APUE vs VYM
ActivePassive US Equity ETF vs Vanguard High Dividend Yield ETF
Quick Verdict
VYM has a lower expense ratio. VYM delivered stronger 1-year returns. VYM offers more diversification with 558 holdings.
Side-by-Side Comparison
| Metric | APUE | VYM | Winner |
|---|---|---|---|
| Expense Ratio | 0.31% | 0.04% | |
| AUM | $2.4B | $79.0B | |
| Dividend Yield | 0.75% | 2.86% | |
| Holdings | 442 | 568 | |
| YTD Return | +14.01% | +16.16% | |
| 1Y Return | +24.02% | +26.05% | |
| 3Y Return (annualized) | +21.02% | +18.43% | |
| 5Y Return (annualized) | - | +12.21% | |
| Volatility (annualized) | 13.0% | 14.6% | |
| Max Drawdown | -19.1% | -58.8% | |
| Fund Family | Envestnet Asset Management | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | May 3, 2023 | Nov 10, 2006 |
APUE vs VYM Performance
ActivePassive US Equity ETF (APUE) is a ETF from Envestnet Asset Management and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Over the past year APUE returned +24.02% while VYM returned +26.05%. Year to date, APUE is up 14.01% versus a gain of 16.16% for VYM.
Over three years, APUE compounded at +21.02% per year against +18.43% for VYM. Across the full 3-year window we track, APUE has the edge at +22.70% annualized vs +7.09%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
VYM has been the more volatile fund, with annualized monthly volatility of 14.6% compared with 13.0% for APUE. 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 -58.8% for VYM. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
The two funds' monthly returns correlate at 0.83. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
APUE charges 0.31% per year while VYM charges 0.04%. On a $10,000 position that is $31 vs $4 annually, a gap of $27 per year that compounds over a long holding period. On income, APUE currently yields 0.75% against 2.86% for VYM.
Holdings Overlap
APUE and VYM share 185 holdings out of 809 unique holdings combined, representing a 30.2% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, APUE or VYM?
APUE has an expense ratio of 0.31% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $27 per year of difference.
Which performed better, APUE or VYM?
Over the past year APUE returned +24.02% vs +26.05% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (3 years), APUE annualized +22.70% vs +7.09% for VYM. Past performance does not guarantee future results.
Which is riskier, APUE or VYM?
VYM has been the more volatile fund at 14.6% annualized versus 13.0% for APUE. Worst drawdown: APUE -19.1% vs VYM -58.8%.
Should I hold both APUE and VYM?
APUE and VYM have a monthly-return correlation of 0.83, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between APUE and VYM?
APUE and VYM share 185 common holdings with a 30.2% weight overlap. Combined, they hold 809 unique securities.
Which pays a higher dividend, APUE or VYM?
APUE yields 0.75% while VYM yields 2.86%, so VYM currently pays the higher dividend yield.
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