PHK vs. VTIP
Compare and contrast key facts about PIMCO High Income Fund (PHK) and Vanguard Short-Term Inflation-Protected Securities ETF (VTIP).
VTIP is a passively managed fund by Vanguard that tracks the performance of the Barclays Capital U.S. Treasury Inflation-Protected Securities (TIPS) 0-5 Years Index (Series-L). It was launched on Oct 12, 2012.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PHK or VTIP.
Correlation
The correlation between PHK and VTIP is 0.11, 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. VTIP - Performance Comparison
Key characteristics
PHK:
0.80
VTIP:
3.91
PHK:
1.06
VTIP:
6.42
PHK:
1.20
VTIP:
1.91
PHK:
0.88
VTIP:
7.51
PHK:
5.38
VTIP:
26.27
PHK:
1.71%
VTIP:
0.28%
PHK:
11.50%
VTIP:
1.88%
PHK:
-75.29%
VTIP:
-6.27%
PHK:
-5.75%
VTIP:
-0.40%
Returns By Period
In the year-to-date period, PHK achieves a -2.14% return, which is significantly lower than VTIP's 3.18% return. Over the past 10 years, PHK has underperformed VTIP with an annualized return of 2.10%, while VTIP has yielded a comparatively higher 2.79% annualized return.
PHK
-2.14%
-5.17%
-4.96%
9.18%
9.80%
2.10%
VTIP
3.18%
1.09%
3.29%
7.26%
4.05%
2.79%
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Risk-Adjusted Performance
PHK vs. VTIP — Risk-Adjusted Performance Rank
PHK
VTIP
PHK vs. VTIP - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for PIMCO High Income Fund (PHK) and Vanguard Short-Term Inflation-Protected Securities ETF (VTIP). 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. VTIP - Dividend Comparison
PHK's dividend yield for the trailing twelve months is around 12.60%, more than VTIP's 2.77% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PHK PIMCO High Income Fund | 12.60% | 11.85% | 12.51% | 12.18% | 9.37% | 10.62% | 10.57% | 12.09% | 13.29% | 13.54% | 16.98% | 13.00% |
VTIP Vanguard Short-Term Inflation-Protected Securities ETF | 2.77% | 2.70% | 3.36% | 6.84% | 4.68% | 1.20% | 1.95% | 2.45% | 1.52% | 0.76% | 0.00% | 0.82% |
Drawdowns
PHK vs. VTIP - Drawdown Comparison
The maximum PHK drawdown since its inception was -75.29%, which is greater than VTIP's maximum drawdown of -6.27%. Use the drawdown chart below to compare losses from any high point for PHK and VTIP. For additional features, visit the drawdowns tool.
Volatility
PHK vs. VTIP - Volatility Comparison
PIMCO High Income Fund (PHK) has a higher volatility of 8.91% compared to Vanguard Short-Term Inflation-Protected Securities ETF (VTIP) at 1.05%. This indicates that PHK's price experiences larger fluctuations and is considered to be riskier than VTIP based on this measure. The chart below showcases a comparison of their rolling one-month volatility.