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.
Performance
PSTKX vs. VOO - Performance Comparison
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PSTKX vs. VOO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PSTKX PIMCO StocksPLUS Fund | -7.47% | 11.51% | 25.03% | 26.53% | -21.20% | 28.03% | 18.27% | 46.11% | -5.56% | 22.42% |
VOO Vanguard S&P 500 ETF | -4.42% | 17.82% | 24.98% | 26.32% | -18.17% | 28.79% | 18.32% | 31.37% | -4.50% | 21.77% |
Returns By Period
In the year-to-date period, PSTKX achieves a -7.47% return, which is significantly lower than VOO's -4.42% return. Both investments have delivered pretty close results over the past 10 years, with PSTKX having a 13.82% annualized return and VOO not far ahead at 14.05%.
PSTKX
- 1D
- -0.34%
- 1M
- -8.05%
- YTD
- -7.47%
- 6M
- -10.26%
- 1Y
- 7.63%
- 3Y*
- 14.99%
- 5Y*
- 9.21%
- 10Y*
- 13.82%
VOO
- 1D
- 2.86%
- 1M
- -5.01%
- YTD
- -4.42%
- 6M
- -1.84%
- 1Y
- 17.67%
- 3Y*
- 18.27%
- 5Y*
- 11.75%
- 10Y*
- 14.05%
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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.
Return for Risk
PSTKX vs. VOO — Risk / Return Rank
PSTKX
VOO
PSTKX vs. VOO - Risk-Adjusted Trends 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.
| PSTKX | VOO | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.43 | 0.98 | -0.55 |
Sortino ratioReturn per unit of downside risk | 0.71 | 1.50 | -0.79 |
Omega ratioGain probability vs. loss probability | 1.11 | 1.23 | -0.11 |
Calmar ratioReturn relative to maximum drawdown | 0.42 | 1.53 | -1.11 |
Martin ratioReturn relative to average drawdown | 1.36 | 7.29 | -5.94 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| PSTKX | VOO | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.43 | 0.98 | -0.55 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.53 | 0.70 | -0.17 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.74 | 0.78 | -0.04 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.53 | 0.83 | -0.30 |
Correlation
The correlation between PSTKX and VOO is 0.99, 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.
Dividends
PSTKX vs. VOO - Dividend Comparison
PSTKX's dividend yield for the trailing twelve months is around 13.99%, more than VOO's 1.19% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PSTKX PIMCO StocksPLUS Fund | 13.99% | 12.67% | 12.28% | 2.89% | 9.61% | 14.34% | 3.96% | 23.49% | 20.86% | 1.32% | 1.03% | 10.86% |
VOO Vanguard S&P 500 ETF | 1.19% | 1.13% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% |
Drawdowns
PSTKX vs. VOO - Drawdown Comparison
The maximum PSTKX drawdown since its inception was -62.59%, 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.
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Drawdown Indicators
| PSTKX | VOO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -62.59% | -33.99% | -28.60% |
Max Drawdown (1Y)Largest decline over 1 year | -13.72% | -11.98% | -1.74% |
Max Drawdown (5Y)Largest decline over 5 years | -27.37% | -24.52% | -2.85% |
Max Drawdown (10Y)Largest decline over 10 years | -36.45% | -33.99% | -2.46% |
Current DrawdownCurrent decline from peak | -13.72% | -6.29% | -7.43% |
Average DrawdownAverage peak-to-trough decline | -9.38% | -3.72% | -5.66% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.28% | 2.52% | +1.76% |
Volatility
PSTKX vs. VOO - Volatility Comparison
The current volatility for PIMCO StocksPLUS Fund (PSTKX) is 4.32%, while Vanguard S&P 500 ETF (VOO) has a volatility of 5.29%. 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.
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Volatility by Period
| PSTKX | VOO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.32% | 5.29% | -0.97% |
Volatility (6M)Calculated over the trailing 6-month period | 11.13% | 9.44% | +1.69% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.52% | 18.10% | +1.42% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.35% | 16.82% | +0.53% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.66% | 17.99% | +0.67% |