APUE vs. SWTSX
Compare and contrast key facts about ActivePassive U.S. Equity ETF (APUE) and Schwab Total Stock Market Index Fund (SWTSX).
APUE is an actively managed fund by ActivePassive. It was launched on May 2, 2023. SWTSX is managed by Charles Schwab. It was launched on Jun 1, 1999.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: APUE or SWTSX.
Correlation
The correlation between APUE and SWTSX 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. SWTSX - Performance Comparison
Key characteristics
APUE:
0.54
SWTSX:
0.57
APUE:
0.87
SWTSX:
0.92
APUE:
1.13
SWTSX:
1.14
APUE:
0.54
SWTSX:
0.58
APUE:
2.06
SWTSX:
2.24
APUE:
4.94%
SWTSX:
5.02%
APUE:
18.68%
SWTSX:
19.72%
APUE:
-18.83%
SWTSX:
-54.70%
APUE:
-9.03%
SWTSX:
-9.02%
Returns By Period
The year-to-date returns for both investments are quite close, with APUE having a -5.01% return and SWTSX slightly higher at -4.78%.
APUE
-5.01%
10.11%
-3.43%
7.66%
N/A
N/A
SWTSX
-4.78%
10.71%
-2.96%
8.76%
15.38%
11.23%
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APUE vs. SWTSX - Expense Ratio Comparison
APUE has a 0.33% expense ratio, which is higher than SWTSX's 0.03% expense ratio.
Risk-Adjusted Performance
APUE vs. SWTSX — Risk-Adjusted Performance Rank
APUE
SWTSX
APUE vs. SWTSX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for ActivePassive U.S. Equity ETF (APUE) and Schwab Total Stock Market Index Fund (SWTSX). 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. SWTSX - Dividend Comparison
APUE's dividend yield for the trailing twelve months is around 0.83%, less than SWTSX's 1.30% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
APUE ActivePassive U.S. Equity ETF | 0.83% | 0.79% | 0.41% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
SWTSX Schwab Total Stock Market Index Fund | 1.30% | 1.24% | 1.41% | 1.62% | 1.17% | 1.63% | 1.68% | 2.06% | 1.61% | 1.85% | 1.95% | 1.66% |
Drawdowns
APUE vs. SWTSX - Drawdown Comparison
The maximum APUE drawdown since its inception was -18.83%, smaller than the maximum SWTSX drawdown of -54.70%. Use the drawdown chart below to compare losses from any high point for APUE and SWTSX. For additional features, visit the drawdowns tool.
Volatility
APUE vs. SWTSX - Volatility Comparison
The current volatility for ActivePassive U.S. Equity ETF (APUE) is 10.23%, while Schwab Total Stock Market Index Fund (SWTSX) has a volatility of 11.51%. This indicates that APUE experiences smaller price fluctuations and is considered to be less risky than SWTSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.