PCHIvsSCHZETF Comparison
VS
Polen High Income ETF (PCHI) belongs to the Intl HY Bonds segment. Schwab U.S. Aggregate Bond ETF (SCHZ) is part of the US Aggregate Bonds segment. PCHI's top 3 sector exposures are Finance, Industrials and Consumer Services. In contrast, SCHZ's top sector exposures are Sovereign, Industrials and Government Agencies. PCHI is more expensive with a Total Expense Ratio (TER) of 0.66%, versus 0.03% for SCHZ. PCHI is down -0.6% year-to-date (YTD) with +$718K in YTD flows. SCHZ performs worse with -1.82% YTD performance, and +$1.65B in YTD flows. Run a side-by-side ETF comparison of PCHI and SCHZ below, and assess how they stack up in performance, liquidity, risk, exposure, holdings, and more, helping you select the best ETF for your investments.
Find out how industry players manage ETF portfolios. Discover our library of Model portfolios
PCHI vs SCHZ performance and flow charts
Performance
Cumulative Flows
Historic performance and flows
Data as of 10/19/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | PCHI SCHZ | -1.79%-0.75% | -1.98%-1.84% | -0.60%-1.82% | +0.17%-2.03% | n/a+16.32% | n/a-1.90% |
| Flows | PCHI SCHZ | -+$115M | +$241K+$397M | +$718K+$1.65B | +$1M+$2.07B | -+$3.92B | -+$3.11B |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | PCHI SCHZ | +3.09%+4.41% | +3.02%+3.87% | n/a+4.95% | n/a+5.98% |
| Max drawdown | PCHI SCHZ | -2.89%-3.29% | -2.89%-4.68% | n/a-4.88% | n/a-17.41% |
| Max drawdown duration | PCHI SCHZ | 53d55d | 53d232d | n/a284d | n/a1556d |
Trading data
PCHI | SCHZ | |
Last sale 10/20/2026 at 1:30 PM | $23.44 | $22.27 |
| Previous close 10/19/2026 | $23.40 | $22.23 |
| Consolidated volume 10/19/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
Replication quality
Data as of September 30, 2026
1-year trailing difference
Create an account to view replication metrics
Join for free
PCHI
is actively managed and doesn’t replicate an indexPCHI | SCHZ | |
|---|---|---|
| Tracking error | ||
| Tracking difference | ||
| 1 year cumulative return difference | ||
| Best | ||
| Worst | ||
| Daily return difference | ||
| Average | ||
| Worst | ||
Advertisement
Main metrics
Last update 10/20/2026 at 1:30 PM
Live
Closed
PCHI | SCHZ | |
|---|---|---|
| Last price | $23.44 | $22.27 |
| 1D performance | +0.15% | +0.18% |
| AuM | $21.11 M | $10.64 B |
| E/R | 0.66% | 0.03% |
Characteristics
PCHI | SCHZ | |
|---|---|---|
| Management strategy | Active | Passive |
| Provider | Polen Capital | Schwab ETFs |
| Benchmark | - | Bloomberg US Aggregate Bond Index |
| N° of holdings | 117 | 577 |
| Asset class | - | Bonds |
| Trailing 12m distribution yield | Join | Join |
| Inception date | March 24, 2025 | July 14, 2011 |
| ESG | No | No |
Advertisement
Exposure
Countries
PCHI
USA
80.76%
Other
19.24%
SCHZ
USA
83.82%
Other
16.18%
Sectors
PCHI
Finance
14.61%
Industrials
12.8%
Consumer Services
12.68%
Non-Energy Materi.
11.51%
Technology
8.86%
Healthcare
8.34%
Other
31.19%
SCHZ
Sovereign
72.98%
Industrials
10.09%
Other
16.93%
Advertisement
Diversification
PCHI
Total weight of top 15 holdings out of 15
24.31%
SCHZ
Total weight of top 15 holdings out of 15
8.98%
Top 15 holdings
Data as of August 31, 2026
PCHI
Baffinland, 8.75% 15jul2026, USD
2.42%
US22304EAC03
2.20%
Athenahealth, 6.5% 15feb2030, USD
1.79%
Focus Financial Partners, 6.75% 15sep2031, USD
1.77%
Hub International, 7.375% 31jan2032, USD
1.76%
Raven Acquisition Holdings, 6.875% 15nov2031, USD
1.52%
WEX, 6.5% 15mar2033, USD
1.51%
Oak-Eagle AcquireCo, 7.25% 1jul2033, USD
1.49%
Ellucian Holdings, 6.5% 1dec2029, USD
1.49%
Meridian Arc HoldCo, 6.25% 30apr2031, USD
1.47%
Surgery Center Holdings, 7.25% 15apr2032, USD
1.44%
Global Medical Response, 7.375% 1oct2032, USD
1.39%
Alliant Holdings Intermediate, 7.375% 1oct2032, USD
1.36%
National Mentor Holdings, 10.5% 15dec2030, USD
1.35%
Goat Holdings, 6.75% 1feb2032, USD
1.35%
SCHZ
USA, Notes 4.375% 15may2036, USD (C-2036)
0.73%
USA, Notes 4.125% 15feb2036, USD (B-2036)
0.64%
USA, Notes 4.625% 15feb2035, USD (B-2035)
0.63%
USA, Notes 4.375% 15may2034, USD (C-2034)
0.62%
USA, Notes 4.25% 15nov2034, USD (F-2034)
0.62%
USA, Notes 4.25% 15may2035, USD (C-2035)
0.61%
USA, Notes 4.25% 15aug2035, USD (E-2035)
0.61%
USA, Notes 4% 15feb2034, USD (B-2034)
0.61%
USA, Notes 3.875% 15aug2034, USD (E-2034)
0.60%
USA, Notes 4% 15nov2035, USD (F-2035)
0.60%
USA, Notes 4.5% 15nov2033, USD (F-2033)
0.59%
USA, Notes 3.5% 31jan2028, USD (U-2028)
0.55%
USA, Notes 3.875% 15aug2033, USD (E-2033)
0.54%
USA, Notes 4% 28feb2030, USD (H-2030)
0.51%
USA, Notes 1.25% 15aug2031, USD (E-2031)
0.51%
Frequently asked questions about PCHI and SCHZ
How have the PCHI and SCHZ ETFs performed in 2026?
As of October 19, 2026, PCHI is down -0.6% year-to-date (YTD), while SCHZ has lost -1.82%. That puts PCHI better performer ahead so far this year.
Which ETF is attracting more investor money: PCHI or SCHZ?
Year-to-date, the PCHI ETF saw +$718K in flows, compared to +$1.65B for SCHZ.
Which ETF is more volatile: PCHI or SCHZ?
Over the past year, PCHI had a volatility of 3.02%, while SCHZ experienced 3.87%.
Which ETF is bigger: PCHI or SCHZ?
As of October 19, 2026, PCHI holds $21.11 M in assets under management (AUM), while SCHZ manages $10.64 B.
What sectors do the PCHI and SCHZ ETFs invest in?
PCHI leans toward sectors like Finance, Industrials and Consumer Services. Meanwhile, SCHZ focuses on Sovereign and Industrials.
What are the top holdings of the PCHI ETF and SCHZ ETF?
PCHI top holdings include Baffinland, 8.75% 15jul2026, USD, US22304EAC03 and Athenahealth, 6.5% 15feb2030, USD. SCHZ holds in its top three: USA, Notes 4.375% 15may2036, USD (C-2036), USA, Notes 4.125% 15feb2036, USD (B-2036) and USA, Notes 4.625% 15feb2035, USD (B-2035).
Which ETF is more diversified: PCHI or SCHZ?
PCHI holds 133 securities with 24.31% of its assets in the top 15. SCHZ has 1446 securities and a top 15 weight of 8.98%.
Advertisement
Latest news about PCHI & SCHZ
Advertisement
