PBLMX vs SCHD
PIMCO REALPATH Blend 2065 Fund vs Schwab US Dividend Equity ETF
Which is better, PBLMX or SCHD?
We do not have enough on PBLMX and SCHD to separate them.
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
| Metric | PBLMX | SCHD |
|---|---|---|
| Expense Ratio | - | 0.06% |
| AUM | - | $112.1B |
| Dividend Yield | - | 3.00% |
| Holdings | - | 103 |
| YTD Price Return | - | +20.01% |
| 1Y Price Return | - | +21.46% |
| 3Y Price Return (annualized) | - | +11.80% |
| 5Y Price Return (annualized) | - | +5.81% |
| Volatility (annualized) | - | 13.8% |
| Max Drawdown | - | -33.4% |
| Fund Family | PIMCO Equity Series | Charles Schwab Asset Management |
| Category | - | Equity |
| Style | - | Large Cap Value |
| Inception | - | Oct 20, 2011 |
Not shown on this pair: $10,000 over the window, Top 10 Weight.
Returns are price returns and exclude distributions, because our data feed carries no adjusted close for PBLMX. We have no price series for PBLMX, so there is nothing to compare it against.
PBLMX vs SCHD Performance
PIMCO REALPATH Blend 2065 Fund (PBLMX) is an ETF from PIMCO Equity Series and Schwab US Dividend Equity ETF (SCHD) is an ETF from Charles Schwab Asset Management.
You are not choosing between two funds in isolation.
Whichever of PBLMX and SCHD you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Is SCHD better than PBLMX?
We hold very little data on PBLMX and SCHD, so there is not enough here to separate them. Which one suits a particular account depends on what it is for. This is information, not a recommendation.