PSTKX vs. CSPX.L
Compare and contrast key facts about PIMCO StocksPLUS Fund (PSTKX) and iShares Core S&P 500 UCITS ETF USD (Acc) (CSPX.L).
PSTKX is managed by PIMCO. It was launched on May 13, 1993. CSPX.L is a passively managed fund by BlackRock that tracks the performance of the S&P 500 Index. It was launched on May 18, 2010.
Performance
PSTKX vs. CSPX.L - Performance Comparison
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PSTKX vs. CSPX.L - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PSTKX PIMCO StocksPLUS Fund | -7.47% | 11.51% | 25.03% | 26.53% | -21.20% | 28.03% | 18.27% | 46.11% | -5.56% | 22.42% |
CSPX.L iShares Core S&P 500 UCITS ETF USD (Acc) | -6.42% | 17.45% | 25.25% | 26.74% | -18.72% | 29.35% | 17.62% | 30.55% | -5.46% | 21.60% |
Returns By Period
In the year-to-date period, PSTKX achieves a -7.47% return, which is significantly lower than CSPX.L's -6.42% return. Both investments have delivered pretty close results over the past 10 years, with PSTKX having a 13.82% annualized return and CSPX.L not far behind at 13.63%.
PSTKX
- 1D
- -0.34%
- 1M
- -8.05%
- YTD
- -7.47%
- 6M
- -10.26%
- 1Y
- 7.63%
- 3Y*
- 14.99%
- 5Y*
- 9.21%
- 10Y*
- 13.82%
CSPX.L
- 1D
- 0.50%
- 1M
- -6.33%
- YTD
- -6.42%
- 6M
- -2.78%
- 1Y
- 17.15%
- 3Y*
- 17.70%
- 5Y*
- 11.25%
- 10Y*
- 13.63%
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PSTKX vs. CSPX.L - Expense Ratio Comparison
PSTKX has a 0.51% expense ratio, which is higher than CSPX.L's 0.07% expense ratio.
Return for Risk
PSTKX vs. CSPX.L — Risk / Return Rank
PSTKX
CSPX.L
PSTKX vs. CSPX.L - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for PIMCO StocksPLUS Fund (PSTKX) and iShares Core S&P 500 UCITS ETF USD (Acc) (CSPX.L). 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.
| PSTKX | CSPX.L | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.43 | 1.06 | -0.64 |
Sortino ratioReturn per unit of downside risk | 0.71 | 1.55 | -0.84 |
Omega ratioGain probability vs. loss probability | 1.11 | 1.23 | -0.11 |
Calmar ratioReturn relative to maximum drawdown | 0.42 | 2.37 | -1.94 |
Martin ratioReturn relative to average drawdown | 1.36 | 10.65 | -9.29 |
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
| PSTKX | CSPX.L | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.43 | 1.06 | -0.64 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.53 | 0.71 | -0.17 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.74 | 0.84 | -0.10 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.53 | 0.87 | -0.34 |
Correlation
The correlation between PSTKX and CSPX.L is 0.54, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
PSTKX vs. CSPX.L - Dividend Comparison
PSTKX's dividend yield for the trailing twelve months is around 13.99%, while CSPX.L has not paid dividends to shareholders.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PSTKX PIMCO StocksPLUS Fund | 13.99% | 12.67% | 12.28% | 2.89% | 9.61% | 14.34% | 3.96% | 23.49% | 20.86% | 1.32% | 1.03% | 10.86% |
CSPX.L iShares Core S&P 500 UCITS ETF USD (Acc) | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
PSTKX vs. CSPX.L - Drawdown Comparison
The maximum PSTKX drawdown since its inception was -62.59%, which is greater than CSPX.L's maximum drawdown of -33.90%. Use the drawdown chart below to compare losses from any high point for PSTKX and CSPX.L.
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Drawdown Indicators
| PSTKX | CSPX.L | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -62.59% | -33.90% | -28.69% |
Max Drawdown (1Y)Largest decline over 1 year | -13.72% | -11.83% | -1.89% |
Max Drawdown (5Y)Largest decline over 5 years | -27.37% | -24.39% | -2.98% |
Max Drawdown (10Y)Largest decline over 10 years | -36.45% | -33.90% | -2.55% |
Current DrawdownCurrent decline from peak | -13.72% | -7.71% | -6.01% |
Average DrawdownAverage peak-to-trough decline | -9.38% | -3.75% | -5.63% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.28% | 1.82% | +2.46% |
Volatility
PSTKX vs. CSPX.L - Volatility Comparison
PIMCO StocksPLUS Fund (PSTKX) and iShares Core S&P 500 UCITS ETF USD (Acc) (CSPX.L) have volatilities of 4.32% and 4.18%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PSTKX | CSPX.L | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.32% | 4.18% | +0.14% |
Volatility (6M)Calculated over the trailing 6-month period | 11.13% | 8.53% | +2.60% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.52% | 15.96% | +3.56% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.35% | 15.92% | +1.43% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.66% | 16.13% | +2.53% |