PMF vs. VOO
Compare and contrast key facts about PIMCO Municipal Income Fund (PMF) and Vanguard S&P 500 ETF (VOO).
VOO is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Index. It was launched on Sep 7, 2010.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PMF or VOO.
Correlation
The correlation between PMF and VOO is 0.13, 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.
Performance
PMF vs. VOO - Performance Comparison
Key characteristics
PMF:
0.21
VOO:
1.98
PMF:
0.38
VOO:
2.65
PMF:
1.05
VOO:
1.36
PMF:
0.08
VOO:
2.98
PMF:
0.45
VOO:
12.44
PMF:
6.01%
VOO:
2.02%
PMF:
12.88%
VOO:
12.69%
PMF:
-60.21%
VOO:
-33.99%
PMF:
-29.09%
VOO:
0.00%
Returns By Period
In the year-to-date period, PMF achieves a 2.52% return, which is significantly lower than VOO's 4.06% return. Over the past 10 years, PMF has underperformed VOO with an annualized return of 0.63%, while VOO has yielded a comparatively higher 13.30% annualized return.
PMF
2.52%
4.48%
-1.53%
1.51%
-4.99%
0.63%
VOO
4.06%
2.87%
10.75%
23.12%
14.36%
13.30%
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Risk-Adjusted Performance
PMF vs. VOO — Risk-Adjusted Performance Rank
PMF
VOO
PMF vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for PIMCO Municipal Income Fund (PMF) and Vanguard S&P 500 ETF (VOO). 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
PMF vs. VOO - Dividend Comparison
PMF's dividend yield for the trailing twelve months is around 5.53%, more than VOO's 1.20% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PMF PIMCO Municipal Income Fund | 5.53% | 5.61% | 5.40% | 6.21% | 4.26% | 5.26% | 4.83% | 5.74% | 5.70% | 6.75% | 6.29% | 6.78% |
VOO Vanguard S&P 500 ETF | 1.20% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
PMF vs. VOO - Drawdown Comparison
The maximum PMF drawdown since its inception was -60.21%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for PMF and VOO. For additional features, visit the drawdowns tool.
Volatility
PMF vs. VOO - Volatility Comparison
PIMCO Municipal Income Fund (PMF) has a higher volatility of 4.25% compared to Vanguard S&P 500 ETF (VOO) at 3.13%. This indicates that PMF's price experiences larger fluctuations and is considered to be riskier than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.