PSDM vs SCHD

APSDM

BSCHD

Measures won3–2PSDM wins · of 6 · 5Y

$10,000 · 5Y$16,418SCHD · AGG $9,903

Lowest cost0.03%AGG · $3 on $10k

Most income4.46%PSDM · $446 on $10k

Smallest drop−1.2%PSDM · worst fall in 1Y

Held in common0.0%PSDM and SCHD

PGIM Short Duration Multi-Secto · $277MSchwab U.S. Dividend Equity ETF · $123B

+5.3%3 years · per year$11,667 · $17,234+19.9%

[…]5 years · per year[…] · $16,418+10.4%

0.40%Expense ratio$40 · $6 on $10k · lower wins0.06%

4.46%12-mo yield$446 · $293 on $10k

Cards for this view

PSDM

PGIM Short Duration Multi-Secto

[…]

SCHD

Schwab U.S. Dividend Equity

$16,418

MeasurePSDMSCHD

Fee0.40%0.06%

Cost on $10k a year$40$6

Yield4.46%2.93%

5 years, per year[…]+10.4%

3 years, per year+5.3%+19.9%

Worst drop · 1Y−1.2%−6.9%

Volatility · 1Y1.8%

#
1	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.93%	+0.5%	+34.6%	+39.3%	+19.9%	+10.4%	−6.9%	$122.7B
2	AGG	iShares Core U.S. Aggregate Bond ETFRead Desk	0.03%	4.15%	0.0%	−0.7%	−0.4%	+4.7%	−0.2%	−4.6%	$138.2B
3	APSDM	PGIM Short Duration Multi-SectoRead Desk	0.40%	4.46%	0.0%	+1.2%	+2.0%	+5.3%	new	−1.2%	$277M

#
1	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.93%	+0.5%	+34.6%	+39.3%	+19.9%	+10.4%	−6.9%	$122.7B
2	AGG	iShares Core U.S. Aggregate Bond ETFRead Desk	0.03%	4.15%	0.0%	−0.7%	−0.4%	+4.7%	−0.2%	−4.6%	$138.2B
3	APSDM	PGIM Short Duration Multi-SectoRead Desk	0.40%	4.46%	0.0%	+1.2%	+2.0%	+5.3%	new	−1.2%	$277M

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