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SCYB vs. PTY
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

SCYB vs. PTY - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Schwab High Yield Bond ETF (SCYB) and PIMCO Corporate & Income Opportunity Fund (PTY). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, SCYB achieves a 1.84% return, which is significantly higher than PTY's -3.45% return.


SCYB

1D
-0.08%
1M
0.42%
YTD
1.84%
6M
1.96%
1Y
6.36%
3Y*
5Y*
10Y*

PTY

1D
0.60%
1M
0.76%
YTD
-3.45%
6M
-2.62%
1Y
-3.79%
3Y*
5.46%
5Y*
-0.17%
10Y*
8.56%
*Multi-year figures are annualized to reflect compound growth (CAGR)

SCYB vs. PTY - Yearly Performance Comparison


2026 (YTD)202520242023
SCYB
Schwab High Yield Bond ETF
1.84%8.33%8.15%7.29%
PTY
PIMCO Corporate & Income Opportunity Fund
-3.45%-0.51%19.87%-3.35%

Correlation

The correlation between SCYB and PTY is 0.35, which is low. Their price movements are largely independent, making them effective diversification partners.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.35

Correlation (All Time)
Calculated using the full available price history since Jul 11, 2023

0.35

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Return for Risk

SCYB vs. PTY — Risk / Return Rank

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

SCYB
SCYB Risk / Return Rank: 5656
Overall Rank
SCYB Sharpe Ratio Rank: 5151
Sharpe Ratio Rank
SCYB Sortino Ratio Rank: 5555
Sortino Ratio Rank
SCYB Omega Ratio Rank: 5555
Omega Ratio Rank
SCYB Calmar Ratio Rank: 5555
Calmar Ratio Rank
SCYB Martin Ratio Rank: 6666
Martin Ratio Rank

PTY
PTY Risk / Return Rank: 11
Overall Rank
PTY Sharpe Ratio Rank: 11
Sharpe Ratio Rank
PTY Sortino Ratio Rank: 11
Sortino Ratio Rank
PTY Omega Ratio Rank: 11
Omega Ratio Rank
PTY Calmar Ratio Rank: 22
Calmar Ratio Rank
PTY Martin Ratio Rank: 22
Martin Ratio Rank
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.

SCYB vs. PTY - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Schwab High Yield Bond ETF (SCYB) and PIMCO Corporate & Income Opportunity Fund (PTY). 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.


SCYBPTYDifference
Sharpe ratioReturn per unit of total volatility

+2.04

Sortino ratioReturn per unit of downside risk

+2.93

Omega ratioGain probability vs. loss probability

1.33

0.94

+0.39

Calmar ratioReturn relative to maximum drawdown

2.62

-0.25

+2.86

Martin ratioReturn relative to average drawdown

11.63

-0.47

+12.10

SCYB vs. PTY - Sharpe Ratio Comparison

The current SCYB Sharpe Ratio is 1.69, which is higher than the PTY Sharpe Ratio of -0.35. The chart below compares the historical Sharpe Ratios of SCYB and PTY, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Drawdowns

SCYB vs. PTY - Drawdown Comparison

The maximum SCYB drawdown since its inception was -4.92%, smaller than the maximum PTY drawdown of -60.86%. Use the drawdown chart below to compare losses from any high point for SCYB and PTY.


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Drawdown Indicators


SCYBPTYDifference

Max Drawdown

Largest peak-to-trough decline

-4.92%

-60.86%

+55.94%

Max Drawdown (1Y)

Largest decline over 1 year

-2.44%

-15.44%

+13.00%

Max Drawdown (3Y)

Largest decline over 3 years

-16.04%

Max Drawdown (5Y)

Largest decline over 5 years

-41.38%

Max Drawdown (10Y)

Largest decline over 10 years

-46.55%

Current Drawdown

Current decline from peak

-0.23%

-12.37%

+12.14%

Average Drawdown

Average peak-to-trough decline

-0.51%

-8.62%

+8.11%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.55%

8.11%

-7.56%

Volatility

SCYB vs. PTY - Volatility Comparison

The current volatility for Schwab High Yield Bond ETF (SCYB) is 1.01%, while PIMCO Corporate & Income Opportunity Fund (PTY) has a volatility of 1.99%. This indicates that SCYB experiences smaller price fluctuations and is considered to be less risky than PTY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


SCYBPTYDifference

Volatility (1M)

Calculated over the trailing 1-month period

1.01%

1.99%

-0.98%

Volatility (6M)

Calculated over the trailing 6-month period

3.01%

7.66%

-4.65%

Volatility (1Y)

Calculated over the trailing 1-year period

3.79%

10.92%

-7.13%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

5.11%

17.27%

-12.16%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

5.11%

21.19%

-16.08%

SCYB vs. PTY - Expense Ratio Comparison

SCYB has a 0.03% expense ratio, which is lower than PTY's 1.19% expense ratio.


Dividends

SCYB vs. PTY - Dividend Comparison

SCYB's dividend yield for the trailing twelve months is around 6.92%, less than PTY's 12.12% yield.


PositionTTM20252024202320222021202020192018201720162015
PTY
PIMCO Corporate & Income Opportunity Fund
12.12%11.05%9.92%10.77%13.12%9.16%8.74%8.37%10.63%9.48%12.09%11.92%
SCYB
Schwab High Yield Bond ETF
6.92%6.99%7.06%3.36%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Frequently Asked Questions


SCYB and PTY have a correlation of 0.35, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

PTY has higher volatility (1.99%) compared to SCYB (1.01%). In terms of maximum drawdown, SCYB dropped -4.92% vs PTY's -60.86%.

SCYB currently has the higher Sharpe Ratio (1.69 vs -0.35), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

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