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 -0.16. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
Performance
PHIYX vs. BSV - Performance Comparison
Key characteristics
PHIYX:
1.71
BSV:
2.68
PHIYX:
2.33
BSV:
4.28
PHIYX:
1.35
BSV:
1.54
PHIYX:
1.77
BSV:
2.77
PHIYX:
7.32
BSV:
10.08
PHIYX:
0.84%
BSV:
0.61%
PHIYX:
3.78%
BSV:
2.29%
PHIYX:
-32.73%
BSV:
-8.62%
PHIYX:
-1.12%
BSV:
-0.57%
Returns By Period
In the year-to-date period, PHIYX achieves a 0.78% return, which is significantly lower than BSV's 2.32% return. Over the past 10 years, PHIYX has outperformed BSV with an annualized return of 3.91%, while BSV has yielded a comparatively lower 1.76% annualized return.
PHIYX
0.78%
1.92%
0.89%
6.43%
4.65%
3.91%
BSV
2.32%
0.38%
2.72%
6.12%
1.09%
1.76%
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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 Rank
PHIYX
BSV
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 5.77%, more than BSV's 3.56% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PHIYX PIMCO High Yield Fund | 5.77% | 6.18% | 5.62% | 5.42% | 4.53% | 4.56% | 5.04% | 5.63% | 5.12% | 5.38% | 6.16% | 6.58% |
BSV Vanguard Short-Term Bond ETF | 3.56% | 3.38% | 2.46% | 1.50% | 1.36% | 1.79% | 2.29% | 1.99% | 1.65% | 1.49% | 1.40% | 1.45% |
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 -8.62%. 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 1.22% compared to Vanguard Short-Term Bond ETF (BSV) at 0.78%. 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.