PJUS vs SCHD

PJUS vs SCHD
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Quick Verdict

SCHD has a lower expense ratio. SCHD offers more diversification with 103 holdings.

Lower Fees: SCHDHigher Returns: TiedMore Diversified: SCHD

Side-by-Side Comparison

MetricPJUSSCHDWinner
Expense Ratio0.19%0.06%
AUM$7M$112.2B
Dividend Yield0.00%3.13%
Holdings97103
YTD Return+4.70%+27.89%
1Y Return-+29.93%
3Y Return (annualized)-+16.13%
5Y Return (annualized)-+10.00%
Volatility (annualized)-13.6%
Max Drawdown-3.8%-33.4%
Fund FamilyPGIM InvestmentsCharles Schwab Asset Management
CategoryEquityEquity
InceptionMay 20, 2026Oct 20, 2011

PJUS vs SCHD Performance

PGIM Jennison U.S. Core Equity ETF (PJUS) is a ETF from PGIM Investments and Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management. Year to date, PJUS is up 4.70% versus a gain of 27.89% for SCHD.

Risk: Volatility and Drawdowns

The deepest peak-to-trough decline in our data was -3.8% for PJUS and -33.4% for SCHD. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.

Fees and Cost Over Time

PJUS charges 0.19% per year while SCHD charges 0.06%. On a $10,000 position that is $19 vs $6 annually, a gap of $13 per year that compounds over a long holding period. On income, PJUS currently yields 0.00% against 3.13% for SCHD.

Holdings Overlap

5.6%overlap

PJUS and SCHD share 8 holdings out of 187 unique holdings combined, representing a 5.6% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in PJUSWeight in SCHDDifference
UNH1.42%4.11%2.69%
MRK1.14%4.26%3.12%
PEP1.23%3.71%2.48%
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Frequently Asked Questions

Which is cheaper, PJUS or SCHD?

PJUS has an expense ratio of 0.19% while SCHD charges 0.06%. SCHD is the cheaper option. On a $10,000 investment, that is $13 per year of difference.

What is the holdings overlap between PJUS and SCHD?

PJUS and SCHD share 8 common holdings with a 5.6% weight overlap. Combined, they hold 187 unique securities.

Which pays a higher dividend, PJUS or SCHD?

PJUS yields 0.00% while SCHD yields 3.13%, so SCHD currently pays the higher dividend yield.

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