APUE vs. EFIV ETF Comparison
Comparison of Trust for Professional Managers ActivePassive U.S. Equity ETF (APUE) to SPDR S&P 500 ESG ETF (EFIV)
APUE
Trust for Professional Managers ActivePassive U.S. Equity ETF
APUE Description
The fund is an actively-managed exchange-traded fund ("ETF") that blends active and passive investment strategies to optimize costs, tracking and potential return over the fund"s benchmark index, the CRSP U.S. Total Market Index. Under normal market conditions, the fund will invest at least 80% of its net assets (plus any borrowings for investment purposes) in equity securities of U.S. companies included in the benchmark index.
Grade (RS Rating)
Last Trade
$36.75
Average Daily Volume
85,016
Number of Holdings
*
293
* may have additional holdings in another (foreign) market
EFIV
SPDR S&P 500 ESG ETF
EFIV Description
• Seeks to provide investment results that, before fees and expenses, correspond generally to the S&P 500 ESG Index • EFIV is designed to track an index that is designed to select S&P 500 firms meeting certain sustainability criteria (criteria related to environmental, social and governance factors) while maintaining similar overall industry group weights as the S&P 500 Index • EFIV may serve as a potential ESG core exposure, based on its focus on sustainability criteria and comprehensive market coverage of the flagship core S&P 500 IndexGrade (RS Rating)
Last Trade
$57.77
Average Daily Volume
109,257
Number of Holdings
*
313
* may have additional holdings in another (foreign) market
Performance
| Period | APUE | EFIV |
|---|---|---|
| 30 Days | 3.74% | 2.81% |
| 60 Days | 4.87% | 4.79% |
| 90 Days | 6.08% | 5.59% |
| 12 Months | 33.10% | 30.64% |
162 Overlapping Holdings
| Symbol | Grade | Weight in APUE | Weight in EFIV | Overlap | |
|---|---|---|---|---|---|
| A | D | 0.09% | 0.11% | 0.09% | |
| AAPL | C | 5.79% | 9.53% | 5.79% | |
| ABBV | D | 0.6% | 0.84% | 0.6% | |
| ABT | B | 0.25% | 0.56% | 0.25% | |
| ACGL | D | 0.06% | 0.11% | 0.06% | |
| ACN | C | 0.58% | 0.65% | 0.58% | |
| ADBE | C | 0.47% | 0.66% | 0.47% | |
| ADM | D | 0.03% | 0.07% | 0.03% | |
| ADP | B | 0.17% | 0.35% | 0.17% | |
| AFL | B | 0.41% | 0.16% | 0.16% | |
| AIG | B | 0.14% | 0.14% | 0.14% | |
| ALL | A | 0.08% | 0.15% | 0.08% | |
| AMAT | F | 0.39% | 0.42% | 0.39% | |
| AMD | F | 0.45% | 0.63% | 0.45% | |
| AMGN | D | 0.18% | 0.45% | 0.18% | |
| AMT | D | 0.22% | 0.25% | 0.22% | |
| AON | A | 0.08% | 0.23% | 0.08% | |
| APD | A | 0.09% | 0.19% | 0.09% | |
| ARE | D | 0.07% | 0.05% | 0.05% | |
| AVB | B | 0.08% | 0.09% | 0.08% | |
| AXP | A | 0.39% | 0.45% | 0.39% | |
| BAC | A | 0.49% | 0.86% | 0.49% | |
| BALL | D | 0.13% | 0.05% | 0.05% | |
| BEN | C | 0.07% | 0.02% | 0.02% | |
| BK | A | 0.37% | 0.16% | 0.16% | |
| BLK | C | 0.3% | 0.4% | 0.3% | |
| BMY | B | 0.18% | 0.33% | 0.18% | |
| BR | A | 0.29% | 0.07% | 0.07% | |
| BSX | B | 0.28% | 0.36% | 0.28% | |
| C | A | 0.38% | 0.37% | 0.37% | |
| CAH | B | 0.1% | 0.09% | 0.09% | |
| CARR | D | 0.15% | 0.18% | 0.15% | |
| CAT | B | 0.29% | 0.52% | 0.29% | |
| CB | C | 0.06% | 0.3% | 0.06% | |
| CBOE | B | 0.17% | 0.06% | 0.06% | |
| CBRE | B | 0.07% | 0.11% | 0.07% | |
| CCL | B | 0.16% | 0.07% | 0.07% | |
| CI | F | 0.05% | 0.26% | 0.05% | |
| CL | D | 0.1% | 0.21% | 0.1% | |
| CMCSA | B | 0.27% | 0.47% | 0.27% | |
| CMG | B | 0.12% | 0.23% | 0.12% | |
| CMI | A | 0.11% | 0.14% | 0.11% | |
| CNC | D | 0.03% | 0.09% | 0.03% | |
| COF | B | 0.3% | 0.2% | 0.2% | |
| COR | B | 0.08% | 0.12% | 0.08% | |
| COST | B | 0.81% | 1.15% | 0.81% | |
| CRM | B | 0.62% | 0.92% | 0.62% | |
| CSCO | B | 0.38% | 0.66% | 0.38% | |
| CSGP | D | 0.06% | 0.09% | 0.06% | |
| CTAS | B | 0.31% | 0.21% | 0.21% | |
| CTVA | C | 0.06% | 0.11% | 0.06% | |
| CVS | D | 0.05% | 0.19% | 0.05% | |
| CVX | A | 0.31% | 0.75% | 0.31% | |
| DAL | C | 0.05% | 0.12% | 0.05% | |
| DE | A | 0.15% | 0.28% | 0.15% | |
| DECK | A | 0.31% | 0.08% | 0.08% | |
| DGX | A | 0.13% | 0.05% | 0.05% | |
| DHI | D | 0.22% | 0.13% | 0.13% | |
| DHR | F | 0.39% | 0.43% | 0.39% | |
| DIS | B | 0.44% | 0.52% | 0.44% | |
| DLR | B | 0.08% | 0.15% | 0.08% | |
| DOV | A | 0.14% | 0.08% | 0.08% | |
| DVN | F | 0.06% | 0.07% | 0.06% | |
| ECL | D | 0.12% | 0.18% | 0.12% | |
| ED | D | 0.15% | 0.09% | 0.09% | |
| EG | C | 0.04% | 0.04% | 0.04% | |
| ELV | F | 0.04% | 0.27% | 0.04% | |
| EMR | A | 0.13% | 0.21% | 0.13% | |
| EQR | B | 0.3% | 0.07% | 0.07% | |
| ETN | A | 0.39% | 0.41% | 0.39% | |
| ETR | B | 0.3% | 0.09% | 0.09% | |
| EW | C | 0.05% | 0.11% | 0.05% | |
| EXR | D | 0.07% | 0.1% | 0.07% | |
| FCX | D | 0.16% | 0.17% | 0.16% | |
| FI | A | 0.33% | 0.34% | 0.33% | |
| GE | D | 0.47% | 0.55% | 0.47% | |
| GILD | C | 0.16% | 0.32% | 0.16% | |
| GIS | D | 0.01% | 0.1% | 0.01% | |
| GM | B | 0.22% | 0.18% | 0.18% | |
| GOOG | C | 1.63% | 2.42% | 1.63% | |
| GOOGL | C | 1.98% | 2.92% | 1.98% | |
| GPN | B | 0.05% | 0.08% | 0.05% | |
| GS | A | 0.32% | 0.52% | 0.32% | |
| GWW | B | 0.27% | 0.15% | 0.15% | |
| HD | A | 0.59% | 1.13% | 0.59% | |
| HIG | B | 0.12% | 0.1% | 0.1% | |
| HOLX | D | 0.12% | 0.05% | 0.05% | |
| HST | C | 0.0% | 0.03% | 0.0% | |
| HUBB | B | 0.04% | 0.07% | 0.04% | |
| ICE | C | 0.15% | 0.25% | 0.15% | |
| IR | B | 0.05% | 0.12% | 0.05% | |
| IRM | D | 0.16% | 0.09% | 0.09% | |
| JKHY | D | 0.23% | 0.04% | 0.04% | |
| JPM | A | 1.5% | 1.91% | 1.5% | |
| KHC | F | 0.07% | 0.08% | 0.07% | |
| KLAC | D | 0.19% | 0.24% | 0.19% | |
| KO | D | 0.42% | 0.68% | 0.42% | |
| KR | B | 0.09% | 0.11% | 0.09% | |
| LIN | D | 0.33% | 0.61% | 0.33% | |
| LLY | F | 1.16% | 1.79% | 1.16% | |
| LOW | D | 0.35% | 0.43% | 0.35% | |
| LRCX | F | 0.2% | 0.27% | 0.2% | |
| LW | C | 0.25% | 0.03% | 0.03% | |
| MA | C | 0.59% | 1.2% | 0.59% | |
| MAS | D | 0.24% | 0.05% | 0.05% | |
| MCD | D | 0.23% | 0.59% | 0.23% | |
| MDLZ | F | 0.28% | 0.25% | 0.25% | |
| MDT | D | 0.33% | 0.31% | 0.31% | |
| MPC | D | 0.13% | 0.15% | 0.13% | |
| MRK | F | 0.35% | 0.7% | 0.35% | |
| MS | A | 0.23% | 0.46% | 0.23% | |
| MSFT | F | 5.41% | 8.8% | 5.41% | |
| MU | D | 0.16% | 0.31% | 0.16% | |
| NDAQ | A | 0.06% | 0.09% | 0.06% | |
| NEE | D | 0.2% | 0.42% | 0.2% | |
| NEM | D | 0.07% | 0.13% | 0.07% | |
| NVDA | C | 5.97% | 10.02% | 5.97% | |
| NWS | B | 0.05% | 0.01% | 0.01% | |
| PCAR | B | 0.31% | 0.17% | 0.17% | |
| PEG | A | 0.14% | 0.12% | 0.12% | |
| PEP | F | 0.32% | 0.63% | 0.32% | |
| PFG | D | 0.04% | 0.05% | 0.04% | |
| PG | A | 0.99% | 1.09% | 0.99% | |
| PH | A | 0.33% | 0.25% | 0.25% | |
| PHM | D | 0.29% | 0.07% | 0.07% | |
| PLD | D | 0.18% | 0.3% | 0.18% | |
| PSX | C | 0.05% | 0.15% | 0.05% | |
| PWR | A | 0.11% | 0.13% | 0.11% | |
| PYPL | B | 0.15% | 0.25% | 0.15% | |
| QCOM | F | 0.48% | 0.5% | 0.48% | |
| RCL | A | 0.08% | 0.15% | 0.08% | |
| REGN | F | 0.18% | 0.24% | 0.18% | |
| ROK | B | 0.08% | 0.09% | 0.08% | |
| ROST | C | 0.06% | 0.13% | 0.06% | |
| RSG | A | 0.05% | 0.12% | 0.05% | |
| SHW | A | 0.27% | 0.25% | 0.25% | |
| SLB | C | 0.05% | 0.17% | 0.05% | |
| SPGI | C | 0.26% | 0.45% | 0.26% | |
| STT | A | 0.09% | 0.08% | 0.08% | |
| SYF | B | 0.11% | 0.07% | 0.07% | |
| SYK | C | 0.38% | 0.37% | 0.37% | |
| T | A | 0.43% | 0.45% | 0.43% | |
| TGT | F | 0.16% | 0.2% | 0.16% | |
| TJX | A | 0.32% | 0.38% | 0.32% | |
| TMUS | B | 0.41% | 0.33% | 0.33% | |
| TSLA | B | 1.68% | 2.55% | 1.68% | |
| TT | A | 0.17% | 0.26% | 0.17% | |
| UBER | D | 0.29% | 0.42% | 0.29% | |
| UNH | C | 1.04% | 1.56% | 1.04% | |
| UNP | C | 0.38% | 0.41% | 0.38% | |
| UPS | C | 0.1% | 0.27% | 0.1% | |
| URI | B | 0.26% | 0.16% | 0.16% | |
| V | A | 0.64% | 1.44% | 0.64% | |
| VLO | C | 0.06% | 0.12% | 0.06% | |
| WAB | B | 0.18% | 0.1% | 0.1% | |
| WAT | B | 0.26% | 0.06% | 0.06% | |
| WELL | A | 0.13% | 0.22% | 0.13% | |
| WMT | A | 0.93% | 1.03% | 0.93% | |
| WY | D | 0.14% | 0.06% | 0.06% | |
| XOM | B | 0.99% | 1.5% | 0.99% | |
| ZBH | C | 0.13% | 0.06% | 0.06% | |
| ZTS | D | 0.09% | 0.22% | 0.09% |
APUE Overweight 131 Positions Relative to EFIV
| Symbol | Grade | Weight | |
|---|---|---|---|
| DFAS | A | 4.83% | |
| AMZN | C | 3.5% | |
| META | D | 2.28% | |
| BRK.A | B | 1.84% | |
| AVGO | D | 1.41% | |
| JNJ | D | 0.89% | |
| NFLX | A | 0.74% | |
| WFC | A | 0.62% | |
| INTU | C | 0.49% | |
| NOW | A | 0.47% | |
| MO | A | 0.47% | |
| SPG | B | 0.46% | |
| ISRG | A | 0.43% | |
| APH | A | 0.43% | |
| ORCL | B | 0.42% | |
| IBM | C | 0.42% | |
| AER | B | 0.42% | |
| DUK | C | 0.4% | |
| VZ | C | 0.38% | |
| AWI | A | 0.38% | |
| CHDN | B | 0.38% | |
| MUSA | A | 0.37% | |
| WTM | A | 0.37% | |
| ENTG | D | 0.31% | |
| HCA | F | 0.31% | |
| HON | B | 0.3% | |
| TXN | C | 0.29% | |
| TMO | F | 0.29% | |
| ADI | D | 0.29% | |
| SNA | A | 0.27% | |
| POST | C | 0.27% | |
| LANC | C | 0.27% | |
| AXTA | A | 0.27% | |
| PGR | A | 0.26% | |
| ZBRA | B | 0.26% | |
| VICI | C | 0.25% | |
| THG | A | 0.25% | |
| BX | A | 0.25% | |
| L | A | 0.25% | |
| PM | B | 0.25% | |
| PFE | D | 0.25% | |
| COP | C | 0.24% | |
| ANET | C | 0.24% | |
| NEU | C | 0.23% | |
| CACC | D | 0.23% | |
| CWST | A | 0.22% | |
| AEP | D | 0.22% | |
| QLYS | C | 0.22% | |
| SO | D | 0.22% | |
| VRTX | F | 0.21% | |
| KKR | A | 0.21% | |
| RTX | C | 0.21% | |
| LEN | D | 0.2% | |
| DASH | A | 0.2% | |
| PPL | B | 0.19% | |
| TTC | D | 0.19% | |
| ESI | A | 0.19% | |
| FR | C | 0.18% | |
| FDX | B | 0.18% | |
| NI | A | 0.18% | |
| ROP | B | 0.17% | |
| PANW | C | 0.17% | |
| EVRG | A | 0.16% | |
| IP | B | 0.16% | |
| HWM | A | 0.16% | |
| GDDY | A | 0.16% | |
| ESS | B | 0.15% | |
| REYN | D | 0.15% | |
| LMT | D | 0.15% | |
| GRMN | B | 0.15% | |
| TXT | D | 0.15% | |
| TREX | C | 0.15% | |
| COIN | C | 0.15% | |
| LEN | D | 0.15% | |
| UNF | B | 0.14% | |
| FOX | A | 0.14% | |
| MTN | C | 0.14% | |
| GEV | B | 0.14% | |
| FOXA | B | 0.13% | |
| BRKR | D | 0.13% | |
| KMB | D | 0.13% | |
| FNF | B | 0.13% | |
| CRWD | B | 0.13% | |
| PCG | A | 0.12% | |
| ABNB | C | 0.11% | |
| CEG | D | 0.11% | |
| PLTR | B | 0.11% | |
| CPRT | A | 0.11% | |
| EOG | A | 0.11% | |
| MCK | B | 0.11% | |
| STLD | B | 0.11% | |
| SNPS | B | 0.1% | |
| AEE | A | 0.1% | |
| SWKS | F | 0.1% | |
| DD | D | 0.1% | |
| CNNE | B | 0.09% | |
| EFX | F | 0.09% | |
| CABO | C | 0.09% | |
| DRI | B | 0.08% | |
| CCI | D | 0.08% | |
| KVUE | A | 0.07% | |
| CRBG | B | 0.07% | |
| TW | A | 0.07% | |
| LNG | B | 0.07% | |
| PKG | A | 0.07% | |
| MKL | A | 0.07% | |
| CTSH | B | 0.07% | |
| BA | F | 0.06% | |
| APO | B | 0.06% | |
| RBLX | C | 0.06% | |
| GD | F | 0.06% | |
| MPWR | F | 0.06% | |
| SQ | B | 0.06% | |
| DELL | C | 0.05% | |
| CVNA | B | 0.05% | |
| NTAP | C | 0.05% | |
| GEN | B | 0.05% | |
| IBKR | A | 0.05% | |
| FSLR | F | 0.04% | |
| NUE | C | 0.04% | |
| CTRA | B | 0.04% | |
| MNST | C | 0.04% | |
| J | F | 0.04% | |
| VLTO | D | 0.03% | |
| UAL | A | 0.03% | |
| MSTR | C | 0.03% | |
| DTE | C | 0.02% | |
| SMCI | F | 0.02% | |
| RKT | F | 0.02% | |
| DLTR | F | 0.02% | |
| WPC | D | 0.02% |
APUE Underweight 151 Positions Relative to EFIV
| Symbol | Grade | Weight | |
|---|---|---|---|
| SCHW | B | -0.33% | |
| SBUX | A | -0.32% | |
| MMC | B | -0.31% | |
| INTC | D | -0.3% | |
| NKE | D | -0.26% | |
| EQIX | A | -0.24% | |
| CME | A | -0.23% | |
| WM | A | -0.23% | |
| PNC | B | -0.23% | |
| USB | A | -0.22% | |
| ITW | B | -0.21% | |
| MCO | B | -0.21% | |
| CSX | B | -0.2% | |
| BDX | F | -0.19% | |
| MAR | B | -0.19% | |
| ADSK | A | -0.19% | |
| WMB | A | -0.19% | |
| OKE | A | -0.18% | |
| AJG | B | -0.18% | |
| NSC | B | -0.17% | |
| HLT | A | -0.17% | |
| TFC | A | -0.17% | |
| JCI | C | -0.16% | |
| TRV | B | -0.16% | |
| SRE | A | -0.16% | |
| PSA | D | -0.15% | |
| AMP | A | -0.15% | |
| FIS | C | -0.14% | |
| MSCI | C | -0.14% | |
| KMI | A | -0.14% | |
| AME | A | -0.13% | |
| PAYX | C | -0.13% | |
| MET | A | -0.13% | |
| TRGP | B | -0.12% | |
| BKR | B | -0.12% | |
| AXON | A | -0.12% | |
| DFS | B | -0.12% | |
| PRU | A | -0.12% | |
| SYY | B | -0.11% | |
| KDP | D | -0.11% | |
| YUM | B | -0.11% | |
| EXC | C | -0.11% | |
| EA | A | -0.11% | |
| HES | B | -0.11% | |
| OTIS | C | -0.11% | |
| VRSK | A | -0.11% | |
| OXY | D | -0.1% | |
| RMD | C | -0.1% | |
| HUM | C | -0.1% | |
| MTB | A | -0.1% | |
| IDXX | F | -0.1% | |
| HPQ | B | -0.1% | |
| LULU | C | -0.1% | |
| DOW | F | -0.09% | |
| EIX | B | -0.09% | |
| FITB | A | -0.09% | |
| WTW | B | -0.09% | |
| FANG | D | -0.09% | |
| HSY | F | -0.08% | |
| HPE | B | -0.08% | |
| PPG | F | -0.08% | |
| ON | D | -0.08% | |
| TTWO | A | -0.08% | |
| RJF | A | -0.08% | |
| XYL | D | -0.08% | |
| EBAY | D | -0.08% | |
| TSCO | D | -0.08% | |
| RF | A | -0.07% | |
| BIIB | F | -0.07% | |
| SW | A | -0.07% | |
| HBAN | A | -0.07% | |
| EQT | B | -0.07% | |
| MTD | D | -0.07% | |
| AWK | D | -0.07% | |
| CPAY | A | -0.07% | |
| TROW | B | -0.07% | |
| HAL | C | -0.07% | |
| VTR | C | -0.07% | |
| FTV | C | -0.07% | |
| OMC | C | -0.06% | |
| WDC | D | -0.06% | |
| CFG | B | -0.06% | |
| NTRS | A | -0.06% | |
| LYB | F | -0.06% | |
| ES | D | -0.06% | |
| K | A | -0.06% | |
| EXPE | B | -0.06% | |
| IFF | D | -0.06% | |
| SBAC | D | -0.06% | |
| AVY | D | -0.05% | |
| KIM | A | -0.05% | |
| BAX | D | -0.05% | |
| GPC | D | -0.05% | |
| LVS | C | -0.05% | |
| PNR | A | -0.05% | |
| KEY | B | -0.05% | |
| IEX | B | -0.05% | |
| BBY | D | -0.05% | |
| TSN | B | -0.05% | |
| FDS | B | -0.05% | |
| ULTA | F | -0.05% | |
| MKC | D | -0.05% | |
| ALB | C | -0.04% | |
| INCY | C | -0.04% | |
| POOL | C | -0.04% | |
| CHRW | C | -0.04% | |
| SWK | D | -0.04% | |
| CAG | D | -0.04% | |
| AKAM | D | -0.04% | |
| UDR | B | -0.04% | |
| MRNA | F | -0.04% | |
| AMCR | D | -0.04% | |
| EL | F | -0.04% | |
| RVTY | F | -0.04% | |
| APTV | D | -0.04% | |
| JBHT | C | -0.04% | |
| DOC | D | -0.04% | |
| CF | B | -0.04% | |
| TFX | F | -0.03% | |
| GL | B | -0.03% | |
| MKTX | D | -0.03% | |
| LKQ | D | -0.03% | |
| NWSA | B | -0.03% | |
| CRL | C | -0.03% | |
| IPG | D | -0.03% | |
| AIZ | A | -0.03% | |
| TAP | C | -0.03% | |
| BXP | D | -0.03% | |
| SJM | D | -0.03% | |
| TPR | B | -0.03% | |
| NCLH | B | -0.03% | |
| REG | B | -0.03% | |
| KMX | B | -0.03% | |
| ALLE | D | -0.03% | |
| DAY | B | -0.03% | |
| WBA | F | -0.02% | |
| PARA | C | -0.02% | |
| FMC | D | -0.02% | |
| DVA | B | -0.02% | |
| MHK | D | -0.02% | |
| BWA | D | -0.02% | |
| IVZ | B | -0.02% | |
| WYNN | D | -0.02% | |
| RL | B | -0.02% | |
| HAS | D | -0.02% | |
| MOS | F | -0.02% | |
| CZR | F | -0.02% | |
| FRT | B | -0.02% | |
| CPB | D | -0.02% | |
| MGM | D | -0.02% | |
| HRL | D | -0.02% |
APUE: Top Represented Industries & Keywords
Industries:
Software - Application
Utilities - Regulated Electric
Asset Management
Diversified Industrials
Business Services
Drug Manufacturers - Major
Semiconductors
Credit Services
Insurance - Property & Casualty
Diagnostics & Research
Medical Devices
Specialty Chemicals
Aerospace & Defense
Capital Markets
Health Care Plans
Packaged Foods
Telecom Services
Banks - Global
Discount Stores
Household & Personal Products
EFIV: Top Represented Industries & Keywords
Industries:
Business Services
Diversified Industrials
Banks - Regional - US
Capital Markets
Packaged Foods
Asset Management
Diagnostics & Research
Credit Services
Drug Manufacturers - Major
Specialty Chemicals
Health Care Plans
Leisure
Medical Devices
Software - Application
Insurance - Life
Medical Instruments & Supplies
Oil & Gas E&P
Semiconductors
Specialty Retail
Agricultural Inputs
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