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
Loading data...
Key characteristics
PDIIX:
1.84
BLV:
0.01
PDIIX:
2.61
BLV:
0.02
PDIIX:
1.35
BLV:
1.00
PDIIX:
1.28
BLV:
-0.02
PDIIX:
7.09
BLV:
-0.09
PDIIX:
1.00%
BLV:
5.97%
PDIIX:
4.02%
BLV:
11.71%
PDIIX:
-22.29%
BLV:
-38.29%
PDIIX:
-0.43%
BLV:
-29.44%
Returns By Period
In the year-to-date period, PDIIX achieves a 2.17% return, which is significantly higher than BLV's -0.33% return. Over the past 10 years, PDIIX has outperformed BLV with an annualized return of 3.66%, while BLV has yielded a comparatively lower 1.18% annualized return.
PDIIX
2.17%
1.62%
2.84%
7.34%
5.85%
2.74%
3.66%
BLV
-0.33%
-1.01%
-2.62%
0.14%
-2.42%
-5.26%
1.18%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
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.
Loading data...
Dividends
PDIIX vs. BLV - Dividend Comparison
PDIIX's dividend yield for the trailing twelve months is around 5.42%, more than BLV's 4.76% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PDIIX PIMCO Diversified Income Fund | 5.42% | 5.21% | 4.67% | 5.01% | 3.58% | 3.64% | 4.83% | 4.46% | 4.85% | 4.95% | 7.69% | 10.95% |
BLV Vanguard Long-Term Bond ETF | 4.76% | 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.
Loading data...
Volatility
PDIIX vs. BLV - Volatility Comparison
The current volatility for PIMCO Diversified Income Fund (PDIIX) is 0.95%, while Vanguard Long-Term Bond ETF (BLV) has a volatility of 2.79%. 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.
Loading data...