APUE vs. IWL ETF Comparison
Comparison of Trust for Professional Managers ActivePassive U.S. Equity ETF (APUE) to iShares Russell Top 200 ETF (IWL)
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
IWL
iShares Russell Top 200 ETF
IWL Description
The investment seeks to track the investment results of an index composed of large-capitalization U.S. equities. The fund generally invests at least 90% of its assets in securities of the underlying index and in depositary receipts representing securities of the underlying index. It seeks to track the investment results of the Russell Top 200® Index (the "underlying index"), which is a float-adjusted, capitalization-weighted index that measures the performance of the largest capitalization sector of the U.S. equity market. The fund is non-diversified.Grade (RS Rating)
Last Trade
$145.86
Average Daily Volume
52,339
Number of Holdings
*
197
* may have additional holdings in another (foreign) market
Performance
| Period | APUE | IWL |
|---|---|---|
| 30 Days | 3.74% | 2.93% |
| 60 Days | 4.87% | 4.56% |
| 90 Days | 6.08% | 6.33% |
| 12 Months | 33.10% | 33.26% |
152 Overlapping Holdings
| Symbol | Grade | Weight in APUE | Weight in IWL | Overlap | |
|---|---|---|---|---|---|
| AAPL | C | 5.79% | 7.79% | 5.79% | |
| ABBV | D | 0.6% | 0.7% | 0.6% | |
| ABNB | C | 0.11% | 0.14% | 0.11% | |
| ABT | B | 0.25% | 0.48% | 0.25% | |
| ACN | C | 0.58% | 0.53% | 0.53% | |
| ADBE | C | 0.47% | 0.53% | 0.47% | |
| ADI | D | 0.29% | 0.24% | 0.24% | |
| ADP | B | 0.17% | 0.29% | 0.17% | |
| AEP | D | 0.22% | 0.12% | 0.12% | |
| AIG | B | 0.14% | 0.12% | 0.12% | |
| AMAT | F | 0.39% | 0.33% | 0.33% | |
| AMD | F | 0.45% | 0.52% | 0.45% | |
| AMGN | D | 0.18% | 0.36% | 0.18% | |
| AMT | D | 0.22% | 0.22% | 0.22% | |
| AMZN | C | 3.5% | 4.48% | 3.5% | |
| ANET | C | 0.24% | 0.23% | 0.23% | |
| AON | A | 0.08% | 0.18% | 0.08% | |
| APD | A | 0.09% | 0.17% | 0.09% | |
| APH | A | 0.43% | 0.2% | 0.2% | |
| APO | B | 0.06% | 0.2% | 0.06% | |
| AVGO | D | 1.41% | 1.78% | 1.41% | |
| AXP | A | 0.39% | 0.38% | 0.38% | |
| BA | F | 0.06% | 0.23% | 0.06% | |
| BAC | A | 0.49% | 0.76% | 0.49% | |
| BLK | C | 0.3% | 0.37% | 0.3% | |
| BMY | B | 0.18% | 0.27% | 0.18% | |
| BRK.A | B | 1.84% | 2.05% | 1.84% | |
| BSX | B | 0.28% | 0.3% | 0.28% | |
| BX | A | 0.25% | 0.31% | 0.25% | |
| C | A | 0.38% | 0.31% | 0.31% | |
| CARR | D | 0.15% | 0.15% | 0.15% | |
| CAT | B | 0.29% | 0.45% | 0.29% | |
| CB | C | 0.06% | 0.28% | 0.06% | |
| CEG | D | 0.11% | 0.17% | 0.11% | |
| CI | F | 0.05% | 0.21% | 0.05% | |
| CL | D | 0.1% | 0.18% | 0.1% | |
| CMCSA | B | 0.27% | 0.39% | 0.27% | |
| CMG | B | 0.12% | 0.19% | 0.12% | |
| COF | B | 0.3% | 0.17% | 0.17% | |
| COP | C | 0.24% | 0.31% | 0.24% | |
| COST | B | 0.81% | 0.96% | 0.81% | |
| CPRT | A | 0.11% | 0.12% | 0.11% | |
| CRM | B | 0.62% | 0.73% | 0.62% | |
| CRWD | B | 0.13% | 0.18% | 0.13% | |
| CSCO | B | 0.38% | 0.55% | 0.38% | |
| CTAS | B | 0.31% | 0.18% | 0.18% | |
| CVS | D | 0.05% | 0.16% | 0.05% | |
| CVX | A | 0.31% | 0.66% | 0.31% | |
| DASH | A | 0.2% | 0.14% | 0.14% | |
| DE | A | 0.15% | 0.24% | 0.15% | |
| DELL | C | 0.05% | 0.09% | 0.05% | |
| DHR | F | 0.39% | 0.35% | 0.35% | |
| DIS | B | 0.44% | 0.5% | 0.44% | |
| DUK | C | 0.4% | 0.21% | 0.21% | |
| ECL | D | 0.12% | 0.15% | 0.12% | |
| ELV | F | 0.04% | 0.22% | 0.04% | |
| EMR | A | 0.13% | 0.17% | 0.13% | |
| EOG | A | 0.11% | 0.18% | 0.11% | |
| ETN | A | 0.39% | 0.34% | 0.34% | |
| EW | C | 0.05% | 0.1% | 0.05% | |
| FCX | D | 0.16% | 0.15% | 0.15% | |
| FDX | B | 0.18% | 0.16% | 0.16% | |
| FI | A | 0.33% | 0.29% | 0.29% | |
| GD | F | 0.06% | 0.19% | 0.06% | |
| GE | D | 0.47% | 0.46% | 0.46% | |
| GEV | B | 0.14% | 0.21% | 0.14% | |
| GILD | C | 0.16% | 0.26% | 0.16% | |
| GM | B | 0.22% | 0.15% | 0.15% | |
| GOOG | C | 1.63% | 2.04% | 1.63% | |
| GOOGL | C | 1.98% | 2.41% | 1.98% | |
| GS | A | 0.32% | 0.45% | 0.32% | |
| HCA | F | 0.31% | 0.15% | 0.15% | |
| HD | A | 0.59% | 0.96% | 0.59% | |
| HON | B | 0.3% | 0.35% | 0.3% | |
| IBM | C | 0.42% | 0.45% | 0.42% | |
| ICE | C | 0.15% | 0.21% | 0.15% | |
| INTU | C | 0.49% | 0.45% | 0.45% | |
| ISRG | A | 0.43% | 0.44% | 0.43% | |
| JNJ | D | 0.89% | 0.88% | 0.88% | |
| JPM | A | 1.5% | 1.67% | 1.5% | |
| KHC | F | 0.07% | 0.07% | 0.07% | |
| KKR | A | 0.21% | 0.24% | 0.21% | |
| KLAC | D | 0.19% | 0.2% | 0.19% | |
| KMB | D | 0.13% | 0.11% | 0.11% | |
| KO | D | 0.42% | 0.57% | 0.42% | |
| LIN | D | 0.33% | 0.51% | 0.33% | |
| LLY | F | 1.16% | 1.42% | 1.16% | |
| LMT | D | 0.15% | 0.27% | 0.15% | |
| LOW | D | 0.35% | 0.37% | 0.35% | |
| LRCX | F | 0.2% | 0.22% | 0.2% | |
| MA | C | 0.59% | 1.03% | 0.59% | |
| MCD | D | 0.23% | 0.5% | 0.23% | |
| MCK | B | 0.11% | 0.19% | 0.11% | |
| MDLZ | F | 0.28% | 0.21% | 0.21% | |
| MDT | D | 0.33% | 0.27% | 0.27% | |
| META | D | 2.28% | 2.89% | 2.28% | |
| MNST | C | 0.04% | 0.09% | 0.04% | |
| MO | A | 0.47% | 0.23% | 0.23% | |
| MPC | D | 0.13% | 0.13% | 0.13% | |
| MRK | F | 0.35% | 0.58% | 0.35% | |
| MS | A | 0.23% | 0.37% | 0.23% | |
| MSFT | F | 5.41% | 7.35% | 5.41% | |
| MU | D | 0.16% | 0.25% | 0.16% | |
| NEE | D | 0.2% | 0.37% | 0.2% | |
| NEM | D | 0.07% | 0.11% | 0.07% | |
| NFLX | A | 0.74% | 0.84% | 0.74% | |
| NOW | A | 0.47% | 0.49% | 0.47% | |
| NVDA | C | 5.97% | 7.91% | 5.97% | |
| ORCL | B | 0.42% | 0.69% | 0.42% | |
| PANW | C | 0.17% | 0.28% | 0.17% | |
| PCAR | B | 0.31% | 0.14% | 0.14% | |
| PEP | F | 0.32% | 0.52% | 0.32% | |
| PFE | D | 0.25% | 0.33% | 0.25% | |
| PG | A | 0.99% | 0.95% | 0.95% | |
| PGR | A | 0.26% | 0.36% | 0.26% | |
| PH | A | 0.33% | 0.21% | 0.21% | |
| PLD | D | 0.18% | 0.25% | 0.18% | |
| PM | B | 0.25% | 0.48% | 0.25% | |
| PSX | C | 0.05% | 0.13% | 0.05% | |
| PYPL | B | 0.15% | 0.21% | 0.15% | |
| QCOM | F | 0.48% | 0.43% | 0.43% | |
| REGN | F | 0.18% | 0.19% | 0.18% | |
| ROP | B | 0.17% | 0.14% | 0.14% | |
| RSG | A | 0.05% | 0.1% | 0.05% | |
| RTX | C | 0.21% | 0.38% | 0.21% | |
| SHW | A | 0.27% | 0.21% | 0.21% | |
| SLB | C | 0.05% | 0.15% | 0.05% | |
| SNPS | B | 0.1% | 0.19% | 0.1% | |
| SO | D | 0.22% | 0.23% | 0.22% | |
| SPGI | C | 0.26% | 0.38% | 0.26% | |
| SYK | C | 0.38% | 0.34% | 0.34% | |
| T | A | 0.43% | 0.39% | 0.39% | |
| TGT | F | 0.16% | 0.17% | 0.16% | |
| TJX | A | 0.32% | 0.32% | 0.32% | |
| TMO | F | 0.29% | 0.47% | 0.29% | |
| TMUS | B | 0.41% | 0.27% | 0.27% | |
| TSLA | B | 1.68% | 2.12% | 1.68% | |
| TT | A | 0.17% | 0.22% | 0.17% | |
| TXN | C | 0.29% | 0.44% | 0.29% | |
| UBER | D | 0.29% | 0.35% | 0.29% | |
| UNH | C | 1.04% | 1.3% | 1.04% | |
| UNP | C | 0.38% | 0.34% | 0.34% | |
| UPS | C | 0.1% | 0.23% | 0.1% | |
| V | A | 0.64% | 1.16% | 0.64% | |
| VLO | C | 0.06% | 0.11% | 0.06% | |
| VRTX | F | 0.21% | 0.29% | 0.21% | |
| VZ | C | 0.38% | 0.42% | 0.38% | |
| WELL | A | 0.13% | 0.2% | 0.13% | |
| WFC | A | 0.62% | 0.62% | 0.62% | |
| WMT | A | 0.93% | 0.87% | 0.87% | |
| XOM | B | 0.99% | 1.27% | 0.99% | |
| ZTS | D | 0.09% | 0.19% | 0.09% |
APUE Overweight 141 Positions Relative to IWL
| Symbol | Grade | Weight | |
|---|---|---|---|
| DFAS | A | 4.83% | |
| SPG | B | 0.46% | |
| AER | B | 0.42% | |
| AFL | B | 0.41% | |
| AWI | A | 0.38% | |
| CHDN | B | 0.38% | |
| BK | A | 0.37% | |
| MUSA | A | 0.37% | |
| WTM | A | 0.37% | |
| ENTG | D | 0.31% | |
| DECK | A | 0.31% | |
| EQR | B | 0.3% | |
| ETR | B | 0.3% | |
| BR | A | 0.29% | |
| PHM | D | 0.29% | |
| SNA | A | 0.27% | |
| POST | C | 0.27% | |
| LANC | C | 0.27% | |
| GWW | B | 0.27% | |
| AXTA | A | 0.27% | |
| ZBRA | B | 0.26% | |
| URI | B | 0.26% | |
| WAT | B | 0.26% | |
| VICI | C | 0.25% | |
| THG | A | 0.25% | |
| L | A | 0.25% | |
| LW | C | 0.25% | |
| MAS | D | 0.24% | |
| JKHY | D | 0.23% | |
| NEU | C | 0.23% | |
| CACC | D | 0.23% | |
| CWST | A | 0.22% | |
| QLYS | C | 0.22% | |
| DHI | D | 0.22% | |
| LEN | D | 0.2% | |
| PPL | B | 0.19% | |
| TTC | D | 0.19% | |
| ESI | A | 0.19% | |
| WAB | B | 0.18% | |
| FR | C | 0.18% | |
| NI | A | 0.18% | |
| CBOE | B | 0.17% | |
| CCL | B | 0.16% | |
| EVRG | A | 0.16% | |
| IRM | D | 0.16% | |
| IP | B | 0.16% | |
| HWM | A | 0.16% | |
| GDDY | A | 0.16% | |
| ESS | B | 0.15% | |
| REYN | D | 0.15% | |
| ED | D | 0.15% | |
| GRMN | B | 0.15% | |
| TXT | D | 0.15% | |
| TREX | C | 0.15% | |
| COIN | C | 0.15% | |
| LEN | D | 0.15% | |
| WY | D | 0.14% | |
| UNF | B | 0.14% | |
| DOV | A | 0.14% | |
| FOX | A | 0.14% | |
| MTN | C | 0.14% | |
| PEG | A | 0.14% | |
| DGX | A | 0.13% | |
| FOXA | B | 0.13% | |
| BALL | D | 0.13% | |
| ZBH | C | 0.13% | |
| BRKR | D | 0.13% | |
| FNF | B | 0.13% | |
| PCG | A | 0.12% | |
| HIG | B | 0.12% | |
| HOLX | D | 0.12% | |
| PLTR | B | 0.11% | |
| PWR | A | 0.11% | |
| SYF | B | 0.11% | |
| STLD | B | 0.11% | |
| CMI | A | 0.11% | |
| CAH | B | 0.1% | |
| AEE | A | 0.1% | |
| SWKS | F | 0.1% | |
| DD | D | 0.1% | |
| CNNE | B | 0.09% | |
| A | D | 0.09% | |
| EFX | F | 0.09% | |
| STT | A | 0.09% | |
| CABO | C | 0.09% | |
| KR | B | 0.09% | |
| RCL | A | 0.08% | |
| DLR | B | 0.08% | |
| DRI | B | 0.08% | |
| ALL | A | 0.08% | |
| COR | B | 0.08% | |
| CCI | D | 0.08% | |
| AVB | B | 0.08% | |
| ROK | 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% | |
| CBRE | B | 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% | |
| CTVA | C | 0.06% | |
| NDAQ | A | 0.06% | |
| RBLX | C | 0.06% | |
| ACGL | D | 0.06% | |
| MPWR | F | 0.06% | |
| CSGP | D | 0.06% | |
| SQ | B | 0.06% | |
| DAL | C | 0.05% | |
| CVNA | B | 0.05% | |
| NTAP | C | 0.05% | |
| GPN | B | 0.05% | |
| GEN | B | 0.05% | |
| IBKR | A | 0.05% | |
| IR | B | 0.05% | |
| NWS | B | 0.05% | |
| PFG | D | 0.04% | |
| FSLR | F | 0.04% | |
| NUE | C | 0.04% | |
| EG | C | 0.04% | |
| CTRA | B | 0.04% | |
| HUBB | B | 0.04% | |
| J | F | 0.04% | |
| VLTO | D | 0.03% | |
| ADM | 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% | |
| DLTR | F | 0.02% | |
| WPC | D | 0.02% | |
| GIS | D | 0.01% | |
| HST | C | 0.0% |
APUE Underweight 45 Positions Relative to IWL
| Symbol | Grade | Weight | |
|---|---|---|---|
| BKNG | A | -0.4% | |
| SCHW | B | -0.29% | |
| SBUX | A | -0.27% | |
| MMC | B | -0.26% | |
| INTC | D | -0.25% | |
| NKE | D | -0.22% | |
| WM | A | -0.21% | |
| PNC | B | -0.2% | |
| EQIX | A | -0.2% | |
| USB | A | -0.19% | |
| CDNS | B | -0.19% | |
| ITW | B | -0.19% | |
| MSI | B | -0.19% | |
| CME | A | -0.19% | |
| MCO | B | -0.18% | |
| MRVL | B | -0.18% | |
| ORLY | B | -0.17% | |
| MMM | D | -0.17% | |
| BDX | F | -0.16% | |
| CRH | A | -0.16% | |
| NOC | D | -0.16% | |
| TDG | D | -0.16% | |
| CSX | B | -0.16% | |
| TFC | A | -0.15% | |
| MAR | B | -0.15% | |
| ADSK | A | -0.15% | |
| SRE | A | -0.14% | |
| NSC | B | -0.14% | |
| FTNT | C | -0.14% | |
| TRV | B | -0.14% | |
| PSA | D | -0.13% | |
| AZO | C | -0.13% | |
| WDAY | B | -0.13% | |
| JCI | C | -0.13% | |
| MET | A | -0.12% | |
| D | C | -0.11% | |
| F | C | -0.1% | |
| TEAM | A | -0.09% | |
| STZ | D | -0.09% | |
| LULU | C | -0.09% | |
| SNOW | C | -0.09% | |
| OXY | D | -0.08% | |
| KDP | D | -0.08% | |
| MRNA | F | -0.03% | |
| EL | F | -0.03% |
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
IWL: Top Represented Industries & Keywords
Industries:
Software - Application
Drug Manufacturers - Major
Semiconductors
Aerospace & Defense
Diversified Industrials
Capital Markets
Credit Services
Medical Devices
Asset Management
Banks - Global
Beverages - Soft Drinks
Health Care Plans
Household & Personal Products
Telecom Services
Utilities - Regulated Electric
Auto Manufacturers
Banks - Regional - US
Biotechnology
Business Services
Discount Stores
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