PSTKX vs. NTSX
Compare and contrast key facts about PIMCO StocksPLUS Fund (PSTKX) and WisdomTree U.S. Efficient Core Fund (NTSX).
PSTKX is managed by PIMCO. It was launched on May 13, 1993. NTSX is an actively managed fund by WisdomTree. It was launched on Aug 2, 2018.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PSTKX or NTSX.
Correlation
The correlation between PSTKX and NTSX is 0.91, 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
PSTKX vs. NTSX - Performance Comparison
Key characteristics
PSTKX:
-0.06
NTSX:
0.39
PSTKX:
0.05
NTSX:
0.65
PSTKX:
1.01
NTSX:
1.09
PSTKX:
-0.05
NTSX:
0.43
PSTKX:
-0.19
NTSX:
1.88
PSTKX:
6.29%
NTSX:
3.88%
PSTKX:
20.05%
NTSX:
18.84%
PSTKX:
-62.60%
NTSX:
-31.34%
PSTKX:
-18.09%
NTSX:
-12.35%
Returns By Period
In the year-to-date period, PSTKX achieves a -10.37% return, which is significantly lower than NTSX's -7.82% return.
PSTKX
-10.37%
-7.55%
-15.40%
-0.39%
8.41%
4.81%
NTSX
-7.82%
-5.94%
-8.58%
8.03%
9.87%
N/A
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PSTKX vs. NTSX - Expense Ratio Comparison
PSTKX has a 0.51% expense ratio, which is higher than NTSX's 0.20% expense ratio.
Risk-Adjusted Performance
PSTKX vs. NTSX — Risk-Adjusted Performance Rank
PSTKX
NTSX
PSTKX vs. NTSX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for PIMCO StocksPLUS Fund (PSTKX) and WisdomTree U.S. Efficient Core Fund (NTSX). 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
PSTKX vs. NTSX - Dividend Comparison
PSTKX's dividend yield for the trailing twelve months is around 5.47%, more than NTSX's 1.30% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PSTKX PIMCO StocksPLUS Fund | 5.47% | 5.55% | 2.89% | 0.83% | 4.50% | 2.91% | 5.85% | 2.73% | 1.32% | 1.36% | 2.03% | 0.70% |
NTSX WisdomTree U.S. Efficient Core Fund | 1.30% | 1.14% | 1.21% | 1.36% | 0.82% | 0.92% | 1.53% | 0.62% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
PSTKX vs. NTSX - Drawdown Comparison
The maximum PSTKX drawdown since its inception was -62.60%, which is greater than NTSX's maximum drawdown of -31.34%. Use the drawdown chart below to compare losses from any high point for PSTKX and NTSX. For additional features, visit the drawdowns tool.
Volatility
PSTKX vs. NTSX - Volatility Comparison
PIMCO StocksPLUS Fund (PSTKX) and WisdomTree U.S. Efficient Core Fund (NTSX) have volatilities of 13.87% and 13.53%, 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.