PCLN vs SCHD

PCLN vs SCHD

Which is better, PCLN or SCHD?

All Cap Blend against Large Cap Value.

SCHD has a lower expense ratio. SCHD led over 1Y. PCLN is less concentrated, with 37.9% of the fund in its ten largest positions against 41.8%.

Lower Fees: SCHDHigher Returns (1Y): SCHDLess Concentrated: PCLN

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

MetricPCLNSCHD
Expense Ratio0.70%0.06%Best
AUM$16M$108.9B
Dividend Yield0.06%3.00%
Holdings59206
YTD Return+20.91%Best+20.67%
1Y Return+22.54%+22.79%Best
3Y Return (annualized)-+15.93%
5Y Return (annualized)-+9.26%
Volatility (annualized)23.6%14.6%Best
Top 10 Weight37.9%Best41.8%
Fund FamilyPictet Asset Management Ltd. (US)Charles Schwab Asset Management
CategoryEquityEquity
StyleAll Cap BlendLarge Cap Value
InceptionOct 15, 2025Oct 20, 2011

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

PCLN 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.

PCLN vs SCHD Performance

Pictet Cleaner Planet ETF (PCLN) 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 PCLN returned +22.54% while SCHD returned +22.79%. Year to date, PCLN is up 20.91% versus a gain of 20.67% for SCHD.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

PCLN has been the more volatile fund, with annualized monthly volatility of 23.6% compared with 14.6% for SCHD. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.

The two funds' monthly returns correlate at 0.19. They move largely independently of each other.

Fees and Cost Over Time

PCLN 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, PCLN currently yields 0.06% against 3.00% for SCHD.

Holdings Overlap

We hold position weights for 59 holdings in PCLN and 99 in SCHD, totalling 99.6% 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 59 positions we hold weights for in PCLN and 99 in SCHD, against full books of 59 and 206.

What only one of them owns

Our book lists 98 positions for SCHD that do not appear in our book for PCLN (99.9% of the fund), and 36 for PCLN that do not appear in SCHD (61.9%).

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

PCLNSCHD

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, PCLN or SCHD?

PCLN 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, PCLN or SCHD?

Over the past year PCLN returned +22.54% vs +22.79% for SCHD, so SCHD leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, PCLN or SCHD?

PCLN has been the more volatile fund at 23.6% annualized versus 14.6% for SCHD.

Should I hold both PCLN and SCHD?

PCLN and SCHD have a monthly-return correlation of 0.19, 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, PCLN or SCHD?

PCLN yields 0.06% while SCHD yields 3.00%, so SCHD currently pays the higher dividend yield.

Is SCHD better than PCLN?

SCHD has a lower expense ratio. SCHD led over 1Y. PCLN is less concentrated, with 37.9% of the fund in its ten largest positions against 41.8%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.