MINT vs. VYM
Compare and contrast key facts about PIMCO Enhanced Short Maturity Strategy Fund (MINT) and Vanguard High Dividend Yield ETF (VYM).
MINT and VYM are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. MINT is an actively managed fund by PIMCO. It was launched on Nov 16, 2009. VYM is a passively managed fund by Vanguard that tracks the performance of the FTSE High Dividend Yield Index. It was launched on Nov 10, 2006.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: MINT or VYM.
Performance
MINT vs. VYM - Performance Comparison
Returns By Period
In the year-to-date period, MINT achieves a 5.24% return, which is significantly lower than VYM's 19.54% return. Over the past 10 years, MINT has underperformed VYM with an annualized return of 2.13%, while VYM has yielded a comparatively higher 9.92% annualized return.
MINT
5.24%
0.44%
2.74%
6.01%
2.44%
2.13%
VYM
19.54%
-0.46%
9.21%
28.77%
10.85%
9.92%
Key characteristics
| MINT | VYM | |
|---|---|---|
| Sharpe Ratio | 13.68 | 2.67 |
| Sortino Ratio | 32.98 | 3.80 |
| Omega Ratio | 9.88 | 1.49 |
| Calmar Ratio | 46.90 | 5.43 |
| Martin Ratio | 515.02 | 17.26 |
| Ulcer Index | 0.01% | 1.63% |
| Daily Std Dev | 0.44% | 10.55% |
| Max Drawdown | -4.62% | -56.98% |
| Current Drawdown | 0.00% | -1.58% |
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MINT vs. VYM - Expense Ratio Comparison
MINT has a 0.36% expense ratio, which is higher than VYM's 0.06% expense ratio.
Correlation
The correlation between MINT and VYM is -0.02. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
Risk-Adjusted Performance
MINT vs. VYM - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for PIMCO Enhanced Short Maturity Strategy Fund (MINT) and Vanguard High Dividend Yield ETF (VYM). 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
MINT vs. VYM - Dividend Comparison
MINT's dividend yield for the trailing twelve months is around 5.31%, more than VYM's 2.78% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MINT PIMCO Enhanced Short Maturity Strategy Fund | 5.31% | 4.91% | 1.90% | 0.44% | 1.15% | 2.65% | 2.32% | 1.61% | 1.35% | 0.88% | 0.80% | 0.88% |
VYM Vanguard High Dividend Yield ETF | 2.78% | 3.12% | 3.01% | 2.76% | 3.18% | 3.03% | 3.40% | 2.80% | 2.91% | 3.22% | 2.78% | 2.81% |
Drawdowns
MINT vs. VYM - Drawdown Comparison
The maximum MINT drawdown since its inception was -4.62%, smaller than the maximum VYM drawdown of -56.98%. Use the drawdown chart below to compare losses from any high point for MINT and VYM. For additional features, visit the drawdowns tool.
Volatility
MINT vs. VYM - Volatility Comparison
The current volatility for PIMCO Enhanced Short Maturity Strategy Fund (MINT) is 0.10%, while Vanguard High Dividend Yield ETF (VYM) has a volatility of 3.80%. This indicates that MINT experiences smaller price fluctuations and is considered to be less risky than VYM based on this measure. The chart below showcases a comparison of their rolling one-month volatility.