APCB vs EZM
Comparison between ACTIVEPASSIVE CORE BOND ETF (APCB, ETF) and WISDOMTREE U.S. MIDCAP FUND (EZM, ETF).
APCB vs EZM - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
APCB
$940M
EZM
$939M
Expense Ratio
Winner
APCB
0.36%
EZM
0.38%
Max Drawdown
Winner
APCB
7.72%
EZM
60.61%
Sharpe Ratio
APCB
-0.06
Winner
EZM
1.13
5Y Beta
Winner
APCB
0.03
EZM
0.94
P/E Ratio
APCB
N/A
EZM
19.67
Forward P/E
APCB
N/A
EZM
13.74
5Y Dividends CAGR
APCB
N/A
EZM
13.51%
5Y EPS CAGR
APCB
N/A
EZM
15.91%
Debt to Equity
APCB
N/A
EZM
34.48%
P/S Ratio
APCB
N/A
EZM
1.20
P/B Ratio
APCB
N/A
EZM
2.27
APCB vs EZM - Holdings Comparison
APCB and EZM have 0 common holdings. Overlap is 0.00%
APCB's top 25 holdings weight is 46.45%. EZM's top 25 holdings weight is 15.69%.
| Rank | APCB | EZM |
|---|---|---|
| #1 | ISHARES MBS ETF (MBB) - 13.87% | VIATRIS INC (VTRS) - 1.42% |
| #2 | VANGUARD TOTAL INTERNATIONAL BOND ETF (BNDX) - 9.73% | CF INDUSTRIES HOLDINGS INC (CF) - 0.91% |
| #3 | ISHARES CORE US AGGREGATE BOND ETF (AGG) - 2.69% | RENAISSANCERE HOLDINGS LTD (RNR) - 0.76% |
| #4 | UNITED STATES TREASURY NOTES 4.25% (n/a) - 2.45% | TD SYNNEX CORP (SNX) - 0.73% |
| #5 | UNITED STATES TREASURY NOTES 4.38% (n/a) - 1.95% | APA CORP (APA) - 0.73% |
| #6 | UNITED STATES TREASURY NOTES 3.88% (n/a) - 1.37% | OVINTIV INC (OVV) - 0.71% |
| #7 | UNITED STATES TREASURY NOTES 4.13% (n/a) - 1.37% | THE AES CORP (AES) - 0.68% |
| #8 | UNITED STATES TREASURY NOTES 3.75% (n/a) - 1.28% | DAVITA INC (DVA) - 0.65% |
| #9 | UNITED STATES TREASURY NOTES 4.5% (n/a) - 1.24% | BORGWARNER INC (BWA) - 0.63% |
| #10 | FEDERAL HOME LOAN MORTGAGE CORP. 5% (n/a) - 1.20% | JACKSON FINANCIAL INC (JXN) - 0.62% |
| #11 | FEDERAL HOME LOAN MORTGAGE CORP. 5.5% (n/a) - 1.08% | FRANKLIN RESOURCES INC (BEN) - 0.62% |
| #12 | UNITED STATES TREASURY NOTES 4.63% (n/a) - 1.00% | SIRIUS XM HOLDINGS INC (SIRI) - 0.62% |
| #13 | FIRST AMERICAN GOVERNMENT OBLIGS X (FGXXX) - 0.95% | GLOBE LIFE INC (GL) - 0.61% |
| #14 | UNITED STATES TREASURY NOTES 0.63% (n/a) - 0.79% | STERLING INFRASTRUCTURE INC (STRL) - 0.59% |
| #15 | OTHER ASSETS AND LIABILITIES (n/a) - 0.61% | ENTEGRIS INC (ENTG) - 0.55% |
| #16 | UNITED STATES TREASURY BONDS 1.63% (n/a) - 0.60% | LINCOLN NATIONAL CORP (LNC) - 0.55% |
| #17 | UNITED STATES TREASURY NOTES 3.63% (n/a) - 0.58% | LATTICE SEMICONDUCTOR CORP (LSCC) - 0.54% |
| #18 | FEDERAL HOME LOAN MORTGAGE CORP. 4% (n/a) - 0.57% | PINNACLE FINANCIAL PARTNERS INC (PNFP) - 0.51% |
| #19 | UNITED STATES TREASURY NOTES 4% (n/a) - 0.52% | MKS INC (MKSI) - 0.49% |
| #20 | UNITED STATES TREASURY NOTES 1.25% (n/a) - 0.48% | PENSKE AUTOMOTIVE GROUP INC (PAG) - 0.49% |
| #21 | FEDERAL HOME LOAN MORTGAGE CORP. 6% (n/a) - 0.47% | PERMIAN RESOURCES CORP CLASS A (PR) - 0.48% |
| #22 | UNITED STATES TREASURY NOTES 0.88% (n/a) - 0.44% | SITIME CORP ORDINARY SHARES (SITM) - 0.46% |
| #23 | FEDERAL HOME LOAN MORTGAGE CORP. 3.5% (n/a) - 0.43% | CROCS INC (CROX) - 0.45% |
| #24 | FEDERAL HOME LOAN MORTGAGE CORP. 2.5% (n/a) - 0.40% | JM SMUCKER CO (SJM) - 0.45% |
| #25 | FEDERAL NATIONAL MORTGAGE ASSOCIATION 5% (n/a) - 0.38% | ASSURANT INC (AIZ) - 0.44% |
| Total Holdings | 1286 | 507 |
APCB vs EZM - Historical Returns
Returns include dividend reinvestment.
1M
APCB
-0.56%
Winner
EZM
+1.26%
3M
APCB
-0.66%
Winner
EZM
+4.61%
6M
APCB
-0.07%
Winner
EZM
+7.86%
1Y
APCB
+3.30%
Winner
EZM
+21.99%
5Y(CAGR)
APCB
N/A
EZM
+9.36%
10Y(CAGR)
APCB
N/A
EZM
+10.75%
Max(CAGR)
APCB
+3.01%
Winner
EZM
+9.61%
APCB vs EZM - Annual Returns (2007 - 2026)
Returns include dividend reinvestment.
| Year | APCB | EZM |
|---|---|---|
| 2026 | +0.00% | +12.87% |
| 2025 | +6.73% | +9.06% |
| 2024 | +1.87% | +10.82% |
| 2023 | +1.57% | +20.20% |
| 2022 | N/A | -12.73% |
| 2021 | N/A | +33.04% |
| 2020 | N/A | +5.41% |
| 2019 | N/A | +23.94% |
| 2018 | N/A | -13.00% |
| 2017 | N/A | +16.60% |
| 2016 | N/A | +21.22% |
| 2015 | N/A | -4.54% |
| 2014 | N/A | +9.77% |
| 2013 | N/A | +36.84% |
| 2012 | N/A | +16.52% |
| 2011 | N/A | +0.01% |
| 2010 | N/A | +24.31% |
| 2009 | N/A | +46.06% |
| 2008 | N/A | -34.76% |
| 2007 | N/A | -6.95% |
APCB vs EZM Drawdown Comparison
The maximum drawdown for APCB was -6.41%, occurring on Oct 19, 2023. Recovery took 155 trading sessions.
The maximum drawdown for EZM was -59.57%, occurring on Mar 6, 2009. Recovery took 864 trading sessions.
The current APCB drawdown is -1.80%. The current EZM drawdown is -0.28%.
| Rank | APCB | EZM |
|---|---|---|
| #1 | -6.41% May 3, 2023 - Dec 13, 2023 | -59.57% Jun 4, 2007 - Nov 4, 2010 |
| #2 | -4.22% Sep 16, 2024 - Jun 24, 2025 | -47.26% Jan 16, 2020 - Nov 24, 2020 |
| #3 | -3.51% Dec 27, 2023 - Jul 11, 2024 | -25.67% Jul 7, 2011 - Feb 3, 2012 |
| #4 | -2.58% Feb 27, 2026 - May 19, 2026 | -23.53% Nov 25, 2024 - Dec 5, 2025 |
| #5 | -1.10% Jun 30, 2025 - Aug 1, 2025 | -23.14% Aug 29, 2018 - Nov 27, 2019 |
| #6 | -1.06% Aug 2, 2024 - Aug 20, 2024 | -22.42% Jan 4, 2022 - Dec 14, 2023 |
| #7 | -0.85% Oct 22, 2025 - Nov 26, 2025 | -21.08% Jun 23, 2015 - Aug 23, 2016 |
| #8 | -0.73% Nov 26, 2025 - Dec 29, 2025 | -14.98% Mar 19, 2012 - Sep 14, 2012 |
| #9 | -0.69% Jul 17, 2024 - Jul 29, 2024 | -11.29% Jul 3, 2014 - Nov 24, 2014 |
| #10 | -0.67% Sep 15, 2025 - Oct 10, 2025 | -9.53% Jan 26, 2018 - Jul 19, 2018 |
| #11 | -0.57% Jan 14, 2026 - Feb 5, 2026 | -8.78% Jul 31, 2024 - Sep 30, 2024 |
| #12 | -0.54% Aug 13, 2025 - Aug 26, 2025 | -8.70% Feb 10, 2026 - Apr 17, 2026 |
| #13 | -0.38% Aug 23, 2024 - Sep 4, 2024 | -8.33% May 7, 2021 - Oct 14, 2021 |
| #14 | -0.35% Dec 14, 2023 - Dec 20, 2023 | -7.83% Apr 29, 2011 - Jul 7, 2011 |
| #15 | -0.32% Aug 28, 2025 - Sep 4, 2025 | -7.73% Nov 16, 2021 - Jan 4, 2022 |
Correlation
Correlation between APCB and EZM is 0.91 which considered as a very strong positive correlation - the stocks move almost identically together.
0.91
-101
Dividend Comparison (2007 - 2026)
APCB vs EZM dividend yield comparison.
| Year | APCB | EZM |
|---|---|---|
| 2026 | 1.90% | 0.56% |
| 2025 | 4.35% | 1.39% |
| 2024 | 4.74% | 1.22% |
| 2023 | 2.22% | 1.25% |
| 2022 | 0.00% | 1.57% |
| 2021 | 0.00% | 1.08% |
| 2020 | 0.00% | 1.67% |
| 2019 | 0.00% | 1.34% |
| 2018 | 0.00% | 1.57% |
| 2017 | 0.00% | 1.14% |
| 2016 | 0.00% | 1.55% |
| 2015 | 0.00% | 1.30% |
| 2014 | 0.00% | 1.16% |
| 2013 | 0.00% | 0.99% |
| 2012 | 0.00% | 1.73% |
| 2011 | 0.00% | 0.99% |
| 2010 | 0.00% | 1.40% |
| 2009 | 0.00% | 1.04% |
| 2008 | 0.00% | 2.30% |
| 2007 | 0.00% | 0.93% |
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