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SCHI vs. PCL
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

SCHI vs. PCL - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Schwab 5-10 Year Corporate Bond ETF (SCHI) and PGIM Corporate Bond 10+ Year ETF (PCL). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, SCHI achieves a 0.82% return, which is significantly lower than PCL's 2.77% return.


SCHI

1D
0.13%
1M
0.72%
YTD
0.82%
6M
0.64%
1Y
5.33%
3Y*
6.23%
5Y*
1.30%
10Y*

PCL

1D
0.03%
1M
1.83%
YTD
2.77%
6M
2.02%
1Y
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

SCHI vs. PCL - Yearly Performance Comparison


Correlation

The correlation between SCHI and PCL is 0.91, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.


Correlation
Correlation (All Time)
Calculated using the full available price history since Aug 1, 2025

0.91

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Return for Risk

SCHI vs. PCL — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

SCHI
SCHI Risk / Return Rank: 4040
Overall Rank
SCHI Sharpe Ratio Rank: 4242
Sharpe Ratio Rank
SCHI Sortino Ratio Rank: 4242
Sortino Ratio Rank
SCHI Omega Ratio Rank: 3838
Omega Ratio Rank
SCHI Calmar Ratio Rank: 4040
Calmar Ratio Rank
SCHI Martin Ratio Rank: 4040
Martin Ratio Rank

PCL

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

SCHI vs. PCL - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Schwab 5-10 Year Corporate Bond ETF (SCHI) and PGIM Corporate Bond 10+ Year ETF (PCL). 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


SCHIPCLDifference
Sharpe ratioReturn per unit of total volatility

Sortino ratioReturn per unit of downside risk

Omega ratioGain probability vs. loss probability

1.23

Calmar ratioReturn relative to maximum drawdown

1.78

Martin ratioReturn relative to average drawdown

5.69

SCHI vs. PCL - Sharpe Ratio Comparison


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Drawdowns

SCHI vs. PCL - Drawdown Comparison

The maximum SCHI drawdown since its inception was -20.67%, which is greater than PCL's maximum drawdown of -5.14%. Use the drawdown chart below to compare losses from any high point for SCHI and PCL.


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Drawdown Indicators


SCHIPCLDifference

Max Drawdown

Largest peak-to-trough decline

-20.67%

-5.14%

-15.53%

Max Drawdown (1Y)

Largest decline over 1 year

-3.01%

Max Drawdown (3Y)

Largest decline over 3 years

-6.14%

Max Drawdown (5Y)

Largest decline over 5 years

-20.67%

Current Drawdown

Current decline from peak

-0.75%

-0.22%

-0.53%

Average Drawdown

Average peak-to-trough decline

-5.67%

-1.71%

-3.96%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.94%

Volatility

SCHI vs. PCL - Volatility Comparison


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Volatility by Period


SCHIPCLDifference

Volatility (1M)

Calculated over the trailing 1-month period

1.23%

Volatility (6M)

Calculated over the trailing 6-month period

3.21%

Volatility (1Y)

Calculated over the trailing 1-year period

4.12%

7.83%

-3.71%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

6.67%

7.83%

-1.16%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

7.38%

7.83%

-0.45%

SCHI vs. PCL - Expense Ratio Comparison

SCHI has a 0.03% expense ratio, which is lower than PCL's 0.25% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.


Dividends

SCHI vs. PCL - Dividend Comparison

SCHI's dividend yield for the trailing twelve months is around 5.02%, less than PCL's 5.24% yield.


PositionTTM2025202420232022202120202019
PCL
PGIM Corporate Bond 10+ Year ETF
5.24%2.52%0.00%0.00%0.00%0.00%0.00%0.00%
SCHI
Schwab 5-10 Year Corporate Bond ETF
5.02%4.99%5.11%4.27%3.10%1.93%2.31%0.53%

Frequently Asked Questions


With a correlation of 0.91, SCHI and PCL move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.

On fees, SCHI is cheaper at 0.03% per year. The better choice depends on whether you care most about return, fees, risk, or income.

SCHI is cheaper with a 0.03% expense ratio, compared with 0.25% for PCL.

PCL has the higher dividend yield at 5.24%, compared with 5.02% for SCHI.

They also come from different issuers: Charles Schwab and PGIM. Their fees differ too: 0.03% for SCHI and 0.25% for PCL.

Portfolio Optimizer

Find the right allocation for SCHI and PCL

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

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