PBPH vs SCHD

PBPH vs SCHD

Which is better, PBPH or SCHD?

Large Cap Blend against Large Cap Value.

SCHD has a lower expense ratio. SCHD is less concentrated, with 41.8% of the fund in its ten largest positions against 61.8%.

Lower Fees: SCHDLess Concentrated: 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

MetricPBPHSCHD
Expense Ratio0.13%0.06%Best
AUM$1.0B$112.1B
Dividend Yield0.08%3.00%
Holdings57103
YTD Return+12.58%+24.23%Best
1Y Return-+27.90%
3Y Return (annualized)-+15.55%
5Y Return (annualized)-+9.97%
Top 10 Weight61.8%41.8%Best
Fund FamilyPortfolio Building Block ETFsCharles Schwab Asset Management
CategoryEquityEquity
StyleLarge Cap BlendLarge Cap Value
InceptionNov 24, 2025Oct 20, 2011

Not shown on this pair: Volatility (annualized), Max Drawdown, $10,000 over the window.

PBPH 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 is available from the range buttons; it is not the opening view here because over the whole period one of these two funds moves so much further than the other that its line would sit flat on the axis.

PBPH vs SCHD Performance

Portfolio Building Block World Pharma and Biotech Index ETF (PBPH) is an ETF from Portfolio Building Block ETFs and Schwab US Dividend Equity ETF (SCHD) is an ETF from Charles Schwab Asset Management. Year to date, PBPH is up 12.58% versus a gain of 24.23% for SCHD.

Past performance does not guarantee future results.

Fees and Cost Over Time

PBPH 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, PBPH currently yields 0.08% against 3.00% for SCHD.

Holdings Overlap

PBPH already in SCHD12.9%
SCHD already in PBPH12.8%

12.9% of PBPH's money is in holdings SCHD also owns. 12.8% of SCHD's money is in holdings PBPH also owns.

PBPH and SCHD share little of their money.

3 positions in common, counted across the 53 positions we hold weights for in PBPH and 100 in SCHD, against full books of 57 and 103.

What only one of them owns

Our book lists 96 positions for SCHD that do not appear in our book for PBPH (87.1% of the fund), and 26 for PBPH that do not appear in SCHD (53.8%).

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.

Top Shared Holdings

StockWeight in PBPHWeight in SCHDDifference
MRKMerck & Company Inc5.00%4.77%0.23%
AMGNAmgen Inc.4.89%4.70%0.19%
BMYBristol-Myers Squibb Co.3.01%3.33%0.32%

You are not choosing between two funds in isolation.

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

PBPHSCHD

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, PBPH or SCHD?

PBPH has an expense ratio of 0.13% while SCHD charges 0.06%. SCHD is the cheaper option, by $7 a year on a $10,000 investment.

What is the holdings overlap between PBPH and SCHD?

12.9% of PBPH's money is in holdings SCHD also owns. 12.8% of SCHD's is in holdings PBPH also owns. They hold 3 positions in common, counted across the 53 positions we hold weights for in PBPH and 100 in SCHD.

Which pays a higher dividend, PBPH or SCHD?

PBPH yields 0.08% while SCHD yields 3.00%, so SCHD currently pays the higher dividend yield.

Is SCHD better than PBPH?

SCHD has a lower expense ratio. SCHD is less concentrated, with 41.8% of the fund in its ten largest positions against 61.8%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.