Correlation
The correlation between PAIIX and VPU is -0.07. 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.
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.
Performance
PAIIX vs. VPU - Performance Comparison
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Key characteristics
PAIIX:
1.98
VPU:
1.08
PAIIX:
2.75
VPU:
1.51
PAIIX:
1.40
VPU:
1.20
PAIIX:
2.41
VPU:
1.76
PAIIX:
8.31
VPU:
4.49
PAIIX:
0.75%
VPU:
4.03%
PAIIX:
3.26%
VPU:
16.90%
PAIIX:
-11.49%
VPU:
-46.31%
PAIIX:
-0.47%
VPU:
-1.04%
Returns By Period
In the year-to-date period, PAIIX achieves a 2.23% return, which is significantly lower than VPU's 9.07% return. Over the past 10 years, PAIIX has underperformed VPU with an annualized return of 2.82%, while VPU has yielded a comparatively higher 9.82% annualized return.
PAIIX
2.23%
-0.10%
2.38%
5.80%
4.03%
2.51%
2.82%
VPU
9.07%
3.17%
0.29%
15.93%
6.45%
9.61%
9.82%
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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.
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Dividends
PAIIX vs. VPU - Dividend Comparison
PAIIX's dividend yield for the trailing twelve months is around 4.16%, more than VPU's 2.86% 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% | 7.62% | 2.56% | 1.90% | 3.76% | 1.79% | 2.73% | 2.25% | 5.45% | 6.38% |
VPU Vanguard Utilities ETF | 2.86% | 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 -11.49%, 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.
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Volatility
PAIIX vs. VPU - Volatility Comparison
The current volatility for PIMCO Global Bond Opportunities Fund (U.S. Dollar-Hedged) (PAIIX) is 1.01%, while Vanguard Utilities ETF (VPU) has a volatility of 4.71%. 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.
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