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APUE vs FPAA

ActivePassive U.S. Equity ETF vs FPA Global Allocation ETF

APUE

ActivePassive U.S. Equity ETF

Annual cost

0.31%

Fund size

$2.5B

FPAA

FPA Global Allocation ETF

Annual cost

Fund size

Key differences

APUE is an equity ETF, while FPAA is a mixed asset ETF.

  • APUE is an equity fund, while FPAA is a mixed asset fund. They carry different risk/return profiles.
  • APUE covers North America; FPAA covers global markets.

Side-by-side comparison

APUEFPAA
Annual cost (TER)0.31%
Fund size (AUM)$2.5B
Since2023
Dividend yield0.75%
Asset classequitymixed asset
Regionnorth americaglobal
Strategyactive selectionactive selection
CAGR 1Y+27.4%N/A
CAGR 3Y+22.0%N/A
CAGR 5YN/AN/A
Sharpe 3Y1.18N/A
Volatility 1Y12.45%
Max drawdown-18.83%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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