DFSD vs. PIMIX
Compare and contrast key facts about Dimensional Short-Duration Fixed Income ETF (DFSD) and PIMCO Income Fund Institutional Class (PIMIX).
DFSD is an actively managed fund by Dimensional. It was launched on Nov 15, 2021. PIMIX is managed by PIMCO. It was launched on Mar 30, 2007.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: DFSD or PIMIX.
Correlation
The correlation between DFSD and PIMIX is 0.67, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
DFSD vs. PIMIX - Performance Comparison
Key characteristics
DFSD:
2.10
PIMIX:
1.45
DFSD:
2.82
PIMIX:
2.13
DFSD:
1.44
PIMIX:
1.28
DFSD:
2.64
PIMIX:
2.56
DFSD:
14.36
PIMIX:
6.51
DFSD:
0.28%
PIMIX:
0.93%
DFSD:
1.90%
PIMIX:
4.17%
DFSD:
-8.45%
PIMIX:
-13.39%
DFSD:
-1.52%
PIMIX:
-1.48%
Returns By Period
In the year-to-date period, DFSD achieves a 3.40% return, which is significantly lower than PIMIX's 5.10% return.
DFSD
3.40%
-0.83%
1.58%
3.89%
N/A
N/A
PIMIX
5.10%
0.23%
3.25%
5.94%
3.13%
4.37%
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DFSD vs. PIMIX - Expense Ratio Comparison
DFSD has a 0.16% expense ratio, which is lower than PIMIX's 0.62% expense ratio.
Risk-Adjusted Performance
DFSD vs. PIMIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Dimensional Short-Duration Fixed Income ETF (DFSD) and PIMCO Income Fund Institutional Class (PIMIX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
DFSD vs. PIMIX - Dividend Comparison
DFSD's dividend yield for the trailing twelve months is around 3.94%, less than PIMIX's 6.26% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DFSD Dimensional Short-Duration Fixed Income ETF | 3.94% | 3.89% | 2.11% | 0.11% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
PIMIX PIMCO Income Fund Institutional Class | 6.26% | 6.21% | 6.40% | 4.02% | 4.89% | 5.86% | 5.68% | 5.41% | 5.57% | 7.84% | 6.30% | 5.46% |
Drawdowns
DFSD vs. PIMIX - Drawdown Comparison
The maximum DFSD drawdown since its inception was -8.45%, smaller than the maximum PIMIX drawdown of -13.39%. Use the drawdown chart below to compare losses from any high point for DFSD and PIMIX. For additional features, visit the drawdowns tool.
Volatility
DFSD vs. PIMIX - Volatility Comparison
The current volatility for Dimensional Short-Duration Fixed Income ETF (DFSD) is 1.06%, while PIMCO Income Fund Institutional Class (PIMIX) has a volatility of 1.21%. This indicates that DFSD experiences smaller price fluctuations and is considered to be less risky than PIMIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.