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:
3.24
VCSH:
2.73
PFIIX:
5.31
VCSH:
4.23
PFIIX:
1.78
VCSH:
1.55
PFIIX:
6.88
VCSH:
4.81
PFIIX:
21.70
VCSH:
12.64
PFIIX:
0.40%
VCSH:
0.47%
PFIIX:
2.65%
VCSH:
2.20%
PFIIX:
-29.16%
VCSH:
-12.86%
PFIIX:
0.00%
VCSH:
0.00%
Returns By Period
In the year-to-date period, PFIIX achieves a 1.85% return, which is significantly higher than VCSH's 1.00% return. Over the past 10 years, PFIIX has outperformed VCSH with an annualized return of 4.36%, while VCSH has yielded a comparatively lower 2.36% annualized return.
PFIIX
1.85%
1.47%
3.58%
8.59%
3.83%
4.36%
VCSH
1.00%
0.77%
1.58%
6.09%
1.87%
2.36%
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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 Rank
PFIIX
VCSH
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 5.93%, more than VCSH's 4.00% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PFIIX PIMCO Low Duration Income Fund | 5.93% | 5.95% | 4.99% | 6.32% | 3.06% | 3.46% | 4.76% | 3.21% | 3.15% | 3.78% | 5.37% | 5.15% |
VCSH Vanguard Short-Term Corporate Bond ETF | 4.00% | 3.96% | 3.09% | 2.01% | 1.81% | 2.27% | 2.87% | 2.65% | 2.25% | 2.10% | 2.08% | 2.01% |
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 0.59% compared to Vanguard Short-Term Corporate Bond ETF (VCSH) at 0.50%. 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.