ESML vs APUE
Comparison between ISHARES ESG AWARE MSCI USA SMALL-CAP ETF (ESML, ETF) and ACTIVEPASSIVE U.S. EQUITY ETF (APUE, ETF).
ESML vs APUE - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
ESML
$2.10B
Winner
APUE
$2.20B
Expense Ratio
Winner
ESML
0.17%
APUE
0.31%
Max Drawdown
ESML
41.97%
Winner
APUE
19.07%
Sharpe Ratio
ESML
1.79
Winner
APUE
2.06
5Y Beta
ESML
1.06
Winner
APUE
0.95
P/E Ratio
ESML
42.06
Winner
APUE
26.78
Forward P/E
Winner
ESML
15.88
APUE
20.97
PEG Ratio
ESML
N/A
APUE
0.49
5Y Dividends CAGR
ESML
12.42%
APUE
N/A
5Y EPS CAGR
ESML
14.91%
Winner
APUE
27.89%
Debt to Equity
ESML
N/A
APUE
29.22%
P/S Ratio
Winner
ESML
1.42
APUE
3.37
P/B Ratio
Winner
ESML
2.51
APUE
5.17
ESML vs APUE - Holdings Comparison
ESML and APUE have 13 common holdings. Overlap is 1.51%
ESML's top 25 holdings weight is 11.11%. APUE's top 25 holdings weight is 49.01%.
| Rank | ESML | APUE |
|---|---|---|
| #1 | SANDISK CORP ORDINARY SHARES (SNDK) - 2.35% | NVIDIA CORP (NVDA) - 7.32% |
| #2 | TECHNIPFMC PLC (FTI) - 0.64% | APPLE INC (AAPL) - 5.88% |
| #3 | US FOODS HOLDING CORP (USFD) - 0.52% | MICROSOFT CORP (MSFT) - 4.75% |
| #4 | OVINTIV INC (OVV) - 0.46% | DIMENSIONAL US SMALL CAP ETF (DFAS) - 4.64% |
| #5 | XPO INC (XPO) - 0.44% | AMAZON.COM INC (AMZN) - 3.70% |
| #6 | ASSURANT INC (AIZ) - 0.43% | ALPHABET INC CLASS A (GOOGL) - 3.14% |
| #7 | FABRINET (FN) - 0.40% | BROADCOM INC (AVGO) - 2.82% |
| #8 | ALBEMARLE CORP (ALB) - 0.40% | ALPHABET INC CLASS C (GOOG) - 2.50% |
| #9 | JANUS HENDERSON GROUP PLC (JHG) - 0.39% | META PLATFORMS INC CLASS A (META) - 2.16% |
| #10 | NVENT ELECTRIC PLC (NVT) - 0.38% | TESLA INC (TSLA) - 1.58% |
| #11 | MASTEC INC (MTZ) - 0.37% | JPMORGAN CHASE & CO (JPM) - 1.31% |
| #12 | ROYAL GOLD INC (RGLD) - 0.37% | ELI LILLY AND CO (LLY) - 1.11% |
| #13 | CARPENTER TECHNOLOGY CORP (CRS) - 0.37% | EXXON MOBIL CORP (XOM) - 1.00% |
| #14 | ATI INC (ATI) - 0.36% | JOHNSON & JOHNSON (JNJ) - 0.94% |
| #15 | WOODWARD INC (WWD) - 0.35% | WALMART INC (WMT) - 0.92% |
| #16 | JONES LANG LASALLE INC (JLL) - 0.35% | MICRON TECHNOLOGY INC (MU) - 0.88% |
| #17 | WESCO INTERNATIONAL INC (WCC) - 0.34% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 0.83% |
| #18 | EAST WEST BANCORP INC (EWBC) - 0.34% | ADVANCED MICRO DEVICES INC (AMD) - 0.79% |
| #19 | ONE GAS INC (OGS) - 0.34% | VISA INC CLASS A (V) - 0.70% |
| #20 | ADVANCED ENERGY INDUSTRIES INC (AEIS) - 0.33% | CISCO SYSTEMS INC (CSCO) - 0.59% |
| #21 | AVISTA CORP (AVA) - 0.24% | GILEAD SCIENCES INC (GILD) - 0.30% |
| #22 | CROWN HOLDINGS INC (CCK) - 0.24% | ANALOG DEVICES INC (ADI) - 0.29% |
| #23 | BORGWARNER INC (BWA) - 0.24% | ABBOTT LABORATORIES (ABT) - 0.29% |
| #24 | TTM TECHNOLOGIES INC (TTMI) - 0.23% | VERIZON COMMUNICATIONS INC (VZ) - 0.29% |
| #25 | WEBSTER FINANCIAL CORP (WBS) - 0.23% | MEDTRONIC PLC (MDT) - 0.28% |
| Total Holdings | 865 | 404 |
ESML vs APUE - Historical Returns
Returns include dividend reinvestment.
1M
ESML
+6.58%
Winner
APUE
+8.60%
3M
ESML
+4.85%
Winner
APUE
+5.83%
6M
Winner
ESML
+17.50%
APUE
+11.20%
1Y
Winner
ESML
+36.74%
APUE
+32.89%
5Y(CAGR)
ESML
+6.76%
APUE
N/A
10Y(CAGR)
ESML
+10.61%
APUE
N/A
Max(CAGR)
ESML
+10.61%
Winner
APUE
+23.10%
ESML vs APUE - Annual Returns (2018 - 2026)
Returns include dividend reinvestment.
| Year | ESML | APUE |
|---|---|---|
| 2026 | +13.03% | +8.34% |
| 2025 | +10.70% | +17.72% |
| 2024 | +12.55% | +24.70% |
| 2023 | +17.68% | +18.42% |
| 2022 | -18.01% | N/A |
| 2021 | +20.80% | N/A |
| 2020 | +19.56% | N/A |
| 2019 | +28.89% | N/A |
| 2018 | -10.88% | N/A |
ESML vs APUE Drawdown Comparison
The maximum drawdown for ESML was -41.97%, occurring on Mar 23, 2020. Recovery took 206 trading sessions.
The maximum drawdown for APUE was -18.83%, occurring on Apr 8, 2025. Recovery took 89 trading sessions.
The current ESML drawdown is -0.29%.
| Rank | ESML | APUE |
|---|---|---|
| #1 | -41.97% Jan 16, 2020 - Nov 9, 2020 | -18.83% Feb 19, 2025 - Jun 27, 2025 |
| #2 | -28.61% Nov 8, 2021 - Jul 16, 2024 | -10.08% Jul 31, 2023 - Dec 1, 2023 |
| #3 | -26.68% Nov 25, 2024 - Sep 18, 2025 | -8.98% Feb 9, 2026 - Apr 15, 2026 |
| #4 | -25.31% Aug 29, 2018 - Nov 27, 2019 | -8.50% Jul 16, 2024 - Sep 19, 2024 |
| #5 | -9.04% Feb 26, 2026 - Apr 14, 2026 | -5.79% Mar 28, 2024 - May 15, 2024 |
| #6 | -8.34% Jul 16, 2024 - Sep 19, 2024 | -4.68% Oct 28, 2025 - Nov 28, 2025 |
| #7 | -7.95% Mar 15, 2021 - Apr 26, 2021 | -4.66% Dec 4, 2024 - Jan 23, 2025 |
| #8 | -7.83% Jun 8, 2021 - Oct 20, 2021 | -3.06% Oct 8, 2025 - Oct 24, 2025 |
| #9 | -7.16% Oct 27, 2025 - Dec 4, 2025 | -2.52% Dec 11, 2025 - Dec 23, 2025 |
| #10 | -6.29% Apr 28, 2021 - Jun 8, 2021 | -2.52% Jul 25, 2025 - Aug 12, 2025 |
| #11 | -5.39% Feb 24, 2021 - Mar 11, 2021 | -2.51% Oct 18, 2024 - Nov 6, 2024 |
| #12 | -4.31% Nov 11, 2024 - Nov 25, 2024 | -2.39% Jan 12, 2026 - Jan 27, 2026 |
| #13 | -4.08% Jan 20, 2021 - Feb 4, 2021 | -2.34% Jan 27, 2026 - Feb 9, 2026 |
| #14 | -4.06% Oct 6, 2025 - Oct 24, 2025 | -2.22% Dec 28, 2023 - Jan 19, 2024 |
| #15 | -3.41% Jun 20, 2018 - Jul 9, 2018 | -2.21% Nov 11, 2024 - Nov 25, 2024 |
Correlation
Correlation between ESML and APUE is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.
0.97
-101
Dividend Comparison (2018 - 2026)
ESML vs APUE dividend yield comparison.
| Year | ESML | APUE |
|---|---|---|
| 2026 | 0.21% | 0.00% |
| 2025 | 1.08% | 0.83% |
| 2024 | 1.22% | 0.79% |
| 2023 | 1.31% | 0.41% |
| 2022 | 1.46% | 0.00% |
| 2021 | 0.94% | 0.00% |
| 2020 | 0.99% | 0.00% |
| 2019 | 1.10% | 0.00% |
| 2018 | 1.07% | 0.00% |
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