APUE vs. IQSU ETF Comparison
Comparison of Trust for Professional Managers ActivePassive U.S. Equity ETF (APUE) to IQ Candriam ESG US Equity ETF (IQSU)
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
IQSU
IQ Candriam ESG US Equity ETF
IQSU Description
The investment seeks investment results that track (before fees and expenses) the price and yield performance of its underlying index, the IQ Candriam ESG US Equity Index. The Advisor employs a passive management - or indexing - investment approach designed to track the performance of the underlying index. The underlying index is designed to deliver exposure to equity securities of companies meeting environmental, social and corporate governance (ESG) criteria developed by Candriam and weighted using a market capitalization weighting methodology.Grade (RS Rating)
Last Trade
$49.60
Average Daily Volume
10,845
Number of Holdings
*
281
* may have additional holdings in another (foreign) market
Performance
| Period | APUE | IQSU |
|---|---|---|
| 30 Days | 3.74% | 4.52% |
| 60 Days | 4.87% | 4.59% |
| 90 Days | 6.08% | 6.02% |
| 12 Months | 33.10% | 24.96% |
143 Overlapping Holdings
| Symbol | Grade | Weight in APUE | Weight in IQSU | Overlap | |
|---|---|---|---|---|---|
| AAPL | C | 5.79% | 9.59% | 5.79% | |
| ABNB | C | 0.11% | 0.23% | 0.11% | |
| ACGL | D | 0.06% | 0.13% | 0.06% | |
| ACN | C | 0.58% | 0.94% | 0.58% | |
| ADBE | C | 0.47% | 0.87% | 0.47% | |
| ADI | D | 0.29% | 0.42% | 0.29% | |
| ADM | D | 0.03% | 0.1% | 0.03% | |
| ADP | B | 0.17% | 0.48% | 0.17% | |
| AFL | B | 0.41% | 0.22% | 0.22% | |
| AIG | B | 0.14% | 0.19% | 0.14% | |
| ALL | A | 0.08% | 0.2% | 0.08% | |
| AMAT | F | 0.39% | 0.55% | 0.39% | |
| AMD | F | 0.45% | 0.86% | 0.45% | |
| AMT | D | 0.22% | 0.37% | 0.22% | |
| APD | A | 0.09% | 0.28% | 0.09% | |
| APO | B | 0.06% | 0.26% | 0.06% | |
| ARE | D | 0.07% | 0.06% | 0.06% | |
| AVB | B | 0.08% | 0.13% | 0.08% | |
| AXP | A | 0.39% | 0.65% | 0.39% | |
| BAC | A | 0.49% | 1.23% | 0.49% | |
| BALL | D | 0.13% | 0.07% | 0.07% | |
| BK | A | 0.37% | 0.23% | 0.23% | |
| BMY | B | 0.18% | 0.46% | 0.18% | |
| BR | A | 0.29% | 0.1% | 0.1% | |
| BX | A | 0.25% | 0.51% | 0.25% | |
| C | A | 0.38% | 0.5% | 0.38% | |
| CAH | B | 0.1% | 0.11% | 0.1% | |
| CARR | D | 0.15% | 0.23% | 0.15% | |
| CBOE | B | 0.17% | 0.09% | 0.09% | |
| CBRE | B | 0.07% | 0.16% | 0.07% | |
| CCI | D | 0.08% | 0.18% | 0.08% | |
| CI | F | 0.05% | 0.36% | 0.05% | |
| CL | D | 0.1% | 0.31% | 0.1% | |
| CMCSA | B | 0.27% | 0.65% | 0.27% | |
| CMG | B | 0.12% | 0.32% | 0.12% | |
| COF | B | 0.3% | 0.27% | 0.27% | |
| CRM | B | 0.62% | 1.2% | 0.62% | |
| CRWD | B | 0.13% | 0.31% | 0.13% | |
| CSCO | B | 0.38% | 0.91% | 0.38% | |
| CTAS | B | 0.31% | 0.3% | 0.3% | |
| CTSH | B | 0.07% | 0.15% | 0.07% | |
| DASH | A | 0.2% | 0.22% | 0.2% | |
| DD | D | 0.1% | 0.12% | 0.1% | |
| DELL | C | 0.05% | 0.14% | 0.05% | |
| DGX | A | 0.13% | 0.07% | 0.07% | |
| DIS | B | 0.44% | 0.82% | 0.44% | |
| DLR | B | 0.08% | 0.24% | 0.08% | |
| DLTR | F | 0.02% | 0.05% | 0.02% | |
| DOV | A | 0.14% | 0.11% | 0.11% | |
| ECL | D | 0.12% | 0.24% | 0.12% | |
| ED | D | 0.15% | 0.13% | 0.13% | |
| EFX | F | 0.09% | 0.12% | 0.09% | |
| EG | C | 0.04% | 0.06% | 0.04% | |
| ELV | F | 0.04% | 0.37% | 0.04% | |
| EMR | A | 0.13% | 0.29% | 0.13% | |
| EQR | B | 0.3% | 0.1% | 0.1% | |
| ESS | B | 0.15% | 0.07% | 0.07% | |
| EW | C | 0.05% | 0.16% | 0.05% | |
| EXR | D | 0.07% | 0.14% | 0.07% | |
| FCX | D | 0.16% | 0.24% | 0.16% | |
| FDX | B | 0.18% | 0.26% | 0.18% | |
| FI | A | 0.33% | 0.5% | 0.33% | |
| GE | D | 0.47% | 0.76% | 0.47% | |
| GEN | B | 0.05% | 0.06% | 0.05% | |
| GILD | C | 0.16% | 0.43% | 0.16% | |
| GIS | D | 0.01% | 0.14% | 0.01% | |
| GOOG | C | 1.63% | 2.55% | 1.63% | |
| GOOGL | C | 1.98% | 2.84% | 1.98% | |
| GPN | B | 0.05% | 0.12% | 0.05% | |
| GWW | B | 0.27% | 0.18% | 0.18% | |
| HD | A | 0.59% | 1.56% | 0.59% | |
| HIG | B | 0.12% | 0.14% | 0.12% | |
| HOLX | D | 0.12% | 0.07% | 0.07% | |
| IBM | C | 0.42% | 0.77% | 0.42% | |
| ICE | C | 0.15% | 0.35% | 0.15% | |
| INTU | C | 0.49% | 0.7% | 0.49% | |
| IR | B | 0.05% | 0.16% | 0.05% | |
| IRM | D | 0.16% | 0.13% | 0.13% | |
| KHC | F | 0.07% | 0.1% | 0.07% | |
| KKR | A | 0.21% | 0.4% | 0.21% | |
| KLAC | D | 0.19% | 0.33% | 0.19% | |
| KMB | D | 0.13% | 0.18% | 0.13% | |
| KR | B | 0.09% | 0.15% | 0.09% | |
| KVUE | A | 0.07% | 0.18% | 0.07% | |
| LIN | D | 0.33% | 0.85% | 0.33% | |
| LNG | B | 0.07% | 0.2% | 0.07% | |
| LOW | D | 0.35% | 0.59% | 0.35% | |
| LRCX | F | 0.2% | 0.36% | 0.2% | |
| MA | C | 0.59% | 1.66% | 0.59% | |
| MAS | D | 0.24% | 0.07% | 0.07% | |
| MDLZ | F | 0.28% | 0.34% | 0.28% | |
| MPC | D | 0.13% | 0.22% | 0.13% | |
| MPWR | F | 0.06% | 0.1% | 0.06% | |
| MS | A | 0.23% | 0.65% | 0.23% | |
| MSFT | F | 5.41% | 9.56% | 5.41% | |
| MU | D | 0.16% | 0.43% | 0.16% | |
| NDAQ | A | 0.06% | 0.12% | 0.06% | |
| NEE | D | 0.2% | 0.61% | 0.2% | |
| NEM | D | 0.07% | 0.19% | 0.07% | |
| NOW | A | 0.47% | 0.82% | 0.47% | |
| NTAP | C | 0.05% | 0.1% | 0.05% | |
| NUE | C | 0.04% | 0.14% | 0.04% | |
| PANW | C | 0.17% | 0.49% | 0.17% | |
| PCG | A | 0.12% | 0.18% | 0.12% | |
| PEG | A | 0.14% | 0.18% | 0.14% | |
| PEP | F | 0.32% | 0.86% | 0.32% | |
| PFG | D | 0.04% | 0.08% | 0.04% | |
| PG | A | 0.99% | 1.58% | 0.99% | |
| PGR | A | 0.26% | 0.59% | 0.26% | |
| PH | A | 0.33% | 0.35% | 0.33% | |
| PKG | A | 0.07% | 0.08% | 0.07% | |
| PLD | D | 0.18% | 0.41% | 0.18% | |
| PWR | A | 0.11% | 0.19% | 0.11% | |
| PYPL | B | 0.15% | 0.35% | 0.15% | |
| QCOM | F | 0.48% | 0.67% | 0.48% | |
| RCL | A | 0.08% | 0.2% | 0.08% | |
| ROK | B | 0.08% | 0.13% | 0.08% | |
| ROP | B | 0.17% | 0.23% | 0.17% | |
| SHW | A | 0.27% | 0.35% | 0.27% | |
| SLB | C | 0.05% | 0.24% | 0.05% | |
| SNPS | B | 0.1% | 0.32% | 0.1% | |
| SPG | B | 0.46% | 0.23% | 0.23% | |
| SPGI | C | 0.26% | 0.62% | 0.26% | |
| SWKS | F | 0.1% | 0.05% | 0.05% | |
| SYF | B | 0.11% | 0.1% | 0.1% | |
| TGT | F | 0.16% | 0.22% | 0.16% | |
| TJX | A | 0.32% | 0.54% | 0.32% | |
| TSLA | B | 1.68% | 3.69% | 1.68% | |
| TT | A | 0.17% | 0.37% | 0.17% | |
| TXN | C | 0.29% | 0.7% | 0.29% | |
| UNH | C | 1.04% | 2.17% | 1.04% | |
| UPS | C | 0.1% | 0.38% | 0.1% | |
| URI | B | 0.26% | 0.21% | 0.21% | |
| V | A | 0.64% | 1.91% | 0.64% | |
| VLO | C | 0.06% | 0.18% | 0.06% | |
| VRTX | F | 0.21% | 0.46% | 0.21% | |
| WAB | B | 0.18% | 0.14% | 0.14% | |
| WAT | B | 0.26% | 0.08% | 0.08% | |
| WELL | A | 0.13% | 0.32% | 0.13% | |
| WY | D | 0.14% | 0.09% | 0.09% | |
| ZBH | C | 0.13% | 0.09% | 0.09% | |
| ZBRA | B | 0.26% | 0.08% | 0.08% | |
| ZTS | D | 0.09% | 0.32% | 0.09% |
APUE Overweight 150 Positions Relative to IQSU
| Symbol | Grade | Weight | |
|---|---|---|---|
| NVDA | C | 5.97% | |
| DFAS | A | 4.83% | |
| AMZN | C | 3.5% | |
| META | D | 2.28% | |
| BRK.A | B | 1.84% | |
| JPM | A | 1.5% | |
| AVGO | D | 1.41% | |
| LLY | F | 1.16% | |
| XOM | B | 0.99% | |
| WMT | A | 0.93% | |
| JNJ | D | 0.89% | |
| COST | B | 0.81% | |
| NFLX | A | 0.74% | |
| WFC | A | 0.62% | |
| ABBV | D | 0.6% | |
| MO | A | 0.47% | |
| T | A | 0.43% | |
| ISRG | A | 0.43% | |
| APH | A | 0.43% | |
| ORCL | B | 0.42% | |
| KO | D | 0.42% | |
| AER | B | 0.42% | |
| TMUS | B | 0.41% | |
| DUK | C | 0.4% | |
| ETN | A | 0.39% | |
| DHR | F | 0.39% | |
| VZ | C | 0.38% | |
| UNP | C | 0.38% | |
| AWI | A | 0.38% | |
| SYK | C | 0.38% | |
| CHDN | B | 0.38% | |
| MUSA | A | 0.37% | |
| WTM | A | 0.37% | |
| MRK | F | 0.35% | |
| MDT | D | 0.33% | |
| GS | A | 0.32% | |
| ENTG | D | 0.31% | |
| DECK | A | 0.31% | |
| CVX | A | 0.31% | |
| PCAR | B | 0.31% | |
| HCA | F | 0.31% | |
| HON | B | 0.3% | |
| BLK | C | 0.3% | |
| ETR | B | 0.3% | |
| CAT | B | 0.29% | |
| PHM | D | 0.29% | |
| TMO | F | 0.29% | |
| UBER | D | 0.29% | |
| BSX | B | 0.28% | |
| SNA | A | 0.27% | |
| POST | C | 0.27% | |
| LANC | C | 0.27% | |
| AXTA | A | 0.27% | |
| VICI | C | 0.25% | |
| ABT | B | 0.25% | |
| THG | A | 0.25% | |
| L | A | 0.25% | |
| LW | C | 0.25% | |
| PM | B | 0.25% | |
| PFE | D | 0.25% | |
| COP | C | 0.24% | |
| ANET | C | 0.24% | |
| MCD | D | 0.23% | |
| JKHY | D | 0.23% | |
| NEU | C | 0.23% | |
| CACC | D | 0.23% | |
| CWST | A | 0.22% | |
| GM | B | 0.22% | |
| AEP | D | 0.22% | |
| QLYS | C | 0.22% | |
| DHI | D | 0.22% | |
| SO | D | 0.22% | |
| RTX | C | 0.21% | |
| LEN | D | 0.2% | |
| PPL | B | 0.19% | |
| TTC | D | 0.19% | |
| ESI | A | 0.19% | |
| FR | C | 0.18% | |
| AMGN | D | 0.18% | |
| NI | A | 0.18% | |
| REGN | F | 0.18% | |
| CCL | B | 0.16% | |
| EVRG | A | 0.16% | |
| IP | B | 0.16% | |
| HWM | A | 0.16% | |
| GDDY | A | 0.16% | |
| REYN | D | 0.15% | |
| LMT | D | 0.15% | |
| GRMN | B | 0.15% | |
| TXT | D | 0.15% | |
| TREX | C | 0.15% | |
| DE | A | 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% | |
| FNF | B | 0.13% | |
| CEG | D | 0.11% | |
| PLTR | B | 0.11% | |
| CPRT | A | 0.11% | |
| EOG | A | 0.11% | |
| MCK | B | 0.11% | |
| STLD | B | 0.11% | |
| CMI | A | 0.11% | |
| AEE | A | 0.1% | |
| CNNE | B | 0.09% | |
| A | D | 0.09% | |
| STT | A | 0.09% | |
| CABO | C | 0.09% | |
| DRI | B | 0.08% | |
| COR | B | 0.08% | |
| AON | A | 0.08% | |
| CRBG | B | 0.07% | |
| TW | A | 0.07% | |
| MKL | A | 0.07% | |
| BEN | C | 0.07% | |
| DVN | F | 0.06% | |
| CB | C | 0.06% | |
| ROST | C | 0.06% | |
| BA | F | 0.06% | |
| CTVA | C | 0.06% | |
| RBLX | C | 0.06% | |
| GD | F | 0.06% | |
| CSGP | D | 0.06% | |
| SQ | B | 0.06% | |
| DAL | C | 0.05% | |
| CVNA | B | 0.05% | |
| CVS | D | 0.05% | |
| RSG | A | 0.05% | |
| IBKR | A | 0.05% | |
| PSX | C | 0.05% | |
| NWS | B | 0.05% | |
| FSLR | F | 0.04% | |
| CTRA | B | 0.04% | |
| HUBB | B | 0.04% | |
| MNST | C | 0.04% | |
| J | F | 0.04% | |
| VLTO | D | 0.03% | |
| CNC | D | 0.03% | |
| UAL | A | 0.03% | |
| MSTR | C | 0.03% | |
| DTE | C | 0.02% | |
| SMCI | F | 0.02% | |
| RKT | F | 0.02% | |
| WPC | D | 0.02% | |
| HST | C | 0.0% |
APUE Underweight 138 Positions Relative to IQSU
| Symbol | Grade | Weight | |
|---|---|---|---|
| MMC | B | -0.43% | |
| SBUX | A | -0.43% | |
| INTC | D | -0.4% | |
| MELI | D | -0.36% | |
| WM | A | -0.35% | |
| NKE | D | -0.35% | |
| EQIX | A | -0.34% | |
| ITW | B | -0.32% | |
| PNC | B | -0.32% | |
| CME | A | -0.32% | |
| MSI | B | -0.32% | |
| CDNS | B | -0.32% | |
| MCO | B | -0.3% | |
| MRVL | B | -0.3% | |
| USB | A | -0.29% | |
| MMM | D | -0.28% | |
| WMB | A | -0.28% | |
| MAR | B | -0.27% | |
| OKE | A | -0.26% | |
| ADSK | A | -0.26% | |
| AJG | B | -0.25% | |
| TFC | A | -0.24% | |
| HLT | A | -0.24% | |
| SRE | A | -0.23% | |
| TRV | B | -0.23% | |
| KMI | A | -0.22% | |
| JCI | C | -0.22% | |
| AMP | A | -0.22% | |
| FICO | B | -0.22% | |
| FTNT | C | -0.22% | |
| PSA | D | -0.21% | |
| WDAY | B | -0.21% | |
| AZO | C | -0.2% | |
| FIS | C | -0.19% | |
| MET | A | -0.19% | |
| BKR | B | -0.18% | |
| MSCI | C | -0.18% | |
| PRU | A | -0.18% | |
| PAYX | C | -0.18% | |
| FAST | B | -0.18% | |
| DFS | B | -0.17% | |
| EA | A | -0.16% | |
| SNOW | C | -0.16% | |
| OTIS | C | -0.16% | |
| VRSK | A | -0.16% | |
| CHTR | C | -0.15% | |
| YUM | B | -0.15% | |
| SYY | B | -0.15% | |
| EXC | C | -0.15% | |
| TEAM | A | -0.15% | |
| IT | C | -0.15% | |
| IDXX | F | -0.14% | |
| RMD | C | -0.14% | |
| MTB | A | -0.14% | |
| HUM | C | -0.14% | |
| MLM | B | -0.14% | |
| HPQ | B | -0.14% | |
| GLW | B | -0.14% | |
| VMC | B | -0.14% | |
| WTW | B | -0.13% | |
| HUBS | A | -0.13% | |
| KDP | D | -0.13% | |
| LULU | C | -0.13% | |
| TSCO | D | -0.12% | |
| DXCM | D | -0.12% | |
| ANSS | B | -0.12% | |
| TTWO | A | -0.12% | |
| RJF | A | -0.12% | |
| EBAY | D | -0.12% | |
| ALNY | D | -0.12% | |
| VEEV | C | -0.12% | |
| FITB | A | -0.12% | |
| AWK | D | -0.11% | |
| CHD | B | -0.11% | |
| NVR | D | -0.11% | |
| HPE | B | -0.11% | |
| HAL | C | -0.11% | |
| PPG | F | -0.11% | |
| KEYS | A | -0.11% | |
| ON | D | -0.11% | |
| XYL | D | -0.11% | |
| MTD | D | -0.1% | |
| HBAN | A | -0.1% | |
| CPAY | A | -0.1% | |
| HSY | F | -0.1% | |
| VTR | C | -0.1% | |
| FTV | C | -0.1% | |
| NTRS | A | -0.09% | |
| WBD | C | -0.09% | |
| BIIB | F | -0.09% | |
| IFF | D | -0.09% | |
| WST | C | -0.09% | |
| SBAC | D | -0.09% | |
| CDW | F | -0.09% | |
| RF | A | -0.09% | |
| INVH | D | -0.08% | |
| MKC | D | -0.08% | |
| OMC | C | -0.08% | |
| MDB | C | -0.08% | |
| LH | C | -0.08% | |
| WDC | D | -0.08% | |
| CLX | B | -0.08% | |
| CFG | B | -0.08% | |
| K | A | -0.08% | |
| STE | F | -0.08% | |
| LYB | F | -0.08% | |
| ES | D | -0.08% | |
| EXPD | D | -0.07% | |
| ULTA | F | -0.07% | |
| BBY | D | -0.07% | |
| PINS | D | -0.07% | |
| TRMB | B | -0.07% | |
| KEY | B | -0.07% | |
| MAA | B | -0.07% | |
| ZS | C | -0.07% | |
| TRU | D | -0.07% | |
| STX | D | -0.07% | |
| APTV | D | -0.06% | |
| JBHT | C | -0.06% | |
| DOC | D | -0.06% | |
| VRSN | F | -0.06% | |
| SSNC | B | -0.06% | |
| DG | F | -0.06% | |
| TER | D | -0.06% | |
| BMRN | D | -0.05% | |
| OKTA | C | -0.05% | |
| CAG | D | -0.05% | |
| AKAM | D | -0.05% | |
| AVTR | F | -0.05% | |
| INCY | C | -0.05% | |
| EL | F | -0.05% | |
| DOX | D | -0.04% | |
| RPRX | D | -0.04% | |
| SNAP | C | -0.04% | |
| CPB | D | -0.03% | |
| ENPH | F | -0.03% | |
| HRL | D | -0.03% | |
| AGR | B | -0.01% |
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
IQSU: Top Represented Industries & Keywords
Industries:
Software - Application
Business Services
Diversified Industrials
Banks - Regional - US
Semiconductors
Credit Services
Household & Personal Products
Packaged Foods
Software - Infrastructure
Specialty Chemicals
Asset Management
Diagnostics & Research
Specialty Retail
Biotechnology
Capital Markets
Information Technology Services
Internet Content & Information
REIT - Residential
Semiconductor Equipment & Materials
Utilities - Regulated Electric
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