PIMIX vs. VOO
Compare and contrast key facts about PIMCO Income Fund Institutional Class (PIMIX) and Vanguard S&P 500 ETF (VOO).
PIMIX is managed by PIMCO. It was launched on Mar 30, 2007. 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: PIMIX or VOO.
Correlation
The correlation between PIMIX and VOO is 0.24, 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
PIMIX vs. VOO - Performance Comparison
Key characteristics
PIMIX:
1.35
VOO:
2.25
PIMIX:
1.99
VOO:
2.98
PIMIX:
1.25
VOO:
1.42
PIMIX:
2.39
VOO:
3.31
PIMIX:
6.03
VOO:
14.77
PIMIX:
0.94%
VOO:
1.90%
PIMIX:
4.18%
VOO:
12.46%
PIMIX:
-13.39%
VOO:
-33.99%
PIMIX:
-1.76%
VOO:
-2.47%
Returns By Period
In the year-to-date period, PIMIX achieves a 4.80% return, which is significantly lower than VOO's 26.02% return. Over the past 10 years, PIMIX has underperformed VOO with an annualized return of 4.33%, while VOO has yielded a comparatively higher 13.08% annualized return.
PIMIX
4.80%
0.04%
2.86%
5.54%
3.07%
4.33%
VOO
26.02%
-0.11%
9.35%
26.45%
14.79%
13.08%
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PIMIX vs. VOO - Expense Ratio Comparison
PIMIX has a 0.62% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
PIMIX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for PIMCO Income Fund Institutional Class (PIMIX) 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
PIMIX vs. VOO - Dividend Comparison
PIMIX's dividend yield for the trailing twelve months is around 6.28%, more than VOO's 0.91% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PIMIX PIMCO Income Fund Institutional Class | 6.28% | 6.21% | 6.40% | 4.02% | 4.89% | 5.86% | 5.68% | 5.41% | 5.57% | 7.84% | 6.30% | 5.46% |
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
PIMIX vs. VOO - Drawdown Comparison
The maximum PIMIX drawdown since its inception was -13.39%, smaller than the maximum VOO drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for PIMIX and VOO. For additional features, visit the drawdowns tool.
Volatility
PIMIX vs. VOO - Volatility Comparison
The current volatility for PIMCO Income Fund Institutional Class (PIMIX) is 1.24%, while Vanguard S&P 500 ETF (VOO) has a volatility of 3.75%. This indicates that PIMIX 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.