PDIIX vs. BND
Compare and contrast key facts about PIMCO Diversified Income Fund (PDIIX) and Vanguard Total Bond Market ETF (BND).
PDIIX is managed by PIMCO. It was launched on Jul 30, 2003. BND is a passively managed fund by Vanguard that tracks the performance of the Barclays Capital U.S. Aggregate Bond 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 BND.
Correlation
The correlation between PDIIX and BND is -0.16. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
Performance
PDIIX vs. BND - Performance Comparison
Key characteristics
PDIIX:
2.28
BND:
1.54
PDIIX:
3.40
BND:
2.23
PDIIX:
1.47
BND:
1.27
PDIIX:
1.43
BND:
0.61
PDIIX:
9.39
BND:
3.97
PDIIX:
0.99%
BND:
2.06%
PDIIX:
4.06%
BND:
5.30%
PDIIX:
-22.29%
BND:
-18.84%
PDIIX:
-0.90%
BND:
-6.40%
Returns By Period
In the year-to-date period, PDIIX achieves a 1.69% return, which is significantly lower than BND's 3.26% return. Over the past 10 years, PDIIX has outperformed BND with an annualized return of 3.61%, while BND has yielded a comparatively lower 1.54% annualized return.
PDIIX
1.69%
0.12%
2.72%
8.57%
3.01%
3.61%
BND
3.26%
0.64%
2.49%
7.60%
-0.73%
1.54%
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PDIIX vs. BND - Expense Ratio Comparison
PDIIX has a 0.75% expense ratio, which is higher than BND's 0.03% expense ratio.
Risk-Adjusted Performance
PDIIX vs. BND — Risk-Adjusted Performance Rank
PDIIX
BND
PDIIX vs. BND - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for PIMCO Diversified Income Fund (PDIIX) and Vanguard Total Bond Market ETF (BND). 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. BND - Dividend Comparison
PDIIX's dividend yield for the trailing twelve months is around 5.37%, more than BND's 3.67% 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% |
BND Vanguard Total Bond Market ETF | 3.67% | 3.67% | 3.09% | 2.60% | 1.97% | 2.22% | 2.72% | 2.81% | 2.54% | 2.51% | 2.57% | 2.79% |
Drawdowns
PDIIX vs. BND - Drawdown Comparison
The maximum PDIIX drawdown since its inception was -22.29%, which is greater than BND's maximum drawdown of -18.84%. Use the drawdown chart below to compare losses from any high point for PDIIX and BND. For additional features, visit the drawdowns tool.
Volatility
PDIIX vs. BND - Volatility Comparison
PIMCO Diversified Income Fund (PDIIX) and Vanguard Total Bond Market ETF (BND) have volatilities of 2.11% and 2.14%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.