ActivePassive U.S. Equity ETF

Shareclass

ActivePassive U.S. Equity ETF (APUE)

Type

Exchange-traded fund

Manager

Active Passive Funds

Gender equality score

/ 100 points

Overall score

Average Equileap Gender Equality Score of fund holdings, weighted by market value

Group ranking

63.5

percentile

Universe: Groups

Group: U.S. Equity Fund

Ranking: 928 out of 2,538 funds

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Sustainability report card

As You Sow’s Invest Your Values report card grades mutual funds on environmental and social issues, including climate change, gender equality, and weapon investments. Click through to get more details on each issue.

ActivePassive U.S. Equity ETF APUE

Environment

Fossil fuels

Investments in coal, oil, and natural gas energy and utility companies, and related financial companies

Deforestation

Investments in deforestation-risk agricultural commodities, and related financial companies and consumer brands

Social

Gender equality

Gender equality group ranking, based on Equileap company data

Civilian firearms

Investments in civilian firearms manufacturers, and related gun retailers

Prison industrial complex

Investments in prisons and borders industry, including private prison operators

Military weapons

Investments in military arms manufacturers and services companies, including nuclear weapon manufacturers and servicers

Tobacco

Investments in tobacco and e-cigarette manufacturers, and tobacco-promoting entertainment companies

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Top scoring holdings

The top 10 holdings in this portfolio with the best scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.

1. Procter & Gamble Co
0.87% of assets
$14.3M invested
2. Boston Scientific Corp
0.32% of assets
$5.3M invested
3. Welltower Inc
0.15% of assets
$2.51M invested
4. Mastercard Inc Class A
0.53% of assets
$8.66M invested
5. Citigroup Inc
0.42% of assets
$6.94M invested
6. Bank of America Corp
0.32% of assets
$5.32M invested
7. General Mills Inc
0.03% of assets
$517,299 invested
8. Cummins Inc
0.2% of assets
$3.28M invested
9. JPMorgan Chase & Co
1.52% of assets
$24.97M invested
10. Wells Fargo & Co
0.58% of assets
$9.48M invested

Bottom scoring holdings

The bottom 10 holdings in this portfolio with the worst scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.

1. Loews Corp
0.07% of assets
$1.08M invested
2. Roblox Corp Ordinary Shares - Class A
0.05% of assets
$801,113 invested
3. Lennar Corp Class B
0.1% of assets
$1.69M invested
4. Lennar Corp Class A
0.05% of assets
$833,256 invested
5. Strategy Class A
0.18% of assets
$2.95M invested
6. Palantir Technologies Inc Ordinary Shares - Class A
0.49% of assets
$8.07M invested
7. Markel Group Inc
0.16% of assets
$2.59M invested
8. PACCAR Inc
0.08% of assets
$1.35M invested
9. UniFirst Corp
0.14% of assets
$2.22M invested
10. Blackstone Inc
0.16% of assets
$2.66M invested

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Financial performance

Performance data provided by

Find more financial data on APUE at Morningstar.com

Gender Equality and Returns

Returns chart for ActivePassive U.S. Equity ETF

Enlarge

The figure above charts annualized returns and Gender Equality Fund grades. The orange marker represents this fund. The purple marker (if present) represents an assigned benchmark. Blue dots represent funds in the same Morningstar category as this fund. Dark gray dots represent funds in the same grading group as this fund. Returns are for the most recent available for this fund of 1, 3, 5, or 10 year annualized returns. The higher a fund is marked on the Y axis, the better its returns for the specified time period. The higher a fund is marked on the X axis, the better its Gender Equality Funds group ranking. Read more on the How it Works page.

Benchmarking tool

Current fund

APUE

ActivePassive U.S. Equity ETF

Family

Active Passive Funds

Category

Large Blend

Find another fund

vs.

Benchmark

IVV

iShares Core S&P 500 ETF

Family

iShares from BlackRock

Category

Large Blend

Change benchmark

Fund comparison settings

Investment timeline

Performance as of: 4/30/25

1 year

3 years

5 years

10 years

Benchmark

Suggested: S&P 500

Fund comparison results

Compared to the benchmark, this fund has:

Lower 1-yr returns

1.71% less in annualized returns

Lower overall gender equality score

1 / 100 points lower

Same gender balance in leadership and workforce score

0 / 40 points

Same equal compensation and work life balance score

0 / 30 points

Same policies promoting gender equality score

0 / 20 points

Same commitment, transparency, and accountability score

0 / 10 points

Current fund

APUE

ActivePassive U.S. Equity ETF

Family

Active Passive Funds

Category

Large Blend

Find another fund

vs.

Benchmark

IVV

iShares Core S&P 500 ETF

Family

iShares from BlackRock

Category

Large Blend

Change benchmark

Fund comparison settings

Investment timeline

Performance as of: 4/30/25

1 year

3 years

5 years

10 years

Benchmark

Suggested: S&P 500

Fund comparison results

Compared to the benchmark, this fund has:

Lower 1-yr returns

1.71% less in annualized returns

Lower overall gender equality score

1 / 100 points lower

Same gender balance in leadership and workforce score

0 / 40 points

Same equal compensation and work life balance score

0 / 30 points

Same policies promoting gender equality score

0 / 20 points

Same commitment, transparency, and accountability score

0 / 10 points

Current fund

APUE

ActivePassive U.S. Equity ETF

Family

Active Passive Funds

Category

Large Blend

Find another fund

vs.

Benchmark

IVV

iShares Core S&P 500 ETF

Family

iShares from BlackRock

Category

Large Blend

Change benchmark

Fund comparison settings

Investment timeline

Performance as of: 4/30/25

1 year

3 years

5 years

10 years

Benchmark

Suggested: S&P 500

Fund comparison results

Compared to the benchmark, this fund has:

Lower 1-yr returns

1.71% less in annualized returns

Lower overall gender equality score

1 / 100 points lower

Same gender balance in leadership and workforce score

0 / 40 points

Same equal compensation and work life balance score

0 / 30 points

Same policies promoting gender equality score

0 / 20 points

Same commitment, transparency, and accountability score

0 / 10 points

Month-end trailing returns

Performance as of date: 4/30/25

Morningstar suggested benchmark: S&P 500 TR USD

Annualized returns

Gender-lens analysis

1-yr

3-yr

5-yr

10-yr

This fund
APUE - ActivePassive U.S. Equity ETF

10%

54 / 100 points

Benchmark

12%

16%

12%

55 / 100 points

Fund compared to benchmark

-1.71%

1 / 100 points lower

Find more financial data on APUE at Morningstar.com

What's next?

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Invest Your Values

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