PIT vs SCHD

Quick Verdict

SCHD has a lower expense ratio. PIT delivered stronger 1-year returns. SCHD offers more diversification with 100 holdings.

Lower Fees: SCHDHigher Returns: PITMore Diversified: SCHD

Side-by-Side Comparison

MetricPITSCHDWinner
Expense Ratio0.55%0.06%
AUM$295M$103.7B
Dividend Yield7.15%3.31%
Holdings30104
YTD Return+38.15%+24.26%
1Y Return+41.67%+31.38%
3Y Return (annualized)+16.05%+15.08%
5Y Return (annualized)-+9.72%
Volatility (annualized)17.9%13.6%
Max Drawdown-17.2%-33.4%
Fund FamilyVanEckCharles Schwab Asset Management
CategoryAlternativeEquity
InceptionDec 20, 2022Oct 20, 2011

PIT vs SCHD Performance

VanEck Commodity Strategy ETF (PIT) is a ETF from VanEck and Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management. Over the past year PIT returned +41.67% while SCHD returned +31.38%. Year to date, PIT is up 38.15% versus a gain of 24.26% for SCHD.

Over three years, PIT compounded at +16.05% per year against +15.08% for SCHD. Across the full 4-year window we track, PIT has the edge at +14.12% annualized vs +11.39%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

PIT has been the more volatile fund, with annualized monthly volatility of 17.9% 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 -17.2% for PIT 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 0.29. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

PIT charges 0.55% per year while SCHD charges 0.06%. On a $10,000 position that is $55 vs $6 annually, a gap of $49 per year that compounds over a long holding period. On income, PIT currently yields 7.15% against 3.31% for SCHD.

Frequently Asked Questions

Which is cheaper, PIT or SCHD?

PIT has an expense ratio of 0.55% while SCHD charges 0.06%. SCHD is the cheaper option. On a $10,000 investment, that is $49 per year of difference.

Which performed better, PIT or SCHD?

Over the past year PIT returned +41.67% vs +31.38% for SCHD, so PIT leads on 1-year performance. Over the longest common window we track (4 years), PIT annualized +14.12% vs +11.39% for SCHD. Past performance does not guarantee future results.

Which is riskier, PIT or SCHD?

PIT has been the more volatile fund at 17.9% annualized versus 13.6% for SCHD. Worst drawdown: PIT -17.2% vs SCHD -33.4%.

Should I hold both PIT and SCHD?

PIT and SCHD have a monthly-return correlation of 0.29, so combining them can provide real diversification depending on your allocation goals.

Which pays a higher dividend, PIT or SCHD?

PIT yields 7.15% while SCHD yields 3.31%, so PIT currently pays the higher dividend yield.

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