PBRG vs SCHD

PBRG vs SCHD

Which is better, PBRG or SCHD?

Trading-Leveraged Equity against Large Cap Value.

SCHD has a lower expense ratio.

Lower Fees: 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

MetricPBRGSCHD
Expense Ratio0.75%0.06%Best
AUM$2M$111.6B
Dividend Yield0.00%3.24%
Holdings10206
Fund FamilyLeverage SharesCharles Schwab Asset Management
CategoryAlternativeEquity
StyleTrading-Leveraged EquityLarge Cap Value
InceptionDec 18, 2025Oct 20, 2011

Not shown on this pair: YTD Return, 1Y Return, 3Y Return (annualized), 5Y Return (annualized), Volatility (annualized), Max Drawdown, $10,000 over the window, Top 10 Weight.

The two price series end 8 days apart, so a return over any period would be measuring two different stretches of market. Those rows are withheld. PBRG has data through Oct 19, 2026 and SCHD through Oct 27, 2026.

Fees and Cost Over Time

PBRG charges 0.75% per year while SCHD charges 0.06%. On a $10,000 position that is $75 vs $6 annually, a gap of $69 per year that compounds over a long holding period. On income, PBRG currently yields 0.00% against 3.24% for SCHD.

Holdings Overlap

We hold position weights for 1 holding in PBRG and 98 in SCHD, totalling 59.4% 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 1 positions we hold weights for in PBRG and 98 in SCHD, against full books of 10 and 206.

You are not choosing between two funds in isolation.

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

PBRGSCHD

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, PBRG or SCHD?

PBRG has an expense ratio of 0.75% while SCHD charges 0.06%. SCHD is the cheaper option, by $69 a year on a $10,000 investment.

Which pays a higher dividend, PBRG or SCHD?

PBRG yields 0.00% while SCHD yields 3.24%, so SCHD currently pays the higher dividend yield.

Is SCHD better than PBRG?

SCHD has a lower expense ratio. Which one suits a particular account depends on what it is for. This is information, not a recommendation.