PPQZX vs. SCHD
Compare and contrast key facts about PIMCO RealPath Blend 2050 Fund (PPQZX) and Schwab US Dividend Equity ETF (SCHD).
PPQZX is managed by PIMCO. It was launched on Dec 30, 2014. 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: PPQZX or SCHD.
Correlation
The correlation between PPQZX and SCHD is 0.83, 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
PPQZX vs. SCHD - Performance Comparison
Key characteristics
PPQZX:
0.73
SCHD:
0.25
PPQZX:
1.10
SCHD:
0.45
PPQZX:
1.16
SCHD:
1.06
PPQZX:
0.77
SCHD:
0.25
PPQZX:
3.52
SCHD:
0.88
PPQZX:
3.17%
SCHD:
4.54%
PPQZX:
15.33%
SCHD:
15.98%
PPQZX:
-31.59%
SCHD:
-33.37%
PPQZX:
-4.66%
SCHD:
-10.71%
Returns By Period
In the year-to-date period, PPQZX achieves a 0.21% return, which is significantly higher than SCHD's -4.38% return. Over the past 10 years, PPQZX has underperformed SCHD with an annualized return of 7.84%, while SCHD has yielded a comparatively higher 10.43% annualized return.
PPQZX
0.21%
0.37%
-0.99%
9.71%
11.71%
7.84%
SCHD
-4.38%
-6.13%
-6.13%
3.51%
12.85%
10.43%
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PPQZX vs. SCHD - Expense Ratio Comparison
Both PPQZX and SCHD have an expense ratio of 0.06%, making them cost-effective options compared to the broader market, where average expense ratios typically range from 0.3% to 0.9%.
Risk-Adjusted Performance
PPQZX vs. SCHD — Risk-Adjusted Performance Rank
PPQZX
SCHD
PPQZX vs. SCHD - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for PIMCO RealPath Blend 2050 Fund (PPQZX) 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
PPQZX vs. SCHD - Dividend Comparison
PPQZX's dividend yield for the trailing twelve months is around 4.32%, more than SCHD's 4.02% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PPQZX PIMCO RealPath Blend 2050 Fund | 4.32% | 4.55% | 2.05% | 2.43% | 5.31% | 1.28% | 3.79% | 6.75% | 2.09% | 2.40% | 2.19% | 0.00% |
SCHD Schwab US Dividend Equity ETF | 4.02% | 3.64% | 3.49% | 3.39% | 2.78% | 3.16% | 2.98% | 3.06% | 2.63% | 2.89% | 2.97% | 2.63% |
Drawdowns
PPQZX vs. SCHD - Drawdown Comparison
The maximum PPQZX drawdown since its inception was -31.59%, smaller than the maximum SCHD drawdown of -33.37%. Use the drawdown chart below to compare losses from any high point for PPQZX and SCHD. For additional features, visit the drawdowns tool.
Volatility
PPQZX vs. SCHD - Volatility Comparison
PIMCO RealPath Blend 2050 Fund (PPQZX) and Schwab US Dividend Equity ETF (SCHD) have volatilities of 10.83% and 11.25%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.