APIE vs. SWISX
Compare and contrast key facts about ActivePassive International Equity ETF (APIE) and Schwab International Index Fund (SWISX).
APIE is an actively managed fund by ActivePassive. It was launched on May 2, 2023. SWISX is a passively managed fund by Charles Schwab that tracks the performance of the MSCI EAFE Index. It was launched on May 19, 1997.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: APIE or SWISX.
Correlation
The correlation between APIE and SWISX is 0.84, 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
APIE vs. SWISX - Performance Comparison
Key characteristics
APIE:
1.06
SWISX:
0.87
APIE:
1.51
SWISX:
1.26
APIE:
1.18
SWISX:
1.15
APIE:
1.75
SWISX:
1.10
APIE:
4.14
SWISX:
2.58
APIE:
3.77%
SWISX:
4.41%
APIE:
14.71%
SWISX:
13.10%
APIE:
-11.42%
SWISX:
-60.65%
APIE:
-0.36%
SWISX:
-1.62%
Returns By Period
In the year-to-date period, APIE achieves a 9.42% return, which is significantly higher than SWISX's 8.58% return.
APIE
9.42%
5.54%
6.48%
15.30%
N/A
N/A
SWISX
8.58%
4.82%
2.27%
10.75%
6.84%
5.50%
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APIE vs. SWISX - Expense Ratio Comparison
APIE has a 0.45% expense ratio, which is higher than SWISX's 0.06% expense ratio.
Risk-Adjusted Performance
APIE vs. SWISX — Risk-Adjusted Performance Rank
APIE
SWISX
APIE vs. SWISX - Risk-Adjusted Performance Comparison
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.
Dividends
APIE vs. SWISX - Dividend Comparison
APIE's dividend yield for the trailing twelve months is around 1.95%, less than SWISX's 3.03% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
APIE ActivePassive International Equity ETF | 1.95% | 2.14% | 0.63% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
SWISX Schwab International Index Fund | 3.03% | 3.30% | 3.31% | 2.73% | 3.34% | 1.88% | 3.09% | 3.15% | 2.71% | 3.19% | 2.71% | 3.37% |
Drawdowns
APIE vs. SWISX - Drawdown Comparison
The maximum APIE drawdown since its inception was -11.42%, 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. For additional features, visit the drawdowns tool.
Volatility
APIE vs. SWISX - Volatility Comparison
ActivePassive International Equity ETF (APIE) has a higher volatility of 3.56% compared to Schwab International Index Fund (SWISX) at 3.34%. This indicates that APIE's price experiences larger fluctuations and is considered to be riskier than SWISX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.