PSCSX vs. VTI
Compare and contrast key facts about PIMCO StocksPLUS Small Fund (PSCSX) and Vanguard Total Stock Market ETF (VTI).
PSCSX is managed by PIMCO. It was launched on Mar 31, 2006. VTI is a passively managed fund by Vanguard that tracks the performance of the CRSP US Total Market Index. It was launched on Jun 27, 2016.
Performance
PSCSX vs. VTI - Performance Comparison
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PSCSX vs. VTI - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PSCSX PIMCO StocksPLUS Small Fund | -3.82% | 12.57% | 12.60% | 17.09% | -23.95% | 14.15% | 19.50% | 30.55% | -12.05% | 17.64% |
VTI Vanguard Total Stock Market ETF | -4.01% | 17.10% | 23.81% | 26.05% | -19.52% | 25.68% | 21.08% | 30.67% | -5.23% | 21.21% |
Returns By Period
The year-to-date returns for both stocks are quite close, with PSCSX having a -3.82% return and VTI slightly lower at -4.01%. Over the past 10 years, PSCSX has underperformed VTI with an annualized return of 9.82%, while VTI has yielded a comparatively higher 13.60% annualized return.
PSCSX
- 1D
- -1.23%
- 1M
- -9.85%
- YTD
- -3.82%
- 6M
- -2.90%
- 1Y
- 18.76%
- 3Y*
- 11.68%
- 5Y*
- 1.92%
- 10Y*
- 9.82%
VTI
- 1D
- 2.93%
- 1M
- -5.00%
- YTD
- -4.01%
- 6M
- -1.66%
- 1Y
- 18.11%
- 3Y*
- 17.84%
- 5Y*
- 10.46%
- 10Y*
- 13.60%
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PSCSX vs. VTI - Expense Ratio Comparison
PSCSX has a 0.70% expense ratio, which is higher than VTI's 0.03% expense ratio.
Return for Risk
PSCSX vs. VTI — Risk / Return Rank
PSCSX
VTI
PSCSX vs. VTI - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for PIMCO StocksPLUS Small Fund (PSCSX) and Vanguard Total Stock Market ETF (VTI). 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.
| PSCSX | VTI | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.77 | 0.96 | -0.19 |
Sortino ratioReturn per unit of downside risk | 1.20 | 1.48 | -0.28 |
Omega ratioGain probability vs. loss probability | 1.15 | 1.23 | -0.07 |
Calmar ratioReturn relative to maximum drawdown | 0.99 | 1.52 | -0.53 |
Martin ratioReturn relative to average drawdown | 3.69 | 7.26 | -3.57 |
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
| PSCSX | VTI | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.77 | 0.96 | -0.19 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.08 | 0.60 | -0.52 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.41 | 0.75 | -0.34 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.37 | 0.48 | -0.10 |
Correlation
The correlation between PSCSX and VTI is 0.88, 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
PSCSX vs. VTI - Dividend Comparison
PSCSX's dividend yield for the trailing twelve months is around 4.35%, more than VTI's 1.17% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PSCSX PIMCO StocksPLUS Small Fund | 4.35% | 5.63% | 4.34% | 2.36% | 26.32% | 19.21% | 5.69% | 8.77% | 12.86% | 5.84% | 3.41% | 8.45% |
VTI Vanguard Total Stock Market ETF | 1.17% | 1.12% | 1.27% | 1.44% | 1.66% | 1.21% | 1.42% | 1.78% | 2.04% | 1.71% | 1.92% | 1.98% |
Drawdowns
PSCSX vs. VTI - Drawdown Comparison
The maximum PSCSX drawdown since its inception was -58.02%, roughly equal to the maximum VTI drawdown of -55.45%. Use the drawdown chart below to compare losses from any high point for PSCSX and VTI.
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Drawdown Indicators
| PSCSX | VTI | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -58.02% | -55.45% | -2.57% |
Max Drawdown (1Y)Largest decline over 1 year | -15.12% | -12.30% | -2.82% |
Max Drawdown (5Y)Largest decline over 5 years | -35.03% | -25.36% | -9.67% |
Max Drawdown (10Y)Largest decline over 10 years | -46.15% | -35.00% | -11.15% |
Current DrawdownCurrent decline from peak | -12.21% | -6.25% | -5.96% |
Average DrawdownAverage peak-to-trough decline | -10.29% | -8.08% | -2.21% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.20% | 2.58% | +1.62% |
Volatility
PSCSX vs. VTI - Volatility Comparison
PIMCO StocksPLUS Small Fund (PSCSX) has a higher volatility of 7.13% compared to Vanguard Total Stock Market ETF (VTI) at 5.45%. This indicates that PSCSX's price experiences larger fluctuations and is considered to be riskier than VTI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PSCSX | VTI | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.13% | 5.45% | +1.68% |
Volatility (6M)Calculated over the trailing 6-month period | 15.00% | 9.73% | +5.27% |
Volatility (1Y)Calculated over the trailing 1-year period | 24.09% | 19.01% | +5.08% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 23.39% | 17.42% | +5.97% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 24.15% | 18.29% | +5.86% |