PFIUX vs. HYGH
Compare and contrast key facts about PIMCO Dynamic Bond Fund (PFIUX) and iShares Interest Rate Hedged High Yield Bond ETF (HYGH).
PFIUX is managed by PIMCO. It was launched on Jun 29, 2008. HYGH is an actively managed fund by iShares. It was launched on May 27, 2014.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PFIUX or HYGH.
Correlation
The correlation between PFIUX and HYGH is 0.25, 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
PFIUX vs. HYGH - Performance Comparison
Key characteristics
PFIUX:
2.90
HYGH:
2.26
PFIUX:
4.71
HYGH:
3.12
PFIUX:
1.71
HYGH:
1.50
PFIUX:
4.03
HYGH:
2.71
PFIUX:
22.74
HYGH:
21.56
PFIUX:
0.29%
HYGH:
0.47%
PFIUX:
2.31%
HYGH:
4.46%
PFIUX:
-10.10%
HYGH:
-23.88%
PFIUX:
-0.99%
HYGH:
-0.33%
Returns By Period
In the year-to-date period, PFIUX achieves a 6.10% return, which is significantly lower than HYGH's 10.60% return. Over the past 10 years, PFIUX has underperformed HYGH with an annualized return of 2.84%, while HYGH has yielded a comparatively higher 4.91% annualized return.
PFIUX
6.10%
-0.00%
3.67%
6.69%
2.40%
2.84%
HYGH
10.60%
-0.15%
5.55%
10.62%
5.56%
4.91%
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PFIUX vs. HYGH - Expense Ratio Comparison
PFIUX has a 0.81% expense ratio, which is higher than HYGH's 0.53% expense ratio.
Risk-Adjusted Performance
PFIUX vs. HYGH - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for PIMCO Dynamic Bond Fund (PFIUX) and iShares Interest Rate Hedged High Yield Bond ETF (HYGH). 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
PFIUX vs. HYGH - Dividend Comparison
PFIUX's dividend yield for the trailing twelve months is around 5.18%, less than HYGH's 7.89% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PFIUX PIMCO Dynamic Bond Fund | 5.18% | 4.12% | 4.33% | 2.03% | 3.45% | 5.16% | 3.48% | 4.69% | 2.32% | 6.09% | 1.98% | 0.87% |
HYGH iShares Interest Rate Hedged High Yield Bond ETF | 7.89% | 8.95% | 6.21% | 3.74% | 4.06% | 4.89% | 6.45% | 4.79% | 4.59% | 5.74% | 3.62% | 0.00% |
Drawdowns
PFIUX vs. HYGH - Drawdown Comparison
The maximum PFIUX drawdown since its inception was -10.10%, smaller than the maximum HYGH drawdown of -23.88%. Use the drawdown chart below to compare losses from any high point for PFIUX and HYGH. For additional features, visit the drawdowns tool.
Volatility
PFIUX vs. HYGH - Volatility Comparison
PIMCO Dynamic Bond Fund (PFIUX) has a higher volatility of 0.83% compared to iShares Interest Rate Hedged High Yield Bond ETF (HYGH) at 0.74%. This indicates that PFIUX's price experiences larger fluctuations and is considered to be riskier than HYGH based on this measure. The chart below showcases a comparison of their rolling one-month volatility.