APUEvsIWVETF Comparison
ActivePassive U.S. Equity ETF (APUE) belongs to the US Multi-Factor segment. iShares Russell 3000 ETF (IWV) is part of the US All Cap segment. APUE's top 3 sector exposures are Information Technology, Consumer Discretionary and Financials. In contrast, IWV's top sector exposures are Information Technology, Financials and Communication Services. APUE is more expensive with a Total Expense Ratio (TER) of 0.31%, versus 0.2% for IWV. APUE is up 9.65% year-to-date (YTD) with +$128M in YTD flows. IWV performs worse with 9.37% YTD performance, and -$683M in YTD flows. Run a side-by-side ETF comparison of APUE and IWV below, and assess how they stack up in performance, liquidity, risk, exposure, holdings, and more, helping you select the best ETF for your investments.
APUE vs IWV performance and flow charts
Performance
Cumulative Flows
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | APUE IWV | +1.09%+1.01% | +11.91%+11.85% | +9.65%+9.37% | +25.72%+24.26% | +77.15%+75.64% | n/a+76.63% |
| Flows | APUE IWV | +$13M-$424M | +$43M-$79M | +$128M-$683M | +$177M+$233M | +$1.58B+$106M | --$318M |
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | APUE IWV | +15.18%+15.52% | +12.48%+12.77% | +14.99%+15.28% | n/a+17.41% |
| Max drawdown | APUE IWV | -5.23%-5.36% | -8.86%-8.88% | -18.92%-19.32% | n/a-25.17% |
| Max drawdown duration | APUE IWV | 21d21d | 63d76d | 127d127d | n/a711d |
APUE | IWV | |
Last sale 6/12/2026 at 1:30 PM | $45.66 | $422.01 |
| Previous close 06/11/2026 | $45.37 | $419.80 |
| Consolidated volume 06/11/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
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APUE | IWV | |
|---|---|---|
| Tracking error | ||
| Tracking difference | ||
| 1 year cumulative return difference | ||
| Best | ||
| Worst | ||
| Daily return difference | ||
| Average | ||
| Worst | ||
APUE | IWV | |
|---|---|---|
| Last price | $45.66 | $422.01 |
| 1D performance | +0.64% | +0.53% |
| AuM | $2.51 B | $19.27 B |
| E/R | 0.31% | 0.2% |
APUE | IWV | |
|---|---|---|
| Management strategy | Active | Passive |
| Provider | Envestnet Asset Management | iShares |
| Benchmark | - | Russell 3000 Index |
| N° of holdings | 2241 | 2266 |
| Asset class | - | Equities |
| Trailing 12m distribution yield | Join | Join |
| Inception date | May 3, 2023 | May 22, 2000 |
| ESG | No | No |
Countries
Sectors
Diversification
Total weight of top 15 holdings out of 15
Total weight of top 15 holdings out of 15
