PEQIX vs. SCHD
Compare and contrast key facts about Pioneer Equity Income Fund (PEQIX) and Schwab US Dividend Equity ETF (SCHD).
PEQIX is managed by Amundi US. It was launched on Jul 25, 1990. 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: PEQIX or SCHD.
Correlation
The correlation between PEQIX and SCHD is 0.93, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
PEQIX vs. SCHD - Performance Comparison
Key characteristics
PEQIX:
-0.45
SCHD:
1.20
PEQIX:
-0.32
SCHD:
1.77
PEQIX:
0.90
SCHD:
1.21
PEQIX:
-0.31
SCHD:
1.72
PEQIX:
-0.95
SCHD:
4.44
PEQIX:
13.69%
SCHD:
3.08%
PEQIX:
29.20%
SCHD:
11.40%
PEQIX:
-56.80%
SCHD:
-33.37%
PEQIX:
-38.53%
SCHD:
-5.01%
Returns By Period
In the year-to-date period, PEQIX achieves a 5.18% return, which is significantly higher than SCHD's 1.72% return. Over the past 10 years, PEQIX has underperformed SCHD with an annualized return of -1.35%, while SCHD has yielded a comparatively higher 11.01% annualized return.
PEQIX
5.18%
3.08%
-19.73%
-15.11%
-5.24%
-1.35%
SCHD
1.72%
-0.11%
3.59%
11.95%
11.08%
11.01%
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PEQIX vs. SCHD - Expense Ratio Comparison
PEQIX has a 1.02% expense ratio, which is higher than SCHD's 0.06% expense ratio.
Risk-Adjusted Performance
PEQIX vs. SCHD — Risk-Adjusted Performance Rank
PEQIX
SCHD
PEQIX vs. SCHD - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Pioneer Equity Income Fund (PEQIX) 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
PEQIX vs. SCHD - Dividend Comparison
PEQIX's dividend yield for the trailing twelve months is around 2.29%, less than SCHD's 3.58% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PEQIX Pioneer Equity Income Fund | 2.29% | 2.41% | 1.82% | 2.10% | 1.37% | 1.59% | 1.74% | 2.56% | 1.41% | 1.86% | 1.88% | 2.68% |
SCHD Schwab US Dividend Equity ETF | 3.58% | 3.64% | 3.49% | 3.39% | 2.78% | 3.16% | 2.98% | 3.06% | 2.63% | 2.89% | 2.97% | 2.63% |
Drawdowns
PEQIX vs. SCHD - Drawdown Comparison
The maximum PEQIX drawdown since its inception was -56.80%, which is greater than SCHD's maximum drawdown of -33.37%. Use the drawdown chart below to compare losses from any high point for PEQIX and SCHD. For additional features, visit the drawdowns tool.
Volatility
PEQIX vs. SCHD - Volatility Comparison
The current volatility for Pioneer Equity Income Fund (PEQIX) is 2.82%, while Schwab US Dividend Equity ETF (SCHD) has a volatility of 3.23%. This indicates that PEQIX 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.