PHK vs. SPYD
Compare and contrast key facts about PIMCO High Income Fund (PHK) and SPDR Portfolio S&P 500 High Dividend ETF (SPYD).
SPYD is a passively managed fund by State Street that tracks the performance of the S&P 500 High Dividend Index. It was launched on Oct 21, 2015.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PHK or SPYD.
Correlation
The correlation between PHK and SPYD is 0.40, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
PHK vs. SPYD - Performance Comparison
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Key characteristics
PHK:
1.10
SPYD:
0.53
PHK:
1.50
SPYD:
0.91
PHK:
1.29
SPYD:
1.13
PHK:
1.35
SPYD:
0.57
PHK:
7.06
SPYD:
1.86
PHK:
1.84%
SPYD:
4.99%
PHK:
11.30%
SPYD:
15.48%
PHK:
-75.29%
SPYD:
-46.42%
PHK:
-0.59%
SPYD:
-8.80%
Returns By Period
In the year-to-date period, PHK achieves a 3.22% return, which is significantly higher than SPYD's -1.47% return.
PHK
3.22%
6.35%
0.44%
12.10%
10.20%
2.77%
SPYD
-1.47%
5.92%
-6.21%
8.14%
14.77%
N/A
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Risk-Adjusted Performance
PHK vs. SPYD — Risk-Adjusted Performance Rank
PHK
SPYD
PHK vs. SPYD - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for PIMCO High Income Fund (PHK) and SPDR Portfolio S&P 500 High Dividend ETF (SPYD). 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.
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Dividends
PHK vs. SPYD - Dividend Comparison
PHK's dividend yield for the trailing twelve months is around 10.95%, more than SPYD's 4.53% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PHK PIMCO High Income Fund | 10.95% | 11.85% | 12.51% | 12.18% | 9.37% | 10.60% | 10.55% | 12.13% | 13.32% | 13.48% | 16.97% | 13.01% |
SPYD SPDR Portfolio S&P 500 High Dividend ETF | 4.53% | 4.31% | 4.66% | 5.01% | 3.69% | 4.96% | 4.42% | 4.75% | 4.64% | 4.34% | 1.13% | 0.00% |
Drawdowns
PHK vs. SPYD - Drawdown Comparison
The maximum PHK drawdown since its inception was -75.29%, which is greater than SPYD's maximum drawdown of -46.42%. Use the drawdown chart below to compare losses from any high point for PHK and SPYD. For additional features, visit the drawdowns tool.
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Volatility
PHK vs. SPYD - Volatility Comparison
The current volatility for PIMCO High Income Fund (PHK) is 4.24%, while SPDR Portfolio S&P 500 High Dividend ETF (SPYD) has a volatility of 5.34%. This indicates that PHK experiences smaller price fluctuations and is considered to be less risky than SPYD based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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