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 0.75, 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
PCFIX vs. SPMO - Performance Comparison
Key characteristics
PCFIX:
0.07
SPMO:
0.93
PCFIX:
0.27
SPMO:
1.40
PCFIX:
1.04
SPMO:
1.20
PCFIX:
0.03
SPMO:
1.14
PCFIX:
0.23
SPMO:
4.23
PCFIX:
7.41%
SPMO:
5.42%
PCFIX:
23.53%
SPMO:
24.76%
PCFIX:
-69.81%
SPMO:
-30.95%
PCFIX:
-56.37%
SPMO:
-8.77%
Returns By Period
In the year-to-date period, PCFIX achieves a -11.62% return, which is significantly lower than SPMO's -0.85% return.
PCFIX
-11.62%
-4.79%
-7.59%
1.88%
-4.30%
-5.76%
SPMO
-0.85%
1.99%
1.83%
22.68%
20.45%
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 8.25%, more than SPMO's 0.54% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PCFIX PIMCO RAE PLUS Small Fund | 8.25% | 7.88% | 2.12% | 6.45% | 56.18% | 4.50% | 0.66% | 3.19% | 2.33% | 0.00% | 6.63% | 1.59% |
SPMO Invesco S&P 500® Momentum ETF | 0.54% | 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 -69.81%, 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 14.92%, while Invesco S&P 500® Momentum ETF (SPMO) has a volatility of 16.81%. 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.