PIOTX vs. URTH
Compare and contrast key facts about Pioneer Core Equity Fund (PIOTX) and iShares MSCI World ETF (URTH).
PIOTX is managed by Amundi US. It was launched on Nov 18, 1999. URTH is a passively managed fund by iShares that tracks the performance of the MSCI World Index. It was launched on Jan 10, 2012.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PIOTX or URTH.
Correlation
The correlation between PIOTX and URTH is 0.97, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
PIOTX vs. URTH - Performance Comparison
Key characteristics
PIOTX:
47.16%
URTH:
18.11%
PIOTX:
-12.86%
URTH:
-34.01%
PIOTX:
-2.11%
URTH:
-5.11%
Returns By Period
PIOTX
N/A
10.14%
N/A
N/A
N/A
N/A
URTH
0.14%
11.82%
0.53%
10.40%
14.71%
9.55%
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PIOTX vs. URTH - Expense Ratio Comparison
PIOTX has a 0.88% expense ratio, which is higher than URTH's 0.24% expense ratio.
Risk-Adjusted Performance
PIOTX vs. URTH — Risk-Adjusted Performance Rank
PIOTX
URTH
PIOTX vs. URTH - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Pioneer Core Equity Fund (PIOTX) and iShares MSCI World ETF (URTH). 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.
Not enough dataDividends
PIOTX vs. URTH - Dividend Comparison
PIOTX has not paid dividends to shareholders, while URTH's dividend yield for the trailing twelve months is around 1.47%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PIOTX Pioneer Core Equity Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
URTH iShares MSCI World ETF | 1.47% | 1.47% | 1.70% | 1.68% | 1.50% | 1.52% | 2.16% | 2.30% | 1.88% | 2.15% | 2.35% | 2.31% |
Drawdowns
PIOTX vs. URTH - Drawdown Comparison
The maximum PIOTX drawdown since its inception was -12.86%, smaller than the maximum URTH drawdown of -34.01%. Use the drawdown chart below to compare losses from any high point for PIOTX and URTH. For additional features, visit the drawdowns tool.
Volatility
PIOTX vs. URTH - Volatility Comparison
Pioneer Core Equity Fund (PIOTX) has a higher volatility of 11.49% compared to iShares MSCI World ETF (URTH) at 10.44%. This indicates that PIOTX's price experiences larger fluctuations and is considered to be riskier than URTH based on this measure. The chart below showcases a comparison of their rolling one-month volatility.