PDIIX vs. FBND
Compare and contrast key facts about PIMCO Diversified Income Fund (PDIIX) and Fidelity Total Bond ETF (FBND).
PDIIX is managed by PIMCO. It was launched on Jul 30, 2003. FBND is an actively managed fund by Fidelity. It was launched on Oct 6, 2014.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PDIIX or FBND.
Correlation
The correlation between PDIIX and FBND is 0.09, 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. FBND - Performance Comparison
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Key characteristics
PDIIX:
1.84
FBND:
0.98
PDIIX:
2.61
FBND:
1.32
PDIIX:
1.35
FBND:
1.16
PDIIX:
1.28
FBND:
0.53
PDIIX:
7.09
FBND:
2.55
PDIIX:
1.00%
FBND:
1.90%
PDIIX:
4.02%
FBND:
5.37%
PDIIX:
-22.29%
FBND:
-17.25%
PDIIX:
-0.43%
FBND:
-3.57%
Returns By Period
The year-to-date returns for both stocks are quite close, with PDIIX having a 2.17% return and FBND slightly lower at 2.08%. Over the past 10 years, PDIIX has outperformed FBND with an annualized return of 3.66%, while FBND has yielded a comparatively lower 2.21% annualized return.
PDIIX
2.17%
1.62%
2.84%
7.34%
5.85%
2.74%
3.66%
FBND
2.08%
0.48%
1.65%
5.25%
2.50%
0.38%
2.21%
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PDIIX vs. FBND - Expense Ratio Comparison
PDIIX has a 0.75% expense ratio, which is higher than FBND's 0.36% expense ratio.
Risk-Adjusted Performance
PDIIX vs. FBND — Risk-Adjusted Performance Rank
PDIIX
FBND
PDIIX vs. FBND - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for PIMCO Diversified Income Fund (PDIIX) and Fidelity Total Bond ETF (FBND). 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.
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Dividends
PDIIX vs. FBND - Dividend Comparison
PDIIX's dividend yield for the trailing twelve months is around 5.42%, more than FBND's 4.67% 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% |
FBND Fidelity Total Bond ETF | 4.67% | 4.73% | 4.26% | 3.07% | 1.86% | 4.25% | 2.90% | 2.93% | 2.56% | 2.84% | 3.26% | 0.66% |
Drawdowns
PDIIX vs. FBND - Drawdown Comparison
The maximum PDIIX drawdown since its inception was -22.29%, which is greater than FBND's maximum drawdown of -17.25%. Use the drawdown chart below to compare losses from any high point for PDIIX and FBND. For additional features, visit the drawdowns tool.
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Volatility
PDIIX vs. FBND - Volatility Comparison
The current volatility for PIMCO Diversified Income Fund (PDIIX) is 0.95%, while Fidelity Total Bond ETF (FBND) has a volatility of 1.46%. This indicates that PDIIX experiences smaller price fluctuations and is considered to be less risky than FBND based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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