PYEQX vs. VIVIX
Compare and contrast key facts about Pioneer Equity Income Y (PYEQX) and Vanguard Value Index Fund Institutional Shares (VIVIX).
PYEQX is managed by Amundi. It was launched on Jul 25, 1990. VIVIX is managed by Vanguard. It was launched on Jul 2, 1998.
Performance
PYEQX vs. VIVIX - Performance Comparison
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PYEQX vs. VIVIX - 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% |
VIVIX Vanguard Value Index Fund Institutional Shares | 3.31% | 15.30% | 15.99% | 9.23% | -2.05% | 26.50% | 2.30% | 25.83% | -5.44% | 17.14% |
Returns By Period
In the year-to-date period, PYEQX achieves a 3.71% return, which is significantly higher than VIVIX's 3.31% return. Over the past 10 years, PYEQX has underperformed VIVIX with an annualized return of 9.23%, while VIVIX has yielded a comparatively higher 11.80% 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%
VIVIX
- 1D
- 1.65%
- 1M
- -4.61%
- YTD
- 3.31%
- 6M
- 6.13%
- 1Y
- 16.30%
- 3Y*
- 15.09%
- 5Y*
- 10.86%
- 10Y*
- 11.80%
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PYEQX vs. VIVIX - Expense Ratio Comparison
PYEQX has a 0.81% expense ratio, which is higher than VIVIX's 0.04% expense ratio.
Return for Risk
PYEQX vs. VIVIX — Risk / Return Rank
PYEQX
VIVIX
PYEQX vs. VIVIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Pioneer Equity Income Y (PYEQX) and Vanguard Value Index Fund Institutional Shares (VIVIX). 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 | VIVIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.78 | 1.09 | -0.31 |
Sortino ratioReturn per unit of downside risk | 1.15 | 1.56 | -0.41 |
Omega ratioGain probability vs. loss probability | 1.17 | 1.23 | -0.06 |
Calmar ratioReturn relative to maximum drawdown | 1.09 | 1.53 | -0.44 |
Martin ratioReturn relative to average drawdown | 4.24 | 6.90 | -2.66 |
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 | VIVIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.78 | 1.09 | -0.31 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.50 | 0.78 | -0.28 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.54 | 0.71 | -0.17 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.41 | 0.40 | +0.02 |
Correlation
The correlation between PYEQX and VIVIX is 0.95, 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. VIVIX - Dividend Comparison
PYEQX's dividend yield for the trailing twelve months is around 8.55%, more than VIVIX's 2.02% 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% |
VIVIX Vanguard Value Index Fund Institutional Shares | 2.02% | 2.04% | 2.31% | 2.46% | 2.52% | 2.15% | 2.55% | 2.50% | 2.73% | 2.30% | 2.46% | 2.61% |
Drawdowns
PYEQX vs. VIVIX - Drawdown Comparison
The maximum PYEQX drawdown since its inception was -53.72%, smaller than the maximum VIVIX drawdown of -59.30%. Use the drawdown chart below to compare losses from any high point for PYEQX and VIVIX.
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Drawdown Indicators
| PYEQX | VIVIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -53.72% | -59.30% | +5.58% |
Max Drawdown (1Y)Largest decline over 1 year | -13.20% | -11.29% | -1.91% |
Max Drawdown (5Y)Largest decline over 5 years | -20.14% | -17.12% | -3.02% |
Max Drawdown (10Y)Largest decline over 10 years | -37.88% | -36.80% | -1.08% |
Current DrawdownCurrent decline from peak | -5.29% | -4.82% | -0.47% |
Average DrawdownAverage peak-to-trough decline | -7.69% | -9.31% | +1.62% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.39% | 2.50% | +0.89% |
Volatility
PYEQX vs. VIVIX - Volatility Comparison
The current volatility for Pioneer Equity Income Y (PYEQX) is 3.53%, while Vanguard Value Index Fund Institutional Shares (VIVIX) has a volatility of 3.80%. This indicates that PYEQX experiences smaller price fluctuations and is considered to be less risky than VIVIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PYEQX | VIVIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.53% | 3.80% | -0.27% |
Volatility (6M)Calculated over the trailing 6-month period | 8.65% | 7.69% | +0.96% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.86% | 14.88% | +1.98% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.31% | 13.92% | +1.39% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.17% | 16.74% | +0.43% |