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

PDO vs. SCHD

Last updated May 12, 2025

Compare and contrast key facts about Pimco Dynamic Income Opportunities Fund (PDO) and Schwab US Dividend Equity ETF (SCHD).

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: PDO or SCHD.

Correlation

The correlation between PDO and SCHD is -0.40. 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

PDO vs. SCHD - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Pimco Dynamic Income Opportunities Fund (PDO) and Schwab US Dividend Equity ETF (SCHD). The values are adjusted to include any dividend payments, if applicable.

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Key characteristics

Daily Std Dev

PDO:

1.78%

SCHD:

10.77%

Max Drawdown

PDO:

-0.15%

SCHD:

-0.97%

Current Drawdown

PDO:

-0.07%

SCHD:

-0.27%

Returns By Period

PDO

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

SCHD

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

*Annualized

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Risk-Adjusted Performance

PDO vs. SCHD — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
PDO
The Risk-Adjusted Performance Rank of PDO is 8181
Overall Rank
The Sharpe Ratio Rank of PDO is 8484
Sharpe Ratio Rank
The Sortino Ratio Rank of PDO is 7474
Sortino Ratio Rank
The Omega Ratio Rank of PDO is 8282
Omega Ratio Rank
The Calmar Ratio Rank of PDO is 8080
Calmar Ratio Rank
The Martin Ratio Rank of PDO is 8787
Martin Ratio Rank
SCHD
The Risk-Adjusted Performance Rank of SCHD is 2828
Overall Rank
The Sharpe Ratio Rank of SCHD is 2323
Sharpe Ratio Rank
The Sortino Ratio Rank of SCHD is 2727
Sortino Ratio Rank
The Omega Ratio Rank of SCHD is 2727
Omega Ratio Rank
The Calmar Ratio Rank of SCHD is 3131
Calmar Ratio Rank
The Martin Ratio Rank of SCHD is 2929
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.

PDO vs. SCHD - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Pimco Dynamic Income Opportunities Fund (PDO) 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.

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Dividends

PDO vs. SCHD - Dividend Comparison

PDO's dividend yield for the trailing twelve months is around 11.37%, more than SCHD's 4.04% yield.

TTM20242023202220212020201920182017201620152014
PDO
Pimco Dynamic Income Opportunities Fund		11.37%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
SCHD
Schwab US Dividend Equity ETF		4.04%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Drawdowns

PDO vs. SCHD - Drawdown Comparison

The maximum PDO drawdown since its inception was -0.15%, smaller than the maximum SCHD drawdown of -0.97%. Use the drawdown chart below to compare losses from any high point for PDO and SCHD. For additional features, visit the drawdowns tool.

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Volatility

PDO vs. SCHD - Volatility Comparison

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