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 0.35, 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
PHK vs. SPYD - Performance Comparison
Key characteristics
PHK:
1.55
SPYD:
1.59
PHK:
2.09
SPYD:
2.19
PHK:
1.32
SPYD:
1.28
PHK:
1.19
SPYD:
2.02
PHK:
8.66
SPYD:
7.03
PHK:
1.65%
SPYD:
2.85%
PHK:
9.23%
SPYD:
12.61%
PHK:
-75.28%
SPYD:
-46.42%
PHK:
-1.85%
SPYD:
-6.01%
Returns By Period
In the year-to-date period, PHK achieves a 1.82% return, which is significantly higher than SPYD's 1.55% return.
PHK
1.82%
0.18%
8.85%
14.99%
2.31%
2.80%
SPYD
1.55%
2.74%
5.90%
20.77%
6.91%
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.
Dividends
PHK vs. SPYD - Dividend Comparison
PHK's dividend yield for the trailing twelve months is around 11.76%, more than SPYD's 4.25% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PHK PIMCO High Income Fund | 11.76% | 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 | 4.25% | 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 -75.28%, 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.
Volatility
PHK vs. SPYD - Volatility Comparison
The current volatility for PIMCO High Income Fund (PHK) is 3.05%, while SPDR Portfolio S&P 500 High Dividend ETF (SPYD) has a volatility of 4.84%. 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.