PPQZX vs. VOO
Compare and contrast key facts about PIMCO RealPath Blend 2050 Fund (PPQZX) and Vanguard S&P 500 ETF (VOO).
PPQZX is managed by PIMCO. It was launched on Dec 30, 2014. 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: PPQZX or VOO.
Correlation
The correlation between PPQZX and VOO is 0.93, 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.
Performance
PPQZX vs. VOO - Performance Comparison
Key characteristics
PPQZX:
1.49
VOO:
1.89
PPQZX:
2.05
VOO:
2.54
PPQZX:
1.27
VOO:
1.35
PPQZX:
2.33
VOO:
2.83
PPQZX:
7.69
VOO:
11.83
PPQZX:
2.08%
VOO:
2.02%
PPQZX:
10.74%
VOO:
12.66%
PPQZX:
-31.59%
VOO:
-33.99%
PPQZX:
-0.18%
VOO:
-0.42%
Returns By Period
In the year-to-date period, PPQZX achieves a 4.92% return, which is significantly higher than VOO's 4.17% return. Over the past 10 years, PPQZX has underperformed VOO with an annualized return of 7.47%, while VOO has yielded a comparatively higher 13.26% annualized return.
PPQZX
4.92%
2.25%
5.43%
16.10%
8.49%
7.47%
VOO
4.17%
1.23%
10.51%
24.45%
14.68%
13.26%
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PPQZX vs. VOO - Expense Ratio Comparison
PPQZX has a 0.06% expense ratio, which is higher than VOO's 0.03% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Risk-Adjusted Performance
PPQZX vs. VOO — Risk-Adjusted Performance Rank
PPQZX
VOO
PPQZX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for PIMCO RealPath Blend 2050 Fund (PPQZX) 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
PPQZX vs. VOO - Dividend Comparison
PPQZX's dividend yield for the trailing twelve months is around 3.15%, more than VOO's 1.19% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PPQZX PIMCO RealPath Blend 2050 Fund | 3.15% | 3.31% | 2.05% | 1.19% | 3.97% | 0.77% | 3.63% | 1.88% | 2.10% | 2.40% | 1.91% | 0.00% |
VOO Vanguard S&P 500 ETF | 1.19% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
PPQZX vs. VOO - Drawdown Comparison
The maximum PPQZX drawdown since its inception was -31.59%, smaller than the maximum VOO drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for PPQZX and VOO. For additional features, visit the drawdowns tool.
Volatility
PPQZX vs. VOO - Volatility Comparison
The current volatility for PIMCO RealPath Blend 2050 Fund (PPQZX) is 2.46%, while Vanguard S&P 500 ETF (VOO) has a volatility of 2.94%. This indicates that PPQZX experiences smaller price fluctuations and is considered to be less risky than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.