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MINO vs. SCHD
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between MINO and SCHD is 0.13, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.


Performance

MINO vs. SCHD - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in PIMCO Municipal Income Opportunities Active Exchange-Traded Fund (MINO) and Schwab US Dividend Equity ETF (SCHD). The values are adjusted to include any dividend payments, if applicable.

0.00%10.00%20.00%30.00%December2025FebruaryMarchAprilMay
-0.25%
14.56%
MINO
SCHD

Key characteristics

Sharpe Ratio

MINO:

0.39

SCHD:

0.19

Sortino Ratio

MINO:

0.53

SCHD:

0.37

Omega Ratio

MINO:

1.08

SCHD:

1.05

Calmar Ratio

MINO:

0.46

SCHD:

0.19

Martin Ratio

MINO:

1.54

SCHD:

0.63

Ulcer Index

MINO:

1.39%

SCHD:

4.80%

Daily Std Dev

MINO:

5.55%

SCHD:

16.02%

Max Drawdown

MINO:

-15.24%

SCHD:

-33.37%

Current Drawdown

MINO:

-2.67%

SCHD:

-11.88%

Returns By Period

In the year-to-date period, MINO achieves a -0.72% return, which is significantly higher than SCHD's -5.64% return.


MINO

YTD

-0.72%

1M

-1.77%

6M

-0.90%

1Y

1.67%

5Y*

N/A

10Y*

N/A

SCHD

YTD

-5.64%

1M

1.07%

6M

-8.31%

1Y

1.88%

5Y*

13.00%

10Y*

10.24%

*Annualized

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MINO vs. SCHD - Expense Ratio Comparison

MINO has a 0.39% expense ratio, which is higher than SCHD's 0.06% expense ratio.


Risk-Adjusted Performance

MINO vs. SCHD — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

MINO
The Risk-Adjusted Performance Rank of MINO is 4141
Overall Rank
The Sharpe Ratio Rank of MINO is 4040
Sharpe Ratio Rank
The Sortino Ratio Rank of MINO is 3333
Sortino Ratio Rank
The Omega Ratio Rank of MINO is 3535
Omega Ratio Rank
The Calmar Ratio Rank of MINO is 5050
Calmar Ratio Rank
The Martin Ratio Rank of MINO is 4646
Martin Ratio Rank

SCHD
The Risk-Adjusted Performance Rank of SCHD is 2727
Overall Rank
The Sharpe Ratio Rank of SCHD is 2727
Sharpe Ratio Rank
The Sortino Ratio Rank of SCHD is 2525
Sortino Ratio Rank
The Omega Ratio Rank of SCHD is 2525
Omega Ratio Rank
The Calmar Ratio Rank of SCHD is 3030
Calmar Ratio Rank
The Martin Ratio Rank of SCHD is 2828
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

MINO vs. SCHD - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for PIMCO Municipal Income Opportunities Active Exchange-Traded Fund (MINO) and Schwab US Dividend Equity ETF (SCHD). 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.


The current MINO Sharpe Ratio is 0.39, which is higher than the SCHD Sharpe Ratio of 0.19. The chart below compares the historical Sharpe Ratios of MINO and SCHD, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio-0.500.000.501.001.502.002.503.00December2025FebruaryMarchAprilMay
0.38
0.19
MINO
SCHD

Dividends

MINO vs. SCHD - Dividend Comparison

MINO's dividend yield for the trailing twelve months is around 3.82%, less than SCHD's 4.07% yield.


TTM20242023202220212020201920182017201620152014
MINO
PIMCO Municipal Income Opportunities Active Exchange-Traded Fund
3.82%3.91%3.78%2.87%0.29%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
SCHD
Schwab US Dividend Equity ETF
4.07%3.64%3.49%3.39%2.78%3.16%2.98%3.06%2.63%2.89%2.97%2.63%

Drawdowns

MINO vs. SCHD - Drawdown Comparison

The maximum MINO drawdown since its inception was -15.24%, smaller than the maximum SCHD drawdown of -33.37%. Use the drawdown chart below to compare losses from any high point for MINO and SCHD. For additional features, visit the drawdowns tool.


-15.00%-10.00%-5.00%0.00%December2025FebruaryMarchAprilMay
-2.67%
-11.88%
MINO
SCHD

Volatility

MINO vs. SCHD - Volatility Comparison

The current volatility for PIMCO Municipal Income Opportunities Active Exchange-Traded Fund (MINO) is 3.73%, while Schwab US Dividend Equity ETF (SCHD) has a volatility of 8.93%. This indicates that MINO experiences smaller price fluctuations and is considered to be less risky than SCHD based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


0.00%2.00%4.00%6.00%8.00%10.00%12.00%December2025FebruaryMarchAprilMay
3.73%
8.93%
MINO
SCHD