APCB vs. SCHG
APCB (ActivePassive Core Bond ETF) and SCHG (Schwab U.S. Large-Cap Growth ETF) are both exchange-traded funds - APCB is a Intermediate Core-Plus Bond fund actively managed by ActivePassive, while SCHG is a Large Cap Growth Equities fund tracking the Dow Jones U.S. Large-Cap Growth Total Stock Market Index. APCB is actively managed, while SCHG is passively managed. Over the past 3 years, APCB returned 4.01%/yr vs 22.70%/yr for SCHG. At a 0.17 correlation, their price movements are largely independent. APCB charges 0.36%/yr vs 0.04%/yr for SCHG.
Performance
APCB vs. SCHG - Performance Comparison
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Returns By Period
In the year-to-date period, APCB achieves a 0.46% return, which is significantly lower than SCHG's 2.76% return.
APCB
- 1D
- -0.17%
- 1M
- 0.68%
- YTD
- 0.46%
- 6M
- 0.76%
- 1Y
- 4.35%
- 3Y*
- 4.01%
- 5Y*
- —
- 10Y*
- —
SCHG
- 1D
- -1.24%
- 1M
- -2.59%
- YTD
- 2.76%
- 6M
- 2.11%
- 1Y
- 20.89%
- 3Y*
- 22.70%
- 5Y*
- 13.68%
- 10Y*
- 18.81%
APCB vs. SCHG - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | |
|---|---|---|---|---|
APCB ActivePassive Core Bond ETF | 0.46% | 6.87% | 1.45% | 1.57% |
SCHG Schwab U.S. Large-Cap Growth ETF | 2.76% | 17.50% | 34.95% | 27.39% |
Correlation
The correlation between APCB and SCHG is 0.29, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.29 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.17 |
Correlation (All Time) Calculated using the full available price history since May 3, 2023 | 0.17 |
The correlation between APCB and SCHG shifts across timeframes, from 0.17 (all time) to 0.29 (1 year), reflecting how their relationship changes across market environments.
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Return for Risk
APCB vs. SCHG — Risk / Return Rank
APCB
SCHG
APCB vs. SCHG - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for ActivePassive Core Bond ETF (APCB) and Schwab U.S. Large-Cap Growth ETF (SCHG). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| APCB | SCHG | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.02 | ||
| Sortino ratioReturn per unit of downside risk | +0.10 | ||
| Omega ratioGain probability vs. loss probability | 1.23 | 1.23 | 0.00 |
| Calmar ratioReturn relative to maximum drawdown | 1.69 | 1.28 | +0.41 |
| Martin ratioReturn relative to average drawdown | 4.84 | 4.19 | +0.65 |
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Drawdowns
APCB vs. SCHG - Drawdown Comparison
The maximum APCB drawdown since its inception was -6.42%, smaller than the maximum SCHG drawdown of -34.59%. Use the drawdown chart below to compare losses from any high point for APCB and SCHG.
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Drawdown Indicators
| APCB | SCHG | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -6.42% | -34.59% | +28.17% |
Max Drawdown (1Y)Largest decline over 1 year | -2.58% | -16.41% | +13.83% |
Max Drawdown (3Y)Largest decline over 3 years | -5.32% | -23.39% | +18.07% |
Max Drawdown (5Y)Largest decline over 5 years | — | -34.59% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -34.59% | — |
Current DrawdownCurrent decline from peak | -1.24% | -5.16% | +3.92% |
Average DrawdownAverage peak-to-trough decline | -1.51% | -5.20% | +3.69% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.90% | 5.00% | -4.10% |
Volatility
APCB vs. SCHG - Volatility Comparison
The current volatility for ActivePassive Core Bond ETF (APCB) is 1.01%, while Schwab U.S. Large-Cap Growth ETF (SCHG) has a volatility of 5.78%. This indicates that APCB experiences smaller price fluctuations and is considered to be less risky than SCHG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| APCB | SCHG | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.01% | 5.78% | -4.77% |
Volatility (6M)Calculated over the trailing 6-month period | 2.54% | 12.50% | -9.96% |
Volatility (1Y)Calculated over the trailing 1-year period | 3.42% | 16.21% | -12.79% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 4.83% | 22.37% | -17.54% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.83% | 21.61% | -16.78% |
APCB vs. SCHG - Expense Ratio Comparison
APCB has a 0.36% expense ratio, which is higher than SCHG's 0.04% expense ratio.
Dividends
APCB vs. SCHG - Dividend Comparison
APCB's dividend yield for the trailing twelve months is around 4.34%, more than SCHG's 0.38% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
APCB ActivePassive Core Bond ETF | 4.34% | 4.35% | 4.74% | 2.22% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
SCHG Schwab U.S. Large-Cap Growth ETF | 0.38% | 0.36% | 0.39% | 0.46% | 0.55% | 0.42% | 0.52% | 0.82% | 1.27% | 1.01% | 1.04% | 1.22% |
Frequently Asked Questions
APCB and SCHG have a correlation of 0.29, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
SCHG has higher volatility (5.78%) compared to APCB (1.01%). In terms of maximum drawdown, APCB dropped -6.42% vs SCHG's -34.59%.
On 3-year performance, SCHG leads with 22.70% vs 4.01% for APCB. On fees, SCHG is cheaper at 0.04% per year. On volatility, APCB has been the lower-risk option at 1.01%. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 3-year period, SCHG has performed better with a 22.70% return vs 4.01%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
SCHG is cheaper with a 0.04% expense ratio, compared with 0.36% for APCB.
APCB has the higher dividend yield at 4.34%, compared with 0.38% for SCHG.
APCB is categorized as Intermediate Core-Plus Bond, while SCHG is Large Cap Growth Equities. They also come from different issuers: ActivePassive and Charles Schwab. Their fees differ too: 0.36% for APCB and 0.04% for SCHG.
SCHG currently has the higher Sharpe Ratio (1.30 vs 1.28), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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