APUE vs VOO
ActivePassive US Equity ETF vs Vanguard S&P 500 ETF
Which is better, APUE or VOO?
Large Cap Growth against Large Cap Blend.
VOO has a lower expense ratio. APUE led over 1Y, VOO over 3Y and the full window. The two have moved almost in lockstep, correlation 0.99. VOO is less concentrated, with 36.4% of the fund in its ten largest positions against 37.7%.
MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.
Side-by-Side Comparison
| Metric | APUE | VOO |
|---|---|---|
| Expense Ratio | 0.31% | 0.03%Best |
| AUM | $2.5B | $997.4B |
| Dividend Yield | 0.75% | 1.04% |
| Holdings | 451 | 509 |
| YTD Return | +11.81%Best | +11.55% |
| 1Y Return | +18.11%Best | +17.54% |
| 3Y Return (annualized) | +20.11% | +20.71%Best |
| 5Y Return (annualized) | - | +12.80% |
| Volatility (annualized) | 12.9% | 12.8%Best |
| Max Drawdown | -19.1% | -18.7%Best |
| $10,000 over 3.4 years | $19,324 | $19,569Best |
| Top 10 Weight | 37.7% | 36.4%Best |
| Fund Family | Envestnet Asset Management | Vanguard (US) |
| Category | Equity | Equity |
| Style | Large Cap Growth | Large Cap Blend |
| Inception | May 3, 2023 | Sep 7, 2010 |
Volatility and max drawdown, and the $10,000 over 3.4 years row, are measured over the window both funds cover: May 3, 2023 to Sep 10, 2026 (3.4 years).
APUE vs VOO growth
Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 3.4 years both funds cover.
APUE vs VOO Performance
ActivePassive US Equity ETF (APUE) is an ETF from Envestnet Asset Management and Vanguard S&P 500 ETF (VOO) is an ETF from Vanguard (US). Over the past year APUE returned +18.11% while VOO returned +17.54%. Year to date, APUE is up 11.81% versus a gain of 11.55% for VOO.
Over three years, APUE compounded at +20.11% per year against +20.71% for VOO.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
APUE has been the more volatile fund, with annualized monthly volatility of 12.9% compared with 12.8% for VOO. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The deepest peak-to-trough decline in our data was -19.1% for APUE and -18.7% for VOO. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.99. They move almost in lockstep, so holding both mostly duplicates the same exposure.
Fees and Cost Over Time
APUE charges 0.31% per year while VOO charges 0.03%. On a $10,000 position that is $31 vs $3 annually, a gap of $28 per year that compounds over a long holding period. On income, APUE currently yields 0.75% against 1.04% for VOO.
Holdings Overlap
88.0% of APUE's money is in holdings VOO also owns. 96.6% of VOO's money is in holdings APUE also owns.
Most of VOO is already inside APUE. Owning both mostly buys the same companies twice.
388 positions in common, counted across the 450 positions we hold weights for in APUE and 505 in VOO, against full books of 451 and 509.
What only one of them owns
Our book lists 111 positions for VOO that do not appear in our book for APUE (3.0% of the fund), and 54 for APUE that do not appear in VOO (11.2%).
Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.
Top Shared Holdings
| Stock | Weight in APUE | Weight in VOO | Difference |
|---|---|---|---|
| NVDANvidia Corp. | 6.91% | 7.51% | 0.60% |
| AAPLApple, Inc | 6.30% | 6.59% | 0.29% |
| MSFTMicrosoft Corp 4.100 Feb 06 37 | 5.13% | 4.30% | 0.83% |
| AMZNAmazon.Com Inc | 3.63% | 3.62% | 0.01% |
| GOOGLAlphabet A Usd 0.001 | 2.91% | 3.25% | 0.34% |
| AVGOBroadcom Inc | 2.74% | 2.77% | 0.03% |
| GOOGAlphabet Inc | 2.32% | 2.59% | 0.27% |
| METAMeta Platforms, Inc. | 1.77% | 1.92% | 0.15% |
| MUMicron Technology, Inc. | 1.37% | 2.02% | 0.65% |
| TSLATesla Inc | 1.24% | 1.84% | 0.60% |
96.6% of VOO is already inside APUE.
You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, APUE or VOO?
APUE has an expense ratio of 0.31% while VOO charges 0.03%. VOO is the cheaper option, by $28 a year on a $10,000 investment.
Which performed better, APUE or VOO?
Over the past year APUE returned +18.11% vs +17.54% for VOO, so APUE leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, APUE or VOO?
APUE has been the more volatile fund at 12.9% annualized versus 12.8% for VOO. Worst drawdown: APUE -19.1% vs VOO -18.7%.
Should I hold both APUE and VOO?
APUE and VOO have a monthly-return correlation of 0.99, so they move almost identically. What is left to separate them is the fee and the index each one tracks. This is information, not a recommendation.
What is the holdings overlap between APUE and VOO?
96.6% of VOO's money is in holdings APUE also owns. 96.6% of VOO's is in holdings APUE also owns. They hold 388 positions in common, counted across the 450 positions we hold weights for in APUE and 505 in VOO.
Which pays a higher dividend, APUE or VOO?
APUE yields 0.75% while VOO yields 1.04%, so VOO currently pays the higher dividend yield.
Is VOO better than APUE?
VOO has a lower expense ratio. APUE led over 1Y, VOO over 3Y and the full window. The two have moved almost in lockstep, correlation 0.99. VOO is less concentrated, with 36.4% of the fund in its ten largest positions against 37.7%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.