PCL vs SCHD

PCL vs SCHD

Which is better, PCL or SCHD?

Long Term High Quality against Large Cap Value.

SCHD has a lower expense ratio. SCHD led over 1Y and the full window.

Lower Fees: SCHDHigher Returns: 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

MetricPCLSCHD
Expense Ratio0.25%0.06%Best
AUM$72M$112.1B
Dividend Yield6.97%3.00%
Holdings171103
YTD Return-5.98%+23.46%Best
1Y Return-7.50%+27.20%Best
3Y Return (annualized)-+15.41%
5Y Return (annualized)-+10.16%
Volatility (annualized)7.3%Best13.6%
Max Drawdown-10.2%-4.6%Best
$10,000 over 1.1 years$9,570$13,136Best
Fund FamilyPGIM InvestmentsCharles Schwab Asset Management
CategoryFixed IncomeEquity
StyleLong Term High QualityLarge Cap Value
InceptionJul 29, 2025Oct 20, 2011

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown, and the $10,000 over 1.1 years row, are measured over the window both funds cover: Aug 1, 2025 to Sep 18, 2026 (1.1 years).

PCL 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.

PCL vs SCHD Performance

PGIM Corporate Bond 10+ Year ETF (PCL) is an ETF from PGIM Investments and Schwab US Dividend Equity ETF (SCHD) is an ETF from Charles Schwab Asset Management. Over the past year PCL returned -7.50% while SCHD returned +27.20%. Year to date, PCL is down 5.98% versus a gain of 23.46% for SCHD.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

SCHD has been the more volatile fund, with annualized monthly volatility of 13.6% compared with 7.3% for PCL. 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 -10.2% for PCL and -4.6% 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 0.05. They move largely independently of each other.

Fees and Cost Over Time

PCL charges 0.25% per year while SCHD charges 0.06%. On a $10,000 position that is $25 vs $6 annually, a gap of $19 per year that compounds over a long holding period. On income, PCL currently yields 6.97% against 3.00% for SCHD.

Holdings Overlap

We hold position weights for 118 holdings in PCL and 100 in SCHD, totalling 76.5% and 100.0% 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 118 positions we hold weights for in PCL and 100 in SCHD, against full books of 171 and 103.

You are not choosing between two funds in isolation.

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

PCLSCHD

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, PCL or SCHD?

PCL has an expense ratio of 0.25% while SCHD charges 0.06%. SCHD is the cheaper option, by $19 a year on a $10,000 investment.

Which performed better, PCL or SCHD?

Over the past year PCL returned -7.50% vs +27.20% for SCHD, so SCHD leads on 1-year performance. Over the longest common window we track (1 years), PCL annualized -3.92% vs +28.14% for SCHD. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, PCL or SCHD?

SCHD has been the more volatile fund at 13.6% annualized versus 7.3% for PCL. Worst drawdown: PCL -10.2% vs SCHD -4.6%.

Should I hold both PCL and SCHD?

PCL and SCHD have a monthly-return correlation of 0.05, 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, PCL or SCHD?

PCL yields 6.97% while SCHD yields 3.00%, so PCL currently pays the higher dividend yield.

Is SCHD better than PCL?

SCHD has a lower expense ratio. SCHD led over 1Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.