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.
Key characteristics
| PSTKX | VOO | |
|---|---|---|
| YTD Return | 26.95% | 26.94% |
| 1Y Return | 35.53% | 35.06% |
| 3Y Return (Ann) | 2.60% | 10.23% |
| 5Y Return (Ann) | 8.70% | 15.77% |
| 10Y Return (Ann) | 5.46% | 13.41% |
| Sharpe Ratio | 3.08 | 3.08 |
| Sortino Ratio | 4.08 | 4.09 |
| Omega Ratio | 1.58 | 1.58 |
| Calmar Ratio | 1.84 | 4.46 |
| Martin Ratio | 19.99 | 20.36 |
| Ulcer Index | 1.91% | 1.85% |
| Daily Std Dev | 12.41% | 12.23% |
| Max Drawdown | -62.60% | -33.99% |
| Current Drawdown | -0.29% | -0.25% |
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
The year-to-date returns for both stocks are quite close, with PSTKX having a 26.95% return and VOO slightly lower at 26.94%. Over the past 10 years, PSTKX has underperformed VOO with an annualized return of 5.46%, while VOO has yielded a comparatively higher 13.41% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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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 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 5.35%, more than VOO's 1.23% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PSTKX PIMCO StocksPLUS Fund | 5.35% | 2.89% | 0.83% | 4.50% | 2.91% | 5.85% | 2.73% | 1.32% | 1.36% | 2.03% | 0.70% | 4.98% |
VOO Vanguard S&P 500 ETF | 1.23% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% | 1.84% |
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
PIMCO StocksPLUS Fund (PSTKX) and Vanguard S&P 500 ETF (VOO) have volatilities of 3.86% and 3.78%, 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.