PKO vs SCHD

PKO vs SCHD
See what your portfolio actually owns
Your funds unpacked, overlap, fees and score, free on screen. The full report comes with FundXLS. Download sample.
X-ray my portfolio free

Quick Verdict

SCHD offers more diversification with 103 holdings.

Lower Fees: TiedHigher Returns: TiedMore Diversified: SCHD

Side-by-Side Comparison

MetricPKOSCHDWinner
Expense Ratio-0.06%
AUM-$112.2B
Dividend Yield-3.13%
Holdings0103
YTD Return-+27.89%
1Y Return-+29.93%
3Y Return (annualized)-+16.13%
5Y Return (annualized)-+10.00%
Volatility (annualized)-13.6%
Max Drawdown--33.4%
Fund FamilyPIMCO Income Opportunity FundCharles Schwab Asset Management
Category-Equity
Inception-Oct 20, 2011

PKO vs SCHD Performance

N/A (PKO) is a ETF from PIMCO Income Opportunity Fund and Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management.

Frequently Asked Questions

Get Full ETF Analytics

Access complete holdings data, overlap analysis, screener tools, and more with FundXLS.

See what your portfolio actually owns
Your funds unpacked, overlap, fees and score, free on screen. The full report comes with FundXLS. Download sample.
X-ray my portfolio free