PALL vs SCHD

PALL vs SCHD

Which is better, PALL or SCHD?

Precious Metals against Large Cap Value.

SCHD has a lower expense ratio. SCHD led over 1Y, 3Y, 5Y and the full window.

Lower Fees: SCHDHigher Returns: SCHD

MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.

Side-by-Side Comparison

MetricPALLSCHD
Expense Ratio0.60%0.06%Best
AUM$703M$112.1B
Dividend Yield0.00%3.00%
Holdings2103
YTD Return-20.36%+23.60%Best
1Y Return+9.50%+28.29%Best
3Y Return (annualized)+0.98%+16.25%Best
5Y Return (annualized)-7.80%+10.25%Best
Volatility (annualized)29.1%13.7%Best
Max Drawdown-73.6%-33.4%Best
$10,000 over 5 years$6,663$16,289Best
Fund FamilyAberdeenCharles Schwab Asset Management
CategoryCommodityEquity
StylePrecious MetalsLarge Cap Value
InceptionJan 8, 2010Oct 20, 2011

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown are measured over the window both funds cover: Oct 20, 2011 to Sep 21, 2026 (14.9 years).

PALL vs SCHD growth

Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 14.9 years both funds cover.

PALL vs SCHD Performance

abrdn Physical Palladium Shares ETF (PALL) is an ETF from Aberdeen and Schwab US Dividend Equity ETF (SCHD) is an ETF from Charles Schwab Asset Management. Over the past year PALL returned +9.50% while SCHD returned +28.29%. Year to date, PALL is down 20.36% versus a gain of 23.60% for SCHD.

Over three years, PALL compounded at +0.98% per year against +16.25% for SCHD; over five years the annualized figures are -7.80% and +10.25% respectively. Across the full 15-year window we track, SCHD has the edge at +11.25% annualized vs +4.90%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

PALL has been the more volatile fund, with annualized monthly volatility of 29.1% compared with 13.7% for SCHD. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.

The deepest peak-to-trough decline in our data was -73.6% for PALL and -33.4% for SCHD. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.18. They move largely independently of each other.

Fees and Cost Over Time

PALL charges 0.60% per year while SCHD charges 0.06%. On a $10,000 position that is $60 vs $6 annually, a gap of $54 per year that compounds over a long holding period. On income, PALL currently yields 0.00% against 3.00% for SCHD.

You are not choosing between two funds in isolation.

Whichever of PALL and SCHD you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

PALLSCHD

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, PALL or SCHD?

PALL has an expense ratio of 0.60% while SCHD charges 0.06%. SCHD is the cheaper option, by $54 a year on a $10,000 investment.

Which performed better, PALL or SCHD?

Over the past year PALL returned +9.50% vs +28.29% for SCHD, so SCHD leads on 1-year performance. Over the longest common window we track (15 years), PALL annualized +4.90% vs +11.25% for SCHD. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, PALL or SCHD?

PALL has been the more volatile fund at 29.1% annualized versus 13.7% for SCHD. Worst drawdown: PALL -73.6% vs SCHD -33.4%.

Should I hold both PALL and SCHD?

PALL and SCHD have a monthly-return correlation of 0.18, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

Which pays a higher dividend, PALL or SCHD?

PALL yields 0.00% while SCHD yields 3.00%, so SCHD currently pays the higher dividend yield.

Is SCHD better than PALL?

SCHD has a lower expense ratio. SCHD led over 1Y, 3Y, 5Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.