Correlation
The correlation between PSLDX and SCHX is 0.73, 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.
PSLDX vs. SCHX
Compare and contrast key facts about PIMCO StocksPLUS Long Duration Fund Class I (PSLDX) and Schwab U.S. Large-Cap ETF (SCHX).
PSLDX is managed by PIMCO. It was launched on Aug 31, 2007. SCHX is a passively managed fund by Charles Schwab that tracks the performance of the Dow Jones U.S. Large-Cap Total Stock Market Index. It was launched on Nov 3, 2009.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PSLDX or SCHX.
Performance
PSLDX vs. SCHX - Performance Comparison
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Key characteristics
PSLDX:
0.45
SCHX:
0.81
PSLDX:
0.71
SCHX:
1.13
PSLDX:
1.09
SCHX:
1.16
PSLDX:
0.39
SCHX:
0.75
PSLDX:
1.25
SCHX:
2.83
PSLDX:
7.60%
SCHX:
5.06%
PSLDX:
24.75%
SCHX:
19.83%
PSLDX:
-52.71%
SCHX:
-34.33%
PSLDX:
-9.90%
SCHX:
-3.75%
Returns By Period
In the year-to-date period, PSLDX achieves a -0.97% return, which is significantly lower than SCHX's 0.81% return. Over the past 10 years, PSLDX has outperformed SCHX with an annualized return of 64.52%, while SCHX has yielded a comparatively lower 14.11% annualized return.
PSLDX
-0.97%
4.17%
-7.19%
11.15%
54.68%
64.65%
64.52%
SCHX
0.81%
6.25%
-1.86%
15.88%
15.70%
16.65%
14.11%
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PSLDX vs. SCHX - Expense Ratio Comparison
PSLDX has a 0.61% expense ratio, which is higher than SCHX's 0.03% expense ratio.
Risk-Adjusted Performance
PSLDX vs. SCHX — Risk-Adjusted Performance Rank
PSLDX
SCHX
PSLDX vs. SCHX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for PIMCO StocksPLUS Long Duration Fund Class I (PSLDX) and Schwab U.S. Large-Cap ETF (SCHX). 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
PSLDX vs. SCHX - Dividend Comparison
PSLDX's dividend yield for the trailing twelve months is around 15.56%, more than SCHX's 1.22% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PSLDX PIMCO StocksPLUS Long Duration Fund Class I | 15.56% | 15.23% | 3.67% | 7.98% | 116.41% | 33.40% | 42.25% | 46.75% | 73.55% | 34.64% | 36.24% | 69.04% |
SCHX Schwab U.S. Large-Cap ETF | 1.22% | 1.22% | 1.39% | 1.64% | 1.22% | 1.64% | 1.82% | 2.17% | 1.70% | 1.93% | 2.04% | 1.76% |
Drawdowns
PSLDX vs. SCHX - Drawdown Comparison
The maximum PSLDX drawdown since its inception was -52.71%, which is greater than SCHX's maximum drawdown of -34.33%. Use the drawdown chart below to compare losses from any high point for PSLDX and SCHX.
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Volatility
PSLDX vs. SCHX - Volatility Comparison
PIMCO StocksPLUS Long Duration Fund Class I (PSLDX) has a higher volatility of 6.26% compared to Schwab U.S. Large-Cap ETF (SCHX) at 4.87%. This indicates that PSLDX's price experiences larger fluctuations and is considered to be riskier than SCHX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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