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:
2.53
BSV:
1.71
PHIYX:
3.97
BSV:
2.52
PHIYX:
1.55
BSV:
1.32
PHIYX:
3.80
BSV:
1.43
PHIYX:
14.29
BSV:
5.64
PHIYX:
0.59%
BSV:
0.72%
PHIYX:
3.34%
BSV:
2.37%
PHIYX:
-32.73%
BSV:
-8.54%
PHIYX:
-0.30%
BSV:
-0.79%
Returns By Period
In the year-to-date period, PHIYX achieves a 0.37% return, which is significantly higher than BSV's 0.06% return. Over the past 10 years, PHIYX has outperformed BSV with an annualized return of 4.18%, while BSV has yielded a comparatively lower 1.56% annualized return.
PHIYX
0.37%
0.56%
3.86%
8.30%
2.97%
4.18%
BSV
0.06%
0.31%
2.09%
4.08%
1.23%
1.56%
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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 6.16%, more than BSV's 3.38% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PHIYX PIMCO High Yield Fund | 6.16% | 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 | 3.38% | 3.38% | 2.46% | 1.50% | 1.45% | 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 -8.54%. 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 1.16% compared to Vanguard Short-Term Bond ETF (BSV) at 0.68%. 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.