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APUE vs BLCV

ActivePassive U.S. Equity ETF vs iShares Large Cap Value Active ETF

APUE

ActivePassive U.S. Equity ETF

Active Passive Funds

Annual cost

0.31%

Fund size

$2.4B

BLCV

iShares Large Cap Value Active ETF

BlackRock

Annual cost

0.46%

Fund size

$317M

Key differences

  • APUE costs 0.15% less per year.
  • APUE is significantly larger than BLCV — larger funds tend to be more liquid and less likely to close.

Side-by-side comparison

APUEBLCV
Annual cost (TER)0.31%0.46%
Fund size (AUM)$2.4B$317M
Since20232023
Dividend yield0.79%1.29%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionactive selection
CAGR 1Y+30.2%+21.8%
CAGR 3Y+22.9%N/A
CAGR 5YN/AN/A
Sharpe 3Y1.24N/A
Volatility 1Y12.36%11.64%
Max drawdown-18.83%-13.44%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to APUE and BLCV