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 0.37, 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:
0.71
VOO:
0.57
PDI:
0.94
VOO:
0.92
PDI:
1.23
VOO:
1.13
PDI:
0.85
VOO:
0.58
PDI:
3.10
VOO:
2.42
PDI:
3.98%
VOO:
4.51%
PDI:
17.34%
VOO:
19.17%
PDI:
-46.47%
VOO:
-33.99%
PDI:
-6.70%
VOO:
-10.56%
Returns By Period
In the year-to-date period, PDI achieves a 4.71% return, which is significantly higher than VOO's -6.43% return. Over the past 10 years, PDI has underperformed VOO with an annualized return of 7.62%, while VOO has yielded a comparatively higher 12.02% annualized return.
PDI
4.71%
-6.51%
0.69%
11.54%
8.54%
7.62%
VOO
-6.43%
-4.99%
-5.02%
9.61%
15.88%
12.02%
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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 14.47%, more than VOO's 1.39% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PDI PIMCO Dynamic Income Fund | 14.47% | 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 | 1.39% | 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
PIMCO Dynamic Income Fund (PDI) has a higher volatility of 15.48% compared to Vanguard S&P 500 ETF (VOO) at 13.97%. This indicates that PDI's price experiences larger fluctuations and is considered to be riskier than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.