PCFIX vs. SPMO
Compare and contrast key facts about PIMCO RAE PLUS Small Fund (PCFIX) and Invesco S&P 500® Momentum ETF (SPMO).
PCFIX is managed by PIMCO. It was launched on Sep 30, 2011. SPMO is a passively managed fund by Invesco that tracks the performance of the S&P 500 Momentum Index. It was launched on Oct 9, 2015.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PCFIX or SPMO.
Correlation
The correlation between PCFIX and SPMO is 0.53, 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
PCFIX vs. SPMO - Performance Comparison
Key characteristics
PCFIX:
1.37
SPMO:
2.23
PCFIX:
2.00
SPMO:
2.94
PCFIX:
1.25
SPMO:
1.39
PCFIX:
0.57
SPMO:
3.12
PCFIX:
7.03
SPMO:
12.56
PCFIX:
3.51%
SPMO:
3.27%
PCFIX:
17.96%
SPMO:
18.36%
PCFIX:
-61.11%
SPMO:
-30.95%
PCFIX:
-30.21%
SPMO:
-0.19%
Returns By Period
In the year-to-date period, PCFIX achieves a 1.95% return, which is significantly lower than SPMO's 8.47% return.
PCFIX
1.95%
-1.33%
10.17%
21.74%
2.14%
1.37%
SPMO
8.47%
4.47%
15.61%
38.37%
19.49%
N/A
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PCFIX vs. SPMO - Expense Ratio Comparison
PCFIX has a 0.85% expense ratio, which is higher than SPMO's 0.13% expense ratio.
Risk-Adjusted Performance
PCFIX vs. SPMO — Risk-Adjusted Performance Rank
PCFIX
SPMO
PCFIX vs. SPMO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for PIMCO RAE PLUS Small Fund (PCFIX) and Invesco S&P 500® Momentum ETF (SPMO). 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
PCFIX vs. SPMO - Dividend Comparison
PCFIX's dividend yield for the trailing twelve months is around 7.73%, more than SPMO's 0.44% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PCFIX PIMCO RAE PLUS Small Fund | 7.73% | 7.88% | 2.12% | 40.66% | 96.22% | 12.44% | 2.63% | 4.66% | 3.59% | 0.00% | 4.45% | 6.33% |
SPMO Invesco S&P 500® Momentum ETF | 0.44% | 0.48% | 1.63% | 1.66% | 0.52% | 1.27% | 1.39% | 1.05% | 0.77% | 1.94% | 0.36% | 0.00% |
Drawdowns
PCFIX vs. SPMO - Drawdown Comparison
The maximum PCFIX drawdown since its inception was -61.11%, which is greater than SPMO's maximum drawdown of -30.95%. Use the drawdown chart below to compare losses from any high point for PCFIX and SPMO. For additional features, visit the drawdowns tool.
Volatility
PCFIX vs. SPMO - Volatility Comparison
The current volatility for PIMCO RAE PLUS Small Fund (PCFIX) is 3.87%, while Invesco S&P 500® Momentum ETF (SPMO) has a volatility of 4.83%. This indicates that PCFIX experiences smaller price fluctuations and is considered to be less risky than SPMO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.