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
Key characteristics
PHK:
1.22
VOO:
2.21
PHK:
1.71
VOO:
2.93
PHK:
1.25
VOO:
1.41
PHK:
0.96
VOO:
3.25
PHK:
7.44
VOO:
14.47
PHK:
1.54%
VOO:
1.90%
PHK:
9.40%
VOO:
12.43%
PHK:
-75.28%
VOO:
-33.99%
PHK:
-3.81%
VOO:
-2.87%
Returns By Period
In the year-to-date period, PHK achieves a 9.23% return, which is significantly lower than VOO's 25.49% return. Over the past 10 years, PHK has underperformed VOO with an annualized return of 2.55%, while VOO has yielded a comparatively higher 13.04% annualized return.
PHK
9.23%
-1.68%
7.08%
12.39%
2.31%
2.55%
VOO
25.49%
0.01%
8.65%
27.45%
14.70%
13.04%
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Risk-Adjusted Performance
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.
Dividends
PHK vs. VOO - Dividend Comparison
PHK's dividend yield for the trailing twelve months is around 11.88%, more than VOO's 0.91% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PHK PIMCO High Income Fund | 11.88% | 12.51% | 12.18% | 9.37% | 10.60% | 10.55% | 12.13% | 13.32% | 13.48% | 16.97% | 13.01% | 12.57% |
VOO Vanguard S&P 500 ETF | 0.91% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% | 1.84% |
Drawdowns
PHK vs. VOO - Drawdown Comparison
The maximum PHK drawdown since its inception was -75.28%, 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.
Volatility
PHK vs. VOO - Volatility Comparison
The current volatility for PIMCO High Income Fund (PHK) is 2.46%, while Vanguard S&P 500 ETF (VOO) has a volatility of 3.64%. 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.