PYEQX vs. VTV
Compare and contrast key facts about Pioneer Equity Income Y (PYEQX) and Vanguard Value ETF (VTV).
PYEQX is managed by Amundi. It was launched on Jul 25, 1990. VTV is a passively managed fund by Vanguard that tracks the performance of the MSCI US Prime Market Value Index. It was launched on Jan 26, 2004.
Performance
PYEQX vs. VTV - Performance Comparison
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PYEQX vs. VTV - 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% |
VTV Vanguard Value ETF | 3.54% | 15.27% | 15.95% | 9.32% | -2.09% | 26.53% | 2.33% | 25.66% | -5.47% | 17.15% |
Returns By Period
The year-to-date returns for both stocks are quite close, with PYEQX having a 3.71% return and VTV slightly lower at 3.54%. Over the past 10 years, PYEQX has underperformed VTV with an annualized return of 9.23%, while VTV has yielded a comparatively higher 11.83% 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%
VTV
- 1D
- 0.24%
- 1M
- -4.38%
- YTD
- 3.54%
- 6M
- 6.37%
- 1Y
- 16.56%
- 3Y*
- 15.18%
- 5Y*
- 10.91%
- 10Y*
- 11.83%
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PYEQX vs. VTV - Expense Ratio Comparison
PYEQX has a 0.81% expense ratio, which is higher than VTV's 0.04% expense ratio.
Return for Risk
PYEQX vs. VTV — Risk / Return Rank
PYEQX
VTV
PYEQX vs. VTV - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Pioneer Equity Income Y (PYEQX) and Vanguard Value ETF (VTV). 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 | VTV | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.78 | 1.12 | -0.34 |
Sortino ratioReturn per unit of downside risk | 1.15 | 1.61 | -0.45 |
Omega ratioGain probability vs. loss probability | 1.17 | 1.24 | -0.07 |
Calmar ratioReturn relative to maximum drawdown | 1.09 | 1.44 | -0.35 |
Martin ratioReturn relative to average drawdown | 4.24 | 6.48 | -2.24 |
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 | VTV | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.78 | 1.12 | -0.34 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.50 | 0.79 | -0.29 |
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 | 0.49 | -0.08 |
Correlation
The correlation between PYEQX and VTV 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. VTV - Dividend Comparison
PYEQX's dividend yield for the trailing twelve months is around 8.55%, more than VTV'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% |
VTV Vanguard Value ETF | 2.02% | 2.05% | 2.31% | 2.46% | 2.52% | 2.15% | 2.56% | 2.50% | 2.73% | 2.29% | 2.44% | 2.60% |
Drawdowns
PYEQX vs. VTV - Drawdown Comparison
The maximum PYEQX drawdown since its inception was -53.72%, smaller than the maximum VTV drawdown of -59.27%. Use the drawdown chart below to compare losses from any high point for PYEQX and VTV.
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Drawdown Indicators
| PYEQX | VTV | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -53.72% | -59.27% | +5.55% |
Max Drawdown (1Y)Largest decline over 1 year | -13.20% | -11.32% | -1.88% |
Max Drawdown (5Y)Largest decline over 5 years | -20.14% | -17.04% | -3.10% |
Max Drawdown (10Y)Largest decline over 10 years | -37.88% | -36.78% | -1.10% |
Current DrawdownCurrent decline from peak | -5.29% | -4.58% | -0.71% |
Average DrawdownAverage peak-to-trough decline | -7.69% | -7.92% | +0.23% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.39% | 2.51% | +0.88% |
Volatility
PYEQX vs. VTV - Volatility Comparison
Pioneer Equity Income Y (PYEQX) and Vanguard Value ETF (VTV) have volatilities of 3.53% and 3.65%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PYEQX | VTV | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.53% | 3.65% | -0.12% |
Volatility (6M)Calculated over the trailing 6-month period | 8.65% | 7.71% | +0.94% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.86% | 14.89% | +1.97% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.31% | 13.88% | +1.43% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.17% | 16.67% | +0.50% |