PEVC vs SCHD
Pacer PE/VC ETF vs Schwab US Dividend Equity ETF
Quick Verdict
SCHD has a lower expense ratio. SCHD delivered stronger 1-year returns. PEVC offers more diversification with 212 holdings.
Side-by-Side Comparison
| Metric | PEVC | SCHD | Winner |
|---|---|---|---|
| Expense Ratio | 0.85% | 0.06% | |
| AUM | $2M | $103.7B | |
| Dividend Yield | 4.33% | 3.31% | |
| Holdings | 222 | 104 | |
| YTD Return | +14.15% | +25.62% | |
| 1Y Return | +21.98% | +32.62% | |
| 3Y Return (annualized) | - | +15.58% | |
| 5Y Return (annualized) | - | +9.63% | |
| Volatility (annualized) | 20.0% | 13.6% | |
| Max Drawdown | -28.9% | -33.4% | |
| Fund Family | Pacer ETFs | Charles Schwab Asset Management | |
| Category | Equity | Equity | |
| Inception | Feb 3, 2025 | Oct 20, 2011 |
PEVC vs SCHD Performance
Pacer PE/VC ETF (PEVC) is a ETF from Pacer ETFs and Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management. Over the past year PEVC returned +21.98% while SCHD returned +32.62%. Year to date, PEVC is up 14.15% versus a gain of 25.62% for SCHD.
Risk: Volatility and Drawdowns
PEVC has been the more volatile fund, with annualized monthly volatility of 20.0% compared with 13.6% 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 -33.4% for SCHD. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
The two funds' monthly returns correlate at 0.21. They move independently enough that combining them can meaningfully diversify a portfolio.
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 4.33% against 3.31% for SCHD.
Holdings Overlap
PEVC and SCHD share 27 holdings out of 285 unique holdings combined, representing a 8.0% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
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. On a $10,000 investment, that is $79 per year of difference.
Which performed better, PEVC or SCHD?
Over the past year PEVC returned +21.98% vs +32.62% for SCHD, so SCHD leads on 1-year performance. Over the longest common window we track (2 years), PEVC annualized +21.77% vs +11.47% for SCHD. Past performance does not guarantee future results.
Which is riskier, PEVC or SCHD?
PEVC has been the more volatile fund at 20.0% annualized versus 13.6% for SCHD. Worst drawdown: PEVC -28.9% vs SCHD -33.4%.
Should I hold both PEVC and SCHD?
PEVC and SCHD have a monthly-return correlation of 0.21, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between PEVC and SCHD?
PEVC and SCHD share 27 common holdings with a 8.0% weight overlap. Combined, they hold 285 unique securities.
Which pays a higher dividend, PEVC or SCHD?
PEVC yields 4.33% while SCHD yields 3.31%, so PEVC currently pays the higher dividend yield.
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