PDI vs. VOO
Compare and contrast key facts about PIMCO Dynamic Income Fund (PDI) and Vanguard S&P 500 ETF (VOO).
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: PDI or VOO.
Correlation
The correlation between PDI and VOO is 0.36, 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. VOO - Performance Comparison
Key characteristics
PDI:
1.88
VOO:
0.69
PDI:
2.26
VOO:
0.99
PDI:
1.42
VOO:
1.13
PDI:
1.90
VOO:
0.95
PDI:
5.06
VOO:
3.15
PDI:
3.42%
VOO:
3.03%
PDI:
9.22%
VOO:
13.88%
PDI:
-46.47%
VOO:
-33.99%
PDI:
-0.10%
VOO:
-7.62%
Returns By Period
In the year-to-date period, PDI achieves a 12.11% return, which is significantly higher than VOO's -3.36% return. Over the past 10 years, PDI has underperformed VOO with an annualized return of 8.61%, while VOO has yielded a comparatively higher 12.62% annualized return.
PDI
12.11%
0.61%
4.27%
16.88%
13.21%
8.61%
VOO
-3.36%
-3.02%
-0.09%
10.26%
19.78%
12.62%
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Risk-Adjusted Performance
PDI vs. VOO — Risk-Adjusted Performance Rank
PDI
VOO
PDI vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for PIMCO Dynamic Income Fund (PDI) 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
PDI vs. VOO - Dividend Comparison
PDI's dividend yield for the trailing twelve months is around 13.35%, more than VOO's 1.34% 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% |
VOO Vanguard S&P 500 ETF | 1.34% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
PDI vs. VOO - Drawdown Comparison
The maximum PDI drawdown since its inception was -46.47%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for PDI and VOO. For additional features, visit the drawdowns tool.
Volatility
PDI vs. VOO - Volatility Comparison
The current volatility for PIMCO Dynamic Income Fund (PDI) is 2.04%, while Vanguard S&P 500 ETF (VOO) has a volatility of 5.70%. This indicates that PDI experiences smaller price fluctuations and is considered to be less risky than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.