Screener
DIVY vs APUE
Sound Equity Income ETF vs ActivePassive U.S. Equity ETF
Key differences
Both DIVY and APUE are equity ETFs. DIVY charges 0.45% a year and APUE 0.31%. The main difference: APUE costs 0.14% less per year.
- APUE costs 0.14% less per year.
- APUE is much larger than DIVY. Larger funds are usually more liquid and less likely to close.
- Over the last three years, APUE has delivered higher annualized returns.
Side-by-side comparison
| DIVY | APUE | |
|---|---|---|
| Annual cost (TER) | 0.45% | 0.31% |
| Fund size (AUM) | $28M | $2.5B |
| Since | 2020 | 2023 |
| Dividend yield | 3.10% | 0.75% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | active selection |
| CAGR 1Y | +18.5% | +23.6% |
| CAGR 3Y | +9.7% | +20.8% |
| CAGR 5Y | +6.1% | N/A |
| Sharpe 3Y | 0.46 | 1.11 |
| Volatility 1Y | 13.03% | 12.49% |
| Max drawdown | -18.23% | -18.83% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.