APCB vs. SCHG
Compare and contrast key facts about ActivePassive Core Bond ETF (APCB) and Schwab U.S. Large-Cap Growth ETF (SCHG).
APCB and SCHG are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. APCB is an actively managed fund by ActivePassive. It was launched on May 2, 2023. SCHG is a passively managed fund by Charles Schwab that tracks the performance of the Dow Jones U.S. Large-Cap Growth Total Stock Market Total Return Index. It was launched on Dec 11, 2009.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: APCB or SCHG.
Correlation
The correlation between APCB and SCHG is 0.18, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
APCB vs. SCHG - Performance Comparison
Key characteristics
APCB:
1.10
SCHG:
0.50
APCB:
1.60
SCHG:
0.86
APCB:
1.19
SCHG:
1.12
APCB:
1.22
SCHG:
0.53
APCB:
2.83
SCHG:
1.78
APCB:
1.82%
SCHG:
7.00%
APCB:
4.75%
SCHG:
24.88%
APCB:
-6.42%
SCHG:
-34.59%
APCB:
-1.22%
SCHG:
-10.70%
Returns By Period
In the year-to-date period, APCB achieves a 2.12% return, which is significantly higher than SCHG's -6.76% return.
APCB
2.12%
0.15%
1.32%
5.22%
N/A
N/A
SCHG
-6.76%
4.47%
-6.25%
12.34%
17.90%
15.31%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
APCB vs. SCHG - Expense Ratio Comparison
APCB has a 0.36% expense ratio, which is higher than SCHG's 0.04% expense ratio.
Risk-Adjusted Performance
APCB vs. SCHG — Risk-Adjusted Performance Rank
APCB
SCHG
APCB vs. SCHG - Risk-Adjusted Performance 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.
Dividends
APCB vs. SCHG - Dividend Comparison
APCB's dividend yield for the trailing twelve months is around 4.63%, more than SCHG's 0.44% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
APCB ActivePassive Core Bond ETF | 4.63% | 4.74% | 2.21% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
SCHG Schwab U.S. Large-Cap Growth ETF | 0.44% | 0.40% | 0.46% | 0.55% | 0.42% | 0.52% | 0.82% | 1.27% | 1.01% | 1.04% | 1.22% | 1.09% |
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. For additional features, visit the drawdowns tool.
Volatility
APCB vs. SCHG - Volatility Comparison
The current volatility for ActivePassive Core Bond ETF (APCB) is 1.41%, while Schwab U.S. Large-Cap Growth ETF (SCHG) has a volatility of 8.21%. 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.