PXD vs. SCHD
Compare and contrast key facts about Pioneer Natural Resources Company (PXD) and Schwab US 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.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PXD or SCHD.
Key characteristics
| PXD | SCHD | |
|---|---|---|
| YTD Return | 21.21% | 4.79% |
| 1Y Return | 35.35% | 16.88% |
| 3Y Return (Ann) | 26.12% | 4.20% |
| 5Y Return (Ann) | 18.06% | 12.31% |
| 10Y Return (Ann) | 5.49% | 11.17% |
| Sharpe Ratio | 1.57 | 1.48 |
| Daily Std Dev | 22.39% | 11.22% |
| Max Drawdown | -88.30% | -33.37% |
| Current Drawdown | -2.14% | -1.82% |
Correlation
The correlation between PXD and SCHD is 0.49, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
PXD vs. SCHD - Performance Comparison
In the year-to-date period, PXD achieves a 21.21% return, which is significantly higher than SCHD's 4.79% return. Over the past 10 years, PXD has underperformed SCHD with an annualized return of 5.49%, while SCHD has yielded a comparatively higher 11.17% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
PXD vs. SCHD - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Pioneer Natural Resources Company (PXD) and Schwab US 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.
Dividends
PXD vs. SCHD - Dividend Comparison
PXD's dividend yield for the trailing twelve months is around 4.06%, more than SCHD's 3.38% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PXD Pioneer Natural Resources Company | 4.06% | 6.21% | 11.14% | 3.76% | 1.93% | 0.79% | 0.24% | 0.04% | 0.04% | 0.05% | 0.05% | 0.04% |
SCHD Schwab US Dividend Equity ETF | 3.38% | 3.49% | 3.39% | 2.78% | 3.16% | 2.98% | 3.06% | 2.63% | 2.89% | 2.97% | 2.63% | 2.47% |
Drawdowns
PXD vs. SCHD - Drawdown Comparison
The maximum PXD drawdown since its inception was -88.30%, which is greater than SCHD's maximum drawdown of -33.37%. Use the drawdown chart below to compare losses from any high point for PXD and SCHD. For additional features, visit the drawdowns tool.
Volatility
PXD vs. SCHD - Volatility Comparison
Pioneer Natural Resources Company (PXD) has a higher volatility of 4.25% compared to Schwab US Dividend Equity ETF (SCHD) at 3.16%. This indicates that PXD'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.