PLDIX vs. VIITX
Compare and contrast key facts about PIMCO Low Duration ESG Fund (PLDIX) and Vanguard Institutional Intermediate-Term Bond Fund (VIITX).
PLDIX is managed by PIMCO. It was launched on Dec 31, 1996. VIITX is managed by Vanguard. It was launched on Jun 19, 2015.
Performance
PLDIX vs. VIITX - Performance Comparison
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PLDIX vs. VIITX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PLDIX PIMCO Low Duration ESG Fund | -0.42% | 5.30% | 4.98% | 4.81% | -5.98% | -0.63% | 3.30% | 4.25% | 0.32% | 1.69% |
VIITX Vanguard Institutional Intermediate-Term Bond Fund | -0.06% | 7.23% | 3.67% | 5.31% | -7.99% | -1.02% | 6.17% | 6.44% | 0.87% | 2.00% |
Returns By Period
In the year-to-date period, PLDIX achieves a -0.42% return, which is significantly lower than VIITX's -0.06% return. Over the past 10 years, PLDIX has underperformed VIITX with an annualized return of 1.84%, while VIITX has yielded a comparatively higher 2.13% annualized return.
PLDIX
- 1D
- 0.11%
- 1M
- -1.19%
- YTD
- -0.42%
- 6M
- 0.74%
- 1Y
- 3.15%
- 3Y*
- 4.30%
- 5Y*
- 1.54%
- 10Y*
- 1.84%
VIITX
- 1D
- 0.33%
- 1M
- -1.48%
- YTD
- -0.06%
- 6M
- 1.26%
- 1Y
- 4.72%
- 3Y*
- 4.60%
- 5Y*
- 1.57%
- 10Y*
- 2.13%
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PLDIX vs. VIITX - Expense Ratio Comparison
PLDIX has a 0.50% expense ratio, which is higher than VIITX's 0.02% expense ratio.
Return for Risk
PLDIX vs. VIITX — Risk / Return Rank
PLDIX
VIITX
PLDIX vs. VIITX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for PIMCO Low Duration ESG Fund (PLDIX) and Vanguard Institutional Intermediate-Term Bond Fund (VIITX). 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.
| PLDIX | VIITX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.62 | 1.77 | -0.16 |
Sortino ratioReturn per unit of downside risk | 2.74 | 2.61 | +0.13 |
Omega ratioGain probability vs. loss probability | 1.35 | 1.33 | +0.01 |
Calmar ratioReturn relative to maximum drawdown | 2.44 | 2.76 | -0.33 |
Martin ratioReturn relative to average drawdown | 9.74 | 10.44 | -0.70 |
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
| PLDIX | VIITX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.62 | 1.77 | -0.16 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.67 | 0.41 | +0.26 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.94 | 0.70 | +0.24 |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.32 | 0.75 | +0.57 |
Correlation
The correlation between PLDIX and VIITX 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.
Dividends
PLDIX vs. VIITX - Dividend Comparison
PLDIX's dividend yield for the trailing twelve months is around 3.34%, less than VIITX's 4.17% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PLDIX PIMCO Low Duration ESG Fund | 3.34% | 3.62% | 3.39% | 2.97% | 1.90% | 0.82% | 1.26% | 2.46% | 1.92% | 1.04% | 1.82% | 1.93% |
VIITX Vanguard Institutional Intermediate-Term Bond Fund | 4.17% | 4.51% | 4.71% | 3.61% | 2.14% | 2.20% | 2.87% | 2.69% | 2.62% | 2.04% | 2.95% | 0.57% |
Drawdowns
PLDIX vs. VIITX - Drawdown Comparison
The maximum PLDIX drawdown since its inception was -9.77%, smaller than the maximum VIITX drawdown of -11.86%. Use the drawdown chart below to compare losses from any high point for PLDIX and VIITX.
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Drawdown Indicators
| PLDIX | VIITX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -9.77% | -11.86% | +2.09% |
Max Drawdown (1Y)Largest decline over 1 year | -1.51% | -1.89% | +0.38% |
Max Drawdown (5Y)Largest decline over 5 years | -8.34% | -11.86% | +3.52% |
Max Drawdown (10Y)Largest decline over 10 years | -8.34% | -11.86% | +3.52% |
Current DrawdownCurrent decline from peak | -1.19% | -1.48% | +0.29% |
Average DrawdownAverage peak-to-trough decline | -0.84% | -2.15% | +1.31% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.38% | 0.50% | -0.12% |
Volatility
PLDIX vs. VIITX - Volatility Comparison
The current volatility for PIMCO Low Duration ESG Fund (PLDIX) is 0.73%, while Vanguard Institutional Intermediate-Term Bond Fund (VIITX) has a volatility of 1.16%. This indicates that PLDIX experiences smaller price fluctuations and is considered to be less risky than VIITX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PLDIX | VIITX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.73% | 1.16% | -0.43% |
Volatility (6M)Calculated over the trailing 6-month period | 1.41% | 1.71% | -0.30% |
Volatility (1Y)Calculated over the trailing 1-year period | 2.15% | 2.74% | -0.59% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 2.31% | 3.82% | -1.51% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 1.97% | 3.05% | -1.08% |