PBOT vs SCHD
Pictet AI & Automation ETF vs Schwab US Dividend Equity ETF
Which is better, PBOT or SCHD?
All Cap Blend against Large Cap Value.
SCHD has a lower expense ratio. SCHD led over 1Y and the full window. SCHD is less concentrated, with 41.6% of the fund in its ten largest positions against 42.2%.
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 | PBOT | SCHD |
|---|---|---|
| Expense Ratio | 0.70% | 0.06%Best |
| AUM | $18M | $111.6B |
| Dividend Yield | 0.07% | 3.24% |
| Holdings | 53 | 206 |
| YTD Return | +9.70% | +29.95%Best |
| 1Y Return | +9.85% | +37.26%Best |
| 3Y Return (annualized) | - | +19.10% |
| 5Y Return (annualized) | - | +9.87% |
| Volatility (annualized) | 33.0% | 16.4%Best |
| Max Drawdown | -24.9% | -6.9%Best |
| $10,000 over 1.1 years | $11,254 | $13,878Best |
| Top 10 Weight | 42.2% | 41.6%Best |
| Fund Family | Pictet Asset Management Ltd. (US) | Charles Schwab Asset Management |
| Category | Equity | Equity |
| Style | All Cap Blend | Large Cap Value |
| Inception | Oct 15, 2025 | Oct 20, 2011 |
Volatility and max drawdown, and the $10,000 over 1.1 years row, are measured over the window both funds cover: Oct 16, 2025 to Nov 6, 2026 (1.1 years).
PBOT 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 1.1 years both funds cover.
PBOT vs SCHD Performance
Pictet AI & Automation ETF (PBOT) is an ETF from Pictet Asset Management Ltd. (US) and Schwab US Dividend Equity ETF (SCHD) is an ETF from Charles Schwab Asset Management. Over the past year PBOT returned +9.85% while SCHD returned +37.26%. Year to date, PBOT is up 9.70% versus a gain of 29.95% for SCHD.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
PBOT has been the more volatile fund, with annualized monthly volatility of 33.0% compared with 16.4% 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 -24.9% for PBOT and -6.9% 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 -0.15. They move largely independently of each other.
Fees and Cost Over Time
PBOT charges 0.70% per year while SCHD charges 0.06%. On a $10,000 position that is $70 vs $6 annually, a gap of $64 per year that compounds over a long holding period. On income, PBOT currently yields 0.07% against 3.24% for SCHD.
Holdings Overlap
We hold position weights for 46 holdings in PBOT and 98 in SCHD, totalling 98.2% and 99.8% of the two funds. The two books name no position in common, so there is no overlap percentage to show.
0 positions in common, counted across the 46 positions we hold weights for in PBOT and 98 in SCHD, against full books of 53 and 206.
What only one of them owns
Our book lists 97 positions for SCHD that do not appear in our book for PBOT (99.8% of the fund), and 36 for PBOT that do not appear in SCHD (79.4%).
Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.
You are not choosing between two funds in isolation.
Whichever of PBOT 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
Which is cheaper, PBOT or SCHD?
PBOT has an expense ratio of 0.70% while SCHD charges 0.06%. SCHD is the cheaper option, by $64 a year on a $10,000 investment.
Which performed better, PBOT or SCHD?
Over the past year PBOT returned +9.85% vs +37.26% for SCHD, so SCHD leads on 1-year performance. Over the longest common window we track (1 years), PBOT annualized +11.34% vs +34.71% for SCHD. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, PBOT or SCHD?
PBOT has been the more volatile fund at 33.0% annualized versus 16.4% for SCHD. Worst drawdown: PBOT -24.9% vs SCHD -6.9%.
Should I hold both PBOT and SCHD?
PBOT and SCHD have a monthly-return correlation of -0.15, 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, PBOT or SCHD?
PBOT yields 0.07% while SCHD yields 3.24%, so SCHD currently pays the higher dividend yield.
Is SCHD better than PBOT?
SCHD has a lower expense ratio. SCHD led over 1Y and the full window. SCHD is less concentrated, with 41.6% of the fund in its ten largest positions against 42.2%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.