TMSL vs APUE
Comparison between T. ROWE PRICE SMALL-MID CAP ETF (TMSL, ETF) and ACTIVEPASSIVE U.S. EQUITY ETF (APUE, ETF).
TMSL vs APUE - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
TMSL
$2.40B
Winner
APUE
$2.50B
Expense Ratio
TMSL
0.55%
Winner
APUE
0.31%
Max Drawdown
TMSL
24.72%
Winner
APUE
19.07%
Sharpe Ratio
TMSL
1.35
Winner
APUE
1.54
5Y Beta
TMSL
1.06
Winner
APUE
0.95
P/E Ratio
TMSL
34.73
Winner
APUE
26.65
Forward P/E
Winner
TMSL
16.13
APUE
20.77
PEG Ratio
TMSL
N/A
APUE
0.43
5Y EPS CAGR
TMSL
N/A
APUE
27.85%
Debt to Equity
TMSL
54.64%
Winner
APUE
31.65%
P/S Ratio
Winner
TMSL
1.55
APUE
3.54
P/B Ratio
Winner
TMSL
3.07
APUE
5.43
TMSL vs APUE - Holdings Comparison
TMSL and APUE have 34 common holdings. Overlap is 1.94%
TMSL's top 25 holdings weight is 22.53%. APUE's top 25 holdings weight is 49.75%.
| Rank | TMSL | APUE |
|---|---|---|
| #1 | SANDISK CORP ORDINARY SHARES (SNDK) - 3.14% | NVIDIA CORP (NVDA) - 7.20% |
| #2 | POPULAR INC (BPOP) - 1.08% | APPLE INC (AAPL) - 6.46% |
| #3 | CIENA CORP (CIEN) - 1.04% | MICROSOFT CORP (MSFT) - 4.58% |
| #4 | NVENT ELECTRIC PLC (NVT) - 1.04% | DIMENSIONAL US SMALL CAP ETF (DFAS) - 4.50% |
| #5 | RAMBUS INC (RMBS) - 1.01% | AMAZON.COM INC (AMZN) - 3.46% |
| #6 | THE MIDDLEBY CORP (MIDD) - 0.98% | BROADCOM INC (AVGO) - 3.19% |
| #7 | TECHNIPFMC PLC (n/a) - 0.92% | ALPHABET INC CLASS A (GOOGL) - 3.00% |
| #8 | TELEDYNE TECHNOLOGIES INC (TDY) - 0.91% | ALPHABET INC CLASS C (GOOG) - 2.37% |
| #9 | MKS INC (MKSI) - 0.90% | META PLATFORMS INC CLASS A (META) - 1.82% |
| #10 | TENET HEALTHCARE CORP (THC) - 0.89% | MICRON TECHNOLOGY INC (MU) - 1.70% |
| #11 | FLEX LTD (FLEX) - 0.88% | TESLA INC (TSLA) - 1.67% |
| #12 | STONEX GROUP INC (SNEX) - 0.85% | ELI LILLY AND CO (LLY) - 1.26% |
| #13 | EAST WEST BANCORP INC (EWBC) - 0.84% | JPMORGAN CHASE & CO (JPM) - 1.19% |
| #14 | SENSATA TECHNOLOGIES HOLDING PLC (ST) - 0.81% | ADVANCED MICRO DEVICES INC (AMD) - 1.19% |
| #15 | PERMIAN RESOURCES CORP CLASS A (PR) - 0.81% | EXXON MOBIL CORP (XOM) - 0.93% |
| #16 | RELIANCE INC (RS) - 0.81% | JOHNSON & JOHNSON (JNJ) - 0.85% |
| #17 | LUMENTUM HOLDINGS INC (LITE) - 0.80% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 0.81% |
| #18 | CORPAY INC (CPAY) - 0.80% | WALMART INC (WMT) - 0.74% |
| #19 | GUARDANT HEALTH INC (GH) - 0.79% | VISA INC CLASS A (V) - 0.71% |
| #20 | NEXTPOWER INC CLASS A (NXT) - 0.77% | CISCO SYSTEMS INC (CSCO) - 0.70% |
| #21 | PENTAIR PLC (PNR) - 0.50% | ANALOG DEVICES INC (ADI) - 0.30% |
| #22 | FORTIVE CORP (FTV) - 0.49% | AT&T INC (T) - 0.29% |
| #23 | ADVANCE AUTO PARTS INC (AAP) - 0.49% | CHURCHILL DOWNS INC (CHDN) - 0.28% |
| #24 | ENCOMPASS HEALTH CORP (EHC) - 0.49% | WESTERN DIGITAL CORP (WDC) - 0.28% |
| #25 | CURTISS-WRIGHT CORP (CW) - 0.49% | VERIZON COMMUNICATIONS INC (VZ) - 0.27% |
| Total Holdings | 252 | 412 |
TMSL vs APUE - Historical Returns
Returns include dividend reinvestment.
1M
Winner
TMSL
+4.33%
APUE
+1.08%
3M
Winner
TMSL
+17.92%
APUE
+12.05%
6M
Winner
TMSL
+16.99%
APUE
+9.83%
1Y
Winner
TMSL
+32.62%
APUE
+25.75%
Max(CAGR)
TMSL
+19.70%
Winner
APUE
+22.68%
TMSL vs APUE - Annual Returns (2023 - 2026)
Returns include dividend reinvestment.
| Year | TMSL | APUE |
|---|---|---|
| 2026 | +17.01% | +9.37% |
| 2025 | +12.04% | +17.72% |
| 2024 | +16.39% | +24.70% |
| 2023 | +11.22% | +18.42% |
TMSL vs APUE Drawdown Comparison
The maximum drawdown for TMSL was -24.39%, occurring on Apr 8, 2025. Recovery took 193 trading sessions.
The maximum drawdown for APUE was -18.83%, occurring on Apr 8, 2025. Recovery took 89 trading sessions.
The current APUE drawdown is -1.85%.
| Rank | TMSL | APUE |
|---|---|---|
| #1 | -24.39% Nov 25, 2024 - Sep 5, 2025 | -18.83% Feb 19, 2025 - Jun 27, 2025 |
| #2 | -13.22% Jul 31, 2023 - Dec 13, 2023 | -10.08% Jul 31, 2023 - Dec 1, 2023 |
| #3 | -11.19% Feb 26, 2026 - Apr 17, 2026 | -8.98% Feb 9, 2026 - Apr 15, 2026 |
| #4 | -8.33% Jul 16, 2024 - Sep 19, 2024 | -8.50% Jul 16, 2024 - Sep 19, 2024 |
| #5 | -7.68% Mar 28, 2024 - Jul 15, 2024 | -5.79% Mar 28, 2024 - May 15, 2024 |
| #6 | -6.69% Oct 27, 2025 - Nov 28, 2025 | -4.68% Oct 28, 2025 - Nov 28, 2025 |
| #7 | -4.05% May 6, 2026 - May 26, 2026 | -4.66% Dec 4, 2024 - Jan 23, 2025 |
| #8 | -4.03% Sep 18, 2025 - Oct 23, 2025 | -4.08% Jun 1, 2026 - Jun 10, 2026 |
| #9 | -3.76% Nov 11, 2024 - Nov 22, 2024 | -3.06% Oct 8, 2025 - Oct 24, 2025 |
| #10 | -3.71% May 26, 2026 - Jun 12, 2026 | -2.52% Dec 11, 2025 - Dec 23, 2025 |
| #11 | -3.27% Dec 27, 2023 - Jan 22, 2024 | -2.52% Jul 25, 2025 - Aug 12, 2025 |
| #12 | -3.18% Dec 11, 2025 - Jan 6, 2026 | -2.51% Oct 18, 2024 - Nov 6, 2024 |
| #13 | -2.93% Oct 17, 2024 - Nov 6, 2024 | -2.39% Jan 12, 2026 - Jan 27, 2026 |
| #14 | -2.59% Apr 20, 2026 - May 5, 2026 | -2.34% Jan 27, 2026 - Feb 9, 2026 |
| #15 | -2.56% Jun 15, 2023 - Jun 29, 2023 | -2.22% Dec 28, 2023 - Jan 19, 2024 |
Correlation
Correlation between TMSL and APUE is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.
0.98
-101
Dividend Comparison (2023 - 2025)
TMSL vs APUE dividend yield comparison.
| Year | TMSL | APUE |
|---|---|---|
| 2025 | 0.57% | 0.83% |
| 2024 | 0.44% | 0.79% |
| 2023 | 0.34% | 0.41% |
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