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
Loading data...
Key characteristics
PSTKX:
0.14
SPY:
0.50
PSTKX:
0.36
SPY:
0.88
PSTKX:
1.05
SPY:
1.13
PSTKX:
0.14
SPY:
0.56
PSTKX:
0.45
SPY:
2.17
PSTKX:
7.19%
SPY:
4.85%
PSTKX:
20.43%
SPY:
20.02%
PSTKX:
-62.60%
SPY:
-55.19%
PSTKX:
-11.98%
SPY:
-7.65%
Returns By Period
In the year-to-date period, PSTKX achieves a -3.67% return, which is significantly lower than SPY's -3.42% return. Over the past 10 years, PSTKX has underperformed SPY with an annualized return of 5.57%, while SPY has yielded a comparatively higher 12.35% annualized return.
PSTKX
-3.67%
7.94%
-11.10%
2.52%
9.49%
5.57%
SPY
-3.42%
7.58%
-5.06%
9.73%
15.77%
12.35%
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.
Loading data...
Dividends
PSTKX vs. SPY - Dividend Comparison
PSTKX's dividend yield for the trailing twelve months is around 12.14%, more than SPY's 1.27% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PSTKX PIMCO StocksPLUS Fund | 12.14% | 12.28% | 2.89% | 9.61% | 14.34% | 3.96% | 14.67% | 20.86% | 1.32% | 1.36% | 10.86% | 18.52% |
SPY SPDR S&P 500 ETF | 1.27% | 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.
Loading data...
Volatility
PSTKX vs. SPY - Volatility Comparison
The current volatility for PIMCO StocksPLUS Fund (PSTKX) is 7.00%, while SPDR S&P 500 ETF (SPY) has a volatility of 7.48%. 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.
Loading data...