PFIIX vs. SCHZ
Compare and contrast key facts about PIMCO Low Duration Income Fund (PFIIX) and Schwab U.S. Aggregate Bond ETF (SCHZ).
PFIIX is managed by PIMCO. It was launched on Jul 30, 2004. SCHZ is a passively managed fund by Charles Schwab that tracks the performance of the Bloomberg US Aggregate. It was launched on Jul 14, 2011.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PFIIX or SCHZ.
Correlation
The correlation between PFIIX and SCHZ is 0.08, 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
PFIIX vs. SCHZ - Performance Comparison
Key characteristics
PFIIX:
3.35
SCHZ:
1.36
PFIIX:
5.49
SCHZ:
2.03
PFIIX:
1.82
SCHZ:
1.24
PFIIX:
7.09
SCHZ:
0.80
PFIIX:
22.37
SCHZ:
3.42
PFIIX:
0.40%
SCHZ:
2.13%
PFIIX:
2.65%
SCHZ:
5.35%
PFIIX:
-29.16%
SCHZ:
-16.69%
PFIIX:
0.00%
SCHZ:
-1.48%
Returns By Period
In the year-to-date period, PFIIX achieves a 2.10% return, which is significantly lower than SCHZ's 2.86% return. Over the past 10 years, PFIIX has outperformed SCHZ with an annualized return of 4.29%, while SCHZ has yielded a comparatively lower 2.72% annualized return.
PFIIX
2.10%
1.34%
3.61%
8.13%
3.94%
4.29%
SCHZ
2.86%
2.05%
0.93%
6.38%
0.64%
2.72%
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PFIIX vs. SCHZ - Expense Ratio Comparison
PFIIX has a 0.50% expense ratio, which is higher than SCHZ's 0.04% expense ratio.
Risk-Adjusted Performance
PFIIX vs. SCHZ — Risk-Adjusted Performance Rank
PFIIX
SCHZ
PFIIX vs. SCHZ - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for PIMCO Low Duration Income Fund (PFIIX) and Schwab U.S. Aggregate Bond ETF (SCHZ). 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
PFIIX vs. SCHZ - Dividend Comparison
PFIIX's dividend yield for the trailing twelve months is around 5.51%, more than SCHZ's 3.61% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PFIIX PIMCO Low Duration Income Fund | 5.51% | 5.95% | 4.99% | 6.32% | 3.06% | 3.46% | 4.76% | 3.21% | 3.15% | 3.78% | 5.37% | 5.15% |
SCHZ Schwab U.S. Aggregate Bond ETF | 3.61% | 3.96% | 3.28% | 2.63% | 2.16% | 2.43% | 2.79% | 2.79% | 2.40% | 2.24% | 2.11% | 2.03% |
Drawdowns
PFIIX vs. SCHZ - Drawdown Comparison
The maximum PFIIX drawdown since its inception was -29.16%, which is greater than SCHZ's maximum drawdown of -16.69%. Use the drawdown chart below to compare losses from any high point for PFIIX and SCHZ. For additional features, visit the drawdowns tool.
Volatility
PFIIX vs. SCHZ - Volatility Comparison
The current volatility for PIMCO Low Duration Income Fund (PFIIX) is 0.59%, while Schwab U.S. Aggregate Bond ETF (SCHZ) has a volatility of 1.42%. This indicates that PFIIX experiences smaller price fluctuations and is considered to be less risky than SCHZ based on this measure. The chart below showcases a comparison of their rolling one-month volatility.