PSTKX vs. IVV
Compare and contrast key facts about PIMCO StocksPLUS Fund (PSTKX) and iShares Core S&P 500 ETF (IVV).
PSTKX is managed by PIMCO. It was launched on May 13, 1993. IVV is a passively managed fund by iShares that tracks the performance of the S&P 500 Index. It was launched on May 15, 2000.
Performance
PSTKX vs. IVV - Performance Comparison
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PSTKX vs. IVV - 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% |
IVV iShares Core S&P 500 ETF | -4.38% | 17.85% | 24.93% | 26.31% | -18.16% | 28.76% | 18.40% | 31.07% | -4.49% | 21.75% |
Returns By Period
In the year-to-date period, PSTKX achieves a -7.47% return, which is significantly lower than IVV's -4.38% return. Both investments have delivered pretty close results over the past 10 years, with PSTKX having a 13.82% annualized return and IVV not far ahead at 14.02%.
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%
IVV
- 1D
- 2.88%
- 1M
- -4.99%
- YTD
- -4.38%
- 6M
- -1.80%
- 1Y
- 17.69%
- 3Y*
- 18.29%
- 5Y*
- 11.76%
- 10Y*
- 14.02%
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PSTKX vs. IVV - Expense Ratio Comparison
PSTKX has a 0.51% expense ratio, which is higher than IVV's 0.03% expense ratio.
Return for Risk
PSTKX vs. IVV — Risk / Return Rank
PSTKX
IVV
PSTKX vs. IVV - 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 ETF (IVV). 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 | IVV | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.43 | 0.97 | -0.54 |
Sortino ratioReturn per unit of downside risk | 0.71 | 1.49 | -0.78 |
Omega ratioGain probability vs. loss probability | 1.11 | 1.23 | -0.11 |
Calmar ratioReturn relative to maximum drawdown | 0.42 | 1.53 | -1.11 |
Martin ratioReturn relative to average drawdown | 1.36 | 7.32 | -5.97 |
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 | IVV | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.43 | 0.97 | -0.54 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.53 | 0.70 | -0.17 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.74 | 0.78 | -0.04 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.53 | 0.42 | +0.11 |
Correlation
The correlation between PSTKX and IVV is 0.98, 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
PSTKX vs. IVV - Dividend Comparison
PSTKX's dividend yield for the trailing twelve months is around 13.99%, more than IVV's 1.23% yield.
| 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% |
IVV iShares Core S&P 500 ETF | 1.23% | 1.17% | 1.30% | 1.44% | 1.66% | 1.20% | 1.57% | 1.85% | 2.21% | 1.75% | 2.01% | 2.27% |
Drawdowns
PSTKX vs. IVV - Drawdown Comparison
The maximum PSTKX drawdown since its inception was -62.59%, which is greater than IVV's maximum drawdown of -55.25%. Use the drawdown chart below to compare losses from any high point for PSTKX and IVV.
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Drawdown Indicators
| PSTKX | IVV | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -62.59% | -55.25% | -7.34% |
Max Drawdown (1Y)Largest decline over 1 year | -13.72% | -12.06% | -1.66% |
Max Drawdown (5Y)Largest decline over 5 years | -27.37% | -24.53% | -2.84% |
Max Drawdown (10Y)Largest decline over 10 years | -36.45% | -33.90% | -2.55% |
Current DrawdownCurrent decline from peak | -13.72% | -6.26% | -7.46% |
Average DrawdownAverage peak-to-trough decline | -9.38% | -10.85% | +1.47% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.28% | 2.53% | +1.75% |
Volatility
PSTKX vs. IVV - Volatility Comparison
The current volatility for PIMCO StocksPLUS Fund (PSTKX) is 4.32%, while iShares Core S&P 500 ETF (IVV) has a volatility of 5.30%. This indicates that PSTKX experiences smaller price fluctuations and is considered to be less risky than IVV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PSTKX | IVV | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.32% | 5.30% | -0.98% |
Volatility (6M)Calculated over the trailing 6-month period | 11.13% | 9.45% | +1.68% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.52% | 18.31% | +1.21% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.35% | 16.89% | +0.46% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.66% | 18.04% | +0.62% |