PHK vs SCHJ
Comparison between Pimco High Income Fund (PHK, ETF) and SCHWAB 1-5 YEAR CORPORATE BOND ETF (SCHJ, ETF).
5-Year PerformancePHK has outperformed SCHJ, delivering a return of +3.6% compared to +2.4%
PHK vs SCHJ - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
PHK vs SCHJ - Historical Returns
Returns include dividend reinvestment.
PHK vs SCHJ - Annual Returns (2003 - 2026)
Returns include dividend reinvestment.
| Year | PHK | SCHJ |
|---|---|---|
| 2026 | +1.14% | +1.18% |
| 2025 | +11.70% | +6.73% |
| 2024 | +9.25% | +5.17% |
| 2023 | +17.04% | +6.15% |
| 2022 | -15.74% | -5.56% |
| 2021 | +10.66% | -0.65% |
| 2020 | -10.14% | +5.26% |
| 2019 | +3.58% | +0.61% |
| 2018 | +21.06% | N/A |
| 2017 | -10.22% | N/A |
| 2016 | +26.69% | N/A |
| 2015 | -18.60% | N/A |
| 2014 | +7.63% | N/A |
| 2013 | +18.45% | N/A |
| 2012 | -2.52% | N/A |
| 2011 | +5.06% | N/A |
| 2010 | +40.05% | N/A |
| 2009 | +109.30% | N/A |
| 2008 | -48.02% | N/A |
| 2007 | -9.90% | N/A |
| 2006 | +21.48% | N/A |
| 2005 | +7.69% | N/A |
| 2004 | +13.66% | N/A |
| 2003 | +6.22% | N/A |
PHK vs SCHJ Drawdown Comparison
The maximum drawdown for PHK was -75.29%, occurring on Nov 21, 2008. Recovery took 601 trading sessions.
The maximum drawdown for SCHJ was -13.62%, occurring on Mar 19, 2020. Recovery took 57 trading sessions.
The current PHK drawdown is -2.60%. The current SCHJ drawdown is -0.12%.
| Rank | PHK | SCHJ |
|---|---|---|
| #1 | -75.29% Jun 5, 2007 - Oct 21, 2009 | -13.62% Mar 5, 2020 - May 27, 2020 |
| #2 | -51.25% Mar 21, 2019 - Oct 1, 2024 | -9.43% Aug 3, 2021 - May 15, 2024 |
| #3 | -41.07% Apr 6, 2015 - Jan 26, 2017 | -1.47% Feb 27, 2026 - Jun 26, 2026 |
| #4 | -27.24% Oct 5, 2012 - Jan 21, 2014 | -1.30% Apr 3, 2025 - Apr 28, 2025 |
| #5 | -22.66% Jun 3, 2011 - Jun 8, 2012 | -1.27% Dec 3, 2020 - Aug 3, 2021 |
| #6 | -18.66% Feb 1, 2017 - Jun 22, 2018 | -1.20% Sep 24, 2024 - Jan 28, 2025 |
| #7 | -17.25% Dec 28, 2009 - Mar 29, 2010 | -0.57% Jul 6, 2026 - Aug 4, 2026 |
| #8 | -16.42% Apr 12, 2010 - Jul 20, 2010 | -0.52% Jun 10, 2020 - Jun 15, 2020 |
| #9 | -16.42% Jul 9, 2014 - Mar 5, 2015 | -0.52% Apr 29, 2025 - May 27, 2025 |
| #10 | -13.48% Jan 13, 2004 - Aug 25, 2004 | -0.50% Sep 1, 2020 - Oct 14, 2020 |
| #11 | -12.90% Sep 13, 2018 - Feb 4, 2019 | -0.49% Oct 28, 2025 - Nov 21, 2025 |
| #12 | -10.64% Nov 8, 2010 - Feb 2, 2011 | -0.39% May 15, 2024 - Jun 3, 2024 |
| #13 | -10.34% May 19, 2003 - Nov 3, 2003 | -0.37% Jun 5, 2024 - Jun 12, 2024 |
| #14 | -9.65% Aug 9, 2010 - Oct 28, 2010 | -0.37% Aug 6, 2020 - Aug 31, 2020 |
| #15 | -9.59% Mar 26, 2025 - Jun 10, 2025 | -0.37% Feb 5, 2025 - Feb 19, 2025 |
Correlation
Correlation between PHK and SCHJ is 0.86 which considered as a strong positive correlation - the stocks tend to move together.
Dividend Comparison (2003 - 2026)
PHK vs SCHJ dividend yield comparison.
| Year | PHK | SCHJ |
|---|---|---|
| 2026 | 8.44% | 2.69% |
| 2025 | 11.85% | 4.42% |
| 2024 | 11.85% | 4.00% |
| 2023 | 11.54% | 2.98% |
| 2022 | 12.18% | 1.65% |
| 2021 | 9.37% | 0.94% |
| 2020 | 10.62% | 2.54% |
| 2019 | 10.57% | 0.42% |
| 2018 | 12.09% | 0.00% |
| 2017 | 13.29% | 0.00% |
| 2016 | 13.54% | 0.00% |
| 2015 | 16.98% | 0.00% |
| 2014 | 13.00% | 0.00% |
| 2013 | 12.56% | 0.00% |
| 2012 | 13.96% | 0.00% |
| 2011 | 12.17% | 0.00% |
| 2010 | 11.51% | 0.00% |
| 2009 | 13.48% | 0.00% |
| 2008 | 26.45% | 0.00% |
| 2007 | 21.63% | 0.00% |
| 2006 | 11.23% | 0.00% |
| 2005 | 10.27% | 0.00% |
| 2004 | 13.14% | 0.00% |
| 2003 | 5.68% | 0.00% |
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