ActivePassive International Equity ETF (APIE) Fund Overview
Educational signal · not a buy or sell recommendation · How to read this
Beta 0.69: the stock has moved about 31% less than the S&P 500.
For informational purposes only. Not financial advice. Machine-generated analysis by Stock Expert AI — model gemini-2.0-flash, generated Mar 18, 2026. Editorial oversight is systemic, not page-by-page. Editorially accountable: Sedat ANAK, Founder and Editor-in-Chief. Data sources: Financial Modeling Prep, Yahoo Finance, SEC EDGAR
Quick AnswerActivePassive International Equity ETF (APIE) trades at $38.59. ActivePassive International Equity ETF (APIE) blends active and passive strategies to track the S&P Classic ADR Composite Index. The fund invests primarily in equity securities of non-U.S. Sector: Financials.
Price as of · Last analyzed: Mar 18, 2026Analyst Coverage for APIE: APIE does not currently have published analyst price targets in our coverage universe. This is common for smaller-cap names with limited Wall Street coverage.
ActivePassive International Equity ETF (APIE) Financial Services Profile
ActivePassive International Equity ETF (APIE) offers a blend of active and passive investment strategies, targeting non-U.S. equities while tracking the S&P Classic ADR Composite Index. With a focus on cost optimization and potential return enhancement, APIE provides exposure to international markets for investors seeking diversification.
What Is the Investment Thesis for APIE?
With a beta of 0.69, APIE demonstrates lower volatility compared to the broader market, potentially offering downside protection during market downturns. The fund's strategy of investing in non-U.S. companies provides diversification benefits and exposure to potentially higher growth markets. The key value driver for APIE is its ability to generate alpha through active security selection while maintaining cost efficiency through passive indexing techniques. The fund's success depends on its ability to outperform its benchmark, the S&P Classic ADR Composite Index, over the long term. Upcoming catalysts include potential changes in global economic conditions and shifts in investor sentiment towards international markets. A potential risk includes underperformance relative to its benchmark due to market inefficiencies or poor security selection.
Based on FMP financials and quantitative analysis
APIE Key Highlights
Actively-managed ETF blending active and passive strategies.
- Invests at least 80% of net assets in equity securities of non-U.S. companies.
- Tracks the S&P Classic ADR Composite Index as its benchmark.
- Market capitalization of $1.04 billion, indicating substantial investor interest.
- Beta of 0.69 suggests lower volatility compared to the overall market.
Who Are APIE's Competitors?
APIE is benchmarked below against 8 industry peers on price, market cap, and our AI MoonshotScore.
| Company | Price | Change | Market Cap | MoonshotScore |
|---|---|---|---|---|
| APCB ActivePassive Core Bond ETF | $28.10 | -0.14% | $913M | — |
| EIPI FT Energy Income Partners Enhanced Income ETF | $21.61 | +0.79% | $1.01B | — |
| FXH First Trust Health Care AlphaDEX Fund | $129.51 | +0.32% | $978M | — |
| HAUZ Xtrackers International Real Estate ETF | $20.87 | -0.52% | $918M | — |
| PSC Principal U.S. Small-Cap Multi-Factor ETF | $67.54 | +0.90% | $1.18B | — |
| BLK BlackRock, Inc. | $1059.63 | -0.44% | $164B | 51 5-pillar |
| BX Blackstone Inc. | $111.74 | -0.45% | $135B | 68 5-pillar |
| APOS Apollo Global Management, Inc. | $25.59 | -0.23% | $74.8B | 56 5-pillar |
AI Score by Stock Expert AI · Price data: FMP / Yahoo Finance
What Are APIE's Key Strengths?
Actively-managed approach allows for flexible security selection.
- Blend of active and passive strategies aims to optimize costs and returns.
- Diversified exposure to international equity markets.
- Established track record and brand recognition.
What Are APIE's Weaknesses?
Active management may lead to higher expense ratios compared to purely passive ETFs.
- Performance is dependent on the skill of the fund's investment team.
- Potential for tracking error relative to the benchmark index.
- Susceptible to market volatility and geopolitical risks in international markets.
What Are the Key Risks for APIE?
Underperformance relative to the benchmark index due to market inefficiencies or poor security selection.
- Increased competition from other ETFs and investment products.
- Market volatility and geopolitical risks in international markets.
- Currency fluctuations can impact returns on international investments.
What Are APIE's Competitive Advantages?
- Actively-managed ETF structure provides flexibility in security selection.
- Blend of active and passive strategies aims to optimize costs and returns.
- Established track record of managing international equity portfolios.
- Brand recognition and reputation within the ETF market.
What Does APIE Do?
ActivePassive International Equity ETF (APIE) is an actively managed exchange-traded fund designed to provide investors with exposure to international equity markets. The fund blends active and passive investment strategies, seeking to optimize costs, tracking, and potential returns relative to its benchmark index, the S&P Classic ADR Composite Index. APIE was created to offer a diversified approach to international investing, combining the benefits of active management, such as security selection and risk management, with the cost-effectiveness and transparency of passive investing. Under normal market conditions, APIE invests at least 80% of its net assets (plus any borrowings for investment purposes) in equity securities of non-U.S. companies. This includes companies with varying market capitalizations, allowing the fund to capture opportunities across different segments of the international equity market. The fund's investment strategy involves a combination of quantitative and qualitative analysis to identify undervalued or high-growth potential companies. APIE aims to provide a competitive risk-adjusted return compared to its benchmark, while maintaining a focus on cost efficiency. The ETF structure allows for intraday trading and easy access for a wide range of investors.
What Products and Services Does APIE Offer?
- Actively manages an exchange-traded fund (ETF).
- Blends active and passive investment strategies.
- Invests in equity securities of non-U.S. companies.
- Tracks the S&P Classic ADR Composite Index.
- Seeks to optimize costs, tracking, and potential return.
- Provides diversification benefits to investors.
- Offers exposure to international equity markets.
How Does APIE Make Money?
- Generates revenue through management fees charged on assets under management (AUM).
- Aims to attract and retain investors by delivering competitive risk-adjusted returns.
- Manages investment portfolios in accordance with the fund's investment objective and strategy.
What Industry Does APIE Operate In?
The asset management industry is characterized by intense competition and evolving investor preferences. ETFs like APIE are gaining popularity due to their cost-effectiveness, transparency, and flexibility. The global ETF market is experiencing significant growth, driven by increasing demand for passive investment strategies and diversification benefits. APIE operates in the international equity ETF segment, competing with other funds that offer exposure to non-U.S. markets. The fund's ability to differentiate itself through its active-passive blend and security selection process is crucial for attracting and retaining investors.
Who Are APIE's Key Customers?
- Individual investors seeking international equity exposure.
- Institutional investors looking for diversification benefits.
- Financial advisors seeking investment solutions for their clients.
Research confidence
Thin evidence — scoring coverage unknown. Treat this as a starting point, not a conclusion.
- ● Scoring coverage unknown
- ● Price is current
- ● No filing on record
- ● No analyst coverage
- ● This is an etf, not an operating company
MoonshotScore History
Recorded daily since 2026-08-23 · 42 snapshots
| 2026-08-23 | 44 |
| 2026-08-31 | 44 |
| 2026-09-08 | 44 |
| 2026-09-16 | 44 |
| 2026-09-24 | 44 |
| 2026-10-04 | 44 |
| 2026-10-05 | 44 |
What changed?
The score has stayed at 44.
Over the same 30 days the stock moved -3.1%.
APIE Financials
Bull Case vs Bear Case
Bull Case
- Actively-managed approach allows for flexible security selection.
- Blend of active and passive strategies aims to optimize costs and returns.
- Diversified exposure to international equity markets.
- Established track record and brand recognition.
Bear Case
- Active management may lead to higher expense ratios compared to purely passive ETFs.
- Performance is dependent on the skill of the fund's investment team.
- Potential for tracking error relative to the benchmark index.
- Susceptible to market volatility and geopolitical risks in international markets.
AI-generated arguments based on insider flow, news sentiment and technicals — not financial advice · March 2026
APIE Latest News
No recent news available for APIE.
APIE Analyst Consensus
Consensus Rating
Aggregated Buy/Hold/Sell recommendations collected by Financial Modeling Prep for APIE.
Price Targets
Wall Street price target analysis for APIE.
APIE MoonshotScore
MoonshotScore is Stock Expert AI's proprietary 0-100 research rating, not a buy or sell recommendation. No MoonshotScore is published for APIE; grades run from A+ (80-100) to F (below 30).
What Investors Ask About ActivePassive International Equity ETF (APIE) — Financials
How sensitive is APIE to fluctuations in currency exchange rates?
As APIE invests in equity securities of non-U.S. companies, its performance is subject to fluctuations in currency exchange rates. When the U.S. dollar strengthens against other currencies, the value of APIE's international investments may decrease when translated back into U.S. dollars. Conversely, when the U.S. dollar weakens, the value of APIE's international investments may increase.
Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.
Official Resources
MoonshotScore is not published for this security.
Data provided for informational purposes only.
- Reliance on provided data for company and financial information.