SPGP vs APUE
Comparison between INVESCO S&P 500 GARP ETF (SPGP, ETF) and ACTIVEPASSIVE U.S. EQUITY ETF (APUE, ETF).
SPGP vs APUE - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
SPGP
$2.10B
Winner
APUE
$2.20B
Expense Ratio
SPGP
0.36%
Winner
APUE
0.31%
Max Drawdown
SPGP
42.43%
Winner
APUE
19.07%
Sharpe Ratio
SPGP
1.08
Winner
APUE
2.06
5Y Beta
SPGP
1.02
Winner
APUE
0.95
P/E Ratio
Winner
SPGP
18.77
APUE
26.78
Forward P/E
Winner
SPGP
16.28
APUE
20.97
PEG Ratio
SPGP
0.70
Winner
APUE
0.49
5Y Dividends CAGR
SPGP
8.12%
APUE
N/A
5Y EPS CAGR
SPGP
23.14%
Winner
APUE
27.89%
Debt to Equity
SPGP
76.23%
Winner
APUE
29.22%
P/S Ratio
Winner
SPGP
2.23
APUE
3.37
P/B Ratio
Winner
SPGP
3.45
APUE
5.17
SPGP vs APUE - Holdings Comparison
SPGP and APUE have 61 common holdings. Overlap is 13.30%
SPGP's top 25 holdings weight is 49.19%. APUE's top 25 holdings weight is 49.01%.
| Rank | SPGP | APUE |
|---|---|---|
| #1 | MONOLITHIC POWER SYSTEMS INC (MPWR) - 2.94% | NVIDIA CORP (NVDA) - 7.32% |
| #2 | NVIDIA CORP (NVDA) - 2.92% | APPLE INC (AAPL) - 5.88% |
| #3 | HOST HOTELS & RESORTS INC (HST) - 2.68% | MICROSOFT CORP (MSFT) - 4.75% |
| #4 | ARISTA NETWORKS INC (ANET) - 2.51% | DIMENSIONAL US SMALL CAP ETF (DFAS) - 4.64% |
| #5 | DELTA AIR LINES INC (DAL) - 2.24% | AMAZON.COM INC (AMZN) - 3.70% |
| #6 | AIRBNB INC ORDINARY SHARES CLASS A (ABNB) - 2.24% | ALPHABET INC CLASS A (GOOGL) - 3.14% |
| #7 | NORTHERN TRUST CORP (NTRS) - 2.18% | BROADCOM INC (AVGO) - 2.82% |
| #8 | UBER TECHNOLOGIES INC (UBER) - 2.17% | ALPHABET INC CLASS C (GOOG) - 2.50% |
| #9 | BAKER HUGHES CO CLASS A (BKR) - 2.06% | META PLATFORMS INC CLASS A (META) - 2.16% |
| #10 | EMCOR GROUP INC (EME) - 2.00% | TESLA INC (TSLA) - 1.58% |
| #11 | EBAY INC (EBAY) - 2.00% | JPMORGAN CHASE & CO (JPM) - 1.31% |
| #12 | ROYAL CARIBBEAN GROUP (RCL) - 1.98% | ELI LILLY AND CO (LLY) - 1.11% |
| #13 | CARNIVAL CORP (CCL) - 1.96% | EXXON MOBIL CORP (XOM) - 1.00% |
| #14 | FORTINET INC (FTNT) - 1.73% | JOHNSON & JOHNSON (JNJ) - 0.94% |
| #15 | SLB LTD (SLB) - 1.72% | WALMART INC (WMT) - 0.92% |
| #16 | EXPEDIA GROUP INC (EXPE) - 1.66% | MICRON TECHNOLOGY INC (MU) - 0.88% |
| #17 | ARCH CAPITAL GROUP LTD (ACGL) - 1.65% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 0.83% |
| #18 | SUPER MICRO COMPUTER INC (SMCI) - 1.64% | ADVANCED MICRO DEVICES INC (AMD) - 0.79% |
| #19 | UNITED AIRLINES HOLDINGS INC (UAL) - 1.63% | VISA INC CLASS A (V) - 0.70% |
| #20 | TEXAS PACIFIC LAND CORP (TPL) - 1.63% | CISCO SYSTEMS INC (CSCO) - 0.59% |
| #21 | SYNCHRONY FINANCIAL (SYF) - 1.58% | GILEAD SCIENCES INC (GILD) - 0.30% |
| #22 | UNITED RENTALS INC (URI) - 1.56% | ANALOG DEVICES INC (ADI) - 0.29% |
| #23 | BLOCK INC CLASS A (XYZ) - 1.55% | ABBOTT LABORATORIES (ABT) - 0.29% |
| #24 | HALLIBURTON CO (HAL) - 1.51% | VERIZON COMMUNICATIONS INC (VZ) - 0.29% |
| #25 | DECKERS OUTDOOR CORP (DECK) - 1.45% | MEDTRONIC PLC (MDT) - 0.28% |
| Total Holdings | 76 | 404 |
SPGP vs APUE - Historical Returns
Returns include dividend reinvestment.
1M
SPGP
+4.50%
Winner
APUE
+8.60%
3M
SPGP
+0.28%
Winner
APUE
+5.83%
6M
SPGP
+5.99%
Winner
APUE
+11.20%
1Y
SPGP
+19.68%
Winner
APUE
+32.89%
5Y(CAGR)
SPGP
+7.33%
APUE
N/A
10Y(CAGR)
SPGP
+14.86%
APUE
N/A
Max(CAGR)
SPGP
+14.18%
Winner
APUE
+23.10%
SPGP vs APUE - Annual Returns (2011 - 2026)
Returns include dividend reinvestment.
| Year | SPGP | APUE |
|---|---|---|
| 2026 | +2.83% | +8.34% |
| 2025 | +9.79% | +17.72% |
| 2024 | +8.64% | +24.70% |
| 2023 | +21.05% | +18.42% |
| 2022 | -13.53% | N/A |
| 2021 | +37.67% | N/A |
| 2020 | +14.92% | N/A |
| 2019 | +39.98% | N/A |
| 2018 | +0.65% | N/A |
| 2017 | +34.72% | N/A |
| 2016 | +1.84% | N/A |
| 2015 | +6.62% | N/A |
| 2014 | +17.46% | N/A |
| 2013 | +26.61% | N/A |
| 2012 | +14.10% | N/A |
| 2011 | +1.02% | N/A |
SPGP vs APUE Drawdown Comparison
The maximum drawdown for SPGP was -42.07%, occurring on Mar 23, 2020. Recovery took 185 trading sessions.
The maximum drawdown for APUE was -18.83%, occurring on Apr 8, 2025. Recovery took 89 trading sessions.
The current SPGP drawdown is -0.64%.
| Rank | SPGP | APUE |
|---|---|---|
| #1 | -42.07% Feb 13, 2020 - Nov 5, 2020 | -18.83% Feb 19, 2025 - Jun 27, 2025 |
| #2 | -22.88% Dec 2, 2024 - Aug 13, 2025 | -10.08% Jul 31, 2023 - Dec 1, 2023 |
| #3 | -22.80% Oct 1, 2018 - Apr 3, 2019 | -8.98% Feb 9, 2026 - Apr 15, 2026 |
| #4 | -22.65% Dec 29, 2021 - Jul 31, 2023 | -8.50% Jul 16, 2024 - Sep 19, 2024 |
| #5 | -19.36% Aug 5, 2015 - Jan 25, 2017 | -5.79% Mar 28, 2024 - May 15, 2024 |
| #6 | -16.83% Jul 25, 2011 - Jan 26, 2012 | -4.68% Oct 28, 2025 - Nov 28, 2025 |
| #7 | -11.16% Jan 6, 2026 - Apr 17, 2026 | -4.66% Dec 4, 2024 - Jan 23, 2025 |
| #8 | -10.69% Jul 24, 2019 - Oct 24, 2019 | -3.06% Oct 8, 2025 - Oct 24, 2025 |
| #9 | -9.68% Jul 31, 2023 - Dec 13, 2023 | -2.52% Dec 11, 2025 - Dec 23, 2025 |
| #10 | -9.65% Jan 26, 2018 - Mar 9, 2018 | -2.52% Jul 25, 2025 - Aug 12, 2025 |
| #11 | -9.57% Jul 16, 2024 - Oct 4, 2024 | -2.51% Oct 18, 2024 - Nov 6, 2024 |
| #12 | -8.58% Sep 19, 2014 - Nov 11, 2014 | -2.39% Jan 12, 2026 - Jan 27, 2026 |
| #13 | -8.55% Apr 2, 2012 - Aug 7, 2012 | -2.34% Jan 27, 2026 - Feb 9, 2026 |
| #14 | -8.04% May 3, 2019 - Jun 20, 2019 | -2.22% Dec 28, 2023 - Jan 19, 2024 |
| #15 | -7.95% Sep 19, 2012 - Jan 22, 2013 | -2.21% Nov 11, 2024 - Nov 25, 2024 |
Correlation
Correlation between SPGP and APUE is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.
0.97
-101
Dividend Comparison (2011 - 2026)
SPGP vs APUE dividend yield comparison.
| Year | SPGP | APUE |
|---|---|---|
| 2026 | 0.28% | 0.00% |
| 2025 | 1.04% | 0.83% |
| 2024 | 1.38% | 0.79% |
| 2023 | 1.24% | 0.41% |
| 2022 | 1.22% | 0.00% |
| 2021 | 0.69% | 0.00% |
| 2020 | 1.10% | 0.00% |
| 2019 | 0.86% | 0.00% |
| 2018 | 0.95% | 0.00% |
| 2017 | 0.68% | 0.00% |
| 2016 | 0.89% | 0.00% |
| 2015 | 1.12% | 0.00% |
| 2014 | 1.52% | 0.00% |
| 2013 | 2.11% | 0.00% |
| 2012 | 1.49% | 0.00% |
| 2011 | 1.27% | 0.00% |
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