PYEQX vs. SVAIX
Compare and contrast key facts about Pioneer Equity Income Y (PYEQX) and Federated Hermes Strategic Value Dividend Fund (SVAIX).
PYEQX is managed by Amundi. It was launched on Jul 25, 1990. SVAIX is managed by Federated. It was launched on Mar 30, 2005.
Performance
PYEQX vs. SVAIX - Performance Comparison
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PYEQX vs. SVAIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PYEQX Pioneer Equity Income Y | 3.71% | 11.46% | 11.46% | 7.54% | -7.92% | 25.56% | 0.09% | 25.76% | -8.70% | 15.27% |
SVAIX Federated Hermes Strategic Value Dividend Fund | 9.22% | 15.26% | 16.47% | -1.81% | 8.47% | 21.52% | -7.88% | 19.59% | -8.23% | 15.10% |
Returns By Period
In the year-to-date period, PYEQX achieves a 3.71% return, which is significantly lower than SVAIX's 9.22% return. Over the past 10 years, PYEQX has outperformed SVAIX with an annualized return of 9.23%, while SVAIX has yielded a comparatively lower 8.47% annualized return.
PYEQX
- 1D
- 1.36%
- 1M
- -3.10%
- YTD
- 3.71%
- 6M
- 8.02%
- 1Y
- 13.54%
- 3Y*
- 11.21%
- 5Y*
- 7.66%
- 10Y*
- 9.23%
SVAIX
- 1D
- 0.87%
- 1M
- -2.83%
- YTD
- 9.22%
- 6M
- 10.97%
- 1Y
- 17.94%
- 3Y*
- 13.83%
- 5Y*
- 11.63%
- 10Y*
- 8.47%
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PYEQX vs. SVAIX - Expense Ratio Comparison
Both PYEQX and SVAIX have an expense ratio of 0.81%.
Return for Risk
PYEQX vs. SVAIX — Risk / Return Rank
PYEQX
SVAIX
PYEQX vs. SVAIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Pioneer Equity Income Y (PYEQX) and Federated Hermes Strategic Value Dividend Fund (SVAIX). 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.
| PYEQX | SVAIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.78 | 1.36 | -0.58 |
Sortino ratioReturn per unit of downside risk | 1.15 | 2.02 | -0.87 |
Omega ratioGain probability vs. loss probability | 1.17 | 1.28 | -0.11 |
Calmar ratioReturn relative to maximum drawdown | 1.09 | 1.83 | -0.75 |
Martin ratioReturn relative to average drawdown | 4.24 | 8.69 | -4.44 |
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
| PYEQX | SVAIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.78 | 1.36 | -0.58 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.50 | 0.90 | -0.39 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.54 | 0.56 | -0.02 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.41 | 0.52 | -0.11 |
Correlation
The correlation between PYEQX and SVAIX is 0.83, 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
PYEQX vs. SVAIX - Dividend Comparison
PYEQX's dividend yield for the trailing twelve months is around 8.55%, more than SVAIX's 5.93% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PYEQX Pioneer Equity Income Y | 8.55% | 8.95% | 39.97% | 17.70% | 12.73% | 9.44% | 1.77% | 4.15% | 7.99% | 5.46% | 13.20% | 10.34% |
SVAIX Federated Hermes Strategic Value Dividend Fund | 5.93% | 6.41% | 7.58% | 4.32% | 9.68% | 3.72% | 4.28% | 8.75% | 8.54% | 10.36% | 5.24% | 8.67% |
Drawdowns
PYEQX vs. SVAIX - Drawdown Comparison
The maximum PYEQX drawdown since its inception was -53.72%, which is greater than SVAIX's maximum drawdown of -50.62%. Use the drawdown chart below to compare losses from any high point for PYEQX and SVAIX.
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Drawdown Indicators
| PYEQX | SVAIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -53.72% | -50.62% | -3.10% |
Max Drawdown (1Y)Largest decline over 1 year | -13.20% | -11.78% | -1.42% |
Max Drawdown (5Y)Largest decline over 5 years | -20.14% | -16.13% | -4.01% |
Max Drawdown (10Y)Largest decline over 10 years | -37.88% | -36.53% | -1.35% |
Current DrawdownCurrent decline from peak | -5.29% | -2.83% | -2.46% |
Average DrawdownAverage peak-to-trough decline | -7.69% | -7.75% | +0.06% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.39% | 2.67% | +0.72% |
Volatility
PYEQX vs. SVAIX - Volatility Comparison
Pioneer Equity Income Y (PYEQX) has a higher volatility of 3.53% compared to Federated Hermes Strategic Value Dividend Fund (SVAIX) at 2.88%. This indicates that PYEQX's price experiences larger fluctuations and is considered to be riskier than SVAIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PYEQX | SVAIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.53% | 2.88% | +0.65% |
Volatility (6M)Calculated over the trailing 6-month period | 8.65% | 6.99% | +1.66% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.86% | 15.76% | +1.10% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.31% | 13.57% | +1.74% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.17% | 15.42% | +1.75% |