PFF vs SCHX

iShares Preferred & Income Securities ETF vs Schwab US Large-Cap ETF

Quick take
  • • SCHX has the lower expense ratio at 0.03% vs 0.45% for PFF.
  • • PFF pays a higher dividend yield (5.73%).

Side-by-side metrics

MetricPFFSCHX
Expense ratio
Annual fee. Lower is better.
0.45%0.03%
Dividend yield
Trailing 12-month yield.
5.73%1.05%
AUM
Assets under management — bigger funds are typically more liquid.
$11.67B$73.24B
YTD return
-3.28%11.01%
1-year return
——
3-year return
Annualized.
——
5-year return
Annualized.
——
10-year return
Annualized.
——
Beta (3Y)
Volatility relative to the market. Closer to 1 = market-like.
0.790.99
P/E ratio
3.5223.63
Last price
$28.36$29.98
Inception
——
Issuer
iSharesSchwab

PFF top holdings

Top holdings · PFF
XTSLABlackRock Cash Funds Treasury SL Agency1.30%
Sector breakdown · PFF
Technology5.9%
Utilities80.7%
Healthcare13.4%

SCHX top holdings

Top holdings · SCHX
AAPLApple Inc7.27%
NVDANVIDIA Corp7.16%
MSFTMicrosoft Corp5.60%
AMZNAmazon.com Inc3.41%
GOOGLAlphabet Inc Class A2.37%
AVGOBroadcom Inc2.24%
METAMeta Platforms Inc Class A1.96%
GOOGAlphabet Inc Class C1.91%
LLYEli Lilly and Co1.64%
TSLATesla Inc1.63%
Sector breakdown · SCHX
Real Estate1.9%
Consumer Cyclical9.1%
Basic Materials1.7%
Consumer Defensive4.8%
Technology37.5%
Communication Services8.1%
Financial Services12.0%
Utilities2.0%
Industrials8.5%
Energy4.0%
Healthcare10.4%

About PFF

PFF (iShares Preferred & Income Securities ETF) is US preferred stocks and hybrid income securities. Managed by iShares, the fund carries $11.7B in assets under management, an expense ratio of 0.45%, a dividend yield of 5.73%. Its largest holding is BlackRock Cash Funds Treasury SL Agency (XTSLA), which represents 1.3% of the portfolio. Technology is the fund's largest sector exposure at 5.9%.

About SCHX

SCHX (Schwab US Large-Cap ETF) is Low-cost US large-cap exposure. Managed by Schwab, the fund carries $73.2B in assets under management, an expense ratio of 0.03%, a dividend yield of 1.05%. Its largest holding is Apple Inc (AAPL), which represents 7.3% of the portfolio. Real Estate is the fund's largest sector exposure at 1.9%.