PSTKX vs. VOO
Compare and contrast key facts about PIMCO StocksPLUS Fund (PSTKX) and Vanguard S&P 500 ETF (VOO).
PSTKX is managed by PIMCO. It was launched on May 13, 1993. VOO is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Index. It was launched on Sep 7, 2010.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PSTKX or VOO.
Correlation
The correlation between PSTKX and VOO 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.
Performance
PSTKX vs. VOO - Performance Comparison
Key characteristics
PSTKX:
0.71
VOO:
1.47
PSTKX:
0.98
VOO:
1.99
PSTKX:
1.14
VOO:
1.27
PSTKX:
0.88
VOO:
2.23
PSTKX:
2.67
VOO:
9.05
PSTKX:
3.73%
VOO:
2.08%
PSTKX:
14.10%
VOO:
12.84%
PSTKX:
-62.60%
VOO:
-33.99%
PSTKX:
-8.55%
VOO:
-3.08%
Returns By Period
In the year-to-date period, PSTKX achieves a 0.08% return, which is significantly lower than VOO's 1.40% return. Over the past 10 years, PSTKX has underperformed VOO with an annualized return of 5.99%, while VOO has yielded a comparatively higher 13.00% annualized return.
PSTKX
0.08%
-2.73%
-1.69%
8.65%
9.54%
5.99%
VOO
1.40%
-1.27%
6.13%
17.41%
16.49%
13.00%
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PSTKX vs. VOO - Expense Ratio Comparison
PSTKX has a 0.51% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
PSTKX vs. VOO — Risk-Adjusted Performance Rank
PSTKX
VOO
PSTKX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for PIMCO StocksPLUS Fund (PSTKX) and Vanguard S&P 500 ETF (VOO). 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. VOO - Dividend Comparison
PSTKX's dividend yield for the trailing twelve months is around 5.55%, more than VOO's 1.23% 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% |
VOO Vanguard S&P 500 ETF | 1.23% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
PSTKX vs. VOO - Drawdown Comparison
The maximum PSTKX drawdown since its inception was -62.60%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for PSTKX and VOO. For additional features, visit the drawdowns tool.
Volatility
PSTKX vs. VOO - Volatility Comparison
The current volatility for PIMCO StocksPLUS Fund (PSTKX) is 3.31%, while Vanguard S&P 500 ETF (VOO) has a volatility of 3.70%. This indicates that PSTKX experiences smaller price fluctuations and is considered to be less risky than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.