PLDI.TO vs. VBU.NEO
Compare and contrast key facts about PIMCO Low Duration Monthly Income Fund (Canada) (PLDI.TO) and Vanguard U.S. Aggregate Bond Index ETF (VBU.NEO).
PLDI.TO and VBU.NEO are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. VBU.NEO is a passively managed fund by Vanguard that tracks the performance of the Bloomberg U.S. Aggregate Float Adjusted Bond Index (CAD Hedged). It was launched on Jun 30, 2014.
Performance
PLDI.TO vs. VBU.NEO - Performance Comparison
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PLDI.TO vs. VBU.NEO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
PLDI.TO PIMCO Low Duration Monthly Income Fund (Canada) | -0.42% | 6.61% | 5.92% | 5.62% | -2.88% | 1.59% | 0.36% | 3.40% |
VBU.NEO Vanguard U.S. Aggregate Bond Index ETF | -1.64% | 1.31% | -2.90% | 4.56% | -13.69% | -2.10% | 7.24% | 6.22% |
Returns By Period
In the year-to-date period, PLDI.TO achieves a -0.42% return, which is significantly higher than VBU.NEO's -1.64% return.
PLDI.TO
- 1D
- 0.38%
- 1M
- -0.77%
- YTD
- -0.42%
- 6M
- 0.70%
- 1Y
- 3.78%
- 3Y*
- 5.72%
- 5Y*
- 3.07%
- 10Y*
- —
VBU.NEO
- 1D
- -0.49%
- 1M
- -2.14%
- YTD
- -1.64%
- 6M
- -2.14%
- 1Y
- -1.78%
- 3Y*
- -0.62%
- 5Y*
- -2.43%
- 10Y*
- -0.02%
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PLDI.TO vs. VBU.NEO - Expense Ratio Comparison
Return for Risk
PLDI.TO vs. VBU.NEO — Risk / Return Rank
PLDI.TO
VBU.NEO
PLDI.TO vs. VBU.NEO - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for PIMCO Low Duration Monthly Income Fund (Canada) (PLDI.TO) and Vanguard U.S. Aggregate Bond Index ETF (VBU.NEO). 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.
| PLDI.TO | VBU.NEO | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.85 | -0.37 | +1.22 |
Sortino ratioReturn per unit of downside risk | 1.20 | -0.44 | +1.64 |
Omega ratioGain probability vs. loss probability | 1.16 | 0.94 | +0.22 |
Calmar ratioReturn relative to maximum drawdown | 1.61 | -0.66 | +2.27 |
Martin ratioReturn relative to average drawdown | 5.33 | -1.46 | +6.78 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| PLDI.TO | VBU.NEO | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.85 | -0.37 | +1.22 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 1.03 | -0.39 | +1.42 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | -0.00 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.01 | 0.09 | +0.92 |
Correlation
The correlation between PLDI.TO and VBU.NEO is 0.22, 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.
Dividends
PLDI.TO vs. VBU.NEO - Dividend Comparison
PLDI.TO's dividend yield for the trailing twelve months is around 4.26%, while VBU.NEO has not paid dividends to shareholders.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PLDI.TO PIMCO Low Duration Monthly Income Fund (Canada) | 4.26% | 4.37% | 7.04% | 5.80% | 3.29% | 2.04% | 4.71% | 2.49% | 0.00% | 0.00% | 0.00% | 0.00% |
VBU.NEO Vanguard U.S. Aggregate Bond Index ETF | 0.00% | 0.00% | 0.24% | 2.72% | 2.31% | 1.83% | 2.14% | 2.36% | 2.28% | 2.20% | 2.19% | 2.18% |
Drawdowns
PLDI.TO vs. VBU.NEO - Drawdown Comparison
The maximum PLDI.TO drawdown since its inception was -6.86%, smaller than the maximum VBU.NEO drawdown of -19.38%. Use the drawdown chart below to compare losses from any high point for PLDI.TO and VBU.NEO.
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Drawdown Indicators
| PLDI.TO | VBU.NEO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -6.86% | -19.38% | +12.52% |
Max Drawdown (1Y)Largest decline over 1 year | -2.55% | -3.16% | +0.61% |
Max Drawdown (5Y)Largest decline over 5 years | -5.45% | -18.46% | +13.01% |
Max Drawdown (10Y)Largest decline over 10 years | — | -19.38% | — |
Current DrawdownCurrent decline from peak | -1.45% | -15.05% | +13.60% |
Average DrawdownAverage peak-to-trough decline | -0.79% | -5.92% | +5.13% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.77% | 1.44% | -0.67% |
Volatility
PLDI.TO vs. VBU.NEO - Volatility Comparison
PIMCO Low Duration Monthly Income Fund (Canada) (PLDI.TO) and Vanguard U.S. Aggregate Bond Index ETF (VBU.NEO) have volatilities of 1.60% and 1.60%, 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.
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Volatility by Period
| PLDI.TO | VBU.NEO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.60% | 1.60% | 0.00% |
Volatility (6M)Calculated over the trailing 6-month period | 3.13% | 2.87% | +0.26% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.45% | 4.86% | -0.41% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 4.72% | 6.25% | -1.53% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 5.44% | 5.92% | -0.48% |