Correlation
The correlation between PSLDX and VOO is 0.73, 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.
PSLDX vs. VOO
Compare and contrast key facts about PIMCO StocksPLUS Long Duration Fund Class I (PSLDX) and Vanguard S&P 500 ETF (VOO).
PSLDX is managed by PIMCO. It was launched on Aug 31, 2007. 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: PSLDX or VOO.
Performance
PSLDX vs. VOO - Performance Comparison
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Key characteristics
PSLDX:
0.45
VOO:
0.74
PSLDX:
0.71
VOO:
1.04
PSLDX:
1.09
VOO:
1.15
PSLDX:
0.39
VOO:
0.68
PSLDX:
1.25
VOO:
2.58
PSLDX:
7.60%
VOO:
4.93%
PSLDX:
24.75%
VOO:
19.54%
PSLDX:
-52.71%
VOO:
-33.99%
PSLDX:
-9.90%
VOO:
-3.55%
Returns By Period
In the year-to-date period, PSLDX achieves a -0.97% return, which is significantly lower than VOO's 0.90% return. Over the past 10 years, PSLDX has outperformed VOO with an annualized return of 64.52%, while VOO has yielded a comparatively lower 12.81% annualized return.
PSLDX
-0.97%
4.17%
-7.19%
11.15%
54.68%
64.65%
64.52%
VOO
0.90%
6.28%
-1.46%
14.27%
14.31%
15.89%
12.81%
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PSLDX vs. VOO - Expense Ratio Comparison
PSLDX has a 0.61% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
PSLDX vs. VOO — Risk-Adjusted Performance Rank
PSLDX
VOO
PSLDX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for PIMCO StocksPLUS Long Duration Fund Class I (PSLDX) 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.
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Dividends
PSLDX vs. VOO - Dividend Comparison
PSLDX's dividend yield for the trailing twelve months is around 15.56%, more than VOO's 1.29% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PSLDX PIMCO StocksPLUS Long Duration Fund Class I | 15.56% | 15.23% | 3.67% | 7.98% | 116.41% | 33.40% | 42.25% | 46.75% | 73.55% | 34.64% | 36.24% | 69.04% |
VOO Vanguard S&P 500 ETF | 1.29% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
PSLDX vs. VOO - Drawdown Comparison
The maximum PSLDX drawdown since its inception was -52.71%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for PSLDX and VOO.
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Volatility
PSLDX vs. VOO - Volatility Comparison
PIMCO StocksPLUS Long Duration Fund Class I (PSLDX) has a higher volatility of 6.26% compared to Vanguard S&P 500 ETF (VOO) at 4.84%. This indicates that PSLDX'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.
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