PBSC vs SCHD

PBSC vs SCHD
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Quick Verdict

SCHD has a lower expense ratio. PBSC offers more diversification with 128 holdings.

Lower Fees: SCHDHigher Returns: TiedMore Diversified: PBSC

Side-by-Side Comparison

MetricPBSCSCHDWinner
Expense Ratio0.49%0.06%
AUM$102M$108.7B
Dividend Yield0.28%3.13%
Holdings128104
YTD Return+1.16%+26.54%
1Y Return-+30.90%
3Y Return (annualized)-+16.29%
5Y Return (annualized)-+9.65%
Volatility (annualized)-13.6%
Max Drawdown-0.4%-33.4%
Fund FamilyPacer ETFsCharles Schwab Asset Management
CategoryFixed IncomeEquity
InceptionJun 22, 2026Oct 20, 2011

PBSC vs SCHD Performance

Pacer Barings Secured Credit Flex ETF (PBSC) is a ETF from Pacer ETFs and Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management. Year to date, PBSC is up 1.16% versus a gain of 26.54% for SCHD.

Risk: Volatility and Drawdowns

The deepest peak-to-trough decline in our data was -0.4% for PBSC 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

PBSC charges 0.49% per year while SCHD charges 0.06%. On a $10,000 position that is $49 vs $6 annually, a gap of $43 per year that compounds over a long holding period. On income, PBSC currently yields 0.28% against 3.13% for SCHD.

Holdings Overlap

0.0%overlap

PBSC and SCHD share 0 holdings out of 228 unique holdings combined, representing a 0.0% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Frequently Asked Questions

Which is cheaper, PBSC or SCHD?

PBSC has an expense ratio of 0.49% while SCHD charges 0.06%. SCHD is the cheaper option. On a $10,000 investment, that is $43 per year of difference.

What is the holdings overlap between PBSC and SCHD?

PBSC and SCHD share 0 common holdings with a 0.0% weight overlap. Combined, they hold 228 unique securities.

Which pays a higher dividend, PBSC or SCHD?

PBSC yields 0.28% while SCHD yields 3.13%, so SCHD currently pays the higher dividend yield.

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