AVGE vs APCB
Comparison between AVANTIS ALL EQUITY MARKETS ETF (AVGE, ETF) and ACTIVEPASSIVE CORE BOND ETF (APCB, ETF).
AVGE vs APCB - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
AVGE
$924M
APCB
$919M
Expense Ratio
Winner
AVGE
0.23%
APCB
0.36%
Max Drawdown
AVGE
17.80%
Winner
APCB
7.72%
Sharpe Ratio
Winner
AVGE
1.91
APCB
0.12
5Y Beta
AVGE
0.87
Winner
APCB
0.03
AVGE vs APCB - Holdings Comparison
AVGE and APCB have 0 common holdings. Overlap is 0.00%
AVGE's top 25 holdings weight is 99.93%. APCB's top 25 holdings weight is 46.45%.
| Rank | AVGE | APCB |
|---|---|---|
| #1 | AVANTIS US EQUITY ETF (AVUS) - 42.61% | ISHARES MBS ETF (MBB) - 13.87% |
| #2 | AVANTIS US LARGE CAP VALUE ETF (AVLV) - 15.21% | VANGUARD TOTAL INTERNATIONAL BOND ETF (BNDX) - 9.73% |
| #3 | AVANTIS INTERNATIONAL EQUITY ETF (AVDE) - 10.64% | ISHARES CORE US AGGREGATE BOND ETF (AGG) - 2.69% |
| #4 | AVANTIS EMERGING MARKETS EQUITY ETF (AVEM) - 6.94% | UNITED STATES TREASURY NOTES 4.25% (n/a) - 2.45% |
| #5 | AVANTIS INTERNATIONAL LARGE CAP VAL ETF (AVIV) - 5.42% | UNITED STATES TREASURY NOTES 4.38% (n/a) - 1.95% |
| #6 | AVANTIS US SMALL CAP VALUE ETF (AVUV) - 3.52% | UNITED STATES TREASURY NOTES 3.88% (n/a) - 1.37% |
| #7 | AVANTIS EMERGING MARKETS VALUE ETF (AVES) - 3.50% | UNITED STATES TREASURY NOTES 4.13% (n/a) - 1.37% |
| #8 | AVANTIS US SMALL CAP EQUITY ETF (AVSC) - 3.38% | UNITED STATES TREASURY NOTES 3.75% (n/a) - 1.28% |
| #9 | AVANTIS REAL ESTATE ETF (AVRE) - 2.76% | UNITED STATES TREASURY NOTES 4.5% (n/a) - 1.24% |
| #10 | AVANTIS U.S. MID CAP VALUE ETF (AVMV) - 1.35% | FEDERAL HOME LOAN MORTGAGE CORP. 5% (n/a) - 1.20% |
| #11 | AVANTIS U.S. MID CAP EQUITY ETF (AVMC) - 1.34% | FEDERAL HOME LOAN MORTGAGE CORP. 5.5% (n/a) - 1.08% |
| #12 | AVANTIS INTERNATIONAL SMALL CAP VAL ETF (AVDV) - 1.25% | UNITED STATES TREASURY NOTES 4.63% (n/a) - 1.00% |
| #13 | AVANTIS INTERNATIONAL SMALL CP EQ ETF (AVDS) - 1.06% | FIRST AMERICAN GOVERNMENT OBLIGS X (FGXXX) - 0.95% |
| #14 | AVANTIS EMERGING MARKETS SM CP EQ ETF (AVEE) - 0.95% | UNITED STATES TREASURY NOTES 0.63% (n/a) - 0.79% |
| #15 | N/A | OTHER ASSETS AND LIABILITIES (n/a) - 0.61% |
| #16 | N/A | UNITED STATES TREASURY BONDS 1.63% (n/a) - 0.60% |
| #17 | N/A | UNITED STATES TREASURY NOTES 3.63% (n/a) - 0.58% |
| #18 | N/A | FEDERAL HOME LOAN MORTGAGE CORP. 4% (n/a) - 0.57% |
| #19 | N/A | UNITED STATES TREASURY NOTES 4% (n/a) - 0.52% |
| #20 | N/A | UNITED STATES TREASURY NOTES 1.25% (n/a) - 0.48% |
| #21 | N/A | FEDERAL HOME LOAN MORTGAGE CORP. 6% (n/a) - 0.47% |
| #22 | N/A | UNITED STATES TREASURY NOTES 0.88% (n/a) - 0.44% |
| #23 | N/A | FEDERAL HOME LOAN MORTGAGE CORP. 3.5% (n/a) - 0.43% |
| #24 | N/A | FEDERAL HOME LOAN MORTGAGE CORP. 2.5% (n/a) - 0.40% |
| #25 | N/A | FEDERAL NATIONAL MORTGAGE ASSOCIATION 5% (n/a) - 0.38% |
| Total Holdings | 14 | 1286 |
AVGE vs APCB - Historical Returns
Returns include dividend reinvestment.
1M
Winner
AVGE
+0.84%
APCB
-0.09%
3M
Winner
AVGE
+7.50%
APCB
-0.73%
6M
Winner
AVGE
+13.80%
APCB
+0.42%
1Y
Winner
AVGE
+31.14%
APCB
+4.28%
Max(CAGR)
Winner
AVGE
+21.71%
APCB
+3.18%
AVGE vs APCB - Annual Returns (2022 - 2026)
Returns include dividend reinvestment.
| Year | AVGE | APCB |
|---|---|---|
| 2026 | +11.94% | +0.13% |
| 2025 | +21.04% | +6.73% |
| 2024 | +14.68% | +1.87% |
| 2023 | +19.49% | +1.57% |
| 2022 | +11.19% | N/A |
AVGE vs APCB Drawdown Comparison
The maximum drawdown for AVGE was -17.13%, occurring on Apr 8, 2025. Recovery took 76 trading sessions.
The maximum drawdown for APCB was -6.41%, occurring on Oct 19, 2023. Recovery took 155 trading sessions.
The current AVGE drawdown is -2.72%. The current APCB drawdown is -1.67%.
| Rank | AVGE | APCB |
|---|---|---|
| #1 | -17.13% Feb 18, 2025 - Jun 6, 2025 | -6.41% May 3, 2023 - Dec 13, 2023 |
| #2 | -11.12% Jul 31, 2023 - Dec 13, 2023 | -4.22% Sep 16, 2024 - Jun 24, 2025 |
| #3 | -9.72% Feb 2, 2023 - Jul 11, 2023 | -3.51% Dec 27, 2023 - Jul 11, 2024 |
| #4 | -8.59% Feb 25, 2026 - Apr 16, 2026 | -2.58% Feb 27, 2026 - May 19, 2026 |
| #5 | -8.26% Jul 16, 2024 - Sep 19, 2024 | -1.10% Jun 30, 2025 - Aug 1, 2025 |
| #6 | -5.99% Dec 2, 2022 - Jan 12, 2023 | -1.06% Aug 2, 2024 - Aug 20, 2024 |
| #7 | -5.47% Dec 3, 2024 - Feb 18, 2025 | -0.85% Oct 22, 2025 - Nov 26, 2025 |
| #8 | -4.93% Mar 28, 2024 - May 14, 2024 | -0.73% Nov 26, 2025 - Dec 29, 2025 |
| #9 | -4.52% Oct 4, 2022 - Oct 25, 2022 | -0.69% Jul 17, 2024 - Jul 29, 2024 |
| #10 | -4.47% Nov 12, 2025 - Nov 28, 2025 | -0.67% Sep 15, 2025 - Oct 10, 2025 |
| #11 | -3.45% Oct 6, 2025 - Oct 24, 2025 | -0.57% Jan 14, 2026 - Feb 5, 2026 |
| #12 | -3.44% Dec 27, 2023 - Jan 29, 2024 | -0.54% Aug 13, 2025 - Aug 26, 2025 |
| #13 | -3.12% Jul 23, 2025 - Aug 12, 2025 | -0.38% Aug 23, 2024 - Sep 4, 2024 |
| #14 | -2.77% Oct 18, 2024 - Nov 6, 2024 | -0.35% Dec 14, 2023 - Dec 20, 2023 |
| #15 | -2.72% Jun 2, 2026 - Jun 5, 2026 | -0.32% Aug 28, 2025 - Sep 4, 2025 |
Correlation
Correlation between AVGE and APCB is 0.94 which considered as a very strong positive correlation - the stocks move almost identically together.
0.94
-101
Dividend Comparison (2022 - 2026)
AVGE vs APCB dividend yield comparison.
| Year | AVGE | APCB |
|---|---|---|
| 2026 | 0.17% | 1.53% |
| 2025 | 1.67% | 4.35% |
| 2024 | 1.92% | 4.74% |
| 2023 | 1.93% | 2.22% |
| 2022 | 0.74% | 0.00% |
Select Stocks to Compare
Popular: AVGE vs SPYAPCB vs SPY
More Comparisons
Compare with similar stocks