PSTR vs SCHX
PeakShares Sector Rotation ETF vs Schwab US Large-Cap ETF
Which is better, PSTR or SCHX?
SCHX has been ahead.
SCHX has a lower expense ratio. SCHX led over 1Y and the full window. The two have moved almost in lockstep, correlation 0.91. SCHX is less concentrated, with 36.9% of the fund in its ten largest positions against 56.4%.
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
| Metric | PSTR | SCHX |
|---|---|---|
| Expense Ratio | 1.06% | 0.03%Best |
| AUM | $67M | $75.3B |
| Dividend Yield | 4.95% | 1.04% |
| Holdings | 340 | 752 |
| YTD Return | +12.31% | +13.08%Best |
| 1Y Return | +15.84% | +16.62%Best |
| 3Y Return (annualized) | - | +22.27% |
| 5Y Return (annualized) | - | +12.56% |
| Volatility (annualized) | 7.8%Best | 11.7% |
| Max Drawdown | -13.7%Best | -19.0% |
| $10,000 over 2.5 years | $14,552 | $15,827Best |
| Top 10 Weight | 56.4% | 36.9%Best |
| Fund Family | PeakShares LLC | Charles Schwab Asset Management |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Blend |
| Inception | Apr 30, 2024 | Nov 3, 2009 |
Volatility and max drawdown, and the $10,000 over 2.5 years row, are measured over the window both funds cover: Apr 30, 2024 to Oct 14, 2026 (2.5 years).
PSTR vs SCHX 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 2.5 years both funds cover.
PSTR vs SCHX Performance
PeakShares Sector Rotation ETF (PSTR) is an ETF from PeakShares LLC and Schwab US Large-Cap ETF (SCHX) is an ETF from Charles Schwab Asset Management. Over the past year PSTR returned +15.84% while SCHX returned +16.62%. Year to date, PSTR is up 12.31% versus a gain of 13.08% for SCHX.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
SCHX has been the more volatile fund, with annualized monthly volatility of 11.7% compared with 7.8% for PSTR. 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 -13.7% for PSTR and -19.0% for SCHX. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.91. They move almost in lockstep, so holding both mostly duplicates the same exposure.
Fees and Cost Over Time
PSTR charges 1.06% per year while SCHX charges 0.03%. On a $10,000 position that is $106 vs $3 annually, a gap of $103 per year that compounds over a long holding period. On income, PSTR currently yields 4.95% against 1.04% for SCHX.
Holdings Overlap
30.5% of PSTR's money is in holdings SCHX also owns. 44.0% of SCHX's money is in holdings PSTR also owns.
The two portfolios partly overlap.
60 positions in common, counted across the 101 positions we hold weights for in PSTR and 752 in SCHX, against full books of 340 and 752.
What only one of them owns
Our book lists 670 positions for SCHX that do not appear in our book for PSTR (55.3% of the fund), and 33 for PSTR that do not appear in SCHX (66.5%).
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
| Stock | Weight in PSTR | Weight in SCHX | Difference |
|---|---|---|---|
| NVDANvidia Corp | 1.97% | 8.02% | 6.05% |
| MSFTMicrosoft Corp | 2.79% | 5.44% | 2.65% |
| AAPLApple, Inc | 0.74% | 6.90% | 6.16% |
| AMZNAmazon.Com Inc | 1.46% | 3.50% | 2.04% |
| METAMeta Platforms Inc | 2.47% | 2.28% | 0.19% |
| GOOGAlphabet Inc. C | 1.44% | 2.29% | 0.85% |
| MUMicron Technology, Inc. | 1.24% | 1.72% | 0.48% |
| AVGOBroadcom Inc | 0.26% | 2.40% | 2.14% |
| AMDAdvanced Micro Devices Inc | 0.37% | 1.47% | 1.10% |
| MRKMerck & Company Inc | 0.84% | 0.50% | 0.34% |
44.0% of SCHX is already inside PSTR.
You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, PSTR or SCHX?
PSTR has an expense ratio of 1.06% while SCHX charges 0.03%. SCHX is the cheaper option, by $103 a year on a $10,000 investment.
Which performed better, PSTR or SCHX?
Over the past year PSTR returned +15.84% vs +16.62% for SCHX, so SCHX leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, PSTR or SCHX?
SCHX has been the more volatile fund at 11.7% annualized versus 7.8% for PSTR. Worst drawdown: PSTR -13.7% vs SCHX -19.0%.
Should I hold both PSTR and SCHX?
PSTR and SCHX have a monthly-return correlation of 0.91, so they move almost identically. What is left to separate them is the fee and the index each one tracks. This is information, not a recommendation.
What is the holdings overlap between PSTR and SCHX?
44.0% of SCHX's money is in holdings PSTR also owns. 44.0% of SCHX's is in holdings PSTR also owns. They hold 60 positions in common, counted across the 101 positions we hold weights for in PSTR and 752 in SCHX.
Which pays a higher dividend, PSTR or SCHX?
PSTR yields 4.95% while SCHX yields 1.04%, so PSTR currently pays the higher dividend yield.
Is SCHX better than PSTR?
SCHX has a lower expense ratio. SCHX led over 1Y and the full window. The two have moved almost in lockstep, correlation 0.91. SCHX is less concentrated, with 36.9% of the fund in its ten largest positions against 56.4%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.