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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. Both ETFs have the same top 3 sector exposures: Information Technology, Financials and Consumer Discretionary. APUE is more expensive with a Total Expense Ratio (TER) of 0.31%, versus 0.2% for IWV. APUE is down -0.45% year-to-date (YTD) with +$84M in YTD flows. IWV performs worse with -0.64% YTD performance, and -$604M 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 | -2.65%-2.45% | -1.48%-1.67% | -0.45%-0.64% | +23.51%+22.87% | n/a+79.40% | n/a+72.20% |
| Flows | APUE IWV | +$34M-$625M | +$90M-$565M | +$84M-$604M | +$232M+$49M | -+$21M | --$162M |
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | APUE IWV | +11.70%+12.08% | +18.03%+18.50% | n/a+15.13% | n/a+17.26% |
| Max drawdown | APUE IWV | -3.52%-3.39% | -13.59%-14.04% | n/a-19.32% | n/a-25.17% |
| Max drawdown duration | APUE IWV | 30d43d | 45d45d | n/a127d | n/a711d |
APUE | IWV | |
Last sale 3/12/2026 at 2:46 PM | $40.99 | $379.30 |
| Previous close 03/11/2026 | $41.41 | $384.31 |
| Consolidated volume 03/11/2026 | ||
| 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 | $40.99 | $379.30 |
| 1D performance | -1.01% | -1.30% |
| AuM | $2.23 B | $17.58 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 | 2239 | 2301 |
| 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
Top 15 holdings
How have the APUE and IWV ETFs performed in 2026?
As of March 11, 2026, APUE is down -0.45% year-to-date (YTD), while IWV has lost -0.64%. That puts APUE better performer ahead so far this year.
Which ETF is attracting more investor money: APUE or IWV?
Year-to-date, the APUE ETF saw +$84M in flows, compared to -$604M for IWV.
Which ETF is more volatile: APUE or IWV?
Over the past year, APUE had a volatility of 18.03%, while IWV experienced 18.5%.
Which ETF is bigger: APUE or IWV?
As of March 11, 2026, APUE holds $2.23 B in assets under management (AUM), while IWV manages $17.58 B.
What sectors do the APUE and IWV ETFs invest in?
APUE leans toward sectors like Information Technology, Financials and Consumer Discretionary. Meanwhile, IWV focuses on Information Technology, Financials and Consumer Discretionary.
What are the top holdings of the APUE ETF and IWV ETF?
APUE top holdings include NVIDIA, APPLE and MICROSOFT-T. IWV holds in its top three: NVIDIA, APPLE and MICROSOFT-T.
Which ETF is more diversified: APUE or IWV?
APUE holds 2313 securities with 39.55% of its assets in the top 15. IWV has 2588 securities and a top 15 weight of 38.69%.
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