PRU vs. SCHD
Compare and contrast key facts about Prudential Financial, Inc. (PRU) and Schwab U.S. Dividend Equity ETF (SCHD).
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
PRU vs. SCHD - Performance Comparison
Loading graphics...
PRU vs. SCHD - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PRU Prudential Financial, Inc. | -12.02% | 0.18% | 19.46% | 10.09% | -3.86% | 45.32% | -11.40% | 20.10% | -26.46% | 13.65% |
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, PRU achieves a -12.02% return, which is significantly lower than SCHD's 12.17% return. Over the past 10 years, PRU has underperformed SCHD with an annualized return of 7.69%, while SCHD has yielded a comparatively higher 12.25% annualized return.
PRU
- 1D
- 0.30%
- 1M
- -1.97%
- YTD
- -12.02%
- 6M
- -2.30%
- 1Y
- -7.60%
- 3Y*
- 11.24%
- 5Y*
- 6.10%
- 10Y*
- 7.69%
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.
Return for Risk
PRU vs. SCHD — Risk / Return Rank
PRU
SCHD
PRU vs. SCHD - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Prudential Financial, Inc. (PRU) 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.
| PRU | SCHD | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.28 | 0.88 | -1.16 |
Sortino ratioReturn per unit of downside risk | -0.21 | 1.32 | -1.53 |
Omega ratioGain probability vs. loss probability | 0.97 | 1.19 | -0.21 |
Calmar ratioReturn relative to maximum drawdown | -0.35 | 1.05 | -1.40 |
Martin ratioReturn relative to average drawdown | -0.87 | 3.55 | -4.42 |
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
| PRU | SCHD | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.28 | 0.88 | -1.16 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.24 | 0.58 | -0.34 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.24 | 0.74 | -0.49 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.20 | 0.84 | -0.64 |
Correlation
The correlation between PRU and SCHD is 0.70, 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
PRU vs. SCHD - Dividend Comparison
PRU's dividend yield for the trailing twelve months is around 5.56%, more than SCHD's 3.46% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PRU Prudential Financial, Inc. | 5.56% | 4.78% | 4.39% | 4.82% | 4.83% | 4.25% | 5.64% | 4.27% | 4.41% | 2.61% | 2.69% | 3.00% |
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
PRU vs. SCHD - Drawdown Comparison
The maximum PRU drawdown since its inception was -88.53%, which is greater than SCHD's maximum drawdown of -33.37%. Use the drawdown chart below to compare losses from any high point for PRU and SCHD.
Loading graphics...
Drawdown Indicators
| PRU | SCHD | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -88.53% | -33.37% | -55.16% |
Max Drawdown (1Y)Largest decline over 1 year | -21.46% | -12.74% | -8.72% |
Max Drawdown (5Y)Largest decline over 5 years | -33.11% | -16.85% | -16.26% |
Max Drawdown (10Y)Largest decline over 10 years | -65.89% | -33.37% | -32.52% |
Current DrawdownCurrent decline from peak | -19.34% | -3.43% | -15.91% |
Average DrawdownAverage peak-to-trough decline | -18.33% | -3.34% | -14.99% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 8.75% | 3.75% | +5.00% |
Volatility
PRU vs. SCHD - Volatility Comparison
Prudential Financial, Inc. (PRU) has a higher volatility of 6.54% compared to Schwab U.S. Dividend Equity ETF (SCHD) at 2.33%. This indicates that PRU'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
| PRU | SCHD | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.54% | 2.33% | +4.21% |
Volatility (6M)Calculated over the trailing 6-month period | 16.79% | 7.96% | +8.83% |
Volatility (1Y)Calculated over the trailing 1-year period | 27.14% | 15.69% | +11.45% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 25.72% | 14.40% | +11.32% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 31.85% | 16.70% | +15.15% |