PRIZ vs SCHD

PRIZ vs SCHD

Which is better, PRIZ or SCHD?

Preferred Stock against Large Cap Value.

SCHD has a lower expense ratio.

Lower Fees: SCHD

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

MetricPRIZSCHD
Expense Ratio0.45%0.06%Best
AUM$5M$112.1B
Dividend Yield0.53%3.00%
Holdings35103
YTD Return+0.35%+24.59%Best
1Y Return-+28.14%
3Y Return (annualized)-+15.58%
5Y Return (annualized)-+9.90%
Fund FamilyZacksCharles Schwab Asset Management
CategoryAllocation/BalancedEquity
StylePreferred StockLarge Cap Value
InceptionJun 2, 2026Oct 20, 2011

Not shown on this pair: Volatility (annualized), Max Drawdown, $10,000 over the window, Top 10 Weight.

PRIZ 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 is available from the range buttons; it is not the opening view here because over the whole period one of these two funds moves so much further than the other that its line would sit flat on the axis.

PRIZ vs SCHD Performance

Zacks Preferred Income ETF (PRIZ) is an ETF from Zacks and Schwab US Dividend Equity ETF (SCHD) is an ETF from Charles Schwab Asset Management. Year to date, PRIZ is up 0.35% versus a gain of 24.59% for SCHD.

Past performance does not guarantee future results.

Fees and Cost Over Time

PRIZ charges 0.45% per year while SCHD charges 0.06%. On a $10,000 position that is $45 vs $6 annually, a gap of $39 per year that compounds over a long holding period. On income, PRIZ currently yields 0.53% against 3.00% for SCHD.

Holdings Overlap

We hold position weights for 37 holdings in PRIZ and 100 in SCHD, totalling 58.8% and 100.0% of the two funds. The two books name no position in common, so there is no overlap percentage to show.

0 positions in common, counted across the 37 positions we hold weights for in PRIZ and 100 in SCHD, against full books of 35 and 103.

You are not choosing between two funds in isolation.

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

PRIZSCHD

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, PRIZ or SCHD?

PRIZ has an expense ratio of 0.45% while SCHD charges 0.06%. SCHD is the cheaper option, by $39 a year on a $10,000 investment.

Which pays a higher dividend, PRIZ or SCHD?

PRIZ yields 0.53% while SCHD yields 3.00%, so SCHD currently pays the higher dividend yield.

Is SCHD better than PRIZ?

SCHD has a lower expense ratio. Which one suits a particular account depends on what it is for. This is information, not a recommendation.