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 May 24, 2001.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PSCSX or VTI.
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.
Performance
PSCSX vs. VTI - Performance Comparison
Key characteristics
PSCSX:
0.66
VTI:
1.78
PSCSX:
1.07
VTI:
2.41
PSCSX:
1.13
VTI:
1.33
PSCSX:
0.36
VTI:
2.68
PSCSX:
2.97
VTI:
10.68
PSCSX:
4.56%
VTI:
2.15%
PSCSX:
20.43%
VTI:
12.90%
PSCSX:
-58.51%
VTI:
-55.45%
PSCSX:
-24.87%
VTI:
0.00%
Returns By Period
In the year-to-date period, PSCSX achieves a 3.03% return, which is significantly lower than VTI's 4.59% return. Over the past 10 years, PSCSX has underperformed VTI with an annualized return of 3.07%, while VTI has yielded a comparatively higher 12.70% annualized return.
PSCSX
3.03%
0.99%
6.69%
16.82%
2.03%
3.07%
VTI
4.59%
2.34%
10.34%
24.42%
14.06%
12.70%
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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.
Risk-Adjusted Performance
PSCSX vs. VTI — Risk-Adjusted Performance Rank
PSCSX
VTI
PSCSX vs. VTI - Risk-Adjusted Performance 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.
Dividends
PSCSX vs. VTI - Dividend Comparison
PSCSX's dividend yield for the trailing twelve months is around 4.22%, more than VTI's 1.21% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PSCSX PIMCO StocksPLUS Small Fund | 4.22% | 4.35% | 2.35% | 0.00% | 18.59% | 5.70% | 3.10% | 2.83% | 3.76% | 3.41% | 2.12% | 4.61% |
VTI Vanguard Total Stock Market ETF | 1.21% | 1.27% | 1.44% | 1.67% | 1.21% | 1.42% | 1.78% | 2.04% | 1.71% | 1.92% | 1.98% | 1.76% |
Drawdowns
PSCSX vs. VTI - Drawdown Comparison
The maximum PSCSX drawdown since its inception was -58.51%, which is greater than VTI's maximum drawdown of -55.45%. Use the drawdown chart below to compare losses from any high point for PSCSX and VTI. For additional features, visit the drawdowns tool.
Volatility
PSCSX vs. VTI - Volatility Comparison
PIMCO StocksPLUS Small Fund (PSCSX) has a higher volatility of 4.18% compared to Vanguard Total Stock Market ETF (VTI) at 3.03%. 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.