PDI vs. SPYD
Compare and contrast key facts about PIMCO Dynamic Income Fund (PDI) and SPDR Portfolio S&P 500 High Dividend ETF (SPYD).
SPYD is a passively managed fund by State Street that tracks the performance of the S&P 500 High Dividend Index. It was launched on Oct 21, 2015.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PDI or SPYD.
Correlation
The correlation between PDI and SPYD is 0.35, 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
PDI vs. SPYD - Performance Comparison
Key characteristics
PDI:
1.88
SPYD:
1.20
PDI:
2.26
SPYD:
1.68
PDI:
1.42
SPYD:
1.21
PDI:
1.90
SPYD:
1.53
PDI:
5.06
SPYD:
4.04
PDI:
3.42%
SPYD:
3.67%
PDI:
9.22%
SPYD:
12.32%
PDI:
-46.47%
SPYD:
-46.42%
PDI:
-0.10%
SPYD:
-4.31%
Returns By Period
In the year-to-date period, PDI achieves a 12.11% return, which is significantly higher than SPYD's 3.39% return.
PDI
12.11%
0.61%
4.27%
16.88%
13.21%
8.61%
SPYD
3.39%
-0.72%
0.05%
15.42%
19.47%
N/A
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Risk-Adjusted Performance
PDI vs. SPYD — Risk-Adjusted Performance Rank
PDI
SPYD
PDI vs. SPYD - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for PIMCO Dynamic Income Fund (PDI) and SPDR Portfolio S&P 500 High Dividend ETF (SPYD). 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
PDI vs. SPYD - Dividend Comparison
PDI's dividend yield for the trailing twelve months is around 13.35%, more than SPYD's 4.31% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PDI PIMCO Dynamic Income Fund | 13.35% | 14.45% | 14.74% | 17.84% | 10.21% | 10.01% | 9.45% | 10.78% | 8.81% | 14.79% | 15.08% | 13.43% |
SPYD SPDR Portfolio S&P 500 High Dividend ETF | 4.31% | 4.31% | 4.66% | 5.01% | 3.69% | 4.96% | 4.42% | 4.75% | 4.64% | 4.34% | 1.13% | 0.00% |
Drawdowns
PDI vs. SPYD - Drawdown Comparison
The maximum PDI drawdown since its inception was -46.47%, roughly equal to the maximum SPYD drawdown of -46.42%. Use the drawdown chart below to compare losses from any high point for PDI and SPYD. For additional features, visit the drawdowns tool.
Volatility
PDI vs. SPYD - Volatility Comparison
The current volatility for PIMCO Dynamic Income Fund (PDI) is 2.04%, while SPDR Portfolio S&P 500 High Dividend ETF (SPYD) has a volatility of 3.99%. This indicates that PDI experiences smaller price fluctuations and is considered to be less risky than SPYD based on this measure. The chart below showcases a comparison of their rolling one-month volatility.