PDO vs. BTZ
Compare and contrast key facts about Pimco Dynamic Income Opportunities Fund (PDO) and BlackRock Credit Allocation Income Trust (BTZ).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PDO or BTZ.
Correlation
The correlation between PDO and BTZ is 0.38, 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
PDO vs. BTZ - Performance Comparison
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Key characteristics
PDO:
0.99
BTZ:
0.95
PDO:
1.31
BTZ:
1.28
PDO:
1.25
BTZ:
1.19
PDO:
0.81
BTZ:
0.68
PDO:
5.09
BTZ:
4.45
PDO:
2.68%
BTZ:
2.42%
PDO:
14.33%
BTZ:
11.46%
PDO:
-36.83%
BTZ:
-74.64%
PDO:
-4.94%
BTZ:
-6.14%
Fundamentals
PDO:
$1.72B
BTZ:
$988.31M
PDO:
$2.11
BTZ:
$0.69
PDO:
6.40
BTZ:
15.35
PDO:
15.68
BTZ:
9.23
PDO:
1.06
BTZ:
0.94
Returns By Period
In the year-to-date period, PDO achieves a 3.18% return, which is significantly lower than BTZ's 4.54% return.
PDO
3.18%
6.87%
3.68%
14.25%
N/A
N/A
BTZ
4.54%
7.76%
0.40%
11.51%
4.12%
5.60%
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Risk-Adjusted Performance
PDO vs. BTZ — Risk-Adjusted Performance Rank
PDO
BTZ
PDO vs. BTZ - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Pimco Dynamic Income Opportunities Fund (PDO) and BlackRock Credit Allocation Income Trust (BTZ). 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
PDO vs. BTZ - Dividend Comparison
PDO's dividend yield for the trailing twelve months is around 10.43%, more than BTZ's 9.51% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PDO Pimco Dynamic Income Opportunities Fund | 10.43% | 11.30% | 12.55% | 19.08% | 8.54% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
BTZ BlackRock Credit Allocation Income Trust | 9.51% | 9.63% | 9.76% | 9.14% | 6.69% | 6.84% | 6.23% | 7.19% | 6.25% | 6.90% | 7.83% | 7.48% |
Drawdowns
PDO vs. BTZ - Drawdown Comparison
The maximum PDO drawdown since its inception was -36.83%, smaller than the maximum BTZ drawdown of -74.64%. Use the drawdown chart below to compare losses from any high point for PDO and BTZ. For additional features, visit the drawdowns tool.
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Volatility
PDO vs. BTZ - Volatility Comparison
Pimco Dynamic Income Opportunities Fund (PDO) has a higher volatility of 5.00% compared to BlackRock Credit Allocation Income Trust (BTZ) at 4.31%. This indicates that PDO's price experiences larger fluctuations and is considered to be riskier than BTZ based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Financials
PDO vs. BTZ - Financials Comparison
This section allows you to compare key financial metrics between Pimco Dynamic Income Opportunities Fund and BlackRock Credit Allocation Income Trust. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities