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APUE vs FFDI

ActivePassive U.S. Equity ETF vs Fidelity Fundamental Developed

APUE

ActivePassive U.S. Equity ETF

Annual cost

0.31%

Fund size

$2.4B

FFDI

Fidelity Fundamental Developed

Annual cost

0.55%

Fund size

$22M

Key differences

  • APUE costs 0.24% less per year.
  • APUE is significantly larger than FFDI — larger funds tend to be more liquid and less likely to close.
  • APUE follows a active selection strategy; FFDI uses index tracking.

Side-by-side comparison

APUEFFDI
Annual cost (TER)0.31%0.55%
Fund size (AUM)$2.4B$22M
Since20232024
Dividend yield0.79%2.11%
Asset classequityequity
Regionnorth america
Strategyactive selectionindex tracking
CAGR 1Y+32.1%+13.8%
CAGR 3Y+22.9%N/A
CAGR 5YN/AN/A
Sharpe 3Y1.24N/A
Volatility 1Y12.34%17.08%
Max drawdown-18.83%-14.39%

Similar to APUE and FFDI