PSTKX vs. SPY
Compare and contrast key facts about PIMCO StocksPLUS Fund (PSTKX) and SPDR S&P 500 ETF (SPY).
PSTKX is managed by PIMCO. It was launched on May 13, 1993. SPY is a passively managed fund by State Street that tracks the performance of the S&P 500 Index. It was launched on Jan 22, 1993.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PSTKX or SPY.
Correlation
The correlation between PSTKX and SPY is 0.97, 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. SPY - Performance Comparison
Key characteristics
PSTKX:
0.71
SPY:
1.46
PSTKX:
0.98
SPY:
1.99
PSTKX:
1.14
SPY:
1.27
PSTKX:
0.88
SPY:
2.23
PSTKX:
2.67
SPY:
9.00
PSTKX:
3.73%
SPY:
2.08%
PSTKX:
14.10%
SPY:
12.83%
PSTKX:
-62.60%
SPY:
-55.19%
PSTKX:
-8.55%
SPY:
-3.06%
Returns By Period
In the year-to-date period, PSTKX achieves a 0.08% return, which is significantly lower than SPY's 1.38% return. Over the past 10 years, PSTKX has underperformed SPY with an annualized return of 5.99%, while SPY has yielded a comparatively higher 12.93% annualized return.
PSTKX
0.08%
-2.73%
-1.69%
8.65%
9.54%
5.99%
SPY
1.38%
-1.27%
6.09%
17.34%
16.45%
12.93%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
PSTKX vs. SPY - Expense Ratio Comparison
PSTKX has a 0.51% expense ratio, which is higher than SPY's 0.09% expense ratio.
Risk-Adjusted Performance
PSTKX vs. SPY — Risk-Adjusted Performance Rank
PSTKX
SPY
PSTKX vs. SPY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for PIMCO StocksPLUS Fund (PSTKX) and SPDR S&P 500 ETF (SPY). 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. SPY - Dividend Comparison
PSTKX's dividend yield for the trailing twelve months is around 5.55%, more than SPY's 1.19% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PSTKX PIMCO StocksPLUS Fund | 5.55% | 5.55% | 2.89% | 0.83% | 4.50% | 2.91% | 5.85% | 2.73% | 1.32% | 1.36% | 2.03% | 0.70% |
SPY SPDR S&P 500 ETF | 1.19% | 1.21% | 1.40% | 1.65% | 1.20% | 1.52% | 1.75% | 2.04% | 1.80% | 2.03% | 2.06% | 1.87% |
Drawdowns
PSTKX vs. SPY - Drawdown Comparison
The maximum PSTKX drawdown since its inception was -62.60%, which is greater than SPY's maximum drawdown of -55.19%. Use the drawdown chart below to compare losses from any high point for PSTKX and SPY. For additional features, visit the drawdowns tool.
Volatility
PSTKX vs. SPY - Volatility Comparison
The current volatility for PIMCO StocksPLUS Fund (PSTKX) is 3.31%, while SPDR S&P 500 ETF (SPY) has a volatility of 3.69%. This indicates that PSTKX experiences smaller price fluctuations and is considered to be less risky than SPY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.