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:
1.19
SCHX:
2.32
PSLDX:
1.67
SCHX:
3.06
PSLDX:
1.21
SCHX:
1.43
PSLDX:
0.70
SCHX:
3.45
PSLDX:
6.14
SCHX:
15.08
PSLDX:
3.50%
SCHX:
1.95%
PSLDX:
17.97%
SCHX:
12.71%
PSLDX:
-79.57%
SCHX:
-34.33%
PSLDX:
-12.95%
SCHX:
-1.12%
Returns By Period
In the year-to-date period, PSLDX achieves a 20.54% return, which is significantly lower than SCHX's 29.05% return. Over the past 10 years, PSLDX has underperformed SCHX with an annualized return of 12.31%, while SCHX has yielded a comparatively higher 15.69% annualized return.
PSLDX
20.54%
-0.86%
6.66%
21.46%
8.13%
12.31%
SCHX
29.05%
0.97%
12.39%
29.44%
16.84%
15.69%
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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 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 14.68%, more than SCHX's 1.76% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PSLDX PIMCO StocksPLUS Long Duration Fund Class I | 12.92% | 3.67% | 2.66% | 38.80% | 11.13% | 14.09% | 15.58% | 24.51% | 11.55% | 12.08% | 23.01% | 43.03% |
SCHX Schwab U.S. Large-Cap ETF | 1.76% | 3.39% | 3.40% | 1.22% | 3.52% | 1.82% | 5.60% | 3.29% | 3.51% | 4.09% | 1.76% | 4.11% |
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 6.37% compared to Schwab U.S. Large-Cap ETF (SCHX) at 4.10%. 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.