POEAX vs. SCHD
Compare and contrast key facts about Pacific Funds Portfolio Optimization Aggressive-Growth (POEAX) and Schwab U.S. Dividend Equity ETF (SCHD).
POEAX is managed by Pacific Funds Series Trust. It was launched on Dec 30, 2003. 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
POEAX vs. SCHD - Performance Comparison
Loading graphics...
POEAX vs. SCHD - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
POEAX Pacific Funds Portfolio Optimization Aggressive-Growth | -1.83% | 16.66% | 15.13% | 18.53% | -21.24% | 18.82% | 16.09% | 26.91% | -9.28% | 19.17% |
SCHD Schwab U.S. Dividend Equity ETF | 12.17% | 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, POEAX achieves a -1.83% return, which is significantly lower than SCHD's 12.17% return. Over the past 10 years, POEAX has underperformed SCHD with an annualized return of 9.75%, while SCHD has yielded a comparatively higher 12.25% annualized return.
POEAX
- 1D
- 2.77%
- 1M
- -5.49%
- YTD
- -1.83%
- 6M
- 0.04%
- 1Y
- 17.81%
- 3Y*
- 13.92%
- 5Y*
- 6.34%
- 10Y*
- 9.75%
SCHD
- 1D
- -0.55%
- 1M
- -3.43%
- YTD
- 12.17%
- 6M
- 12.91%
- 1Y
- 13.70%
- 3Y*
- 11.84%
- 5Y*
- 8.32%
- 10Y*
- 12.25%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
POEAX vs. SCHD - Expense Ratio Comparison
POEAX has a 0.60% expense ratio, which is higher than SCHD's 0.06% expense ratio.
Return for Risk
POEAX vs. SCHD — Risk / Return Rank
POEAX
SCHD
POEAX vs. SCHD - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Pacific Funds Portfolio Optimization Aggressive-Growth (POEAX) 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.
| POEAX | SCHD | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.08 | 0.88 | +0.21 |
Sortino ratioReturn per unit of downside risk | 1.62 | 1.32 | +0.30 |
Omega ratioGain probability vs. loss probability | 1.24 | 1.19 | +0.06 |
Calmar ratioReturn relative to maximum drawdown | 1.55 | 1.05 | +0.50 |
Martin ratioReturn relative to average drawdown | 7.46 | 3.55 | +3.90 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| POEAX | SCHD | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.08 | 0.88 | +0.21 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.25 | 0.58 | -0.33 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.45 | 0.74 | -0.28 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.36 | 0.84 | -0.48 |
Correlation
The correlation between POEAX and SCHD is 0.81, 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.
Dividends
POEAX vs. SCHD - Dividend Comparison
POEAX's dividend yield for the trailing twelve months is around 7.87%, more than SCHD's 3.46% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
POEAX Pacific Funds Portfolio Optimization Aggressive-Growth | 7.87% | 7.73% | 2.12% | 1.67% | 36.10% | 10.62% | 3.32% | 7.91% | 24.81% | 4.03% | 7.09% | 3.16% |
SCHD Schwab U.S. Dividend Equity ETF | 3.46% | 3.82% | 3.64% | 3.49% | 3.39% | 2.78% | 3.16% | 2.98% | 3.06% | 2.63% | 2.89% | 2.97% |
Drawdowns
POEAX vs. SCHD - Drawdown Comparison
The maximum POEAX drawdown since its inception was -57.49%, which is greater than SCHD's maximum drawdown of -33.37%. Use the drawdown chart below to compare losses from any high point for POEAX and SCHD.
Loading graphics...
Drawdown Indicators
| POEAX | SCHD | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -57.49% | -33.37% | -24.12% |
Max Drawdown (1Y)Largest decline over 1 year | -11.79% | -12.74% | +0.95% |
Max Drawdown (5Y)Largest decline over 5 years | -29.40% | -16.85% | -12.55% |
Max Drawdown (10Y)Largest decline over 10 years | -35.88% | -33.37% | -2.51% |
Current DrawdownCurrent decline from peak | -6.04% | -3.43% | -2.61% |
Average DrawdownAverage peak-to-trough decline | -8.87% | -3.34% | -5.53% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.45% | 3.75% | -1.30% |
Volatility
POEAX vs. SCHD - Volatility Comparison
Pacific Funds Portfolio Optimization Aggressive-Growth (POEAX) has a higher volatility of 5.59% compared to Schwab U.S. Dividend Equity ETF (SCHD) at 2.33%. This indicates that POEAX'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.
Loading graphics...
Volatility by Period
| POEAX | SCHD | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.59% | 2.33% | +3.26% |
Volatility (6M)Calculated over the trailing 6-month period | 9.30% | 7.96% | +1.34% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.91% | 15.69% | +1.22% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 25.08% | 14.40% | +10.68% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.54% | 16.70% | +4.84% |