APUE vs. SCHB
Compare and contrast key facts about ActivePassive U.S. Equity ETF (APUE) and Schwab U.S. Broad Market ETF (SCHB).
APUE and SCHB are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. APUE is an actively managed fund by ActivePassive. It was launched on May 2, 2023. SCHB is a passively managed fund by Charles Schwab that tracks the performance of the Dow Jones U.S. Broad Stock Market Total Return Index. It was launched on Nov 3, 2009.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: APUE or SCHB.
Correlation
The correlation between APUE and SCHB is 0.98, 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
APUE vs. SCHB - Performance Comparison
Key characteristics
APUE:
1.73
SCHB:
1.79
APUE:
2.38
SCHB:
2.42
APUE:
1.32
SCHB:
1.33
APUE:
2.64
SCHB:
2.71
APUE:
10.50
SCHB:
10.73
APUE:
2.14%
SCHB:
2.16%
APUE:
12.95%
SCHB:
12.94%
APUE:
-10.08%
SCHB:
-35.27%
APUE:
0.00%
SCHB:
0.00%
Returns By Period
The year-to-date returns for both investments are quite close, with APUE having a 4.42% return and SCHB slightly higher at 4.63%.
APUE
4.42%
2.36%
9.30%
23.71%
N/A
N/A
SCHB
4.63%
2.33%
10.45%
24.67%
14.11%
12.71%
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APUE vs. SCHB - Expense Ratio Comparison
APUE has a 0.33% expense ratio, which is higher than SCHB's 0.03% expense ratio.
Risk-Adjusted Performance
APUE vs. SCHB — Risk-Adjusted Performance Rank
APUE
SCHB
APUE vs. SCHB - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for ActivePassive U.S. Equity ETF (APUE) and Schwab U.S. Broad Market ETF (SCHB). 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
APUE vs. SCHB - Dividend Comparison
APUE's dividend yield for the trailing twelve months is around 0.76%, less than SCHB's 1.19% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
APUE ActivePassive U.S. Equity ETF | 0.76% | 0.79% | 0.41% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
SCHB Schwab U.S. Broad Market ETF | 1.19% | 1.24% | 1.40% | 1.61% | 1.21% | 1.63% | 1.80% | 2.13% | 1.65% | 1.86% | 2.00% | 1.72% |
Drawdowns
APUE vs. SCHB - Drawdown Comparison
The maximum APUE drawdown since its inception was -10.08%, smaller than the maximum SCHB drawdown of -35.27%. Use the drawdown chart below to compare losses from any high point for APUE and SCHB. For additional features, visit the drawdowns tool.
Volatility
APUE vs. SCHB - Volatility Comparison
ActivePassive U.S. Equity ETF (APUE) and Schwab U.S. Broad Market ETF (SCHB) have volatilities of 3.07% and 3.01%, 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.