PHIYX vs. BSV
Compare and contrast key facts about PIMCO High Yield Fund (PHIYX) and Vanguard Short-Term Bond ETF (BSV).
PHIYX is managed by PIMCO. It was launched on Dec 15, 1992. BSV is a passively managed fund by Vanguard that tracks the performance of the Barclays U.S. 1-5 Year Government/Credit Float Adjusted Index. It was launched on Apr 3, 2007.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PHIYX or BSV.
Correlation
The correlation between PHIYX and BSV is 0.13, 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
PHIYX vs. BSV - Performance Comparison
Key characteristics
PHIYX:
1.97
BSV:
1.66
PHIYX:
2.94
BSV:
2.44
PHIYX:
1.41
BSV:
1.31
PHIYX:
2.72
BSV:
1.40
PHIYX:
11.51
BSV:
5.92
PHIYX:
0.58%
BSV:
0.67%
PHIYX:
3.41%
BSV:
2.40%
PHIYX:
-32.73%
BSV:
-8.54%
PHIYX:
-1.35%
BSV:
-1.19%
Returns By Period
In the year-to-date period, PHIYX achieves a 5.51% return, which is significantly higher than BSV's 3.43% return. Over the past 10 years, PHIYX has outperformed BSV with an annualized return of 4.07%, while BSV has yielded a comparatively lower 1.59% annualized return.
PHIYX
5.51%
-0.62%
3.61%
6.46%
2.79%
4.07%
BSV
3.43%
0.09%
2.47%
3.76%
1.26%
1.59%
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PHIYX vs. BSV - Expense Ratio Comparison
PHIYX has a 0.56% expense ratio, which is higher than BSV's 0.04% expense ratio.
Risk-Adjusted Performance
PHIYX vs. BSV - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for PIMCO High Yield Fund (PHIYX) and Vanguard Short-Term Bond ETF (BSV). 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
PHIYX vs. BSV - Dividend Comparison
PHIYX's dividend yield for the trailing twelve months is around 5.61%, more than BSV's 3.32% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PHIYX PIMCO High Yield Fund | 5.61% | 5.62% | 5.42% | 4.53% | 4.56% | 5.04% | 5.63% | 5.12% | 5.38% | 6.16% | 6.58% | 5.94% |
BSV Vanguard Short-Term Bond ETF | 3.32% | 2.46% | 1.50% | 1.45% | 1.79% | 2.29% | 1.99% | 1.65% | 1.49% | 1.40% | 1.45% | 1.48% |
Drawdowns
PHIYX vs. BSV - Drawdown Comparison
The maximum PHIYX drawdown since its inception was -32.73%, which is greater than BSV's maximum drawdown of -8.54%. Use the drawdown chart below to compare losses from any high point for PHIYX and BSV. For additional features, visit the drawdowns tool.
Volatility
PHIYX vs. BSV - Volatility Comparison
PIMCO High Yield Fund (PHIYX) has a higher volatility of 0.78% compared to Vanguard Short-Term Bond ETF (BSV) at 0.56%. This indicates that PHIYX's price experiences larger fluctuations and is considered to be riskier than BSV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.