PDX vs. VOO
Compare and contrast key facts about PIMCO Dynamic Income Strategy Fund (PDX) and Vanguard S&P 500 ETF (VOO).
PDX is an actively managed fund by PIMCO. It was launched on Feb 1, 2019. VOO is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Index. It was launched on Sep 7, 2010.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PDX or VOO.
Correlation
The correlation between PDX and VOO is 0.45, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
PDX vs. VOO - Performance Comparison
Key characteristics
PDX:
0.27
VOO:
0.55
PDX:
0.62
VOO:
0.89
PDX:
1.11
VOO:
1.13
PDX:
0.26
VOO:
0.56
PDX:
0.72
VOO:
2.28
PDX:
13.32%
VOO:
4.60%
PDX:
35.31%
VOO:
19.19%
PDX:
-80.63%
VOO:
-33.99%
PDX:
-31.40%
VOO:
-9.85%
Returns By Period
In the year-to-date period, PDX achieves a -15.56% return, which is significantly lower than VOO's -5.69% return.
PDX
-15.56%
-9.86%
-2.69%
8.47%
30.87%
N/A
VOO
-5.69%
-0.86%
-4.52%
9.85%
15.26%
12.13%
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PDX vs. VOO - Expense Ratio Comparison
PDX has a 2.31% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
PDX vs. VOO — Risk-Adjusted Performance Rank
PDX
VOO
PDX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for PIMCO Dynamic Income Strategy Fund (PDX) and Vanguard S&P 500 ETF (VOO). 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
PDX vs. VOO - Dividend Comparison
PDX's dividend yield for the trailing twelve months is around 8.40%, more than VOO's 1.38% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PDX PIMCO Dynamic Income Strategy Fund | 8.40% | 6.31% | 4.30% | 5.89% | 5.28% | 14.11% | 9.58% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VOO Vanguard S&P 500 ETF | 1.38% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
PDX vs. VOO - Drawdown Comparison
The maximum PDX drawdown since its inception was -80.63%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for PDX and VOO. For additional features, visit the drawdowns tool.
Volatility
PDX vs. VOO - Volatility Comparison
PIMCO Dynamic Income Strategy Fund (PDX) has a higher volatility of 17.89% compared to Vanguard S&P 500 ETF (VOO) at 13.96%. This indicates that PDX's price experiences larger fluctuations and is considered to be riskier than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.