PEVC vs SCHD
Pacer PE/VC ETF vs Schwab US Dividend Equity ETF
Which is better, PEVC or SCHD?
Large Cap Growth against Large Cap Value.
SCHD has a lower expense ratio. PEVC led over the full window, SCHD over 1Y.
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
| Metric | PEVC | SCHD |
|---|---|---|
| Expense Ratio | 0.85% | 0.06%Best |
| AUM | $3M | $112.1B |
| Dividend Yield | 4.02% | 3.00% |
| Holdings | 215 | 103 |
| YTD Return | +11.13% | +24.04%Best |
| 1Y Return | +13.17% | +27.95%Best |
| 3Y Return (annualized) | - | +15.51% |
| 5Y Return (annualized) | - | +9.80% |
| Volatility (annualized) | 19.9% | 13.9%Best |
| Max Drawdown | -28.9% | -14.0%Best |
| $10,000 over 1.6 years | $13,090Best | $12,865 |
| Fund Family | Pacer ETFs | Charles Schwab Asset Management |
| Category | Equity | Equity |
| Style | Large Cap Growth | Large Cap Value |
| Inception | Feb 3, 2025 | Oct 20, 2011 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown, and the $10,000 over 1.6 years row, are measured over the window both funds cover: Feb 3, 2025 to Sep 16, 2026 (1.6 years).
PEVC 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 1.6 years both funds cover.
PEVC vs SCHD Performance
Pacer PE/VC ETF (PEVC) is an ETF from Pacer ETFs and Schwab US Dividend Equity ETF (SCHD) is an ETF from Charles Schwab Asset Management. Over the past year PEVC returned +13.17% while SCHD returned +27.95%. Year to date, PEVC is up 11.13% versus a gain of 24.04% for SCHD.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
PEVC has been the more volatile fund, with annualized monthly volatility of 19.9% compared with 13.9% for SCHD. 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 -28.9% for PEVC and -14.0% 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 0.27. They move largely independently of each other.
Fees and Cost Over Time
PEVC charges 0.85% per year while SCHD charges 0.06%. On a $10,000 position that is $85 vs $6 annually, a gap of $79 per year that compounds over a long holding period. On income, PEVC currently yields 4.02% against 3.00% for SCHD.
Holdings Overlap
At least 80.5% of SCHD's money is in holdings PEVC also owns.
Stated as a floor: for PEVC, our book for it covers 89.6% of that fund, so a holding it does not list is one we cannot count as shared. The real figure is this or higher.
Most of SCHD is already inside PEVC. Owning both mostly buys the same companies twice.
28 positions in common, counted across the 223 positions we hold weights for in PEVC and 100 in SCHD, against full books of 215 and 103.
Top Shared Holdings
| Stock | Weight in PEVC | Weight in SCHD | Difference |
|---|---|---|---|
| MRKMerck & Company Inc | 0.26% | 4.77% | 4.51% |
| ABTAbbott Laboratories | 0.24% | 4.69% | 4.45% |
| AMGNAmgen Inc. | 0.17% | 4.70% | 4.53% |
| KOCoca Cola Co. | 0.61% | 4.17% | 3.56% |
| PGProcter & Gamble Company | 0.56% | 3.83% | 3.27% |
| CVXChevron Corp | 0.37% | 4.02% | 3.65% |
| VZVerizon Communic | 0.36% | 3.97% | 3.61% |
| UNHUnitedhealth Group Incorporated | 0.45% | 3.82% | 3.37% |
| HDHome Depot Inc/The | 0.34% | 3.88% | 3.54% |
| COPConocophillips Common Stock USD 0.01 | 0.15% | 3.94% | 3.79% |
80.5% of SCHD is already inside PEVC.
You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, PEVC or SCHD?
PEVC has an expense ratio of 0.85% while SCHD charges 0.06%. SCHD is the cheaper option, by $79 a year on a $10,000 investment.
Which performed better, PEVC or SCHD?
Over the past year PEVC returned +13.17% vs +27.95% for SCHD, so SCHD leads on 1-year performance. Over the longest common window we track (2 years), PEVC annualized +18.33% vs +17.05% for SCHD. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, PEVC or SCHD?
PEVC has been the more volatile fund at 19.9% annualized versus 13.9% for SCHD. Worst drawdown: PEVC -28.9% vs SCHD -14.0%.
Should I hold both PEVC and SCHD?
PEVC and SCHD have a monthly-return correlation of 0.27, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
What is the holdings overlap between PEVC and SCHD?
At least 80.5% of SCHD's money is in holdings PEVC also owns. Our book for PEVC is partial, so the real figure is this or higher. They hold 28 positions in common, counted across the 223 positions we hold weights for in PEVC and 100 in SCHD.
Which pays a higher dividend, PEVC or SCHD?
PEVC yields 4.02% while SCHD yields 3.00%, so PEVC currently pays the higher dividend yield.
Is SCHD better than PEVC?
SCHD has a lower expense ratio. PEVC led over the full window, SCHD over 1Y. Which one suits a particular account depends on what it is for. This is information, not a recommendation.