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.
Correlation
The correlation between PSLDX and SCHX is 0.74, 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
PSLDX vs. SCHX - Performance Comparison
Key characteristics
PSLDX:
1.21
SCHX:
2.01
PSLDX:
1.70
SCHX:
2.67
PSLDX:
1.21
SCHX:
1.37
PSLDX:
0.75
SCHX:
3.09
PSLDX:
5.28
SCHX:
12.67
PSLDX:
4.19%
SCHX:
2.08%
PSLDX:
18.21%
SCHX:
13.11%
PSLDX:
-79.57%
SCHX:
-34.33%
PSLDX:
-12.81%
SCHX:
-1.28%
Returns By Period
The year-to-date returns for both stocks are quite close, with PSLDX having a 3.06% return and SCHX slightly lower at 3.02%. Over the past 10 years, PSLDX has underperformed SCHX with an annualized return of 12.10%, while SCHX has yielded a comparatively higher 16.22% annualized return.
PSLDX
3.06%
2.31%
4.92%
19.49%
7.20%
12.10%
SCHX
3.02%
2.62%
10.65%
25.56%
16.99%
16.22%
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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.
Dividends
PSLDX vs. SCHX - Dividend Comparison
PSLDX's dividend yield for the trailing twelve months is around 16.23%, more than SCHX's 2.31% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PSLDX PIMCO StocksPLUS Long Duration Fund Class I | 16.23% | 16.73% | 3.67% | 2.66% | 38.80% | 11.13% | 14.09% | 15.58% | 24.51% | 11.55% | 12.08% | 23.01% |
SCHX Schwab U.S. Large-Cap ETF | 2.31% | 2.38% | 2.19% | 2.47% | 2.57% | 2.30% | 2.57% | 3.06% | 4.16% | 2.61% | 4.06% | 3.56% |
Drawdowns
PSLDX vs. SCHX - Drawdown Comparison
The maximum PSLDX drawdown since its inception was -79.57%, 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. For additional features, visit the drawdowns tool.
Volatility
PSLDX vs. SCHX - Volatility Comparison
PIMCO StocksPLUS Long Duration Fund Class I (PSLDX) has a higher volatility of 5.87% compared to Schwab U.S. Large-Cap ETF (SCHX) at 4.20%. 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.