PAIIX vs. VPU
Compare and contrast key facts about PIMCO Global Bond Opportunities Fund (U.S. Dollar-Hedged) (PAIIX) and Vanguard Utilities ETF (VPU).
PAIIX is managed by PIMCO. It was launched on Oct 1, 1995. VPU is a passively managed fund by Vanguard that tracks the performance of the MSCI US Investable Market Utilities 25/50 Index. It was launched on Jan 26, 2004.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PAIIX or VPU.
Correlation
The correlation between PAIIX and VPU is 0.05, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
PAIIX vs. VPU - Performance Comparison
Key characteristics
PAIIX:
1.89
VPU:
1.90
PAIIX:
2.85
VPU:
2.59
PAIIX:
1.38
VPU:
1.32
PAIIX:
0.64
VPU:
1.52
PAIIX:
7.84
VPU:
8.82
PAIIX:
0.73%
VPU:
3.33%
PAIIX:
3.02%
VPU:
15.49%
PAIIX:
-14.76%
VPU:
-46.31%
PAIIX:
-3.42%
VPU:
-6.96%
Returns By Period
In the year-to-date period, PAIIX achieves a 0.21% return, which is significantly lower than VPU's 1.19% return. Over the past 10 years, PAIIX has underperformed VPU with an annualized return of 1.40%, while VPU has yielded a comparatively higher 8.12% annualized return.
PAIIX
0.21%
0.76%
2.17%
5.48%
0.53%
1.40%
VPU
1.19%
0.69%
7.38%
28.21%
4.96%
8.12%
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PAIIX vs. VPU - Expense Ratio Comparison
PAIIX has a 0.90% expense ratio, which is higher than VPU's 0.10% expense ratio.
Risk-Adjusted Performance
PAIIX vs. VPU — Risk-Adjusted Performance Rank
PAIIX
VPU
PAIIX vs. VPU - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for PIMCO Global Bond Opportunities Fund (U.S. Dollar-Hedged) (PAIIX) and Vanguard Utilities ETF (VPU). 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
PAIIX vs. VPU - Dividend Comparison
PAIIX's dividend yield for the trailing twelve months is around 4.16%, more than VPU's 2.98% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PAIIX PIMCO Global Bond Opportunities Fund (U.S. Dollar-Hedged) | 4.16% | 4.17% | 2.25% | 1.65% | 1.03% | 1.53% | 3.76% | 1.79% | 2.09% | 2.25% | 4.19% | 6.38% |
VPU Vanguard Utilities ETF | 2.98% | 3.02% | 3.49% | 2.98% | 2.70% | 3.17% | 2.83% | 3.23% | 3.18% | 3.19% | 3.63% | 3.02% |
Drawdowns
PAIIX vs. VPU - Drawdown Comparison
The maximum PAIIX drawdown since its inception was -14.76%, smaller than the maximum VPU drawdown of -46.31%. Use the drawdown chart below to compare losses from any high point for PAIIX and VPU. For additional features, visit the drawdowns tool.
Volatility
PAIIX vs. VPU - Volatility Comparison
The current volatility for PIMCO Global Bond Opportunities Fund (U.S. Dollar-Hedged) (PAIIX) is 0.97%, while Vanguard Utilities ETF (VPU) has a volatility of 5.45%. This indicates that PAIIX experiences smaller price fluctuations and is considered to be less risky than VPU based on this measure. The chart below showcases a comparison of their rolling one-month volatility.