APCB vs VOO
APCB vs VOO
ActivePassive Core Bond ETF vs Vanguard S&P 500 ETF
Quick Verdict
VOO has a lower expense ratio. VOO delivered stronger 1-year returns. APCB offers more diversification with 826 holdings.
Side-by-Side Comparison
| Metric | APCB | VOO | Winner |
|---|---|---|---|
| Expense Ratio | 0.36% | 0.03% | |
| AUM | $1.0B | $979.0B | |
| Dividend Yield | 4.34% | 1.09% | |
| Holdings | 1,457 | 509 | |
| YTD Return | -0.52% | +11.51% | |
| 1Y Return | +1.64% | +21.46% | |
| 3Y Return (annualized) | +3.48% | +20.86% | |
| 5Y Return (annualized) | - | +13.01% | |
| Volatility (annualized) | 5.1% | 14.1% | |
| Max Drawdown | -6.4% | -34.3% | |
| Fund Family | Envestnet Asset Management | Vanguard (US) | |
| Category | Fixed Income | Equity | |
| Inception | May 3, 2023 | Sep 7, 2010 |
APCB vs VOO Performance
ActivePassive Core Bond ETF (APCB) is a ETF from Envestnet Asset Management and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year APCB returned +1.64% while VOO returned +21.46%. Year to date, APCB is down 0.52% versus a gain of 11.51% for VOO.
Over three years, APCB compounded at +3.48% per year against +20.86% for VOO. Across the full 3-year window we track, VOO has the edge at +13.44% annualized vs +2.43%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
VOO has been the more volatile fund, with annualized monthly volatility of 14.1% compared with 5.1% for APCB. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The deepest peak-to-trough decline in our data was -6.4% for APCB and -34.3% for VOO. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
The two funds' monthly returns correlate at 0.54. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
APCB charges 0.36% per year while VOO charges 0.03%. On a $10,000 position that is $36 vs $3 annually, a gap of $33 per year that compounds over a long holding period. On income, APCB currently yields 4.34% against 1.09% for VOO.
Holdings Overlap
APCB and VOO share 0 holdings out of 1331 unique holdings combined, representing a 0.0% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, APCB or VOO?
APCB has an expense ratio of 0.36% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $33 per year of difference.
Which performed better, APCB or VOO?
Over the past year APCB returned +1.64% vs +21.46% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (3 years), APCB annualized +2.43% vs +13.44% for VOO. Past performance does not guarantee future results.
Which is riskier, APCB or VOO?
VOO has been the more volatile fund at 14.1% annualized versus 5.1% for APCB. Worst drawdown: APCB -6.4% vs VOO -34.3%.
Should I hold both APCB and VOO?
APCB and VOO have a monthly-return correlation of 0.54, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between APCB and VOO?
APCB and VOO share 0 common holdings with a 0.0% weight overlap. Combined, they hold 1331 unique securities.
Which pays a higher dividend, APCB or VOO?
APCB yields 4.34% while VOO yields 1.09%, so APCB currently pays the higher dividend yield.
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