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SCHJ vs PCN

Comparison between SCHWAB 1-5 YEAR CORPORATE BOND ETF (SCHJ, ETF) and PIMCO Corporate & Income Strategy Fund (PCN, ETF).

5-Year PerformanceSCHJ has outperformed PCN, delivering a return of +2.3% compared to +0.8%

SCHJ vs PCN - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
Winner
SCHJ
$870M
PCN
$870M
Expense Ratio
SCHJ
0.03%
PCN
N/A
Max Drawdown
Winner
SCHJ
13.62%
PCN
66.71%
Sharpe Ratio
SCHJ
-0.07
Winner
PCN
0.09
5Y Beta
Winner
SCHJ
0.03
PCN
0.37
5Y Dividends CAGR
Winner
SCHJ
15.81%
PCN
0.00%

SCHJ vs PCN - Historical Returns

Returns include dividend reinvestment.

1M
SCHJ
+0.19%
Winner
PCN
+1.31%
3M
SCHJ
+0.13%
Winner
PCN
+0.67%
6M
Winner
SCHJ
+0.71%
PCN
-2.77%
1Y
SCHJ
+3.57%
Winner
PCN
+4.51%
5Y(CAGR)
Winner
SCHJ
+2.33%
PCN
+0.81%
10Y(CAGR)
SCHJ
N/A
PCN
+7.02%
Max(CAGR)
SCHJ
+2.61%
Winner
PCN
+9.58%

SCHJ vs PCN - Annual Returns (2001 - 2026)

Returns include dividend reinvestment.

YearSCHJPCN
2026+0.79%-1.37%
2025+6.73%+4.82%
2024+5.17%+19.92%
2023+6.15%+14.25%
2022-5.56%-23.63%
2021-0.65%+7.41%
2020+5.26%-1.96%
2019+0.61%+35.29%
2018N/A-7.08%
2017N/A+25.20%
2016N/A+24.67%
2015N/A-4.28%
2014N/A+6.18%
2013N/A-0.04%
2012N/A+21.16%
2011N/A+13.26%
2010N/A+29.75%
2009N/A+35.40%
2008N/A-3.19%
2007N/A-13.18%
2006N/A+19.95%
2005N/A+5.48%
2004N/A+7.02%
2003N/A+26.92%
2002N/A+2.02%
2001N/A+0.07%

SCHJ vs PCN Drawdown Comparison

The maximum drawdown for SCHJ was -13.62%, occurring on Mar 19, 2020. Recovery took 57 trading sessions.

The maximum drawdown for PCN was -61.08%, occurring on Mar 9, 2009. Recovery took 410 trading sessions.

The current SCHJ drawdown is -0.33%. The current PCN drawdown is -4.31%.

RankSCHJPCN
#1-13.62%
Mar 5, 2020 - May 27, 2020
-61.08%
Jan 31, 2008 - Sep 16, 2009
#2-9.43%
Aug 3, 2021 - May 15, 2024
-50.25%
Feb 13, 2020 - May 5, 2021
#3-1.47%
Feb 27, 2026 - Jun 26, 2026
-33.35%
Aug 13, 2021 - Oct 1, 2024
#4-1.30%
Apr 3, 2025 - Apr 28, 2025
-24.93%
Sep 13, 2018 - Jun 5, 2019
#5-1.27%
Dec 3, 2020 - Aug 3, 2021
-23.93%
Jul 8, 2011 - Jan 31, 2012
#6-1.20%
Sep 24, 2024 - Jan 28, 2025
-22.07%
Jun 5, 2007 - Jan 30, 2008
#7-0.52%
Jun 10, 2020 - Jun 15, 2020
-18.87%
Jan 22, 2004 - Sep 17, 2004
#8-0.52%
Apr 29, 2025 - May 27, 2025
-17.45%
May 10, 2013 - Jan 21, 2014
#9-0.50%
Sep 1, 2020 - Oct 14, 2020
-16.49%
Jun 20, 2014 - Apr 22, 2016
#10-0.49%
Jul 6, 2026 - Jul 13, 2026
-14.57%
Jun 13, 2002 - Jan 2, 2003
#11-0.49%
Oct 28, 2025 - Nov 21, 2025
-14.00%
Feb 19, 2025 - Sep 2, 2025
#12-0.39%
May 15, 2024 - Jun 3, 2024
-13.27%
Sep 8, 2016 - Jan 6, 2017
#13-0.37%
Jun 5, 2024 - Jun 12, 2024
-12.07%
Feb 8, 2005 - Jun 7, 2005
#14-0.37%
Aug 6, 2020 - Aug 31, 2020
-11.66%
Nov 10, 2010 - Jan 24, 2011
#15-0.37%
Feb 5, 2025 - Feb 19, 2025
-11.54%
Apr 12, 2010 - Jun 15, 2010

Correlation

Correlation between SCHJ and PCN is 0.84 which considered as a strong positive correlation - the stocks tend to move together.

0.84
-101

Dividend Comparison (2002 - 2026)

SCHJ vs PCN dividend yield comparison.

YearSCHJPCN
20262.26%6.70%
20254.42%10.58%
20244.00%10.06%
20232.98%10.88%
20221.65%12.66%
20210.94%7.89%
20202.54%7.83%
20190.42%7.37%
20180.00%9.60%
20170.00%7.85%
20160.00%11.98%
20150.00%10.22%
20140.00%11.27%
20130.00%14.56%
20120.00%8.72%
20110.00%11.06%
20100.00%10.81%
20090.00%13.46%
20080.00%11.08%
20070.00%9.91%
20060.00%8.46%
20050.00%9.06%
20040.00%10.12%
20030.00%10.87%
20020.00%11.43%

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