MINO vs. SCHD
Compare and contrast key facts about PIMCO Municipal Income Opportunities Active Exchange-Traded Fund (MINO) and Schwab US Dividend Equity ETF (SCHD).
MINO and SCHD are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. MINO is an actively managed fund by PIMCO. It was launched on Sep 8, 2021. SCHD is a passively managed fund by Charles Schwab that tracks the performance of the Dow Jones U.S. Dividend 100 Index. It was launched on Oct 20, 2011.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: MINO or SCHD.
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
Key characteristics
MINO:
0.39
SCHD:
0.19
MINO:
0.53
SCHD:
0.37
MINO:
1.08
SCHD:
1.05
MINO:
0.46
SCHD:
0.19
MINO:
1.54
SCHD:
0.63
MINO:
1.39%
SCHD:
4.80%
MINO:
5.55%
SCHD:
16.02%
MINO:
-15.24%
SCHD:
-33.37%
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
-0.72%
-1.77%
-0.90%
1.67%
N/A
N/A
SCHD
-5.64%
1.07%
-8.31%
1.88%
13.00%
10.24%
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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
MINO
SCHD
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.
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.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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.
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.