PPI vs SCHD

PPI vs SCHD

Which is better, PPI or SCHD?

Mid Cap Blend against Large Cap Value.

SCHD has a lower expense ratio. PPI led over 3Y and the full window, SCHD over 1Y. PPI is less concentrated, with 27.0% of the fund in its ten largest positions against 41.8%.

Lower Fees: SCHDHigher Returns: splitLess Concentrated: PPI

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

MetricPPISCHD
Expense Ratio0.57%0.06%Best
AUM$161M$112.1B
Dividend Yield1.31%3.00%
Holdings86103
YTD Return+9.56%+23.46%Best
1Y Return+16.53%+27.20%Best
3Y Return (annualized)+18.20%Best+15.41%
5Y Return (annualized)-+10.16%
Volatility (annualized)18.9%14.9%Best
Max Drawdown-24.5%-16.9%Best
$10,000 over 4.7 years$18,066Best$14,705
Top 10 Weight27.0%Best41.8%
Fund FamilyAXS InvestmentsCharles Schwab Asset Management
CategoryEquityEquity
StyleMid Cap BlendLarge Cap Value
InceptionDec 30, 2021Oct 20, 2011

Volatility and max drawdown, and the $10,000 over 4.7 years row, are measured over the window both funds cover: Dec 30, 2021 to Sep 18, 2026 (4.7 years).

PPI 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 4.7 years both funds cover.

PPI vs SCHD Performance

Astoria Real Assets ETF (PPI) is an ETF from AXS Investments and Schwab US Dividend Equity ETF (SCHD) is an ETF from Charles Schwab Asset Management. Over the past year PPI returned +16.53% while SCHD returned +27.20%. Year to date, PPI is up 9.56% versus a gain of 23.46% for SCHD.

Over three years, PPI compounded at +18.20% per year against +15.41% for SCHD.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

PPI has been the more volatile fund, with annualized monthly volatility of 18.9% compared with 14.9% 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 -24.5% for PPI and -16.9% 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 0.74. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

PPI charges 0.57% per year while SCHD charges 0.06%. On a $10,000 position that is $57 vs $6 annually, a gap of $51 per year that compounds over a long holding period. On income, PPI currently yields 1.31% against 3.00% for SCHD.

Holdings Overlap

PPI already in SCHD5.8%
SCHD already in PPI8.2%

5.8% of PPI's money is in holdings SCHD also owns. 8.2% of SCHD's money is in holdings PPI also owns.

SCHD and PPI share little of their money.

4 positions in common, counted across the 78 positions we hold weights for in PPI and 100 in SCHD, against full books of 86 and 103.

What only one of them owns

Our book lists 95 positions for SCHD that do not appear in our book for PPI (91.7% of the fund), and 49 for PPI that do not appear in SCHD (63.9%).

Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.

Top Shared Holdings

StockWeight in PPIWeight in SCHDDifference
LMTLockheed Martin Corp2.02%2.78%0.76%
SLBSchlumberger Nv.1.37%2.19%0.82%
EOGEog Resources Inc1.30%1.88%0.58%
DVNDevon Energy Corporation1.12%1.36%0.24%

You are not choosing between two funds in isolation.

Whichever of PPI and SCHD you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

PPISCHD

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, PPI or SCHD?

PPI has an expense ratio of 0.57% while SCHD charges 0.06%. SCHD is the cheaper option, by $51 a year on a $10,000 investment.

Which performed better, PPI or SCHD?

Over the past year PPI returned +16.53% vs +27.20% for SCHD, so SCHD leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, PPI or SCHD?

PPI has been the more volatile fund at 18.9% annualized versus 14.9% for SCHD. Worst drawdown: PPI -24.5% vs SCHD -16.9%.

Should I hold both PPI and SCHD?

PPI and SCHD have a monthly-return correlation of 0.74, 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 PPI and SCHD?

8.2% of SCHD's money is in holdings PPI also owns. 8.2% of SCHD's is in holdings PPI also owns. They hold 4 positions in common, counted across the 78 positions we hold weights for in PPI and 100 in SCHD.

Which pays a higher dividend, PPI or SCHD?

PPI yields 1.31% while SCHD yields 3.00%, so SCHD currently pays the higher dividend yield.

Is SCHD better than PPI?

SCHD has a lower expense ratio. PPI led over 3Y and the full window, SCHD over 1Y. PPI is less concentrated, with 27.0% of the fund in its ten largest positions against 41.8%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.