PDIIX vs. BLV
Compare and contrast key facts about PIMCO Diversified Income Fund (PDIIX) and Vanguard Long-Term Bond ETF (BLV).
PDIIX is managed by PIMCO. It was launched on Jul 30, 2003. BLV is a passively managed fund by Vanguard that tracks the performance of the Barclays U.S. Long Government/Credit Float Adjusted Index. It was launched on Apr 3, 2007.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PDIIX or BLV.
Correlation
The correlation between PDIIX and BLV is 0.21, 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
PDIIX vs. BLV - Performance Comparison
Key characteristics
PDIIX:
2.28
BLV:
0.65
PDIIX:
3.40
BLV:
0.96
PDIIX:
1.47
BLV:
1.11
PDIIX:
1.43
BLV:
0.24
PDIIX:
9.39
BLV:
1.38
PDIIX:
0.99%
BLV:
5.58%
PDIIX:
4.06%
BLV:
11.77%
PDIIX:
-22.29%
BLV:
-38.29%
PDIIX:
-0.90%
BLV:
-26.92%
Returns By Period
In the year-to-date period, PDIIX achieves a 1.69% return, which is significantly lower than BLV's 3.23% return. Over the past 10 years, PDIIX has outperformed BLV with an annualized return of 3.61%, while BLV has yielded a comparatively lower 1.34% annualized return.
PDIIX
1.69%
0.12%
2.72%
8.57%
3.01%
3.61%
BLV
3.23%
0.18%
0.27%
6.34%
-4.61%
1.34%
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PDIIX vs. BLV - Expense Ratio Comparison
PDIIX has a 0.75% expense ratio, which is higher than BLV's 0.04% expense ratio.
Risk-Adjusted Performance
PDIIX vs. BLV — Risk-Adjusted Performance Rank
PDIIX
BLV
PDIIX vs. BLV - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for PIMCO Diversified Income Fund (PDIIX) and Vanguard Long-Term Bond ETF (BLV). 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
PDIIX vs. BLV - Dividend Comparison
PDIIX's dividend yield for the trailing twelve months is around 5.37%, more than BLV's 4.57% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PDIIX PIMCO Diversified Income Fund | 5.37% | 5.20% | 4.65% | 5.02% | 3.57% | 3.68% | 4.62% | 4.46% | 4.87% | 4.94% | 7.14% | 6.03% |
BLV Vanguard Long-Term Bond ETF | 4.57% | 4.68% | 4.06% | 4.17% | 3.37% | 5.84% | 3.57% | 4.07% | 3.63% | 4.16% | 4.37% | 3.90% |
Drawdowns
PDIIX vs. BLV - Drawdown Comparison
The maximum PDIIX drawdown since its inception was -22.29%, smaller than the maximum BLV drawdown of -38.29%. Use the drawdown chart below to compare losses from any high point for PDIIX and BLV. For additional features, visit the drawdowns tool.
Volatility
PDIIX vs. BLV - Volatility Comparison
The current volatility for PIMCO Diversified Income Fund (PDIIX) is 2.11%, while Vanguard Long-Term Bond ETF (BLV) has a volatility of 5.46%. This indicates that PDIIX experiences smaller price fluctuations and is considered to be less risky than BLV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.