APIE vs. SWISX

In the year-to-date period, APIE achieves a 15.27% return, which is significantly lower than SWISX's 16.54% return.

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APIE has a 0.45% expense ratio, which is higher than SWISX's 0.06% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for ActivePassive International Equity ETF (APIE) and Schwab International Index Fund (SWISX). 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.

The current APIE Sharpe Ratio is 0.85, which is comparable to the SWISX Sharpe Ratio of 0.73. The chart below compares the historical Sharpe Ratios of APIE and SWISX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

APIE's dividend yield for the trailing twelve months is around 1.85%, less than SWISX's 2.83% yield.

The maximum APIE drawdown since its inception was -15.94%, smaller than the maximum SWISX drawdown of -60.65%. Use the drawdown chart below to compare losses from any high point for APIE and SWISX.

ActivePassive International Equity ETF (APIE) and Schwab International Index Fund (SWISX) have volatilities of 3.37% and 3.40%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.