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APUE vs FPAG

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

APUE

ActivePassive U.S. Equity ETF

Annual cost

0.31%

Fund size

$2.5B

FPAG

FPA Global Equity ETF

Annual cost

0.49%

Fund size

$517M

Key differences

Both APUE and FPAG are equity ETFs. APUE charges 0.31% a year and FPAG 0.49%. The main difference: APUE follows a active selection strategy; FPAG uses index tracking.

  • APUE follows a active selection strategy; FPAG uses index tracking.
  • APUE covers North America; FPAG covers global markets.
  • APUE costs 0.18% less per year.
  • APUE is much larger than FPAG. Larger funds are usually more liquid and less likely to close.

Side-by-side comparison

APUEFPAG
Annual cost (TER)0.31%0.49%
Fund size (AUM)$2.5B$517M
Since20232021
Dividend yield0.75%1.40%
Asset classequityequity
Regionnorth americaglobal
Strategyactive selectionindex tracking
CAGR 1Y+27.4%+22.7%
CAGR 3Y+22.0%+21.5%
CAGR 5YN/AN/A
Sharpe 3Y1.181.05
Volatility 1Y12.45%14.85%
Max drawdown-18.83%-28.43%

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

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