PTSHX vs. IGSB
Compare and contrast key facts about PIMCO Short Term Fund (PTSHX) and iShares Short-Term Corporate Bond ETF (IGSB).
PTSHX is managed by PIMCO. It was launched on Oct 7, 1987. IGSB is a passively managed fund by iShares that tracks the performance of the ICE BofAML 1-5 Year US Corporate Index. It was launched on Jan 11, 2007.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PTSHX or IGSB.
Correlation
The correlation between PTSHX and IGSB is 0.00, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
PTSHX vs. IGSB - Performance Comparison
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Key characteristics
PTSHX:
3.27
IGSB:
2.74
PTSHX:
10.31
IGSB:
4.10
PTSHX:
3.25
IGSB:
1.56
PTSHX:
12.08
IGSB:
4.92
PTSHX:
44.39
IGSB:
14.34
PTSHX:
0.11%
IGSB:
0.46%
PTSHX:
1.54%
IGSB:
2.44%
PTSHX:
-6.26%
IGSB:
-13.38%
PTSHX:
-0.10%
IGSB:
-0.41%
Returns By Period
In the year-to-date period, PTSHX achieves a 0.99% return, which is significantly lower than IGSB's 2.24% return. Over the past 10 years, PTSHX has outperformed IGSB with an annualized return of 2.58%, while IGSB has yielded a comparatively lower 2.35% annualized return.
PTSHX
0.99%
0.31%
2.05%
5.00%
3.21%
2.58%
IGSB
2.24%
1.17%
2.54%
6.63%
2.26%
2.35%
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PTSHX vs. IGSB - Expense Ratio Comparison
PTSHX has a 0.45% expense ratio, which is higher than IGSB's 0.06% expense ratio.
Risk-Adjusted Performance
PTSHX vs. IGSB — Risk-Adjusted Performance Rank
PTSHX
IGSB
PTSHX vs. IGSB - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for PIMCO Short Term Fund (PTSHX) and iShares Short-Term Corporate Bond ETF (IGSB). 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.
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Dividends
PTSHX vs. IGSB - Dividend Comparison
PTSHX's dividend yield for the trailing twelve months is around 4.66%, more than IGSB's 4.22% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PTSHX PIMCO Short Term Fund | 4.66% | 5.15% | 4.51% | 3.27% | 0.63% | 1.78% | 2.92% | 2.50% | 1.67% | 1.81% | 1.58% | 1.53% |
IGSB iShares Short-Term Corporate Bond ETF | 4.22% | 4.02% | 3.26% | 2.07% | 1.82% | 2.37% | 3.07% | 2.46% | 1.65% | 1.45% | 1.18% | 0.94% |
Drawdowns
PTSHX vs. IGSB - Drawdown Comparison
The maximum PTSHX drawdown since its inception was -6.26%, smaller than the maximum IGSB drawdown of -13.38%. Use the drawdown chart below to compare losses from any high point for PTSHX and IGSB. For additional features, visit the drawdowns tool.
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Volatility
PTSHX vs. IGSB - Volatility Comparison
The current volatility for PIMCO Short Term Fund (PTSHX) is 0.27%, while iShares Short-Term Corporate Bond ETF (IGSB) has a volatility of 0.84%. This indicates that PTSHX experiences smaller price fluctuations and is considered to be less risky than IGSB based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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