PBOG vs SCHD
Portfolio Building Block Integrated Oil and Gas and Exploration and Production Index ETF vs Schwab US Dividend Equity ETF
Quick Verdict
SCHD has a lower expense ratio. SCHD offers more diversification with 100 holdings.
Side-by-Side Comparison
| Metric | PBOG | SCHD | Winner |
|---|---|---|---|
| Expense Ratio | 0.13% | 0.06% | |
| AUM | $435M | $103.7B | |
| Dividend Yield | 0.15% | 3.31% | |
| Holdings | 39 | 104 | |
| YTD Return | +31.46% | +25.33% | |
| 1Y Return | - | +32.31% | |
| 3Y Return (annualized) | - | +15.40% | |
| 5Y Return (annualized) | - | +9.70% | |
| Volatility (annualized) | - | 13.6% | |
| Max Drawdown | -19.2% | -33.4% | |
| Fund Family | Portfolio Building Block ETFs | Charles Schwab Asset Management | |
| Category | Equity | Equity | |
| Inception | Nov 24, 2025 | Oct 20, 2011 |
PBOG vs SCHD Performance
Portfolio Building Block Integrated Oil and Gas and Exploration and Production Index ETF (PBOG) is a ETF from Portfolio Building Block ETFs and Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management. Year to date, PBOG is up 31.46% versus a gain of 25.33% for SCHD.
Risk: Volatility and Drawdowns
The deepest peak-to-trough decline in our data was -19.2% for PBOG and -33.4% for SCHD. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
Fees and Cost Over Time
PBOG charges 0.13% per year while SCHD charges 0.06%. On a $10,000 position that is $13 vs $6 annually, a gap of $7 per year that compounds over a long holding period. On income, PBOG currently yields 0.15% against 3.31% for SCHD.
Holdings Overlap
PBOG and SCHD share 5 holdings out of 129 unique holdings combined, representing a 11.3% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, PBOG or SCHD?
PBOG has an expense ratio of 0.13% while SCHD charges 0.06%. SCHD is the cheaper option. On a $10,000 investment, that is $7 per year of difference.
What is the holdings overlap between PBOG and SCHD?
PBOG and SCHD share 5 common holdings with a 11.3% weight overlap. Combined, they hold 129 unique securities.
Which pays a higher dividend, PBOG or SCHD?
PBOG yields 0.15% while SCHD yields 3.31%, so SCHD currently pays the higher dividend yield.
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