PLDTX vs. VBISX
Compare and contrast key facts about PIMCO Low Duration II Fund (PLDTX) and Vanguard Short-Term Bond Index Fund (VBISX).
PLDTX is managed by PIMCO. It was launched on Oct 31, 1991. VBISX is managed by Vanguard. It was launched on Mar 1, 1994.
Performance
PLDTX vs. VBISX - Performance Comparison
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PLDTX vs. VBISX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PLDTX PIMCO Low Duration II Fund | -0.37% | 5.47% | 4.55% | 4.21% | -5.14% | -1.03% | 3.44% | 3.83% | 0.63% | 1.66% |
VBISX Vanguard Short-Term Bond Index Fund | -0.24% | 5.67% | 3.66% | 4.54% | -5.61% | -1.35% | 4.63% | 4.78% | 1.27% | 1.10% |
Returns By Period
In the year-to-date period, PLDTX achieves a -0.37% return, which is significantly lower than VBISX's -0.24% return. Both investments have delivered pretty close results over the past 10 years, with PLDTX having a 1.83% annualized return and VBISX not far behind at 1.77%.
PLDTX
- 1D
- 0.22%
- 1M
- -1.06%
- YTD
- -0.37%
- 6M
- 0.94%
- 1Y
- 3.45%
- 3Y*
- 4.06%
- 5Y*
- 1.52%
- 10Y*
- 1.83%
VBISX
- 1D
- 0.10%
- 1M
- -0.87%
- YTD
- -0.24%
- 6M
- 0.73%
- 1Y
- 3.56%
- 3Y*
- 3.88%
- 5Y*
- 1.41%
- 10Y*
- 1.77%
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PLDTX vs. VBISX - Expense Ratio Comparison
PLDTX has a 0.50% expense ratio, which is higher than VBISX's 0.15% expense ratio.
Return for Risk
PLDTX vs. VBISX — Risk / Return Rank
PLDTX
VBISX
PLDTX vs. VBISX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for PIMCO Low Duration II Fund (PLDTX) and Vanguard Short-Term Bond Index Fund (VBISX). 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.
| PLDTX | VBISX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.77 | 1.53 | +0.24 |
Sortino ratioReturn per unit of downside risk | 3.08 | 2.48 | +0.60 |
Omega ratioGain probability vs. loss probability | 1.40 | 1.30 | +0.10 |
Calmar ratioReturn relative to maximum drawdown | 2.67 | 2.65 | +0.02 |
Martin ratioReturn relative to average drawdown | 11.66 | 9.58 | +2.08 |
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
| PLDTX | VBISX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.77 | 1.53 | +0.24 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.64 | 0.49 | +0.16 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.94 | 0.75 | +0.20 |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.50 | 1.34 | +0.15 |
Correlation
The correlation between PLDTX and VBISX is 0.73, 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.
Dividends
PLDTX vs. VBISX - Dividend Comparison
PLDTX's dividend yield for the trailing twelve months is around 3.51%, which matches VBISX's 3.51% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PLDTX PIMCO Low Duration II Fund | 3.51% | 3.79% | 3.99% | 3.55% | 1.28% | 0.29% | 1.23% | 2.72% | 2.18% | 1.45% | 1.76% | 1.60% |
VBISX Vanguard Short-Term Bond Index Fund | 3.51% | 3.44% | 3.29% | 2.10% | 1.38% | 1.16% | 1.72% | 2.16% | 1.92% | 1.58% | 1.42% | 1.34% |
Drawdowns
PLDTX vs. VBISX - Drawdown Comparison
The maximum PLDTX drawdown since its inception was -7.60%, smaller than the maximum VBISX drawdown of -8.79%. Use the drawdown chart below to compare losses from any high point for PLDTX and VBISX.
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Drawdown Indicators
| PLDTX | VBISX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -7.60% | -8.79% | +1.19% |
Max Drawdown (1Y)Largest decline over 1 year | -1.49% | -1.54% | +0.05% |
Max Drawdown (5Y)Largest decline over 5 years | -7.58% | -8.72% | +1.14% |
Max Drawdown (10Y)Largest decline over 10 years | -7.60% | -8.79% | +1.19% |
Current DrawdownCurrent decline from peak | -1.06% | -1.16% | +0.10% |
Average DrawdownAverage peak-to-trough decline | -0.72% | -0.87% | +0.15% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.34% | 0.43% | -0.09% |
Volatility
PLDTX vs. VBISX - Volatility Comparison
PIMCO Low Duration II Fund (PLDTX) and Vanguard Short-Term Bond Index Fund (VBISX) have volatilities of 0.74% and 0.71%, 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
| PLDTX | VBISX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.74% | 0.71% | +0.03% |
Volatility (6M)Calculated over the trailing 6-month period | 1.36% | 1.50% | -0.14% |
Volatility (1Y)Calculated over the trailing 1-year period | 2.15% | 2.44% | -0.29% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 2.37% | 2.91% | -0.54% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 1.94% | 2.37% | -0.43% |