PAAIX vs. VOO
Compare and contrast key facts about PIMCO All Asset Fund (PAAIX) and Vanguard S&P 500 ETF (VOO).
PAAIX is managed by PIMCO. It was launched on Nov 5, 2002. VOO is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Index. It was launched on Sep 7, 2010.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PAAIX or VOO.
Correlation
The correlation between PAAIX and VOO is 0.57, 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
PAAIX vs. VOO - Performance Comparison
Key characteristics
PAAIX:
0.99
VOO:
0.54
PAAIX:
1.32
VOO:
0.88
PAAIX:
1.20
VOO:
1.13
PAAIX:
1.04
VOO:
0.55
PAAIX:
3.61
VOO:
2.27
PAAIX:
1.85%
VOO:
4.55%
PAAIX:
6.76%
VOO:
19.19%
PAAIX:
-28.22%
VOO:
-33.99%
PAAIX:
-1.44%
VOO:
-9.90%
Returns By Period
In the year-to-date period, PAAIX achieves a 2.34% return, which is significantly higher than VOO's -5.74% return. Over the past 10 years, PAAIX has underperformed VOO with an annualized return of 4.54%, while VOO has yielded a comparatively higher 12.07% annualized return.
PAAIX
2.34%
-0.91%
1.13%
7.06%
8.31%
4.54%
VOO
-5.74%
-3.16%
-4.28%
10.88%
16.04%
12.07%
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PAAIX vs. VOO - Expense Ratio Comparison
PAAIX has a 1.40% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
PAAIX vs. VOO — Risk-Adjusted Performance Rank
PAAIX
VOO
PAAIX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for PIMCO All Asset Fund (PAAIX) and Vanguard S&P 500 ETF (VOO). 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
PAAIX vs. VOO - Dividend Comparison
PAAIX's dividend yield for the trailing twelve months is around 6.26%, more than VOO's 1.38% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PAAIX PIMCO All Asset Fund | 6.26% | 5.92% | 3.54% | 7.68% | 11.90% | 3.56% | 3.32% | 5.50% | 4.48% | 3.61% | 3.93% | 5.05% |
VOO Vanguard S&P 500 ETF | 1.38% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
PAAIX vs. VOO - Drawdown Comparison
The maximum PAAIX drawdown since its inception was -28.22%, smaller than the maximum VOO drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for PAAIX and VOO. For additional features, visit the drawdowns tool.
Volatility
PAAIX vs. VOO - Volatility Comparison
The current volatility for PIMCO All Asset Fund (PAAIX) is 4.39%, while Vanguard S&P 500 ETF (VOO) has a volatility of 13.96%. This indicates that PAAIX experiences smaller price fluctuations and is considered to be less risky than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.