PCLAX vs. VOO
Compare and contrast key facts about PIMCO CommoditiesPLUS Strategy Fund (PCLAX) and Vanguard S&P 500 ETF (VOO).
PCLAX is managed by PIMCO. It was launched on May 28, 2010. 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: PCLAX or VOO.
Correlation
The correlation between PCLAX and VOO is 0.31, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
PCLAX vs. VOO - Performance Comparison
Key characteristics
PCLAX:
0.72
VOO:
1.88
PCLAX:
1.07
VOO:
2.52
PCLAX:
1.13
VOO:
1.35
PCLAX:
0.61
VOO:
2.83
PCLAX:
2.03
VOO:
11.96
PCLAX:
5.00%
VOO:
2.00%
PCLAX:
14.05%
VOO:
12.70%
PCLAX:
-67.76%
VOO:
-33.99%
PCLAX:
-7.89%
VOO:
-3.91%
Returns By Period
In the year-to-date period, PCLAX achieves a 3.66% return, which is significantly higher than VOO's -0.66% return. Over the past 10 years, PCLAX has underperformed VOO with an annualized return of 5.91%, while VOO has yielded a comparatively higher 13.26% annualized return.
PCLAX
3.66%
1.88%
1.45%
9.79%
11.82%
5.91%
VOO
-0.66%
-3.35%
3.78%
23.82%
13.79%
13.26%
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PCLAX vs. VOO - Expense Ratio Comparison
PCLAX has a 1.19% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
PCLAX vs. VOO — Risk-Adjusted Performance Rank
PCLAX
VOO
PCLAX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for PIMCO CommoditiesPLUS Strategy Fund (PCLAX) 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
PCLAX vs. VOO - Dividend Comparison
PCLAX's dividend yield for the trailing twelve months is around 5.01%, more than VOO's 1.25% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PCLAX PIMCO CommoditiesPLUS Strategy Fund | 5.01% | 5.19% | 3.39% | 44.15% | 75.67% | 0.45% | 2.07% | 18.32% | 12.18% | 0.08% | 1.77% | 4.97% |
VOO Vanguard S&P 500 ETF | 1.25% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
PCLAX vs. VOO - Drawdown Comparison
The maximum PCLAX drawdown since its inception was -67.76%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for PCLAX and VOO. For additional features, visit the drawdowns tool.
Volatility
PCLAX vs. VOO - Volatility Comparison
PIMCO CommoditiesPLUS Strategy Fund (PCLAX) and Vanguard S&P 500 ETF (VOO) have volatilities of 4.71% and 4.56%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.