APCB vs. SWAGX
Compare and contrast key facts about ActivePassive Core Bond ETF (APCB) and Schwab U.S. Aggregate Bond Index Fund (SWAGX).
APCB is an actively managed fund by ActivePassive. It was launched on May 2, 2023. SWAGX is managed by Charles Schwab.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: APCB or SWAGX.
Correlation
The correlation between APCB and SWAGX is 0.95, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
APCB vs. SWAGX - Performance Comparison
Key characteristics
APCB:
0.96
SWAGX:
0.89
APCB:
1.42
SWAGX:
1.32
APCB:
1.17
SWAGX:
1.16
APCB:
1.07
SWAGX:
0.34
APCB:
2.43
SWAGX:
2.16
APCB:
1.86%
SWAGX:
2.17%
APCB:
4.73%
SWAGX:
5.25%
APCB:
-6.42%
SWAGX:
-18.84%
APCB:
-1.91%
SWAGX:
-8.06%
Returns By Period
In the year-to-date period, APCB achieves a 1.42% return, which is significantly higher than SWAGX's 1.27% return.
APCB
1.42%
1.17%
-0.49%
4.88%
N/A
N/A
SWAGX
1.27%
1.38%
-0.79%
5.05%
-0.62%
N/A
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APCB vs. SWAGX - Expense Ratio Comparison
APCB has a 0.36% expense ratio, which is higher than SWAGX's 0.04% expense ratio.
Risk-Adjusted Performance
APCB vs. SWAGX — Risk-Adjusted Performance Rank
APCB
SWAGX
APCB vs. SWAGX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for ActivePassive Core Bond ETF (APCB) and Schwab U.S. Aggregate Bond Index Fund (SWAGX). 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. SWAGX - Dividend Comparison
APCB's dividend yield for the trailing twelve months is around 4.40%, more than SWAGX's 3.91% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|
APCB ActivePassive Core Bond ETF | 4.40% | 4.74% | 2.21% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
SWAGX Schwab U.S. Aggregate Bond Index Fund | 3.91% | 3.88% | 3.22% | 2.60% | 2.06% | 2.36% | 2.86% | 2.80% | 1.99% |
Drawdowns
APCB vs. SWAGX - Drawdown Comparison
The maximum APCB drawdown since its inception was -6.42%, smaller than the maximum SWAGX drawdown of -18.84%. Use the drawdown chart below to compare losses from any high point for APCB and SWAGX. For additional features, visit the drawdowns tool.
Volatility
APCB vs. SWAGX - Volatility Comparison
The current volatility for ActivePassive Core Bond ETF (APCB) is 1.27%, while Schwab U.S. Aggregate Bond Index Fund (SWAGX) has a volatility of 1.39%. This indicates that APCB experiences smaller price fluctuations and is considered to be less risky than SWAGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.