PFINX vs. SCHD
Compare and contrast key facts about PIMCO Preferred and Capital Securities Fund (PFINX) and Schwab US Dividend Equity ETF (SCHD).
PFINX is managed by PIMCO. It was launched on Apr 12, 2015. 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: PFINX or SCHD.
Correlation
The correlation between PFINX and SCHD is 0.38, 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
PFINX vs. SCHD - Performance Comparison
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Key characteristics
PFINX:
2.42
SCHD:
0.19
PFINX:
3.13
SCHD:
0.42
PFINX:
1.60
SCHD:
1.06
PFINX:
1.03
SCHD:
0.22
PFINX:
9.22
SCHD:
0.71
PFINX:
0.87%
SCHD:
5.02%
PFINX:
3.28%
SCHD:
16.24%
PFINX:
-24.26%
SCHD:
-33.37%
PFINX:
-0.62%
SCHD:
-9.26%
Returns By Period
In the year-to-date period, PFINX achieves a 1.52% return, which is significantly higher than SCHD's -2.83% return. Over the past 10 years, PFINX has underperformed SCHD with an annualized return of 4.77%, while SCHD has yielded a comparatively higher 10.50% annualized return.
PFINX
1.52%
3.21%
1.54%
7.89%
4.37%
4.77%
SCHD
-2.83%
3.99%
-7.32%
3.02%
13.75%
10.50%
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PFINX vs. SCHD - Expense Ratio Comparison
PFINX has a 0.79% expense ratio, which is higher than SCHD's 0.06% expense ratio.
Risk-Adjusted Performance
PFINX vs. SCHD — Risk-Adjusted Performance Rank
PFINX
SCHD
PFINX vs. SCHD - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for PIMCO Preferred and Capital Securities Fund (PFINX) 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
PFINX vs. SCHD - Dividend Comparison
PFINX's dividend yield for the trailing twelve months is around 5.31%, more than SCHD's 3.95% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PFINX PIMCO Preferred and Capital Securities Fund | 5.31% | 5.29% | 4.98% | 7.56% | 3.90% | 3.07% | 5.82% | 6.34% | 6.80% | 6.19% | 2.34% | 0.00% |
SCHD Schwab US Dividend Equity ETF | 3.95% | 3.64% | 3.49% | 3.39% | 2.78% | 3.16% | 2.98% | 3.06% | 2.63% | 2.89% | 2.97% | 2.63% |
Drawdowns
PFINX vs. SCHD - Drawdown Comparison
The maximum PFINX drawdown since its inception was -24.26%, smaller than the maximum SCHD drawdown of -33.37%. Use the drawdown chart below to compare losses from any high point for PFINX and SCHD. For additional features, visit the drawdowns tool.
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Volatility
PFINX vs. SCHD - Volatility Comparison
The current volatility for PIMCO Preferred and Capital Securities Fund (PFINX) is 0.90%, while Schwab US Dividend Equity ETF (SCHD) has a volatility of 4.86%. This indicates that PFINX 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.
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