RJVI vs. PYLD
RJVI (RJ Eagle Vertical Income ETF) and PYLD (PIMCO Multisector Bond Active Exchange-Traded Fund) are both Multisector Bonds funds. Both are actively managed. Their 0.76 correlation means they have sometimes moved together and sometimes differently. RJVI charges 0.51%/yr vs 0.55%/yr for PYLD.
Performance
RJVI vs. PYLD - Performance Comparison
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Returns By Period
In the year-to-date period, RJVI achieves a 1.68% return, which is significantly higher than PYLD's 0.83% return.
RJVI
- 1D
- 0.02%
- 1M
- -0.81%
- 6M
- 0.21%
- YTD
- 1.68%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- —
PYLD
- 1D
- -0.19%
- 1M
- -0.91%
- 6M
- 0.19%
- YTD
- 0.83%
- 1Y
- 4.78%
- 3Y*
- 7.74%
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- 7.58%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $85.99M | $101.13M | $105.82M | |
| $400.67K | $233.11K | $109.48K |
RJVI vs. PYLD - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
RJVI RJ Eagle Vertical Income ETF | 1.68% | 0.52% |
PYLD PIMCO Multisector Bond Active Exchange-Traded Fund | 0.83% | 1.61% |
Correlation
The correlation between RJVI and PYLD is 0.76, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.
| Correlation | |
|---|---|
Correlation (All Time) Calculated using the full available price history since Oct 2, 2025 | 0.76 |
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Return for Risk
RJVI vs. PYLD — Risk / Return Rank
RJVI
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
PYLD
RJVI vs. PYLD - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for RJ Eagle Vertical Income ETF (RJVI) and PIMCO Multisector Bond Active Exchange-Traded Fund (PYLD). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| RJVI | PYLD | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | — | 1.32 | — |
| Calmar ratioReturn relative to maximum drawdown | — | 1.65 | — |
| Martin ratioReturn relative to average drawdown | — | 7.13 | — |
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Drawdowns
RJVI vs. PYLD - Drawdown Comparison
The maximum RJVI drawdown since its inception was -3.12%, smaller than the maximum PYLD drawdown of -4.52%. Use the drawdown chart below to compare losses from any high point for RJVI and PYLD.
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Drawdown Indicators
| RJVI | PYLD | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -3.12% | -4.52% | +1.40% |
Max Drawdown (1Y)Largest decline over 1 year | — | -3.25% | — |
Max Drawdown (3Y)Largest decline over 3 years | — | -3.88% | — |
Current DrawdownCurrent decline from peak | -1.48% | -1.13% | -0.35% |
Average DrawdownAverage peak-to-trough decline | -1.04% | -0.64% | -0.40% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | — | 0.75% | — |
Volatility
RJVI vs. PYLD - Volatility Comparison
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Volatility by Period
| RJVI | PYLD | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | — | 0.88% | — |
Volatility (6M)Calculated over the trailing 6-month period | — | 2.73% | — |
Volatility (1Y)Calculated over the trailing 1-year period | 4.10% | 3.11% | +0.99% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 4.10% | 3.96% | +0.14% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.10% | 3.96% | +0.14% |
RJVI vs. PYLD - Expense Ratio Comparison
RJVI has a 0.51% expense ratio, which is lower than PYLD's 0.55% expense ratio.
Dividends
RJVI vs. PYLD - Dividend Comparison
RJVI's dividend yield for the trailing twelve months is around 3.35%, less than PYLD's 6.37% yield.
| Position | TTM | 2025 | 2024 | 2023 |
|---|---|---|---|---|
PYLD PIMCO Multisector Bond Active Exchange-Traded Fund | 5.88% | 6.21% | 6.40% | 2.72% |
RJVI RJ Eagle Vertical Income ETF | 3.35% | 0.93% | 0.00% | 0.00% |
Frequently Asked Questions
RJVI and PYLD have a correlation of 0.76, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, RJVI is cheaper at 0.51% per year. The better choice depends on whether you care most about return, fees, risk, or income.
RJVI is cheaper with a 0.51% expense ratio, compared with 0.55% for PYLD.
PYLD has the higher dividend yield at 5.88%, compared with 3.35% for RJVI.
They also come from different issuers: Carillon Tower Advisers and PIMCO. Their fees differ too: 0.51% for RJVI and 0.55% for PYLD.
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