USCL vs APUE
Comparison between ISHARES CLIMATE CONSCIOUS & TRANSITION MSCI USA ETF (USCL, ETF) and ACTIVEPASSIVE U.S. EQUITY ETF (APUE, ETF).
USCL vs APUE - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
USCL
$2.10B
Winner
APUE
$2.20B
Expense Ratio
Winner
USCL
0.08%
APUE
0.31%
Max Drawdown
USCL
19.23%
Winner
APUE
19.07%
Sharpe Ratio
USCL
1.55
Winner
APUE
2.06
5Y Beta
USCL
0.95
Winner
APUE
0.95
P/E Ratio
USCL
27.44
Winner
APUE
26.78
Forward P/E
USCL
21.99
Winner
APUE
20.97
PEG Ratio
USCL
N/A
APUE
0.49
5Y EPS CAGR
USCL
24.48%
Winner
APUE
27.89%
Debt to Equity
Winner
USCL
16.27%
APUE
29.22%
P/S Ratio
USCL
4.17
Winner
APUE
3.37
P/B Ratio
USCL
5.23
Winner
APUE
5.17
USCL vs APUE - Holdings Comparison
USCL and APUE have 209 common holdings. Overlap is 52.06%
USCL's top 25 holdings weight is 54.95%. APUE's top 25 holdings weight is 49.01%.
| Rank | USCL | APUE |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 6.39% | NVIDIA CORP (NVDA) - 7.32% |
| #2 | BROADCOM INC (AVGO) - 5.84% | APPLE INC (AAPL) - 5.88% |
| #3 | AMAZON.COM INC (AMZN) - 5.00% | MICROSOFT CORP (MSFT) - 4.75% |
| #4 | MICROSOFT CORP (MSFT) - 4.75% | DIMENSIONAL US SMALL CAP ETF (DFAS) - 4.64% |
| #5 | META PLATFORMS INC CLASS A (META) - 3.74% | AMAZON.COM INC (AMZN) - 3.70% |
| #6 | ALPHABET INC CLASS A (GOOGL) - 3.09% | ALPHABET INC CLASS A (GOOGL) - 3.14% |
| #7 | TESLA INC (TSLA) - 2.71% | BROADCOM INC (AVGO) - 2.82% |
| #8 | ALPHABET INC CLASS C (GOOG) - 2.57% | ALPHABET INC CLASS C (GOOG) - 2.50% |
| #9 | JPMORGAN CHASE & CO (JPM) - 2.15% | META PLATFORMS INC CLASS A (META) - 2.16% |
| #10 | ELI LILLY AND CO (LLY) - 1.77% | TESLA INC (TSLA) - 1.58% |
| #11 | ADVANCED MICRO DEVICES INC (AMD) - 1.69% | JPMORGAN CHASE & CO (JPM) - 1.31% |
| #12 | EXXON MOBIL CORP (XOM) - 1.58% | ELI LILLY AND CO (LLY) - 1.11% |
| #13 | WALMART INC (WMT) - 1.42% | EXXON MOBIL CORP (XOM) - 1.00% |
| #14 | JOHNSON & JOHNSON (JNJ) - 1.37% | JOHNSON & JOHNSON (JNJ) - 0.94% |
| #15 | VISA INC CLASS A (V) - 1.32% | WALMART INC (WMT) - 0.92% |
| #16 | MASTERCARD INC CLASS A (MA) - 1.08% | MICRON TECHNOLOGY INC (MU) - 0.88% |
| #17 | CISCO SYSTEMS INC (CSCO) - 1.08% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 0.83% |
| #18 | n/a (PLTR) - 1.01% | ADVANCED MICRO DEVICES INC (AMD) - 0.79% |
| #19 | CATERPILLAR INC (CAT) - 0.98% | VISA INC CLASS A (V) - 0.70% |
| #20 | NETFLIX INC (NFLX) - 0.98% | CISCO SYSTEMS INC (CSCO) - 0.59% |
| #21 | ORACLE CORP (ORCL) - 0.92% | GILEAD SCIENCES INC (GILD) - 0.30% |
| #22 | BANK OF AMERICA CORP (BAC) - 0.91% | ANALOG DEVICES INC (ADI) - 0.29% |
| #23 | ABBVIE INC (ABBV) - 0.88% | ABBOTT LABORATORIES (ABT) - 0.29% |
| #24 | PROCTER & GAMBLE CO (PG) - 0.88% | VERIZON COMMUNICATIONS INC (VZ) - 0.29% |
| #25 | THE HOME DEPOT INC (HD) - 0.84% | MEDTRONIC PLC (MDT) - 0.28% |
| Total Holdings | 273 | 404 |
USCL vs APUE - Historical Returns
Returns include dividend reinvestment.
1M
USCL
+8.10%
Winner
APUE
+8.60%
3M
USCL
+5.02%
Winner
APUE
+5.83%
6M
USCL
+6.19%
Winner
APUE
+11.20%
1Y
USCL
+24.18%
Winner
APUE
+32.89%
Max(CAGR)
USCL
+20.22%
Winner
APUE
+23.10%
USCL vs APUE - Annual Returns (2023 - 2026)
Returns include dividend reinvestment.
| Year | USCL | APUE |
|---|---|---|
| 2026 | +4.82% | +8.34% |
| 2025 | +14.58% | +17.72% |
| 2024 | +27.52% | +24.70% |
| 2023 | +12.72% | +18.42% |
USCL vs APUE Drawdown Comparison
The maximum drawdown for USCL was -18.99%, occurring on Apr 8, 2025. Recovery took 90 trading sessions.
The maximum drawdown for APUE was -18.83%, occurring on Apr 8, 2025. Recovery took 89 trading sessions.
| Rank | USCL | APUE |
|---|---|---|
| #1 | -18.99% Feb 19, 2025 - Jun 30, 2025 | -18.83% Feb 19, 2025 - Jun 27, 2025 |
| #2 | -10.24% Jan 12, 2026 - Apr 17, 2026 | -10.08% Jul 31, 2023 - Dec 1, 2023 |
| #3 | -10.00% Jul 31, 2023 - Nov 30, 2023 | -8.98% Feb 9, 2026 - Apr 15, 2026 |
| #4 | -8.58% Jul 16, 2024 - Sep 19, 2024 | -8.50% Jul 16, 2024 - Sep 19, 2024 |
| #5 | -5.61% Oct 28, 2025 - Dec 24, 2025 | -5.79% Mar 28, 2024 - May 15, 2024 |
| #6 | -5.42% Mar 28, 2024 - May 15, 2024 | -4.68% Oct 28, 2025 - Nov 28, 2025 |
| #7 | -4.69% Dec 11, 2024 - Jan 30, 2025 | -4.66% Dec 4, 2024 - Jan 23, 2025 |
| #8 | -2.57% Oct 8, 2025 - Oct 24, 2025 | -3.06% Oct 8, 2025 - Oct 24, 2025 |
| #9 | -2.45% Jun 15, 2023 - Jun 30, 2023 | -2.52% Dec 11, 2025 - Dec 23, 2025 |
| #10 | -2.44% Jul 25, 2025 - Aug 13, 2025 | -2.52% Jul 25, 2025 - Aug 12, 2025 |
| #11 | -2.39% Oct 18, 2024 - Nov 6, 2024 | -2.51% Oct 18, 2024 - Nov 6, 2024 |
| #12 | -2.19% Nov 11, 2024 - Nov 26, 2024 | -2.39% Jan 12, 2026 - Jan 27, 2026 |
| #13 | -1.82% Jan 29, 2024 - Feb 2, 2024 | -2.34% Jan 27, 2026 - Feb 9, 2026 |
| #14 | -1.81% Dec 28, 2023 - Jan 10, 2024 | -2.22% Dec 28, 2023 - Jan 19, 2024 |
| #15 | -1.68% Sep 22, 2025 - Oct 6, 2025 | -2.21% Nov 11, 2024 - Nov 25, 2024 |
Correlation
Correlation between USCL and APUE is 0.99 which considered as a very strong positive correlation - the stocks move almost identically together.
0.99
-101
Dividend Comparison (2023 - 2026)
USCL vs APUE dividend yield comparison.
| Year | USCL | APUE |
|---|---|---|
| 2026 | 0.28% | 0.00% |
| 2025 | 1.10% | 0.83% |
| 2024 | 1.18% | 0.79% |
| 2023 | 0.85% | 0.41% |
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