APCB vs RSBT
ActivePassive Core Bond ETF vs Return Stacked Bonds & Managed Futures ETF
Which is better, APCB or RSBT?
RSBT has been ahead.
APCB has a lower expense ratio. RSBT led over 1Y, 3Y and the full window.
MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.
Side-by-Side Comparison
| Metric | APCB | RSBT |
|---|---|---|
| Expense Ratio | 0.36%Best | 1.01% |
| AUM | $989M | $165M |
| Dividend Yield | 4.44% | 2.95% |
| Holdings | 3,770 | 34 |
| YTD Return | -2.08% | +8.40%Best |
| 1Y Return | -1.94% | +8.40%Best |
| 3Y Return (annualized) | +3.95% | +4.37%Best |
| Volatility (annualized) | 5.2%Best | 10.7% |
| Max Drawdown | -6.4%Best | -19.0% |
| $10,000 over 3.4 years | $10,632 | $10,872Best |
| Fund Family | Envestnet Asset Management | Return Stacked ETF |
| Category | Fixed Income | Fixed Income |
| Inception | May 3, 2023 | Feb 7, 2023 |
Not shown on this pair: 5Y Return (annualized), Top 10 Weight, Style.
Volatility and max drawdown, and the $10,000 over 3.4 years row, are measured over the window both funds cover: May 3, 2023 to Oct 14, 2026 (3.4 years).
APCB vs RSBT growth
Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 3.4 years both funds cover.
APCB vs RSBT Performance
ActivePassive Core Bond ETF (APCB) is an ETF from Envestnet Asset Management and Return Stacked Bonds & Managed Futures ETF (RSBT) is an ETF from Return Stacked ETF. Over the past year APCB returned -1.94% while RSBT returned +8.40%. Year to date, APCB is down 2.08% versus a gain of 8.40% for RSBT.
Over three years, APCB compounded at +3.95% per year against +4.37% for RSBT.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
RSBT has been the more volatile fund, with annualized monthly volatility of 10.7% compared with 5.2% 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 -19.0% for RSBT. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.30. They move together some of the time, and apart the rest.
Fees and Cost Over Time
APCB charges 0.36% per year while RSBT charges 1.01%. On a $10,000 position that is $36 vs $101 annually, a gap of $65 per year that compounds over a long holding period. On income, APCB currently yields 4.44% against 2.95% for RSBT.
Holdings Overlap
We hold position weights for 1,221 holdings in APCB and 2 in RSBT, totalling 75.9% and 90.7% of the two funds. Neither is a share of a fund we can divide by, so no overlap percentage is shown here. Within what we can see, 1 positions appear in both.
1 positions in common, counted across the 1,221 positions we hold weights for in APCB and 2 in RSBT, against full books of 3,770 and 34.
Top Shared Holdings
| Stock | Weight in APCB | Weight in RSBT | Difference |
|---|---|---|---|
| FGXXXFirst American Government Obligations Fund | 0.71% | 16.10% | 15.39% |
You are not choosing between two funds in isolation.
Whichever of APCB and RSBT you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, APCB or RSBT?
APCB has an expense ratio of 0.36% while RSBT charges 1.01%. APCB is the cheaper option, by $65 a year on a $10,000 investment.
Which performed better, APCB or RSBT?
Over the past year APCB returned -1.94% vs +8.40% for RSBT, so RSBT leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, APCB or RSBT?
RSBT has been the more volatile fund at 10.7% annualized versus 5.2% for APCB. Worst drawdown: APCB -6.4% vs RSBT -19.0%.
Should I hold both APCB and RSBT?
APCB and RSBT have a monthly-return correlation of 0.30, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
Which pays a higher dividend, APCB or RSBT?
APCB yields 4.44% while RSBT yields 2.95%, so APCB currently pays the higher dividend yield.
Is RSBT better than APCB?
APCB has a lower expense ratio. RSBT led over 1Y, 3Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.