PMAQX vs. SCHM
Compare and contrast key facts about Principal MidCap R6 (PMAQX) and Schwab US Mid-Cap ETF (SCHM).
PMAQX is managed by Principal Funds. It was launched on Nov 22, 2016. SCHM is a passively managed fund by Charles Schwab that tracks the performance of the Dow Jones US Total Stock Market Mid-Cap. It was launched on Jan 13, 2011.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PMAQX or SCHM.
Correlation
The correlation between PMAQX and SCHM is 0.90, 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
PMAQX vs. SCHM - Performance Comparison
Key characteristics
PMAQX:
1.35
SCHM:
1.17
PMAQX:
1.82
SCHM:
1.66
PMAQX:
1.24
SCHM:
1.21
PMAQX:
1.29
SCHM:
2.13
PMAQX:
5.16
SCHM:
5.14
PMAQX:
3.82%
SCHM:
3.39%
PMAQX:
14.56%
SCHM:
14.84%
PMAQX:
-40.56%
SCHM:
-42.43%
PMAQX:
-5.23%
SCHM:
-3.40%
Returns By Period
In the year-to-date period, PMAQX achieves a 5.24% return, which is significantly higher than SCHM's 4.44% return.
PMAQX
5.24%
5.24%
10.74%
19.97%
8.15%
N/A
SCHM
4.44%
4.44%
13.03%
18.36%
11.36%
10.93%
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PMAQX vs. SCHM - Expense Ratio Comparison
PMAQX has a 0.60% expense ratio, which is higher than SCHM's 0.04% expense ratio.
Risk-Adjusted Performance
PMAQX vs. SCHM — Risk-Adjusted Performance Rank
PMAQX
SCHM
PMAQX vs. SCHM - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Principal MidCap R6 (PMAQX) and Schwab US Mid-Cap ETF (SCHM). 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
PMAQX vs. SCHM - Dividend Comparison
PMAQX's dividend yield for the trailing twelve months is around 0.19%, less than SCHM's 3.29% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PMAQX Principal MidCap R6 | 0.19% | 0.20% | 0.11% | 0.00% | 0.00% | 0.00% | 0.58% | 0.20% | 0.13% | 2.56% | 0.00% | 0.00% |
SCHM Schwab US Mid-Cap ETF | 3.29% | 3.44% | 3.72% | 4.48% | 1.32% | 1.96% | 3.69% | 3.43% | 1.76% | 1.51% | 2.33% | 3.61% |
Drawdowns
PMAQX vs. SCHM - Drawdown Comparison
The maximum PMAQX drawdown since its inception was -40.56%, roughly equal to the maximum SCHM drawdown of -42.43%. Use the drawdown chart below to compare losses from any high point for PMAQX and SCHM. For additional features, visit the drawdowns tool.
Volatility
PMAQX vs. SCHM - Volatility Comparison
Principal MidCap R6 (PMAQX) has a higher volatility of 4.34% compared to Schwab US Mid-Cap ETF (SCHM) at 3.53%. This indicates that PMAQX's price experiences larger fluctuations and is considered to be riskier than SCHM based on this measure. The chart below showcases a comparison of their rolling one-month volatility.