PISIX vs. DBEF
Compare and contrast key facts about PIMCO StocksPLUS International Fund (U.S. Dollar-Hedged) (PISIX) and Xtrackers MSCI EAFE Hedged Equity ETF (DBEF).
PISIX is managed by PIMCO. It was launched on Oct 31, 2003. DBEF is a passively managed fund by DWS that tracks the performance of the MSCI EAFE US Dollar Hedged Index. It was launched on Jun 9, 2011.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PISIX or DBEF.
Correlation
The correlation between PISIX and DBEF is 0.67, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
PISIX vs. DBEF - Performance Comparison
Key characteristics
PISIX:
1.49
DBEF:
1.23
PISIX:
1.91
DBEF:
1.69
PISIX:
1.29
DBEF:
1.22
PISIX:
1.52
DBEF:
1.40
PISIX:
7.48
DBEF:
6.37
PISIX:
2.26%
DBEF:
2.15%
PISIX:
11.35%
DBEF:
11.12%
PISIX:
-57.67%
DBEF:
-32.46%
PISIX:
-1.03%
DBEF:
-2.48%
Returns By Period
In the year-to-date period, PISIX achieves a 15.80% return, which is significantly higher than DBEF's 13.14% return. Over the past 10 years, PISIX has underperformed DBEF with an annualized return of 7.50%, while DBEF has yielded a comparatively higher 8.54% annualized return.
PISIX
15.80%
2.73%
2.77%
16.23%
8.48%
7.50%
DBEF
13.14%
0.87%
0.62%
14.56%
9.35%
8.54%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
PISIX vs. DBEF - Expense Ratio Comparison
PISIX has a 0.76% expense ratio, which is higher than DBEF's 0.36% expense ratio.
Risk-Adjusted Performance
PISIX vs. DBEF - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for PIMCO StocksPLUS International Fund (U.S. Dollar-Hedged) (PISIX) and Xtrackers MSCI EAFE Hedged Equity ETF (DBEF). 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
PISIX vs. DBEF - Dividend Comparison
PISIX's dividend yield for the trailing twelve months is around 12.49%, more than DBEF's 0.57% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PISIX PIMCO StocksPLUS International Fund (U.S. Dollar-Hedged) | 12.49% | 9.35% | 5.58% | 7.32% | 1.42% | 8.93% | 1.57% | 7.36% | 1.03% | 8.16% | 11.97% | 5.84% |
DBEF Xtrackers MSCI EAFE Hedged Equity ETF | 0.57% | 4.45% | 15.85% | 2.28% | 2.41% | 3.03% | 3.22% | 2.98% | 2.56% | 3.70% | 5.09% | 1.48% |
Drawdowns
PISIX vs. DBEF - Drawdown Comparison
The maximum PISIX drawdown since its inception was -57.67%, which is greater than DBEF's maximum drawdown of -32.46%. Use the drawdown chart below to compare losses from any high point for PISIX and DBEF. For additional features, visit the drawdowns tool.
Volatility
PISIX vs. DBEF - Volatility Comparison
PIMCO StocksPLUS International Fund (U.S. Dollar-Hedged) (PISIX) and Xtrackers MSCI EAFE Hedged Equity ETF (DBEF) have volatilities of 2.67% and 2.66%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.