APUE vs. EVUS ETF Comparison
Comparison of Trust for Professional Managers ActivePassive U.S. Equity ETF (APUE) to iShares ESG Aware MSCI USA Value ETF (EVUS)
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
EVUS
iShares ESG Aware MSCI USA Value ETF
EVUS Description
EVUS tracks an index of large- and mid-cap US value stocks perceived to have positive ESG characteristics. The parent index, MSCI USA Value Index, identifies value stocks through book value-to-price ratio, 12-month forward earnings-to-price ratio, and dividend yield. Securities are then screened to exclude companies involved in controversial businesses and issues (e.g., weapons, tobacco, climate change issues). All selected securities are assigned an ESG score that evaluates a companys exposure to key ESG issues based on the companys business segment and geographic risk, as well as their strategies and programs to manage these risks and opportunities. Using a sector-specific weighting model, companies are rated and ranked against industry peers. The quantitative process leans toward higher-rated stocks while also considering market-cap and constraints based on the parent index. The fund may engage in securities lending. The index is reviewed and rebalanced quarterly.Grade (RS Rating)
Last Trade
$30.74
Average Daily Volume
1,444
Number of Holdings
*
234
* may have additional holdings in another (foreign) market
Performance
| Period | APUE | EVUS |
|---|---|---|
| 30 Days | 3.74% | 2.65% |
| 60 Days | 4.87% | 3.47% |
| 90 Days | 6.08% | 6.09% |
| 12 Months | 33.10% | 29.50% |
130 Overlapping Holdings
| Symbol | Grade | Weight in APUE | Weight in EVUS | Overlap | |
|---|---|---|---|---|---|
| A | D | 0.09% | 0.19% | 0.09% | |
| ABBV | D | 0.6% | 0.92% | 0.6% | |
| ABT | B | 0.25% | 0.24% | 0.24% | |
| ACGL | D | 0.06% | 0.16% | 0.06% | |
| ACN | C | 0.58% | 0.56% | 0.56% | |
| ADI | D | 0.29% | 0.27% | 0.27% | |
| ADM | D | 0.03% | 0.11% | 0.03% | |
| ADP | B | 0.17% | 1.24% | 0.17% | |
| AFL | B | 0.41% | 0.23% | 0.23% | |
| AMGN | D | 0.18% | 0.74% | 0.18% | |
| AMT | D | 0.22% | 0.59% | 0.22% | |
| APD | A | 0.09% | 0.11% | 0.09% | |
| AVGO | D | 1.41% | 2.9% | 1.41% | |
| AXP | A | 0.39% | 0.9% | 0.39% | |
| BAC | A | 0.49% | 1.33% | 0.49% | |
| BALL | D | 0.13% | 0.1% | 0.1% | |
| BK | A | 0.37% | 0.74% | 0.37% | |
| BLK | C | 0.3% | 0.31% | 0.3% | |
| BMY | B | 0.18% | 0.42% | 0.18% | |
| BR | A | 0.29% | 0.73% | 0.29% | |
| BRK.A | B | 1.84% | 1.19% | 1.19% | |
| C | A | 0.38% | 0.69% | 0.38% | |
| CAH | B | 0.1% | 0.31% | 0.1% | |
| CARR | D | 0.15% | 0.4% | 0.15% | |
| CAT | B | 0.29% | 0.75% | 0.29% | |
| CB | C | 0.06% | 0.13% | 0.06% | |
| CBOE | B | 0.17% | 0.11% | 0.11% | |
| CBRE | B | 0.07% | 0.35% | 0.07% | |
| CCI | D | 0.08% | 0.6% | 0.08% | |
| CI | F | 0.05% | 0.58% | 0.05% | |
| CMCSA | B | 0.27% | 0.4% | 0.27% | |
| CMI | A | 0.11% | 0.78% | 0.11% | |
| CNC | D | 0.03% | 0.18% | 0.03% | |
| COF | B | 0.3% | 0.18% | 0.18% | |
| COP | C | 0.24% | 0.82% | 0.24% | |
| COR | B | 0.08% | 0.49% | 0.08% | |
| CSCO | B | 0.38% | 1.01% | 0.38% | |
| CVS | D | 0.05% | 0.09% | 0.05% | |
| CVX | A | 0.31% | 1.26% | 0.31% | |
| DAL | C | 0.05% | 0.3% | 0.05% | |
| DD | D | 0.1% | 0.1% | 0.1% | |
| DE | A | 0.15% | 0.43% | 0.15% | |
| DGX | A | 0.13% | 0.3% | 0.13% | |
| DHI | D | 0.22% | 0.16% | 0.16% | |
| DHR | F | 0.39% | 0.7% | 0.39% | |
| DIS | B | 0.44% | 0.88% | 0.44% | |
| DLR | B | 0.08% | 0.47% | 0.08% | |
| DLTR | F | 0.02% | 0.06% | 0.02% | |
| DOV | A | 0.14% | 0.1% | 0.1% | |
| ECL | D | 0.12% | 0.64% | 0.12% | |
| ED | D | 0.15% | 0.25% | 0.15% | |
| ELV | F | 0.04% | 0.65% | 0.04% | |
| ETN | A | 0.39% | 0.29% | 0.29% | |
| FDX | B | 0.18% | 0.23% | 0.18% | |
| FI | A | 0.33% | 0.38% | 0.33% | |
| FOX | A | 0.14% | 0.13% | 0.13% | |
| FSLR | F | 0.04% | 0.1% | 0.04% | |
| GEN | B | 0.05% | 0.11% | 0.05% | |
| GEV | B | 0.14% | 0.23% | 0.14% | |
| GILD | C | 0.16% | 0.96% | 0.16% | |
| GIS | D | 0.01% | 0.6% | 0.01% | |
| GS | A | 0.32% | 0.84% | 0.32% | |
| HCA | F | 0.31% | 0.3% | 0.3% | |
| HD | A | 0.59% | 2.07% | 0.59% | |
| HIG | B | 0.12% | 0.47% | 0.12% | |
| HOLX | D | 0.12% | 0.14% | 0.12% | |
| HON | B | 0.3% | 0.86% | 0.3% | |
| HUBB | B | 0.04% | 0.14% | 0.04% | |
| IBM | C | 0.42% | 1.17% | 0.42% | |
| ICE | C | 0.15% | 0.1% | 0.1% | |
| IP | B | 0.16% | 0.16% | 0.16% | |
| IR | B | 0.05% | 0.15% | 0.05% | |
| IRM | D | 0.16% | 0.34% | 0.16% | |
| J | F | 0.04% | 0.21% | 0.04% | |
| JNJ | D | 0.89% | 1.43% | 0.89% | |
| JPM | A | 1.5% | 2.81% | 1.5% | |
| KHC | F | 0.07% | 0.26% | 0.07% | |
| KMB | D | 0.13% | 0.36% | 0.13% | |
| KO | D | 0.42% | 1.67% | 0.42% | |
| KR | B | 0.09% | 0.41% | 0.09% | |
| LIN | D | 0.33% | 0.49% | 0.33% | |
| LOW | D | 0.35% | 0.74% | 0.35% | |
| MCD | D | 0.23% | 0.63% | 0.23% | |
| MDLZ | F | 0.28% | 0.09% | 0.09% | |
| MRK | F | 0.35% | 0.52% | 0.35% | |
| MS | A | 0.23% | 1.07% | 0.23% | |
| MU | D | 0.16% | 0.41% | 0.16% | |
| NDAQ | A | 0.06% | 0.38% | 0.06% | |
| NEE | D | 0.2% | 0.82% | 0.2% | |
| NEM | D | 0.07% | 0.28% | 0.07% | |
| NI | A | 0.18% | 0.67% | 0.18% | |
| NTAP | C | 0.05% | 0.1% | 0.05% | |
| NUE | C | 0.04% | 0.25% | 0.04% | |
| ORCL | B | 0.42% | 1.31% | 0.42% | |
| PEG | A | 0.14% | 0.96% | 0.14% | |
| PEP | F | 0.32% | 0.84% | 0.32% | |
| PFE | D | 0.25% | 0.55% | 0.25% | |
| PFG | D | 0.04% | 0.12% | 0.04% | |
| PG | A | 0.99% | 1.5% | 0.99% | |
| PGR | A | 0.26% | 0.39% | 0.26% | |
| PHM | D | 0.29% | 0.13% | 0.13% | |
| PLD | D | 0.18% | 0.3% | 0.18% | |
| PSX | C | 0.05% | 0.33% | 0.05% | |
| PYPL | B | 0.15% | 0.24% | 0.15% | |
| QCOM | F | 0.48% | 0.63% | 0.48% | |
| REGN | F | 0.18% | 0.22% | 0.18% | |
| ROK | B | 0.08% | 0.13% | 0.08% | |
| RTX | C | 0.21% | 0.79% | 0.21% | |
| SLB | C | 0.05% | 0.28% | 0.05% | |
| SPGI | C | 0.26% | 0.65% | 0.26% | |
| STLD | B | 0.11% | 0.11% | 0.11% | |
| STT | A | 0.09% | 0.18% | 0.09% | |
| SYF | B | 0.11% | 0.47% | 0.11% | |
| T | A | 0.43% | 0.38% | 0.38% | |
| TGT | F | 0.16% | 0.43% | 0.16% | |
| TJX | A | 0.32% | 0.18% | 0.18% | |
| TMO | F | 0.29% | 0.11% | 0.11% | |
| TTC | D | 0.19% | 0.09% | 0.09% | |
| TXN | C | 0.29% | 1.47% | 0.29% | |
| UNH | C | 1.04% | 2.04% | 1.04% | |
| UPS | C | 0.1% | 0.32% | 0.1% | |
| URI | B | 0.26% | 0.27% | 0.26% | |
| VLO | C | 0.06% | 0.23% | 0.06% | |
| VZ | C | 0.38% | 0.79% | 0.38% | |
| WELL | A | 0.13% | 0.46% | 0.13% | |
| WFC | A | 0.62% | 0.28% | 0.28% | |
| WY | D | 0.14% | 0.26% | 0.14% | |
| XOM | B | 0.99% | 1.54% | 0.99% | |
| ZBH | C | 0.13% | 0.23% | 0.13% | |
| ZTS | D | 0.09% | 0.43% | 0.09% |
APUE Overweight 163 Positions Relative to EVUS
| Symbol | Grade | Weight | |
|---|---|---|---|
| NVDA | C | 5.97% | |
| AAPL | C | 5.79% | |
| MSFT | F | 5.41% | |
| DFAS | A | 4.83% | |
| AMZN | C | 3.5% | |
| META | D | 2.28% | |
| GOOGL | C | 1.98% | |
| TSLA | B | 1.68% | |
| GOOG | C | 1.63% | |
| LLY | F | 1.16% | |
| WMT | A | 0.93% | |
| COST | B | 0.81% | |
| NFLX | A | 0.74% | |
| V | A | 0.64% | |
| CRM | B | 0.62% | |
| MA | C | 0.59% | |
| INTU | C | 0.49% | |
| NOW | A | 0.47% | |
| ADBE | C | 0.47% | |
| GE | D | 0.47% | |
| MO | A | 0.47% | |
| SPG | B | 0.46% | |
| AMD | F | 0.45% | |
| ISRG | A | 0.43% | |
| APH | A | 0.43% | |
| AER | B | 0.42% | |
| TMUS | B | 0.41% | |
| DUK | C | 0.4% | |
| AMAT | F | 0.39% | |
| UNP | C | 0.38% | |
| AWI | A | 0.38% | |
| SYK | C | 0.38% | |
| CHDN | B | 0.38% | |
| MUSA | A | 0.37% | |
| WTM | A | 0.37% | |
| PH | A | 0.33% | |
| MDT | D | 0.33% | |
| ENTG | D | 0.31% | |
| DECK | A | 0.31% | |
| CTAS | B | 0.31% | |
| PCAR | B | 0.31% | |
| EQR | B | 0.3% | |
| ETR | B | 0.3% | |
| UBER | D | 0.29% | |
| BSX | B | 0.28% | |
| SNA | A | 0.27% | |
| POST | C | 0.27% | |
| LANC | C | 0.27% | |
| GWW | B | 0.27% | |
| AXTA | A | 0.27% | |
| SHW | A | 0.27% | |
| ZBRA | B | 0.26% | |
| WAT | B | 0.26% | |
| VICI | C | 0.25% | |
| THG | A | 0.25% | |
| BX | A | 0.25% | |
| L | A | 0.25% | |
| LW | C | 0.25% | |
| PM | B | 0.25% | |
| MAS | D | 0.24% | |
| ANET | C | 0.24% | |
| 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% | |
| SO | D | 0.22% | |
| VRTX | F | 0.21% | |
| KKR | A | 0.21% | |
| LEN | D | 0.2% | |
| DASH | A | 0.2% | |
| LRCX | F | 0.2% | |
| KLAC | D | 0.19% | |
| PPL | B | 0.19% | |
| ESI | A | 0.19% | |
| WAB | B | 0.18% | |
| FR | C | 0.18% | |
| ROP | B | 0.17% | |
| TT | A | 0.17% | |
| PANW | C | 0.17% | |
| CCL | B | 0.16% | |
| EVRG | A | 0.16% | |
| HWM | A | 0.16% | |
| GDDY | A | 0.16% | |
| FCX | D | 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% | |
| MTN | C | 0.14% | |
| AIG | B | 0.14% | |
| FOXA | B | 0.13% | |
| EMR | A | 0.13% | |
| BRKR | D | 0.13% | |
| MPC | D | 0.13% | |
| FNF | B | 0.13% | |
| CRWD | B | 0.13% | |
| PCG | A | 0.12% | |
| CMG | B | 0.12% | |
| ABNB | C | 0.11% | |
| CEG | D | 0.11% | |
| PLTR | B | 0.11% | |
| PWR | A | 0.11% | |
| CPRT | A | 0.11% | |
| EOG | A | 0.11% | |
| MCK | B | 0.11% | |
| CL | D | 0.1% | |
| SNPS | B | 0.1% | |
| AEE | A | 0.1% | |
| SWKS | F | 0.1% | |
| CNNE | B | 0.09% | |
| EFX | F | 0.09% | |
| CABO | C | 0.09% | |
| RCL | A | 0.08% | |
| DRI | B | 0.08% | |
| ALL | A | 0.08% | |
| AON | A | 0.08% | |
| AVB | B | 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% | |
| ARE | D | 0.07% | |
| BEN | C | 0.07% | |
| CTSH | B | 0.07% | |
| EXR | D | 0.07% | |
| DVN | F | 0.06% | |
| ROST | C | 0.06% | |
| BA | F | 0.06% | |
| APO | B | 0.06% | |
| CTVA | C | 0.06% | |
| RBLX | C | 0.06% | |
| GD | F | 0.06% | |
| MPWR | F | 0.06% | |
| CSGP | D | 0.06% | |
| SQ | B | 0.06% | |
| DELL | C | 0.05% | |
| CVNA | B | 0.05% | |
| RSG | A | 0.05% | |
| GPN | B | 0.05% | |
| IBKR | A | 0.05% | |
| EW | C | 0.05% | |
| NWS | B | 0.05% | |
| EG | C | 0.04% | |
| CTRA | B | 0.04% | |
| MNST | C | 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% | |
| WPC | D | 0.02% | |
| HST | C | 0.0% |
APUE Underweight 104 Positions Relative to EVUS
| Symbol | Grade | Weight | |
|---|---|---|---|
| PRU | A | -1.02% | |
| K | A | -0.89% | |
| KMI | A | -0.81% | |
| OKE | A | -0.77% | |
| CRH | A | -0.76% | |
| PNR | A | -0.63% | |
| PNC | B | -0.62% | |
| EQIX | A | -0.61% | |
| MMM | D | -0.6% | |
| INTC | D | -0.57% | |
| NXPI | D | -0.52% | |
| MET | A | -0.52% | |
| EXPD | D | -0.51% | |
| TRV | B | -0.46% | |
| DFS | B | -0.45% | |
| FERG | B | -0.43% | |
| CLX | B | -0.43% | |
| EA | A | -0.41% | |
| XYL | D | -0.41% | |
| SCHW | B | -0.4% | |
| CHRW | C | -0.4% | |
| NOC | D | -0.4% | |
| LKQ | D | -0.39% | |
| OVV | B | -0.39% | |
| JCI | C | -0.38% | |
| CMS | C | -0.38% | |
| SBUX | A | -0.37% | |
| FLUT | A | -0.36% | |
| KEYS | A | -0.35% | |
| HPE | B | -0.35% | |
| ANSS | B | -0.35% | |
| EXC | C | -0.35% | |
| PPG | F | -0.34% | |
| TAP | C | -0.33% | |
| BG | F | -0.32% | |
| BKR | B | -0.31% | |
| STE | F | -0.3% | |
| COO | D | -0.3% | |
| HBAN | A | -0.29% | |
| CHD | B | -0.29% | |
| D | C | -0.28% | |
| BBY | D | -0.28% | |
| EIX | B | -0.28% | |
| USB | A | -0.28% | |
| FTV | C | -0.27% | |
| FIS | C | -0.25% | |
| TFC | A | -0.24% | |
| MMC | B | -0.24% | |
| CNH | C | -0.24% | |
| ES | D | -0.23% | |
| TSCO | D | -0.23% | |
| FBIN | D | -0.23% | |
| LH | C | -0.22% | |
| WTRG | B | -0.21% | |
| KDP | D | -0.21% | |
| OC | A | -0.21% | |
| TRMB | B | -0.2% | |
| AIZ | A | -0.2% | |
| FDS | B | -0.19% | |
| MRO | B | -0.18% | |
| HPQ | B | -0.17% | |
| IEX | B | -0.17% | |
| EQT | B | -0.16% | |
| NTRS | A | -0.16% | |
| JBHT | C | -0.16% | |
| WMB | A | -0.16% | |
| TWLO | A | -0.15% | |
| TFX | F | -0.15% | |
| ALLE | D | -0.15% | |
| WTW | B | -0.14% | |
| MKC | D | -0.14% | |
| HRL | D | -0.12% | |
| BXP | D | -0.12% | |
| AKAM | D | -0.12% | |
| IFF | D | -0.12% | |
| CPB | D | -0.12% | |
| PAYX | C | -0.12% | |
| HII | D | -0.12% | |
| LDOS | C | -0.11% | |
| PSA | D | -0.11% | |
| SOLV | C | -0.11% | |
| AZPN | A | -0.11% | |
| WDC | D | -0.11% | |
| JNPR | F | -0.11% | |
| MKTX | D | -0.11% | |
| FANG | D | -0.11% | |
| CCK | C | -0.1% | |
| HUM | C | -0.1% | |
| BIIB | F | -0.1% | |
| DOW | F | -0.1% | |
| RMD | C | -0.1% | |
| ITW | B | -0.1% | |
| CAG | D | -0.09% | |
| AVTR | F | -0.09% | |
| KMX | B | -0.09% | |
| ULTA | F | -0.09% | |
| AVY | D | -0.09% | |
| SYY | B | -0.09% | |
| STZ | D | -0.09% | |
| GEHC | F | -0.09% | |
| LYB | F | -0.08% | |
| NKE | D | -0.08% | |
| IPG | D | -0.08% | |
| DG | F | -0.06% |
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
EVUS: Top Represented Industries & Keywords
Industries:
Diversified Industrials
Drug Manufacturers - Major
Packaged Foods
Business Services
Capital Markets
Health Care Plans
Semiconductors
Specialty Chemicals
Credit Services
Diagnostics & Research
Integrated Shipping & Logistics
Medical Instruments & Supplies
Oil & Gas E&P
Software - Application
Utilities - Regulated Electric
Asset Management
Banks - Global
Banks - Regional - US
Household & Personal Products
Insurance - Diversified
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