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APUEvsIWBETF Comparison

ETF 1

APUE

ActivePassive U.S. Equity ETF

This fund is part of

US Multi-Factor

+0.72%

Full APUE fund page

VS

ETF 2

IWB

iShares Russell 1000 ETF

This fund is part of

US Large Cap

+0.54%

Full IWB fund page

ActivePassive U.S. Equity ETF (APUE) belongs to the US Multi-Factor segment. iShares Russell 1000 ETF (IWB) is part of the US Large Cap segment. APUE's top 3 sector exposures are Information Technology, Consumer Discretionary and Financials. In contrast, IWB's top sector exposures are Information Technology, Communication Services and Financials. APUE is more expensive with a Total Expense Ratio (TER) of 0.31%, versus 0.15% for IWB. APUE is up 9.65% year-to-date (YTD) with +$128M in YTD flows. IWB performs worse with 8.94% YTD performance, and -$2.10B in YTD flows. Run a side-by-side ETF comparison of APUE and IWB below, and assess how they stack up in performance, liquidity, risk, exposure, holdings, and more, helping you select the best ETF for your investments.

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APUE vs IWB performance and flow charts

Performance

Cumulative Flows

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Daily, global ETF data for advanced analysis or integration into apps (API), from our partner Trackinsight.

Data Services

Historic performance and flows

Data as of 06/12/2026

		1M	3M	YTD	1Y	3Y	5Y
Perf.	APUE IWB	+1.09%+0.88%	+11.91%+11.54%	+9.65%+8.94%	+25.72%+23.66%	+77.15%+76.64%	n/a+80.05%
Flows	APUE IWB	+$13M+$141M	+$43M-$1.66B	+$128M-$2.10B	+$177M-$1.29B	+$1.58B-$2.66B	--$1.85B

Volatility and drawdown

		3M	1Y	3Y	5Y
Volatility	APUE IWB	+15.18%+15.31%	+12.48%+12.57%	+14.99%+15.15%	n/a+17.28%
Max drawdown	APUE IWB	-5.23%-5.42%	-8.86%-8.86%	-18.92%-19.16%	n/a-25.17%
Max drawdown duration	APUE IWB	21d21d	63d76d	127d126d	n/a709d

Trading data

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	APUE	IWB
Last sale 6/15/2026 at 4:38 PM	$46.48	$412.40
Previous close 06/12/2026	$45.66	$405.61
Consolidated volume 06/12/2026
Average volume 30 days
Average discount or premium 30 days
Average Bid/Ask spread 30 days

Replication quality

Data as of May 29, 2026

1-year trailing difference

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APUE

is actively managed and doesn’t replicate an index

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	APUE	IWB
Tracking error
Tracking difference
1 year cumulative return difference
Best
Worst
Daily return difference
Average
Worst

Main metrics

Last update 6/15/2026 at 4:38 PM

Live

Closed

	APUE	IWB
Last price	$46.48	$412.40
1D performance	+1.80%	+1.67%
AuM	$2.51 B	$47.94 B
E/R	0.31%	0.15%

Characteristics

	APUE	IWB
Management strategy	Active	Passive
Provider	Envestnet Asset Management	iShares
Benchmark	-	Russell 1000 Index
N° of holdings	2241	908
Asset class	-	Equities
Trailing 12m distribution yield	Join	Join
Inception date	May 3, 2023	May 15, 2000
ESG	No	No

More APUE data on Trackinsight

More IWB data on Trackinsight

Exposure

Countries

APUE

USA

95.35%

Other

4.65%

IWB

USA

96.73%

Other

3.27%

Sectors

APUE

Information Techn.

34.88%

Consumer Discreti.

10.69%

Financials

10.39%

Communication Ser.

9.93%

Industrials

9.15%

Health Care

8.23%

Other

16.74%

IWB

Information Techn.

33.9%

Communication Ser.

10.61%

Financials

10.17%

Consumer Discreti.

10.15%

Industrials

8.67%

Health Care

8.55%

Other

17.96%

Diversification

APUE

Total weight of top 15 holdings out of 15

39.96%

IWB

Total weight of top 15 holdings out of 15

40.71%

Top 15 holdings

Data as of April 30, 2026

APUE

NVIDIA

7.39%

APPLE

5.78%

MICROSOFT-T

4.67%

AMAZON.COM INC

3.70%

ALPHABET INC-CL

3.13%

BROADCOM LIMITED

2.93%

ALPHABET INC-CL

2.49%

META PLATFORMS

2.17%

TESLA

1.58%

JPMORGAN CHASE

1.30%

LILLY

1.09%

EXXON

0.98%

JOHNSON&JOHNSON

0.93%

MICRON TECHNOLOGY

0.91%

WALMART INC

0.91%

IWB

NVIDIA

7.09%

APPLE

5.94%

MICROSOFT-T

4.59%

AMAZON.COM INC

3.86%

ALPHABET INC-CL

3.40%

BROADCOM LIMITED

2.93%

ALPHABET INC-CL

2.74%

META PLATFORMS

2.03%

TESLA

1.64%

BERKSHIRE HATHWAY

1.33%

JPMORGAN CHASE

1.29%

LILLY

1.14%

EXXON

0.99%

MICRON TECHNOLOGY

0.88%

WALMART INC

0.87%

Frequently asked questions about APUE and IWB

How have the APUE and IWB ETFs performed in 2026?

As of June 12, 2026, APUE is up 9.65% year-to-date (YTD), while IWB has returned 8.94%. That puts APUE better performer ahead so far this year.

Which ETF is attracting more investor money: APUE or IWB?

Year-to-date, the APUE ETF saw +$128M in flows, compared to -$2.10B for IWB.

Which ETF is more volatile: APUE or IWB?

Over the past year, APUE had a volatility of 12.48%, while IWB experienced 12.57%.

Which ETF is bigger: APUE or IWB?

As of June 12, 2026, APUE holds $2.51 B in assets under management (AUM), while IWB manages $47.94 B.

What sectors do the APUE and IWB ETFs invest in?

APUE leans toward sectors like Information Technology, Consumer Discretionary and Financials. Meanwhile, IWB focuses on Information Technology, Communication Services and Financials.

APUEvsIWBETF Comparison

ActivePassive U.S. Equity ETF

iShares Russell 1000 ETF

APUE vs IWB performance and flow charts

Performance

Cumulative Flows

Get all the metrics on this page, and more, through a reliable ETF data feed

Countries

Sectors

Diversification

Top 15 holdings

How have the APUE and IWB ETFs performed in 2026?

As of June 12, 2026, APUE is up 9.65% year-to-date (YTD), while IWB has returned 8.94%. That puts APUE better performer ahead so far this year.

Which ETF is attracting more investor money: APUE or IWB?

Year-to-date, the APUE ETF saw +$128M in flows, compared to -$2.10B for IWB.

Which ETF is more volatile: APUE or IWB?

Over the past year, APUE had a volatility of 12.48%, while IWB experienced 12.57%.

Which ETF is bigger: APUE or IWB?

As of June 12, 2026, APUE holds $2.51 B in assets under management (AUM), while IWB manages $47.94 B.

What sectors do the APUE and IWB ETFs invest in?

APUE leans toward sectors like Information Technology, Consumer Discretionary and Financials. Meanwhile, IWB focuses on Information Technology, Communication Services and Financials.

What are the top holdings of the APUE ETF and IWB ETF?

APUE top holdings include NVIDIA, APPLE and MICROSOFT-T. IWB holds in its top three: NVIDIA, APPLE and MICROSOFT-T.

Which ETF is more diversified: APUE or IWB?

APUE holds 2313 securities with 39.96% of its assets in the top 15. IWB has 1005 securities and a top 15 weight of 40.71%.

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