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FPAG vs APUE

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

FPAG

FPA Global Equity ETF

Annual cost

0.49%

Fund size

$517M

APUE

ActivePassive U.S. Equity ETF

Annual cost

0.31%

Fund size

$2.5B

Key differences

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

  • FPAG follows a index tracking strategy; APUE uses active selection.
  • FPAG covers global markets; APUE covers North America.
  • 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

FPAGAPUE
Annual cost (TER)0.49%0.31%
Fund size (AUM)$517M$2.5B
Since20212023
Dividend yield1.40%0.75%
Asset classequityequity
Regionglobalnorth america
Strategyindex trackingactive selection
CAGR 1Y+22.7%+27.4%
CAGR 3Y+21.5%+22.0%
CAGR 5YN/AN/A
Sharpe 3Y1.051.18
Volatility 1Y14.85%12.45%
Max drawdown-28.43%-18.83%

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

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