APUE vs. ESGU ETF Comparison
Comparison of Trust for Professional Managers ActivePassive U.S. Equity ETF (APUE) to iShares MSCI USA ESG Optimized ETF (ESGU)
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
*
292
* may have additional holdings in another (foreign) market
ESGU
iShares MSCI USA ESG Optimized ETF
ESGU Description
The iShares MSCI USA ESG Optimized ETF seeks to track the investment results of an index composed of U.S. companies that have positive environmental, social and governance characteristics as identified by the index provider while exhibiting risk and return characteristics similar to those of the parent index.Grade (RS Rating)
Last Trade
$131.23
Average Daily Volume
490,830
Number of Holdings
*
284
* may have additional holdings in another (foreign) market
Performance
| Period | APUE | ESGU |
|---|---|---|
| 30 Days | 3.74% | 3.53% |
| 60 Days | 4.87% | 4.75% |
| 90 Days | 6.08% | 6.66% |
| 12 Months | 33.10% | 32.83% |
161 Overlapping Holdings
| Symbol | Grade | Weight in APUE | Weight in ESGU | Overlap | |
|---|---|---|---|---|---|
| A | D | 0.09% | 0.11% | 0.09% | |
| AAPL | C | 5.59% | 6.22% | 5.59% | |
| ABBV | D | 0.62% | 0.41% | 0.41% | |
| ACGL | D | 0.06% | 0.12% | 0.06% | |
| ACN | C | 0.57% | 0.43% | 0.43% | |
| ADBE | C | 0.47% | 0.56% | 0.47% | |
| ADI | D | 0.3% | 0.12% | 0.12% | |
| ADM | D | 0.03% | 0.09% | 0.03% | |
| ADP | B | 0.17% | 0.69% | 0.17% | |
| AFL | B | 0.41% | 0.12% | 0.12% | |
| AMAT | F | 0.43% | 0.46% | 0.43% | |
| AMD | F | 0.48% | 0.44% | 0.44% | |
| AMGN | D | 0.2% | 0.37% | 0.2% | |
| AMT | D | 0.21% | 0.31% | 0.21% | |
| AMZN | C | 3.52% | 3.61% | 3.52% | |
| ANET | C | 0.25% | 0.2% | 0.2% | |
| AVGO | D | 1.52% | 1.37% | 1.37% | |
| AXP | A | 0.39% | 0.44% | 0.39% | |
| BAC | A | 0.49% | 0.65% | 0.49% | |
| BALL | D | 0.13% | 0.09% | 0.09% | |
| BK | A | 0.36% | 0.42% | 0.36% | |
| BMY | B | 0.18% | 0.17% | 0.17% | |
| BR | A | 0.28% | 0.45% | 0.28% | |
| BRK.A | B | 1.8% | 0.41% | 0.41% | |
| C | A | 0.38% | 0.34% | 0.34% | |
| CAH | B | 0.1% | 0.15% | 0.1% | |
| CARR | D | 0.15% | 0.17% | 0.15% | |
| CAT | B | 0.29% | 0.32% | 0.29% | |
| CBRE | B | 0.07% | 0.18% | 0.07% | |
| CCI | D | 0.08% | 0.31% | 0.08% | |
| CEG | D | 0.11% | 0.11% | 0.11% | |
| CI | F | 0.05% | 0.28% | 0.05% | |
| CL | D | 0.09% | 0.09% | 0.09% | |
| CMCSA | B | 0.27% | 0.2% | 0.2% | |
| CMG | B | 0.12% | 0.13% | 0.12% | |
| CMI | A | 0.11% | 0.46% | 0.11% | |
| CNC | D | 0.03% | 0.07% | 0.03% | |
| COF | B | 0.31% | 0.12% | 0.12% | |
| COP | C | 0.24% | 0.36% | 0.24% | |
| COR | B | 0.08% | 0.22% | 0.08% | |
| COST | B | 0.8% | 0.79% | 0.79% | |
| CRM | B | 0.64% | 0.72% | 0.64% | |
| CSCO | B | 0.38% | 0.47% | 0.38% | |
| CVX | A | 0.3% | 0.61% | 0.3% | |
| DAL | C | 0.05% | 0.23% | 0.05% | |
| DE | A | 0.15% | 0.22% | 0.15% | |
| DECK | A | 0.31% | 0.2% | 0.2% | |
| DELL | C | 0.05% | 0.11% | 0.05% | |
| DGX | A | 0.12% | 0.14% | 0.12% | |
| DHI | D | 0.23% | 0.09% | 0.09% | |
| DHR | F | 0.4% | 0.31% | 0.31% | |
| DIS | B | 0.38% | 0.47% | 0.38% | |
| DLR | B | 0.08% | 0.23% | 0.08% | |
| DLTR | F | 0.02% | 0.06% | 0.02% | |
| ECL | D | 0.12% | 0.4% | 0.12% | |
| ED | D | 0.15% | 0.09% | 0.09% | |
| ELV | F | 0.04% | 0.34% | 0.04% | |
| ETN | A | 0.39% | 0.19% | 0.19% | |
| EW | C | 0.05% | 0.25% | 0.05% | |
| FDX | B | 0.18% | 0.11% | 0.11% | |
| FI | A | 0.32% | 0.12% | 0.12% | |
| FOX | A | 0.13% | 0.11% | 0.11% | |
| FSLR | F | 0.04% | 0.08% | 0.04% | |
| GDDY | A | 0.15% | 0.11% | 0.11% | |
| GE | D | 0.48% | 0.45% | 0.45% | |
| GEV | B | 0.14% | 0.17% | 0.14% | |
| GILD | C | 0.17% | 0.48% | 0.17% | |
| GIS | D | 0.01% | 0.35% | 0.01% | |
| GOOG | C | 1.65% | 2.34% | 1.65% | |
| GOOGL | C | 2.0% | 1.19% | 1.19% | |
| GS | A | 0.33% | 0.4% | 0.33% | |
| GWW | B | 0.28% | 0.37% | 0.28% | |
| HCA | F | 0.33% | 0.13% | 0.13% | |
| HD | A | 0.59% | 1.02% | 0.59% | |
| HIG | B | 0.12% | 0.26% | 0.12% | |
| HOLX | D | 0.12% | 0.1% | 0.1% | |
| HON | B | 0.29% | 0.39% | 0.29% | |
| HUBB | B | 0.04% | 0.11% | 0.04% | |
| HWM | A | 0.15% | 0.11% | 0.11% | |
| IBM | C | 0.41% | 0.52% | 0.41% | |
| INTU | C | 0.51% | 0.61% | 0.51% | |
| IP | B | 0.15% | 0.11% | 0.11% | |
| IR | B | 0.05% | 0.11% | 0.05% | |
| IRM | D | 0.16% | 0.15% | 0.15% | |
| ISRG | A | 0.42% | 0.33% | 0.33% | |
| J | F | 0.05% | 0.13% | 0.05% | |
| JNJ | D | 0.89% | 0.62% | 0.62% | |
| JPM | A | 1.47% | 1.34% | 1.34% | |
| KHC | F | 0.08% | 0.16% | 0.08% | |
| KKR | A | 0.22% | 0.12% | 0.12% | |
| KMB | D | 0.13% | 0.15% | 0.13% | |
| KO | D | 0.41% | 0.85% | 0.41% | |
| KR | B | 0.1% | 0.22% | 0.1% | |
| LIN | D | 0.33% | 0.34% | 0.33% | |
| LLY | F | 1.26% | 1.21% | 1.21% | |
| LNG | B | 0.07% | 0.2% | 0.07% | |
| LOW | D | 0.36% | 0.39% | 0.36% | |
| LRCX | F | 0.21% | 0.29% | 0.21% | |
| MA | C | 0.6% | 0.95% | 0.6% | |
| MCD | D | 0.23% | 0.31% | 0.23% | |
| MCK | B | 0.11% | 0.32% | 0.11% | |
| META | D | 2.32% | 2.19% | 2.19% | |
| MRK | F | 0.35% | 0.47% | 0.35% | |
| MS | A | 0.23% | 0.54% | 0.23% | |
| MSFT | F | 5.36% | 5.77% | 5.36% | |
| MU | D | 0.18% | 0.18% | 0.18% | |
| NDAQ | A | 0.06% | 0.2% | 0.06% | |
| NEE | D | 0.2% | 0.41% | 0.2% | |
| NEM | D | 0.07% | 0.15% | 0.07% | |
| NFLX | A | 0.66% | 0.6% | 0.6% | |
| NI | A | 0.18% | 0.38% | 0.18% | |
| NOW | A | 0.46% | 0.66% | 0.46% | |
| NTAP | C | 0.05% | 0.08% | 0.05% | |
| NUE | C | 0.04% | 0.12% | 0.04% | |
| NVDA | C | 5.86% | 6.91% | 5.86% | |
| ORCL | B | 0.41% | 0.59% | 0.41% | |
| PANW | C | 0.17% | 0.27% | 0.17% | |
| PEG | A | 0.14% | 0.48% | 0.14% | |
| PEP | F | 0.33% | 0.38% | 0.33% | |
| PFE | D | 0.26% | 0.24% | 0.24% | |
| PFG | D | 0.04% | 0.11% | 0.04% | |
| PG | A | 0.95% | 0.69% | 0.69% | |
| PGR | A | 0.26% | 0.42% | 0.26% | |
| PHM | D | 0.29% | 0.1% | 0.1% | |
| PLD | D | 0.17% | 0.13% | 0.13% | |
| PSX | C | 0.05% | 0.13% | 0.05% | |
| PWR | A | 0.11% | 0.11% | 0.11% | |
| PYPL | B | 0.15% | 0.14% | 0.14% | |
| QCOM | F | 0.52% | 0.28% | 0.28% | |
| RCL | A | 0.07% | 0.14% | 0.07% | |
| REGN | F | 0.2% | 0.15% | 0.15% | |
| RTX | C | 0.22% | 0.42% | 0.22% | |
| SLB | C | 0.05% | 0.1% | 0.05% | |
| SNPS | B | 0.1% | 0.21% | 0.1% | |
| SPGI | C | 0.26% | 0.47% | 0.26% | |
| STLD | B | 0.11% | 0.11% | 0.11% | |
| SYF | B | 0.11% | 0.22% | 0.11% | |
| SYK | C | 0.37% | 0.11% | 0.11% | |
| T | A | 0.41% | 0.16% | 0.16% | |
| TGT | F | 0.2% | 0.23% | 0.2% | |
| TMO | F | 0.3% | 0.2% | 0.2% | |
| TSLA | B | 1.7% | 1.78% | 1.7% | |
| TT | A | 0.17% | 0.47% | 0.17% | |
| TXN | C | 0.31% | 0.7% | 0.31% | |
| UBER | D | 0.3% | 0.23% | 0.23% | |
| UNH | C | 1.07% | 0.95% | 0.95% | |
| UNP | C | 0.39% | 0.29% | 0.29% | |
| UPS | C | 0.1% | 0.16% | 0.1% | |
| URI | B | 0.27% | 0.13% | 0.13% | |
| V | A | 0.64% | 1.05% | 0.64% | |
| VLO | C | 0.06% | 0.09% | 0.06% | |
| VLTO | D | 0.03% | 0.19% | 0.03% | |
| VRTX | F | 0.23% | 0.32% | 0.23% | |
| VZ | C | 0.36% | 0.37% | 0.36% | |
| WAT | B | 0.28% | 0.17% | 0.17% | |
| WELL | A | 0.13% | 0.24% | 0.13% | |
| WFC | A | 0.6% | 0.13% | 0.13% | |
| WY | D | 0.14% | 0.1% | 0.1% | |
| XOM | B | 0.98% | 0.58% | 0.58% | |
| ZBH | C | 0.13% | 0.1% | 0.1% | |
| ZTS | D | 0.08% | 0.34% | 0.08% |
APUE Overweight 131 Positions Relative to ESGU
| Symbol | Grade | Weight | |
|---|---|---|---|
| DFAS | A | 4.94% | |
| WMT | A | 0.88% | |
| MO | A | 0.45% | |
| SPG | B | 0.45% | |
| APH | A | 0.44% | |
| AER | B | 0.42% | |
| TMUS | B | 0.4% | |
| DUK | C | 0.39% | |
| AWI | A | 0.38% | |
| CHDN | B | 0.38% | |
| WTM | A | 0.36% | |
| MUSA | A | 0.36% | |
| MDT | D | 0.34% | |
| PCAR | B | 0.33% | |
| PH | A | 0.33% | |
| ENTG | D | 0.32% | |
| TJX | A | 0.31% | |
| CTAS | B | 0.31% | |
| ETR | B | 0.3% | |
| LANC | C | 0.29% | |
| EQR | B | 0.29% | |
| AXTA | A | 0.28% | |
| MDLZ | F | 0.28% | |
| SHW | A | 0.28% | |
| ZBRA | B | 0.27% | |
| BSX | B | 0.27% | |
| POST | C | 0.26% | |
| LW | C | 0.26% | |
| SNA | A | 0.26% | |
| BX | A | 0.25% | |
| MAS | D | 0.25% | |
| THG | A | 0.25% | |
| ABT | B | 0.25% | |
| NEU | C | 0.24% | |
| PM | B | 0.24% | |
| VICI | C | 0.24% | |
| L | A | 0.24% | |
| GM | B | 0.23% | |
| CACC | D | 0.23% | |
| QLYS | C | 0.23% | |
| JKHY | D | 0.23% | |
| SO | D | 0.22% | |
| CWST | A | 0.21% | |
| AEP | D | 0.21% | |
| DASH | A | 0.2% | |
| TTC | D | 0.2% | |
| KLAC | D | 0.2% | |
| LEN | D | 0.2% | |
| FR | C | 0.18% | |
| WAB | B | 0.18% | |
| PPL | B | 0.18% | |
| CBOE | B | 0.17% | |
| ROP | B | 0.17% | |
| TXT | D | 0.16% | |
| TREX | C | 0.16% | |
| FCX | D | 0.16% | |
| ESS | B | 0.15% | |
| ICE | C | 0.15% | |
| CCL | B | 0.15% | |
| COIN | C | 0.15% | |
| GRMN | B | 0.15% | |
| EVRG | A | 0.15% | |
| LEN | D | 0.15% | |
| LMT | D | 0.15% | |
| BRKR | D | 0.14% | |
| AIG | B | 0.14% | |
| DOV | A | 0.14% | |
| MTN | C | 0.14% | |
| UNF | B | 0.14% | |
| REYN | D | 0.14% | |
| EMR | A | 0.13% | |
| MPC | D | 0.13% | |
| CRWD | B | 0.13% | |
| FNF | B | 0.13% | |
| PCG | A | 0.12% | |
| FOXA | B | 0.12% | |
| ABNB | C | 0.11% | |
| SWKS | F | 0.11% | |
| CPRT | A | 0.11% | |
| AEE | A | 0.1% | |
| PLTR | B | 0.1% | |
| DD | D | 0.1% | |
| EOG | A | 0.1% | |
| CNNE | B | 0.09% | |
| STT | A | 0.09% | |
| ESI | A | 0.09% | |
| CABO | C | 0.09% | |
| EFX | F | 0.09% | |
| CTSH | B | 0.08% | |
| ARE | D | 0.08% | |
| ALL | A | 0.08% | |
| DRI | B | 0.08% | |
| AON | A | 0.08% | |
| ROK | B | 0.08% | |
| AVB | B | 0.08% | |
| APD | A | 0.08% | |
| KVUE | A | 0.07% | |
| CRBG | B | 0.07% | |
| GD | F | 0.07% | |
| PKG | A | 0.07% | |
| MKL | A | 0.07% | |
| MPWR | F | 0.07% | |
| BEN | C | 0.07% | |
| EXR | D | 0.07% | |
| DVN | F | 0.06% | |
| CB | C | 0.06% | |
| CTVA | C | 0.06% | |
| ROST | C | 0.06% | |
| SQ | B | 0.06% | |
| BA | F | 0.06% | |
| APO | B | 0.06% | |
| CSGP | D | 0.06% | |
| RBLX | C | 0.06% | |
| TW | A | 0.06% | |
| CVS | D | 0.05% | |
| RSG | A | 0.05% | |
| IBKR | A | 0.05% | |
| CVNA | B | 0.05% | |
| GPN | B | 0.05% | |
| GEN | B | 0.05% | |
| NWS | B | 0.05% | |
| EG | C | 0.04% | |
| MNST | C | 0.04% | |
| RKT | F | 0.03% | |
| UAL | A | 0.03% | |
| CTRA | B | 0.03% | |
| SMCI | F | 0.02% | |
| WPC | D | 0.02% | |
| MSTR | C | 0.02% | |
| DTE | C | 0.01% | |
| HST | C | 0.0% |
APUE Underweight 123 Positions Relative to ESGU
| Symbol | Grade | Weight | |
|---|---|---|---|
| PRU | A | -0.54% | |
| K | A | -0.48% | |
| OKE | A | -0.39% | |
| CRH | A | -0.39% | |
| ADSK | A | -0.37% | |
| PNC | B | -0.36% | |
| BKNG | A | -0.34% | |
| EQIX | A | -0.33% | |
| HES | B | -0.32% | |
| PNR | A | -0.32% | |
| MMM | D | -0.32% | |
| KMI | A | -0.32% | |
| MET | A | -0.31% | |
| MCO | B | -0.3% | |
| INTC | D | -0.29% | |
| TRGP | B | -0.28% | |
| CLX | B | -0.26% | |
| NXPI | D | -0.26% | |
| FLUT | A | -0.25% | |
| EXPD | D | -0.25% | |
| SBUX | A | -0.24% | |
| DFS | B | -0.24% | |
| IDXX | F | -0.23% | |
| LKQ | D | -0.23% | |
| CDNS | B | -0.22% | |
| AXON | A | -0.22% | |
| XYL | D | -0.22% | |
| CHD | B | -0.21% | |
| TRV | B | -0.21% | |
| PPG | F | -0.21% | |
| ANSS | B | -0.21% | |
| SCHW | B | -0.2% | |
| FERG | B | -0.2% | |
| KEYS | A | -0.2% | |
| CHRW | C | -0.2% | |
| TAP | C | -0.19% | |
| NOC | D | -0.19% | |
| JCI | C | -0.18% | |
| BG | F | -0.18% | |
| CMS | C | -0.18% | |
| HPE | B | -0.17% | |
| EA | A | -0.17% | |
| HBAN | A | -0.17% | |
| COO | D | -0.17% | |
| MELI | D | -0.17% | |
| MMC | B | -0.17% | |
| USB | A | -0.17% | |
| WDAY | B | -0.17% | |
| BBY | D | -0.16% | |
| FDS | B | -0.16% | |
| MRVL | B | -0.16% | |
| IT | C | -0.16% | |
| EXC | C | -0.16% | |
| TEAM | A | -0.15% | |
| BKR | B | -0.15% | |
| STE | F | -0.15% | |
| TWLO | A | -0.15% | |
| PTC | A | -0.15% | |
| D | C | -0.15% | |
| FTV | C | -0.14% | |
| OVV | B | -0.14% | |
| TSCO | D | -0.14% | |
| FIS | C | -0.13% | |
| WSM | B | -0.13% | |
| EME | C | -0.13% | |
| TFC | A | -0.13% | |
| LII | A | -0.13% | |
| HUBS | A | -0.13% | |
| SBAC | D | -0.13% | |
| LULU | C | -0.12% | |
| BLK | C | -0.12% | |
| NTRS | A | -0.12% | |
| AIZ | A | -0.12% | |
| TRMB | B | -0.12% | |
| CNH | C | -0.12% | |
| EQT | B | -0.12% | |
| IQV | D | -0.12% | |
| FICO | B | -0.12% | |
| WTW | B | -0.11% | |
| EIX | B | -0.11% | |
| PAYX | C | -0.11% | |
| IEX | B | -0.11% | |
| HLT | A | -0.11% | |
| VEEV | C | -0.11% | |
| AJG | B | -0.11% | |
| OC | A | -0.11% | |
| MKC | D | -0.1% | |
| JNPR | F | -0.1% | |
| MRO | B | -0.1% | |
| POOL | C | -0.1% | |
| ES | D | -0.1% | |
| DXCM | D | -0.1% | |
| LH | C | -0.1% | |
| WST | C | -0.1% | |
| FBIN | D | -0.1% | |
| HPQ | B | -0.1% | |
| LDOS | C | -0.1% | |
| ODFL | B | -0.1% | |
| JBHT | C | -0.1% | |
| DVA | B | -0.1% | |
| MDB | C | -0.1% | |
| KDP | D | -0.09% | |
| HRL | D | -0.09% | |
| AKAM | D | -0.09% | |
| FANG | D | -0.09% | |
| STX | D | -0.09% | |
| SNOW | C | -0.09% | |
| WDC | D | -0.09% | |
| WTRG | B | -0.09% | |
| SYY | B | -0.09% | |
| ULTA | F | -0.09% | |
| PARA | C | -0.09% | |
| TFX | F | -0.08% | |
| AVTR | F | -0.08% | |
| MTD | D | -0.08% | |
| ALNY | D | -0.08% | |
| MOH | F | -0.08% | |
| IPG | D | -0.08% | |
| IFF | D | -0.08% | |
| CPB | D | -0.08% | |
| HII | D | -0.07% | |
| BIIB | F | -0.07% | |
| MRNA | F | -0.04% |
APUE: Top Represented Industries & Keywords
Industries:
Software - Application
Utilities - Regulated Electric
Diversified Industrials
Asset Management
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
ESGU: Top Represented Industries & Keywords
Industries:
Software - Application
Diagnostics & Research
Drug Manufacturers - Major
Semiconductors
Diversified Industrials
Credit Services
Business Services
Capital Markets
Medical Instruments & Supplies
Oil & Gas E&P
Packaged Foods
Specialty Retail
Health Care Plans
Household & Personal Products
Integrated Shipping & Logistics
Specialty Chemicals
Utilities - Regulated Electric
Aerospace & Defense
Asset Management
Banks - Global
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