FTLS vs APUE
Comparison between FIRST TRUST LONG/SHORT EQUITY ETF (FTLS, ETF) and ACTIVEPASSIVE U.S. EQUITY ETF (APUE, ETF).
FTLS vs APUE - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
FTLS
$2.30B
Winner
APUE
$2.40B
Expense Ratio
FTLS
1.38%
Winner
APUE
0.31%
Max Drawdown
FTLS
20.54%
Winner
APUE
19.07%
Sharpe Ratio
FTLS
1.25
Winner
APUE
1.98
5Y Beta
Winner
FTLS
0.51
APUE
0.95
P/E Ratio
Winner
FTLS
19.46
APUE
27.09
Forward P/E
Winner
FTLS
15.95
APUE
21.69
PEG Ratio
FTLS
N/A
APUE
0.21
5Y Dividends CAGR
FTLS
34.00%
APUE
N/A
5Y EPS CAGR
FTLS
22.52%
Winner
APUE
25.32%
Debt to Equity
FTLS
N/A
APUE
36.46%
P/S Ratio
Winner
FTLS
-2.62
APUE
3.52
P/B Ratio
Winner
FTLS
3.57
APUE
5.32
FTLS vs APUE - Holdings Comparison
FTLS and APUE have 158 common holdings. Overlap is 14.01%
FTLS's top 25 holdings weight is 86.75%. APUE's top 25 holdings weight is 53.99%.
| Rank | FTLS | APUE |
|---|---|---|
| #1 | CASH (n/a) - 30.90% | NVIDIA CORP (NVDA) - 7.03% |
| #2 | APPLE INC (AAPL) - 7.21% | APPLE INC (AAPL) - 6.40% |
| #3 | NVIDIA CORP (NVDA) - 4.01% | DIMENSIONAL US SMALL CAP ETF (DFAS) - 4.54% |
| #4 | MICROSOFT CORP (MSFT) - 3.53% | MICROSOFT CORP (MSFT) - 4.38% |
| #5 | QUALCOMM INC (QCOM) - 3.06% | AMAZON.COM INC (AMZN) - 3.62% |
| #6 | ALPHABET INC CLASS A (GOOGL) - 2.93% | ALPHABET INC CLASS A (GOOGL) - 3.27% |
| #7 | ASML HOLDING NV ADR (ASML) - 2.87% | BROADCOM INC (AVGO) - 2.83% |
| #8 | SANDISK CORP ORDINARY SHARES (SNDK) - 2.72% | ALPHABET INC CLASS C (GOOG) - 2.58% |
| #9 | JPMORGAN CHASE & CO (JPM) - 2.59% | OTHER ASSETS AND LIABILITIES (n/a) - 2.53% |
| #10 | BANK OF AMERICA CORP (BAC) - 2.52% | META PLATFORMS INC CLASS A (META) - 1.89% |
| #11 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 2.34% | TESLA INC (TSLA) - 1.73% |
| #12 | COSTCO WHOLESALE CORP (COST) - 2.11% | MICRON TECHNOLOGY INC (MU) - 1.45% |
| #13 | CITIGROUP INC (C) - 2.10% | FIRST AMERICAN GOVERNMENT OBLIGS X (FGXXX) - 1.31% |
| #14 | AMAZON.COM INC (AMZN) - 1.93% | ELI LILLY AND CO (LLY) - 1.28% |
| #15 | BROADCOM INC (AVGO) - 1.91% | JPMORGAN CHASE & CO (JPM) - 1.23% |
| #16 | ANALOG DEVICES INC (ADI) - 1.78% | ADVANCED MICRO DEVICES INC (AMD) - 1.17% |
| #17 | CHEVRON CORP (CVX) - 1.74% | EXXON MOBIL CORP (XOM) - 0.94% |
| #18 | ADOBE INC (ADBE) - 1.49% | JOHNSON & JOHNSON (JNJ) - 0.89% |
| #19 | META PLATFORMS INC CLASS A (META) - 1.46% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 0.85% |
| #20 | JOHNSON & JOHNSON (JNJ) - 1.46% | WALMART INC (WMT) - 0.79% |
| #21 | ABBVIE INC (ABBV) - 1.45% | VISA INC CLASS A (V) - 0.74% |
| #22 | CAPITAL ONE FINANCIAL CORP (COF) - 1.24% | INTEL CORP (INTC) - 0.71% |
| #23 | DREYFUS GOVT CM INST 289 (n/a) - 1.20% | CISCO SYSTEMS INC (CSCO) - 0.65% |
| #24 | CHARLES SCHWAB CORP (SCHW) - 1.10% | LAM RESEARCH CORP (LRCX) - 0.60% |
| #25 | NEWMONT CORP (NEM) - 1.10% | CATERPILLAR INC (CAT) - 0.58% |
| Total Holdings | 390 | 451 |
FTLS vs APUE - Historical Returns
Returns include dividend reinvestment.
1M
FTLS
+0.63%
Winner
APUE
+4.99%
3M
FTLS
+4.31%
Winner
APUE
+10.34%
6M
FTLS
+4.04%
Winner
APUE
+12.45%
1Y
FTLS
+14.01%
Winner
APUE
+30.61%
5Y(CAGR)
FTLS
+10.12%
APUE
N/A
10Y(CAGR)
FTLS
+9.75%
APUE
N/A
Max(CAGR)
FTLS
+8.97%
Winner
APUE
+23.68%
FTLS vs APUE - Annual Returns (2014 - 2026)
Returns include dividend reinvestment.
| Year | FTLS | APUE |
|---|---|---|
| 2026 | +4.47% | +11.43% |
| 2025 | +9.09% | +17.72% |
| 2024 | +19.09% | +24.70% |
| 2023 | +18.24% | +18.42% |
| 2022 | -5.23% | N/A |
| 2021 | +20.30% | N/A |
| 2020 | +2.13% | N/A |
| 2019 | +16.32% | N/A |
| 2018 | -5.41% | N/A |
| 2017 | +13.88% | N/A |
| 2016 | +7.57% | N/A |
| 2015 | +5.38% | N/A |
| 2014 | +5.71% | N/A |
FTLS vs APUE Drawdown Comparison
The maximum drawdown for FTLS was -20.54%, occurring on Mar 23, 2020. Recovery took 135 trading sessions.
The maximum drawdown for APUE was -18.83%, occurring on Apr 8, 2025. Recovery took 89 trading sessions.
The current FTLS drawdown is -0.82%.
| Rank | FTLS | APUE |
|---|---|---|
| #1 | -20.54% Feb 19, 2020 - Aug 31, 2020 | -18.83% Feb 19, 2025 - Jun 27, 2025 |
| #2 | -13.38% Jan 26, 2018 - Sep 17, 2019 | -10.08% Jul 31, 2023 - Dec 1, 2023 |
| #3 | -11.69% Jan 23, 2025 - Aug 27, 2025 | -8.98% Feb 9, 2026 - Apr 15, 2026 |
| #4 | -10.35% Dec 29, 2021 - Jun 2, 2023 | -8.50% Jul 16, 2024 - Sep 19, 2024 |
| #5 | -9.26% Dec 1, 2015 - Jul 26, 2016 | -5.79% Mar 28, 2024 - May 15, 2024 |
| #6 | -8.16% May 27, 2015 - Nov 24, 2015 | -4.68% Oct 28, 2025 - Nov 28, 2025 |
| #7 | -7.45% Sep 2, 2020 - Jan 7, 2021 | -4.66% Dec 4, 2024 - Jan 23, 2025 |
| #8 | -4.76% Feb 11, 2021 - Apr 15, 2021 | -3.06% Oct 8, 2025 - Oct 24, 2025 |
| #9 | -4.44% Jul 10, 2024 - Aug 27, 2024 | -2.52% Dec 11, 2025 - Dec 23, 2025 |
| #10 | -4.22% Mar 28, 2024 - Jun 6, 2024 | -2.52% Jul 25, 2025 - Aug 12, 2025 |
| #11 | -3.95% Sep 11, 2023 - Nov 10, 2023 | -2.51% Oct 18, 2024 - Nov 6, 2024 |
| #12 | -3.91% Sep 18, 2014 - Oct 28, 2014 | -2.39% Jan 12, 2026 - Jan 27, 2026 |
| #13 | -3.86% Aug 18, 2016 - Nov 9, 2016 | -2.34% Jan 27, 2026 - Feb 9, 2026 |
| #14 | -3.79% Feb 2, 2026 - Apr 9, 2026 | -2.22% Dec 28, 2023 - Jan 19, 2024 |
| #15 | -3.46% Nov 11, 2025 - Dec 24, 2025 | -2.21% Nov 11, 2024 - Nov 25, 2024 |
Correlation
Correlation between FTLS and APUE is 0.99 which considered as a very strong positive correlation - the stocks move almost identically together.
0.99
-101
Dividend Comparison (2014 - 2026)
FTLS vs APUE dividend yield comparison.
| Year | FTLS | APUE |
|---|---|---|
| 2026 | 0.09% | 0.00% |
| 2025 | 1.07% | 0.83% |
| 2024 | 1.50% | 0.79% |
| 2023 | 1.49% | 0.41% |
| 2022 | 0.81% | 0.00% |
| 2021 | 0.01% | 0.00% |
| 2020 | 0.44% | 0.00% |
| 2019 | 0.83% | 0.00% |
| 2018 | 0.87% | 0.00% |
| 2017 | 0.43% | 0.00% |
| 2016 | 1.04% | 0.00% |
| 2015 | 0.49% | 0.00% |
| 2014 | 0.51% | 0.00% |
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