PFIIX vs. VCSH
Compare and contrast key facts about PIMCO Low Duration Income Fund (PFIIX) and Vanguard Short-Term Corporate Bond ETF (VCSH).
PFIIX is managed by PIMCO. It was launched on Jul 30, 2004. VCSH is a passively managed fund by Vanguard that tracks the performance of the Barclays Capital U.S. 1-5 Year Corporate Index. It was launched on Nov 19, 2009.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PFIIX or VCSH.
Correlation
The correlation between PFIIX and VCSH is 0.19, 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. VCSH - Performance Comparison
Key characteristics
PFIIX:
2.73
VCSH:
2.21
PFIIX:
4.35
VCSH:
3.30
PFIIX:
1.62
VCSH:
1.42
PFIIX:
5.83
VCSH:
3.95
PFIIX:
19.42
VCSH:
10.73
PFIIX:
0.37%
VCSH:
0.48%
PFIIX:
2.67%
VCSH:
2.34%
PFIIX:
-29.16%
VCSH:
-12.86%
PFIIX:
-0.98%
VCSH:
-0.73%
Returns By Period
In the year-to-date period, PFIIX achieves a 6.57% return, which is significantly higher than VCSH's 4.73% return. Over the past 10 years, PFIIX has outperformed VCSH with an annualized return of 4.20%, while VCSH has yielded a comparatively lower 2.35% annualized return.
PFIIX
6.57%
0.22%
3.51%
7.28%
3.44%
4.20%
VCSH
4.73%
0.21%
3.16%
5.17%
1.92%
2.35%
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PFIIX vs. VCSH - Expense Ratio Comparison
PFIIX has a 0.50% expense ratio, which is higher than VCSH's 0.04% expense ratio.
Risk-Adjusted Performance
PFIIX vs. VCSH - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for PIMCO Low Duration Income Fund (PFIIX) and Vanguard Short-Term Corporate Bond ETF (VCSH). 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. VCSH - Dividend Comparison
PFIIX's dividend yield for the trailing twelve months is around 5.29%, more than VCSH's 3.89% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PFIIX PIMCO Low Duration Income Fund | 5.29% | 4.99% | 6.32% | 3.06% | 3.46% | 4.76% | 3.21% | 3.15% | 3.78% | 5.37% | 5.15% | 4.50% |
VCSH Vanguard Short-Term Corporate Bond ETF | 3.89% | 3.09% | 2.01% | 1.81% | 2.27% | 2.87% | 2.65% | 2.25% | 2.10% | 2.08% | 2.01% | 2.05% |
Drawdowns
PFIIX vs. VCSH - Drawdown Comparison
The maximum PFIIX drawdown since its inception was -29.16%, which is greater than VCSH's maximum drawdown of -12.86%. Use the drawdown chart below to compare losses from any high point for PFIIX and VCSH. For additional features, visit the drawdowns tool.
Volatility
PFIIX vs. VCSH - Volatility Comparison
PIMCO Low Duration Income Fund (PFIIX) has a higher volatility of 0.86% compared to Vanguard Short-Term Corporate Bond ETF (VCSH) at 0.69%. This indicates that PFIIX's price experiences larger fluctuations and is considered to be riskier than VCSH based on this measure. The chart below showcases a comparison of their rolling one-month volatility.