PCN vs. SCHD
Compare and contrast key facts about PIMCO Corporate & Income Strategy Fund (PCN) and Schwab U.S. Dividend Equity ETF (SCHD).
PCN is managed by PIMCO. It was launched on Dec 20, 2001. 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.
Performance
PCN vs. SCHD - Performance Comparison
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PCN vs. SCHD - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PCN PIMCO Corporate & Income Strategy Fund | -4.21% | 5.55% | 19.52% | 16.22% | -22.88% | 6.93% | -2.19% | 39.10% | -5.94% | 26.20% |
SCHD Schwab U.S. Dividend Equity ETF | 12.79% | 4.34% | 11.66% | 4.54% | -3.26% | 29.87% | 15.03% | 27.29% | -5.56% | 20.85% |
Returns By Period
In the year-to-date period, PCN achieves a -4.21% return, which is significantly lower than SCHD's 12.79% return. Over the past 10 years, PCN has underperformed SCHD with an annualized return of 8.27%, while SCHD has yielded a comparatively higher 12.31% annualized return.
PCN
- 1D
- 3.48%
- 1M
- -4.53%
- YTD
- -4.21%
- 6M
- -6.22%
- 1Y
- -3.05%
- 3Y*
- 8.96%
- 5Y*
- 2.37%
- 10Y*
- 8.27%
SCHD
- 1D
- 0.66%
- 1M
- -2.61%
- YTD
- 12.79%
- 6M
- 14.49%
- 1Y
- 13.97%
- 3Y*
- 12.05%
- 5Y*
- 8.44%
- 10Y*
- 12.31%
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PCN vs. SCHD - Expense Ratio Comparison
PCN has a 0.85% expense ratio, which is higher than SCHD's 0.06% expense ratio.
Return for Risk
PCN vs. SCHD — Risk / Return Rank
PCN
SCHD
PCN vs. SCHD - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for PIMCO Corporate & Income Strategy Fund (PCN) and Schwab U.S. 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.
| PCN | SCHD | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.20 | 0.89 | -1.09 |
Sortino ratioReturn per unit of downside risk | -0.15 | 1.35 | -1.49 |
Omega ratioGain probability vs. loss probability | 0.97 | 1.19 | -0.22 |
Calmar ratioReturn relative to maximum drawdown | -0.20 | 1.19 | -1.40 |
Martin ratioReturn relative to average drawdown | -0.66 | 3.99 | -4.65 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| PCN | SCHD | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.20 | 0.89 | -1.09 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.14 | 0.59 | -0.44 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.38 | 0.74 | -0.36 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.39 | 0.84 | -0.45 |
Correlation
The correlation between PCN and SCHD is 0.28, 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.
Dividends
PCN vs. SCHD - Dividend Comparison
PCN's dividend yield for the trailing twelve months is around 11.34%, more than SCHD's 3.44% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PCN PIMCO Corporate & Income Strategy Fund | 11.34% | 10.58% | 10.06% | 10.88% | 12.66% | 7.89% | 7.83% | 7.37% | 9.60% | 7.85% | 11.98% | 10.22% |
SCHD Schwab U.S. Dividend Equity ETF | 3.44% | 3.82% | 3.64% | 3.49% | 3.39% | 2.78% | 3.16% | 2.98% | 3.06% | 2.63% | 2.89% | 2.97% |
Drawdowns
PCN vs. SCHD - Drawdown Comparison
The maximum PCN drawdown since its inception was -61.12%, which is greater than SCHD's maximum drawdown of -33.37%. Use the drawdown chart below to compare losses from any high point for PCN and SCHD.
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Drawdown Indicators
| PCN | SCHD | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -61.12% | -33.37% | -27.75% |
Max Drawdown (1Y)Largest decline over 1 year | -13.78% | -12.74% | -1.04% |
Max Drawdown (5Y)Largest decline over 5 years | -33.39% | -16.85% | -16.54% |
Max Drawdown (10Y)Largest decline over 10 years | -50.27% | -33.37% | -16.90% |
Current DrawdownCurrent decline from peak | -6.71% | -2.89% | -3.82% |
Average DrawdownAverage peak-to-trough decline | -7.22% | -3.34% | -3.88% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.32% | 3.89% | +0.43% |
Volatility
PCN vs. SCHD - Volatility Comparison
PIMCO Corporate & Income Strategy Fund (PCN) has a higher volatility of 5.81% compared to Schwab U.S. Dividend Equity ETF (SCHD) at 2.40%. This indicates that PCN's price experiences larger fluctuations and is considered to be riskier than SCHD based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PCN | SCHD | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.81% | 2.40% | +3.41% |
Volatility (6M)Calculated over the trailing 6-month period | 8.64% | 7.96% | +0.68% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.69% | 15.74% | -0.05% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.55% | 14.40% | +2.15% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.97% | 16.70% | +5.27% |