PMIF.TO vs. VFV.TO
Compare and contrast key facts about PIMCO Monthly Income Fund (Canada) (PMIF.TO) and Vanguard S&P 500 Index ETF (VFV.TO).
PMIF.TO and VFV.TO are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. VFV.TO is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Index. It was launched on Nov 2, 2012.
Performance
PMIF.TO vs. VFV.TO - Performance Comparison
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PMIF.TO vs. VFV.TO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PMIF.TO PIMCO Monthly Income Fund (Canada) | -0.78% | 9.01% | 5.20% | 7.58% | -6.32% | 1.90% | 3.93% | 7.09% | 0.59% | 0.54% |
VFV.TO Vanguard S&P 500 Index ETF | -3.12% | 12.18% | 35.23% | 23.23% | -12.58% | 27.51% | 15.62% | 25.14% | 2.94% | 6.70% |
Returns By Period
In the year-to-date period, PMIF.TO achieves a -0.78% return, which is significantly higher than VFV.TO's -3.12% return.
PMIF.TO
- 1D
- 0.56%
- 1M
- -2.08%
- YTD
- -0.78%
- 6M
- 1.27%
- 1Y
- 5.43%
- 3Y*
- 6.41%
- 5Y*
- 3.12%
- 10Y*
- —
VFV.TO
- 1D
- 2.76%
- 1M
- -3.12%
- YTD
- -3.12%
- 6M
- -1.94%
- 1Y
- 13.65%
- 3Y*
- 19.11%
- 5Y*
- 13.78%
- 10Y*
- 14.47%
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PMIF.TO vs. VFV.TO - Expense Ratio Comparison
Return for Risk
PMIF.TO vs. VFV.TO — Risk / Return Rank
PMIF.TO
VFV.TO
PMIF.TO vs. VFV.TO - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for PIMCO Monthly Income Fund (Canada) (PMIF.TO) and Vanguard S&P 500 Index ETF (VFV.TO). 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.
| PMIF.TO | VFV.TO | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.52 | 0.75 | +0.77 |
Sortino ratioReturn per unit of downside risk | 2.11 | 1.13 | +0.98 |
Omega ratioGain probability vs. loss probability | 1.28 | 1.18 | +0.10 |
Calmar ratioReturn relative to maximum drawdown | 1.67 | 1.19 | +0.48 |
Martin ratioReturn relative to average drawdown | 6.65 | 4.51 | +2.14 |
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
| PMIF.TO | VFV.TO | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.52 | 0.75 | +0.77 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.66 | 0.93 | -0.27 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.88 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.56 | 1.07 | -0.51 |
Correlation
The correlation between PMIF.TO and VFV.TO is 0.10, 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
PMIF.TO vs. VFV.TO - Dividend Comparison
PMIF.TO's dividend yield for the trailing twelve months is around 5.45%, more than VFV.TO's 0.96% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PMIF.TO PIMCO Monthly Income Fund (Canada) | 5.45% | 5.50% | 6.95% | 6.06% | 3.73% | 3.22% | 3.58% | 3.80% | 3.51% | 0.59% | 0.00% | 0.00% |
VFV.TO Vanguard S&P 500 Index ETF | 0.96% | 0.92% | 0.99% | 1.20% | 1.31% | 1.06% | 1.33% | 1.55% | 1.68% | 1.50% | 1.66% | 1.63% |
Drawdowns
PMIF.TO vs. VFV.TO - Drawdown Comparison
The maximum PMIF.TO drawdown since its inception was -18.30%, smaller than the maximum VFV.TO drawdown of -27.43%. Use the drawdown chart below to compare losses from any high point for PMIF.TO and VFV.TO.
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Drawdown Indicators
| PMIF.TO | VFV.TO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -18.30% | -27.43% | +9.13% |
Max Drawdown (1Y)Largest decline over 1 year | -3.22% | -12.52% | +9.30% |
Max Drawdown (5Y)Largest decline over 5 years | -10.25% | -22.19% | +11.94% |
Max Drawdown (10Y)Largest decline over 10 years | — | -27.43% | — |
Current DrawdownCurrent decline from peak | -2.08% | -6.10% | +4.02% |
Average DrawdownAverage peak-to-trough decline | -1.89% | -3.39% | +1.50% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.81% | 3.29% | -2.48% |
Volatility
PMIF.TO vs. VFV.TO - Volatility Comparison
The current volatility for PIMCO Monthly Income Fund (Canada) (PMIF.TO) is 1.78%, while Vanguard S&P 500 Index ETF (VFV.TO) has a volatility of 5.12%. This indicates that PMIF.TO experiences smaller price fluctuations and is considered to be less risky than VFV.TO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PMIF.TO | VFV.TO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.78% | 5.12% | -3.34% |
Volatility (6M)Calculated over the trailing 6-month period | 2.48% | 9.27% | -6.79% |
Volatility (1Y)Calculated over the trailing 1-year period | 3.59% | 18.28% | -14.69% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 4.73% | 14.92% | -10.19% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 5.85% | 16.57% | -10.72% |