PBDCX vs. VOO
Compare and contrast key facts about PIMCO Investment Grade Credit Bond Fund Class C (PBDCX) and Vanguard S&P 500 ETF (VOO).
PBDCX is managed by PIMCO. It was launched on Sep 3, 2004. 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: PBDCX or VOO.
Correlation
The correlation between PBDCX and VOO 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.
Performance
PBDCX vs. VOO - Performance Comparison
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Key characteristics
PBDCX:
0.76
VOO:
0.69
PBDCX:
1.06
VOO:
1.10
PBDCX:
1.13
VOO:
1.16
PBDCX:
0.26
VOO:
0.73
PBDCX:
1.94
VOO:
2.79
PBDCX:
2.05%
VOO:
4.89%
PBDCX:
5.60%
VOO:
19.37%
PBDCX:
-23.92%
VOO:
-33.99%
PBDCX:
-10.54%
VOO:
-3.00%
Returns By Period
In the year-to-date period, PBDCX achieves a 1.29% return, which is significantly lower than VOO's 1.48% return. Over the past 10 years, PBDCX has underperformed VOO with an annualized return of 1.14%, while VOO has yielded a comparatively higher 12.78% annualized return.
PBDCX
1.29%
0.31%
1.00%
4.23%
2.20%
-0.79%
1.14%
VOO
1.48%
12.60%
1.07%
13.35%
16.79%
16.77%
12.78%
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PBDCX vs. VOO - Expense Ratio Comparison
PBDCX has a 2.19% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
PBDCX vs. VOO — Risk-Adjusted Performance Rank
PBDCX
VOO
PBDCX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for PIMCO Investment Grade Credit Bond Fund Class C (PBDCX) 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.
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Dividends
PBDCX vs. VOO - Dividend Comparison
PBDCX's dividend yield for the trailing twelve months is around 3.38%, more than VOO's 1.28% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PBDCX PIMCO Investment Grade Credit Bond Fund Class C | 3.38% | 3.22% | 2.69% | 3.17% | 2.52% | 2.31% | 2.81% | 2.89% | 2.56% | 2.77% | 3.78% | 2.78% |
VOO Vanguard S&P 500 ETF | 1.28% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
PBDCX vs. VOO - Drawdown Comparison
The maximum PBDCX drawdown since its inception was -23.92%, smaller than the maximum VOO drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for PBDCX and VOO. For additional features, visit the drawdowns tool.
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Volatility
PBDCX vs. VOO - Volatility Comparison
The current volatility for PIMCO Investment Grade Credit Bond Fund Class C (PBDCX) is 1.57%, while Vanguard S&P 500 ETF (VOO) has a volatility of 4.63%. This indicates that PBDCX 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.
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