PHK vs. VOO
Compare and contrast key facts about PIMCO High Income Fund (PHK) and Vanguard S&P 500 ETF (VOO).
VOO is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Index. It was launched on Sep 7, 2010.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PHK or VOO.
Correlation
The correlation between PHK and VOO is 0.37, 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. VOO - Performance Comparison
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Key characteristics
PHK:
1.10
VOO:
0.52
PHK:
1.50
VOO:
0.89
PHK:
1.29
VOO:
1.13
PHK:
1.35
VOO:
0.57
PHK:
7.06
VOO:
2.18
PHK:
1.84%
VOO:
4.85%
PHK:
11.30%
VOO:
19.11%
PHK:
-75.29%
VOO:
-33.99%
PHK:
-0.59%
VOO:
-7.67%
Returns By Period
In the year-to-date period, PHK achieves a 3.22% return, which is significantly higher than VOO's -3.41% return. Over the past 10 years, PHK has underperformed VOO with an annualized return of 2.77%, while VOO has yielded a comparatively higher 12.42% annualized return.
PHK
3.22%
6.35%
0.44%
12.10%
10.20%
2.77%
VOO
-3.41%
7.59%
-5.06%
9.79%
15.86%
12.42%
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Risk-Adjusted Performance
PHK vs. VOO — Risk-Adjusted Performance Rank
PHK
VOO
PHK vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for PIMCO High Income Fund (PHK) and Vanguard S&P 500 ETF (VOO). 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. VOO - Dividend Comparison
PHK's dividend yield for the trailing twelve months is around 10.95%, more than VOO's 1.34% 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% |
VOO Vanguard S&P 500 ETF | 1.34% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
PHK vs. VOO - Drawdown Comparison
The maximum PHK drawdown since its inception was -75.29%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for PHK and VOO. For additional features, visit the drawdowns tool.
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Volatility
PHK vs. VOO - Volatility Comparison
The current volatility for PIMCO High Income Fund (PHK) is 4.24%, while Vanguard S&P 500 ETF (VOO) has a volatility of 6.83%. This indicates that PHK experiences smaller price fluctuations and is considered to be less risky than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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