NUSA vs. PIMIX
Compare and contrast key facts about Nuveen Enhanced Yield 1-5 Year U.S. Aggregate Bond ETF (NUSA) and PIMCO Income Fund Institutional Class (PIMIX).
NUSA is a passively managed fund by Nuveen that tracks the performance of the ICE BofA Enhanced Yield US Broad Bond (1-5 Y). It was launched on Mar 31, 2017. 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: NUSA or PIMIX.
Correlation
The correlation between NUSA and PIMIX is 0.53, 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
NUSA vs. PIMIX - Performance Comparison
Key characteristics
NUSA:
2.62
PIMIX:
1.92
NUSA:
4.01
PIMIX:
2.92
NUSA:
1.54
PIMIX:
1.38
NUSA:
1.94
PIMIX:
3.22
NUSA:
10.00
PIMIX:
8.25
NUSA:
0.66%
PIMIX:
0.92%
NUSA:
2.52%
PIMIX:
3.95%
NUSA:
-9.44%
PIMIX:
-13.39%
NUSA:
0.00%
PIMIX:
-0.09%
Returns By Period
In the year-to-date period, NUSA achieves a 2.64% return, which is significantly lower than PIMIX's 3.06% return.
NUSA
2.64%
1.01%
2.46%
6.42%
1.78%
N/A
PIMIX
3.06%
0.09%
2.73%
7.39%
5.37%
4.39%
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NUSA vs. PIMIX - Expense Ratio Comparison
NUSA has a 0.20% expense ratio, which is lower than PIMIX's 0.62% expense ratio.
Risk-Adjusted Performance
NUSA vs. PIMIX — Risk-Adjusted Performance Rank
NUSA
PIMIX
NUSA vs. PIMIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Nuveen Enhanced Yield 1-5 Year U.S. Aggregate Bond ETF (NUSA) 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
NUSA vs. PIMIX - Dividend Comparison
NUSA's dividend yield for the trailing twelve months is around 3.94%, less than PIMIX's 5.64% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NUSA Nuveen Enhanced Yield 1-5 Year U.S. Aggregate Bond ETF | 3.94% | 3.93% | 3.54% | 2.44% | 2.16% | 2.51% | 2.84% | 3.22% | 2.20% | 0.00% | 0.00% | 0.00% |
PIMIX PIMCO Income Fund Institutional Class | 5.64% | 6.27% | 6.21% | 6.40% | 4.02% | 4.89% | 5.86% | 5.68% | 5.41% | 5.57% | 7.84% | 6.30% |
Drawdowns
NUSA vs. PIMIX - Drawdown Comparison
The maximum NUSA drawdown since its inception was -9.44%, smaller than the maximum PIMIX drawdown of -13.39%. Use the drawdown chart below to compare losses from any high point for NUSA and PIMIX. For additional features, visit the drawdowns tool.
Volatility
NUSA vs. PIMIX - Volatility Comparison
The current volatility for Nuveen Enhanced Yield 1-5 Year U.S. Aggregate Bond ETF (NUSA) is 0.54%, while PIMCO Income Fund Institutional Class (PIMIX) has a volatility of 0.72%. This indicates that NUSA 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.