.31% |
| #14 | SOFTBANK GROUP CORP (n/a) - 0.91% | ELI LILLY AND CO (LLY) - 1.28% |
| #15 | RIO TINTO PLC ORDINARY SHARES (n/a) - 0.91% | JPMORGAN CHASE & CO (JPM) - 1.23% |
| #16 | ENEL SPA (n/a) - 0.89% | ADVANCED MICRO DEVICES INC (AMD) - 1.17% |
| #17 | SANOFI SA (n/a) - 0.89% | EXXON MOBIL CORP (XOM) - 0.94% |
| #18 | DBS GROUP HOLDINGS LTD (n/a) - 0.86% | JOHNSON & JOHNSON (JNJ) - 0.89% |
| #19 | ALLIANZ SE (n/a) - 0.86% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 0.85% |
| #20 | ZURICH INSURANCE GROUP AG (n/a) - 0.85% | WALMART INC (WMT) - 0.79% |
| #21 | BASF SE (n/a) - 0.43% | VISA INC CLASS A (V) - 0.74% |
| #22 | NATIONAL GRID PLC (n/a) - 0.42% | INTEL CORP (INTC) - 0.71% |
| #23 | OVERSEA-CHINESE BANKING CORP LTD (n/a) - 0.42% | CISCO SYSTEMS INC (CSCO) - 0.65% |
| #24 | TRANSURBAN GROUP (n/a) - 0.42% | LAM RESEARCH CORP (LRCX) - 0.60% |
| #25 | ANZ GROUP HOLDINGS LTD (n/a) - 0.41% | CATERPILLAR INC (CAT) - 0.58% |
| Total Holdings | 404 | 451 |
DIVI vs APUE - Historical Returns
Returns include dividend reinvestment.
1M
DIVI
+0.33%
Winner
APUE
+1.71%
3M
DIVI
+4.72%
Winner
APUE
+8.25%
6M
Winner
DIVI
+11.27%
APUE
+8.37%
1Y
DIVI
+23.91%
Winner
APUE
+26.98%
5Y(CAGR)
DIVI
+13.04%
APUE
N/A
10Y(CAGR)
DIVI
+10.72%
APUE
N/A
Max(CAGR)
DIVI
+10.65%
Winner
APUE
+22.48%
DIVI vs APUE - Annual Returns (2016 - 2026)
Returns include dividend reinvestment.
| Year | DIVI | APUE |
|---|---|---|
| 2026 | +7.48% | +8.38% |
| 2025 | +35.56% | +17.72% |
| 2024 | +2.87% | +24.70% |
| 2023 | +18.29% | +18.42% |
| 2022 | -1.79% | N/A |
| 2021 | +15.90% | N/A |
| 2020 | +0.43% | N/A |
| 2019 | +23.88% | N/A |
| 2018 | -6.31% | N/A |
| 2017 | +12.37% | N/A |
| 2016 | +1.13% | N/A |
DIVI vs APUE Drawdown Comparison
The maximum drawdown for DIVI was -27.76%, occurring on Mar 12, 2020. Recovery took 223 trading sessions.
The maximum drawdown for APUE was -18.83%, occurring on Apr 8, 2025. Recovery took 89 trading sessions.
The current DIVI drawdown is -2.83%. The current APUE drawdown is -2.73%.
| Rank | DIVI | APUE |
|---|---|---|
| #1 | -27.76% Feb 19, 2020 - Jan 6, 2021 | -18.83% Feb 19, 2025 - Jun 27, 2025 |
| #2 | -18.49% Jan 4, 2022 - Dec 1, 2022 | -10.08% Jul 31, 2023 - Dec 1, 2023 |
| #3 | -14.58% Mar 19, 2025 - May 2, 2025 | -8.98% Feb 9, 2026 - Apr 15, 2026 |
| #4 | -11.78% Jul 30, 2018 - Mar 15, 2019 | -8.50% Jul 16, 2024 - Sep 19, 2024 |
| #5 | -11.19% Jul 28, 2023 - Dec 13, 2023 | -5.79% Mar 28, 2024 - May 15, 2024 |
| #6 | -10.88% Dec 20, 2016 - Oct 10, 2017 | -4.68% Oct 28, 2025 - Nov 28, 2025 |
| #7 | -10.53% Feb 25, 2026 - May 6, 2026 | -4.66% Dec 4, 2024 - Jan 23, 2025 |
| #8 | -10.37% Sep 26, 2024 - Mar 5, 2025 | -3.06% Oct 8, 2025 - Oct 24, 2025 |
| #9 | -8.88% Jan 9, 2018 - Jul 30, 2018 | -2.73% Jun 1, 2026 - Jun 5, 2026 |
| #10 | -7.72% Jul 12, 2024 - Aug 21, 2024 | -2.52% Dec 11, 2025 - Dec 23, 2025 |
| #11 | -7.66% Feb 1, 2023 - Apr 12, 2023 | -2.52% Jul 25, 2025 - Aug 12, 2025 |
| #12 | -7.55% Jun 3, 2016 - Jul 13, 2016 | -2.51% Oct 18, 2024 - Nov 6, 2024 |
| #13 | -6.65% Sep 7, 2021 - Nov 19, 2021 | -2.39% Jan 12, 2026 - Jan 27, 2026 |
| #14 | -5.91% Jul 29, 2019 - Sep 10, 2019 | -2.34% Jan 27, 2026 - Feb 9, 2026 |
| #15 | -5.46% Aug 12, 2016 - Dec 16, 2016 | -2.22% Dec 28, 2023 - Jan 19, 2024 |
Correlation
Correlation between DIVI and APUE is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.
0.95
-101
Dividend Comparison (2016 - 2026)
DIVI vs APUE dividend yield comparison.
| Year | DIVI | APUE |
|---|---|---|
| 2026 | 0.25% | 0.00% |
| 2025 | 3.76% | 0.83% |
| 2024 | 4.39% | 0.79% |
| 2023 | 3.17% | 0.41% |
| 2022 | 6.03% | 0.00% |
| 2021 | 2.77% | 0.00% |
| 2020 | 8.04% | 0.00% |
| 2019 | 1.61% | 0.00% |
| 2018 | 5.67% | 0.00% |
| 2017 | 5.22% | 0.00% |
| 2016 | 11.56% | 0.00% |
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