Fund comparison · from official SEC filings
APUE vs PBUS: how much do they overlap?
ActivePassive U.S. Equity ETF and Invesco MSCI USA ETF
vs
APUE and PBUS are largely redundant — holding both means most of your money tracks the same underlying companies.
Shared holdings
Company
APUE
PBUS
N
NVDANVIDIA CORP
6.68%
7.70%
A
AAPLAPPLE INC
6.27%
6.89%
M
MSFTMICROSOFT CORP
4.58%
4.77%
A
AMZNAMAZON.COM INC
3.57%
3.91%
G
GOOGLALPHABET INC-CL A
3.09%
3.32%
A
AVGOBROADCOM INC
2.90%
3.02%
G
GOOGALPHABET INC-CL C
2.44%
2.75%
M
METAMETA PLATFORMS INC-CLASS A
1.89%
2.07%
T
TSLATESLA INC
1.68%
1.85%
M
MUMICRON TECHNOLOGY INC
1.52%
1.64%
L
LLYELI LILLY & CO
1.29%
1.33%
A
AMDADVANCED MICRO DEVICES
1.16%
1.26%
J
JPMJPMORGAN CHASE & CO
1.16%
1.22%
B
BRK.BBERKSHIRE HATHAWAY INC-CL B
0.80%
0.98%
E
EXMOCEXXON MOBIL CORP
0.88%
0.92%
J
JNJJOHNSON & JOHNSON
0.84%
0.81%
V
VVISA INC-CLASS A SHARES
0.72%
0.83%
I
INTCINTEL CORP
0.63%
0.78%
W
WMTWALMART INC
0.74%
0.76%
C
CSCOCISCO SYSTEMS INC
0.64%
0.71%
C
COSTCOSTCO WHOLESALE CORP
0.54%
0.64%
M
MAMASTERCARD INC - A
0.50%
0.63%
C
CATCATERPILLAR INC
0.54%
0.61%
L
LRCXLAM RESEARCH CORP
0.58%
0.60%
O
ORCLORACLE CORP
0.53%
0.58%
Only in APUE
D
DFASDIMENSIONAL US SMALL CAP ETF
4.38%
?
—Mount Vernon Liquid Assets Portfolio, LLC
2.40%
F
FGXXXFIRST AM GOVT OBLIG-X
0.58%
A
AERAERCAP HOLDINGS NV
0.39%
S
SNDKSANDISK CORP
0.34%
W
WTMWHITE MOUNTAINS INSURANCE GP
0.31%
M
MUSAMURPHY USA INC
0.28%
C
CHDNCHURCHILL DOWNS INC
0.27%
C
CACCCREDIT ACCEPTANCE CORP
0.23%
A
AWIARMSTRONG WORLD INDUSTRIES
0.23%
E
ESIELEMENT SOLUTIONS INC
0.23%
N
NEUNEWMARKET CORP
0.23%
T
THGHANOVER INSURANCE GROUP INC/
0.22%
S
SAIASAIA INC
0.21%
A
ACIWACI WORLDWIDE INC
0.19%
S
SGISOMNIGROUP INTERNATIONAL INC
0.18%
Q
QLYSQUALYS INC
0.18%
P
POSTPOST HOLDINGS INC
0.17%
T
TTCTORO CO
0.16%
F
FRFIRST INDUSTRIAL REALTY TR
0.16%
U
UNFUNIFIRST CORP/MA
0.15%
M
MZTIMARZETTI COMPANY/THE
0.13%
C
CCCCCC INTELLIGENT SOLUTIONS HO
0.13%
C
CWSTCASELLA WASTE SYSTEMS INC-A
0.13%
B
BRKRBRUKER CORP
0.11%
Only in PBUS
?
—Invesco Private Prime Fund
0.75%
?
—Invesco Private Government Fund
0.27%
N
NXPINXP SEMICONDUCTORS NV
0.12%
M
MELIMERCADOLIBRE INC
0.12%
A
AGPXXINVESCO GVT & AGNCY-INST
0.11%
F
FIXCOMFORT SYSTEMS USA INC
0.10%
F
FLEXFLEX LTD
0.08%
A
AZOAUTOZONE INC
0.07%
A
ALABASTERA LABS INC
0.07%
J
JBLJABIL INC
0.06%
C
CRDOCREDO TECHNOLOGY GROUP HOLDI
0.06%
E
EMEEMCOR GROUP INC
0.06%
T
TPRTAPESTRY INC
0.04%
F
FICOFAIR ISAAC CORP
0.04%
D
DTEDTE ENERGY COMPANY
0.04%
N
NTRANATERA INC
0.04%
T
TWLOTWILIO INC - A
0.04%
C
CASYCASEY'S GENERAL STORES INC
0.04%
C
CWCURTISS-WRIGHT CORP
0.04%
A
ATOATMOS ENERGY CORP
0.04%
A
AMRZAMRIZE LTD
0.04%
N
NRGNRG ENERGY INC
0.04%
F
FTAIFTAI AVIATION LTD
0.04%
A
ASTSAST SPACEMOBILE INC
0.04%
P
PEVERPURE INC-A
0.04%
Hold APUE and PBUS together? See your combined true holdings, overlap, and blended fees — free, no signup.
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Data source: official SEC Form N-PORT filings from each fund. Fund holdings are disclosed quarterly and may reflect a 60-day reporting delay.
Informational and educational only — not investment advice.
Informational and educational only — not investment advice.