PBDCX vs. SCHD
Compare and contrast key facts about PIMCO Investment Grade Credit Bond Fund Class C (PBDCX) and Schwab US Dividend Equity ETF (SCHD).
PBDCX is managed by PIMCO. It was launched on Sep 3, 2004. 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: PBDCX or SCHD.
Correlation
The correlation between PBDCX and SCHD is -0.03. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
Performance
PBDCX vs. SCHD - Performance Comparison
Key characteristics
PBDCX:
0.92
SCHD:
1.23
PBDCX:
1.37
SCHD:
1.82
PBDCX:
1.16
SCHD:
1.21
PBDCX:
0.30
SCHD:
1.76
PBDCX:
2.44
SCHD:
4.51
PBDCX:
1.98%
SCHD:
3.11%
PBDCX:
5.24%
SCHD:
11.39%
PBDCX:
-23.92%
SCHD:
-33.37%
PBDCX:
-10.72%
SCHD:
-3.58%
Returns By Period
In the year-to-date period, PBDCX achieves a 1.08% return, which is significantly lower than SCHD's 3.26% return. Over the past 10 years, PBDCX has underperformed SCHD with an annualized return of 1.04%, while SCHD has yielded a comparatively higher 11.15% annualized return.
PBDCX
1.08%
1.20%
-0.74%
4.95%
-1.72%
1.04%
SCHD
3.26%
1.04%
3.19%
12.82%
11.66%
11.15%
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PBDCX vs. SCHD - Expense Ratio Comparison
PBDCX has a 2.19% expense ratio, which is higher than SCHD's 0.06% expense ratio.
Risk-Adjusted Performance
PBDCX vs. SCHD — Risk-Adjusted Performance Rank
PBDCX
SCHD
PBDCX vs. SCHD - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for PIMCO Investment Grade Credit Bond Fund Class C (PBDCX) 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
PBDCX vs. SCHD - Dividend Comparison
PBDCX's dividend yield for the trailing twelve months is around 3.25%, less than SCHD's 3.53% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PBDCX PIMCO Investment Grade Credit Bond Fund Class C | 3.25% | 3.22% | 2.69% | 3.17% | 2.52% | 2.31% | 2.81% | 2.89% | 2.56% | 2.77% | 3.78% | 2.78% |
SCHD Schwab US Dividend Equity ETF | 3.53% | 3.64% | 3.49% | 3.39% | 2.78% | 3.16% | 2.98% | 3.06% | 2.63% | 2.89% | 2.97% | 2.63% |
Drawdowns
PBDCX vs. SCHD - Drawdown Comparison
The maximum PBDCX drawdown since its inception was -23.92%, smaller than the maximum SCHD drawdown of -33.37%. Use the drawdown chart below to compare losses from any high point for PBDCX and SCHD. For additional features, visit the drawdowns tool.
Volatility
PBDCX vs. SCHD - Volatility Comparison
The current volatility for PIMCO Investment Grade Credit Bond Fund Class C (PBDCX) is 1.44%, while Schwab US Dividend Equity ETF (SCHD) has a volatility of 3.10%. This indicates that PBDCX 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.