PCFAX vs. VOO
Compare and contrast key facts about PIMCO RAE PLUS Small Fund (PCFAX) and Vanguard S&P 500 ETF (VOO).
PCFAX is managed by PIMCO. It was launched on Sep 30, 2011. 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: PCFAX or VOO.
Correlation
The correlation between PCFAX and VOO is 0.76, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
PCFAX vs. VOO - Performance Comparison
Key characteristics
PCFAX:
0.15
VOO:
0.61
PCFAX:
0.37
VOO:
0.96
PCFAX:
1.05
VOO:
1.14
PCFAX:
0.07
VOO:
0.62
PCFAX:
0.45
VOO:
2.51
PCFAX:
7.58%
VOO:
4.63%
PCFAX:
23.14%
VOO:
19.16%
PCFAX:
-62.08%
VOO:
-33.99%
PCFAX:
-40.25%
VOO:
-9.30%
Returns By Period
In the year-to-date period, PCFAX achieves a -10.70% return, which is significantly lower than VOO's -5.11% return. Over the past 10 years, PCFAX has underperformed VOO with an annualized return of -0.50%, while VOO has yielded a comparatively higher 12.19% annualized return.
PCFAX
-10.70%
-3.75%
-7.73%
1.79%
6.36%
-0.50%
VOO
-5.11%
-0.26%
-4.09%
10.13%
15.61%
12.19%
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PCFAX vs. VOO - Expense Ratio Comparison
PCFAX has a 1.21% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
PCFAX vs. VOO — Risk-Adjusted Performance Rank
PCFAX
VOO
PCFAX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for PIMCO RAE PLUS Small Fund (PCFAX) 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
PCFAX vs. VOO - Dividend Comparison
PCFAX's dividend yield for the trailing twelve months is around 8.33%, more than VOO's 1.37% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PCFAX PIMCO RAE PLUS Small Fund | 8.33% | 8.07% | 1.99% | 42.26% | 100.49% | 12.41% | 2.29% | 4.27% | 3.20% | 0.00% | 4.04% | 6.32% |
VOO Vanguard S&P 500 ETF | 1.37% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
PCFAX vs. VOO - Drawdown Comparison
The maximum PCFAX drawdown since its inception was -62.08%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for PCFAX and VOO. For additional features, visit the drawdowns tool.
Volatility
PCFAX vs. VOO - Volatility Comparison
PIMCO RAE PLUS Small Fund (PCFAX) has a higher volatility of 14.86% compared to Vanguard S&P 500 ETF (VOO) at 13.84%. This indicates that PCFAX's price experiences larger fluctuations and is considered to be riskier than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.