PSHYX vs. SCHO
Compare and contrast key facts about Pioneer Short Term Income Fund (PSHYX) and Schwab Short-Term U.S. Treasury ETF (SCHO).
PSHYX is managed by Amundi US. It was launched on Jul 8, 2004. SCHO is a passively managed fund by Charles Schwab that tracks the performance of the Bloomberg US Treasury (1-3 Y) (Inception 4/30/1996). It was launched on Aug 5, 2010.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PSHYX or SCHO.
Correlation
The correlation between PSHYX and SCHO is 0.01, 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
PSHYX vs. SCHO - Performance Comparison
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Key characteristics
PSHYX:
2.62
SCHO:
3.09
PSHYX:
4.98
SCHO:
4.95
PSHYX:
1.70
SCHO:
1.66
PSHYX:
6.74
SCHO:
5.63
PSHYX:
18.62
SCHO:
16.36
PSHYX:
0.32%
SCHO:
0.34%
PSHYX:
2.31%
SCHO:
1.79%
PSHYX:
-12.99%
SCHO:
-5.69%
PSHYX:
-0.56%
SCHO:
-0.60%
Returns By Period
In the year-to-date period, PSHYX achieves a 1.33% return, which is significantly lower than SCHO's 2.13% return. Over the past 10 years, PSHYX has outperformed SCHO with an annualized return of 2.55%, while SCHO has yielded a comparatively lower 1.44% annualized return.
PSHYX
1.33%
0.23%
2.29%
6.01%
4.46%
2.55%
SCHO
2.13%
0.22%
2.43%
5.51%
1.11%
1.44%
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PSHYX vs. SCHO - Expense Ratio Comparison
PSHYX has a 0.46% expense ratio, which is higher than SCHO's 0.05% expense ratio.
Risk-Adjusted Performance
PSHYX vs. SCHO — Risk-Adjusted Performance Rank
PSHYX
SCHO
PSHYX vs. SCHO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Pioneer Short Term Income Fund (PSHYX) and Schwab Short-Term U.S. Treasury ETF (SCHO). 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
PSHYX vs. SCHO - Dividend Comparison
PSHYX's dividend yield for the trailing twelve months is around 5.04%, more than SCHO's 4.24% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PSHYX Pioneer Short Term Income Fund | 5.04% | 5.63% | 5.49% | 3.46% | 2.50% | 2.79% | 3.36% | 2.73% | 2.27% | 2.09% | 1.87% | 1.92% |
SCHO Schwab Short-Term U.S. Treasury ETF | 4.24% | 4.29% | 3.76% | 1.34% | 0.41% | 1.27% | 2.26% | 1.78% | 1.12% | 0.82% | 0.68% | 0.47% |
Drawdowns
PSHYX vs. SCHO - Drawdown Comparison
The maximum PSHYX drawdown since its inception was -12.99%, which is greater than SCHO's maximum drawdown of -5.69%. Use the drawdown chart below to compare losses from any high point for PSHYX and SCHO. For additional features, visit the drawdowns tool.
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Volatility
PSHYX vs. SCHO - Volatility Comparison
The current volatility for Pioneer Short Term Income Fund (PSHYX) is 0.54%, while Schwab Short-Term U.S. Treasury ETF (SCHO) has a volatility of 0.57%. This indicates that PSHYX experiences smaller price fluctuations and is considered to be less risky than SCHO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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