PCOV vs SCHD

PCOV vs SCHD

Which is better, PCOV or SCHD?

Large Cap Blend against Large Cap Value.

SCHD has a lower expense ratio. PCOV is less concentrated, with 32.6% of the fund in its ten largest positions against 41.8%.

Lower Fees: SCHDLess Concentrated: PCOV

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

MetricPCOVSCHD
Expense Ratio0.34%0.06%Best
AUM$10M$112.1B
Dividend Yield0.00%3.00%
Holdings49103
YTD Return-3.70%+24.23%Best
1Y Return-+27.90%
3Y Return (annualized)-+15.55%
5Y Return (annualized)-+9.97%
Top 10 Weight32.6%Best41.8%
Fund FamilyPRINCIPAL EXCHANGE-TRADED FUNDSCharles Schwab Asset Management
CategoryEquityEquity
StyleLarge Cap BlendLarge Cap Value
InceptionAug 18, 2026Oct 20, 2011

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

PCOV 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.

PCOV vs SCHD Performance

Principal Equity Premium Income ETF (PCOV) is an ETF from PRINCIPAL EXCHANGE-TRADED FUNDS and Schwab US Dividend Equity ETF (SCHD) is an ETF from Charles Schwab Asset Management. Year to date, PCOV is down 3.70% versus a gain of 24.23% for SCHD.

Past performance does not guarantee future results.

Fees and Cost Over Time

PCOV charges 0.34% per year while SCHD charges 0.06%. On a $10,000 position that is $34 vs $6 annually, a gap of $28 per year that compounds over a long holding period. On income, PCOV currently yields 0.00% against 3.00% for SCHD.

Holdings Overlap

PCOV already in SCHD10.1%
SCHD already in PCOV19.2%

10.1% of PCOV's money is in holdings SCHD also owns. 19.2% of SCHD's money is in holdings PCOV also owns.

SCHD and PCOV share little of their money.

6 positions in common, counted across the 49 positions we hold weights for in PCOV and 100 in SCHD, against full books of 49 and 103.

What only one of them owns

Our book lists 93 positions for SCHD that do not appear in our book for PCOV (80.7% of the fund), and 39 for PCOV that do not appear in SCHD (83.1%).

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 PCOVWeight in SCHDDifference
MRKMerck & Company Inc2.70%4.77%2.07%
ABTAbbott Laboratories1.58%4.69%3.11%
CVXChevron Corp1.04%4.02%2.98%
UNHUnitedhealth Group Incorporated1.02%3.82%2.80%
EOGEog Resources Inc1.70%1.88%0.18%
GVMXXState Street Institutional US Government Money Market Fund2.09%0.06%2.03%

You are not choosing between two funds in isolation.

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

PCOVSCHD

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, PCOV or SCHD?

PCOV has an expense ratio of 0.34% while SCHD charges 0.06%. SCHD is the cheaper option, by $28 a year on a $10,000 investment.

What is the holdings overlap between PCOV and SCHD?

19.2% of SCHD's money is in holdings PCOV also owns. 19.2% of SCHD's is in holdings PCOV also owns. They hold 6 positions in common, counted across the 49 positions we hold weights for in PCOV and 100 in SCHD.

Which pays a higher dividend, PCOV or SCHD?

PCOV yields 0.00% while SCHD yields 3.00%, so SCHD currently pays the higher dividend yield.

Is SCHD better than PCOV?

SCHD has a lower expense ratio. PCOV is less concentrated, with 32.6% 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.