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.
Correlation
The correlation between PSLDX and VOO is 0.74, 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
PSLDX vs. VOO - Performance Comparison
Key characteristics
PSLDX:
1.19
VOO:
2.30
PSLDX:
1.67
VOO:
3.05
PSLDX:
1.21
VOO:
1.43
PSLDX:
0.70
VOO:
3.39
PSLDX:
6.14
VOO:
15.10
PSLDX:
3.50%
VOO:
1.90%
PSLDX:
17.97%
VOO:
12.48%
PSLDX:
-79.57%
VOO:
-33.99%
PSLDX:
-12.95%
VOO:
-0.76%
Returns By Period
In the year-to-date period, PSLDX achieves a 20.54% return, which is significantly lower than VOO's 28.23% return. Over the past 10 years, PSLDX has underperformed VOO with an annualized return of 12.31%, while VOO has yielded a comparatively higher 13.23% annualized return.
PSLDX
20.54%
-0.86%
6.66%
21.46%
8.13%
12.31%
VOO
28.23%
1.30%
11.10%
28.67%
15.07%
13.23%
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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 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.
Dividends
PSLDX vs. VOO - Dividend Comparison
PSLDX's dividend yield for the trailing twelve months is around 14.68%, more than VOO's 1.21% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PSLDX PIMCO StocksPLUS Long Duration Fund Class I | 12.92% | 3.67% | 2.66% | 38.80% | 11.13% | 14.09% | 15.58% | 24.51% | 11.55% | 12.08% | 23.01% | 43.03% |
VOO Vanguard S&P 500 ETF | 1.21% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% | 1.84% |
Drawdowns
PSLDX vs. VOO - Drawdown Comparison
The maximum PSLDX drawdown since its inception was -79.57%, 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. For additional features, visit the drawdowns tool.
Volatility
PSLDX vs. VOO - Volatility Comparison
PIMCO StocksPLUS Long Duration Fund Class I (PSLDX) has a higher volatility of 6.37% compared to Vanguard S&P 500 ETF (VOO) at 3.90%. 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.