PTCIX vs. IGLB
Compare and contrast key facts about PIMCO Long-Term Credit Bond Fund (PTCIX) and iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB).
PTCIX is managed by PIMCO. It was launched on Mar 30, 2009. IGLB is a passively managed fund by iShares that tracks the performance of the ICE BofAML10+ Year US Corporate Index. It was launched on Dec 8, 2009.
Performance
PTCIX vs. IGLB - Performance Comparison
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PTCIX vs. IGLB - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PTCIX PIMCO Long-Term Credit Bond Fund | -2.23% | 8.56% | -0.06% | 9.20% | -27.04% | -1.00% | 13.28% | 24.99% | -5.92% | 13.56% |
IGLB iShares 10+ Year Investment Grade Corporate Bond ETF | -0.77% | 7.53% | -1.50% | 11.03% | -25.38% | -1.68% | 13.30% | 23.19% | -6.90% | 12.15% |
Returns By Period
In the year-to-date period, PTCIX achieves a -2.23% return, which is significantly lower than IGLB's -0.77% return. Over the past 10 years, PTCIX has outperformed IGLB with an annualized return of 2.83%, while IGLB has yielded a comparatively lower 2.45% annualized return.
PTCIX
- 1D
- 1.06%
- 1M
- -4.96%
- YTD
- -2.23%
- 6M
- -1.93%
- 1Y
- 2.78%
- 3Y*
- 3.06%
- 5Y*
- -1.82%
- 10Y*
- 2.83%
IGLB
- 1D
- 0.73%
- 1M
- -3.01%
- YTD
- -0.77%
- 6M
- -1.22%
- 1Y
- 4.05%
- 3Y*
- 3.25%
- 5Y*
- -1.62%
- 10Y*
- 2.45%
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PTCIX vs. IGLB - Expense Ratio Comparison
PTCIX has a 0.55% expense ratio, which is higher than IGLB's 0.06% expense ratio.
Return for Risk
PTCIX vs. IGLB — Risk / Return Rank
PTCIX
IGLB
PTCIX vs. IGLB - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for PIMCO Long-Term Credit Bond Fund (PTCIX) and iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB). 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.
| PTCIX | IGLB | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.40 | 0.41 | 0.00 |
Sortino ratioReturn per unit of downside risk | 0.60 | 0.61 | -0.01 |
Omega ratioGain probability vs. loss probability | 1.08 | 1.08 | -0.01 |
Calmar ratioReturn relative to maximum drawdown | 0.72 | 0.83 | -0.11 |
Martin ratioReturn relative to average drawdown | 1.86 | 1.97 | -0.11 |
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
| PTCIX | IGLB | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.40 | 0.41 | 0.00 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.16 | -0.13 | -0.03 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.27 | 0.20 | +0.08 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.56 | 0.37 | +0.18 |
Correlation
The correlation between PTCIX and IGLB is 0.86, 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
PTCIX vs. IGLB - Dividend Comparison
PTCIX's dividend yield for the trailing twelve months is around 5.41%, more than IGLB's 5.25% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PTCIX PIMCO Long-Term Credit Bond Fund | 5.41% | 5.67% | 5.23% | 3.83% | 4.86% | 7.39% | 7.72% | 5.14% | 6.51% | 4.81% | 5.75% | 14.97% |
IGLB iShares 10+ Year Investment Grade Corporate Bond ETF | 5.25% | 5.14% | 5.10% | 4.59% | 4.56% | 3.16% | 3.22% | 3.73% | 4.56% | 3.94% | 4.21% | 4.58% |
Drawdowns
PTCIX vs. IGLB - Drawdown Comparison
The maximum PTCIX drawdown since its inception was -35.64%, roughly equal to the maximum IGLB drawdown of -34.12%. Use the drawdown chart below to compare losses from any high point for PTCIX and IGLB.
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Drawdown Indicators
| PTCIX | IGLB | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -35.64% | -34.12% | -1.52% |
Max Drawdown (1Y)Largest decline over 1 year | -5.95% | -5.41% | -0.54% |
Max Drawdown (5Y)Largest decline over 5 years | -35.64% | -34.12% | -1.52% |
Max Drawdown (10Y)Largest decline over 10 years | -35.64% | -34.12% | -1.52% |
Current DrawdownCurrent decline from peak | -17.32% | -15.08% | -2.24% |
Average DrawdownAverage peak-to-trough decline | -8.14% | -8.04% | -0.10% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.31% | 2.27% | +0.04% |
Volatility
PTCIX vs. IGLB - Volatility Comparison
The current volatility for PIMCO Long-Term Credit Bond Fund (PTCIX) is 3.71%, while iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) has a volatility of 3.94%. This indicates that PTCIX experiences smaller price fluctuations and is considered to be less risky than IGLB based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PTCIX | IGLB | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.71% | 3.94% | -0.23% |
Volatility (6M)Calculated over the trailing 6-month period | 5.41% | 5.53% | -0.12% |
Volatility (1Y)Calculated over the trailing 1-year period | 9.29% | 9.95% | -0.66% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 11.51% | 12.42% | -0.91% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 10.44% | 12.53% | -2.09% |