SHYU.L vs. PIMIX
Compare and contrast key facts about iShares $ High Yield Corp Bond UCITS ETF (SHYU.L) and PIMCO Income Fund Institutional Class (PIMIX).
SHYU.L is a passively managed fund by iShares that tracks the performance of the Markit iBoxx USD Liquid High Yield Capped Index. It was launched on Sep 13, 2011. PIMIX is managed by PIMCO. It was launched on Mar 30, 2007.
Performance
SHYU.L vs. PIMIX - Performance Comparison
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SHYU.L vs. PIMIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SHYU.L iShares $ High Yield Corp Bond UCITS ETF | -0.84% | -4.17% | 8.56% | 4.72% | 2.04% | 4.96% | 1.60% | 9.12% | 4.39% | -3.89% |
PIMIX PIMCO Income Fund Institutional Class | 0.44% | 3.16% | 7.29% | 3.89% | 1.75% | 3.59% | 2.73% | 3.99% | 6.60% | -0.77% |
Different Trading Currencies
SHYU.L is traded in GBP, while PIMIX is traded in USD. To make them comparable, the PIMIX values have been converted to GBP using the latest available exchange rates.
Returns By Period
In the year-to-date period, SHYU.L achieves a -0.84% return, which is significantly lower than PIMIX's 0.44% return. Both investments have delivered pretty close results over the past 10 years, with SHYU.L having a 5.17% annualized return and PIMIX not far ahead at 5.42%.
SHYU.L
- 1D
- -0.21%
- 1M
- -0.59%
- YTD
- -0.84%
- 6M
- -2.84%
- 1Y
- -3.63%
- 3Y*
- 2.50%
- 5Y*
- 3.08%
- 10Y*
- 5.17%
PIMIX
- 1D
- -0.44%
- 1M
- -1.36%
- YTD
- 0.44%
- 6M
- 2.44%
- 1Y
- 4.10%
- 3Y*
- 4.71%
- 5Y*
- 4.26%
- 10Y*
- 5.42%
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SHYU.L vs. PIMIX - Expense Ratio Comparison
SHYU.L has a 0.50% expense ratio, which is lower than PIMIX's 0.62% expense ratio.
Return for Risk
SHYU.L vs. PIMIX — Risk / Return Rank
SHYU.L
PIMIX
SHYU.L vs. PIMIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares $ High Yield Corp Bond UCITS ETF (SHYU.L) and PIMCO Income Fund Institutional Class (PIMIX). 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.
| SHYU.L | PIMIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.45 | 0.47 | -0.92 |
Sortino ratioReturn per unit of downside risk | -0.51 | 0.71 | -1.22 |
Omega ratioGain probability vs. loss probability | 0.92 | 1.09 | -0.16 |
Calmar ratioReturn relative to maximum drawdown | -0.56 | 0.71 | -1.27 |
Martin ratioReturn relative to average drawdown | -0.97 | 1.57 | -2.54 |
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
| SHYU.L | PIMIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.45 | 0.47 | -0.92 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.38 | 0.55 | -0.18 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.53 | 0.61 | -0.08 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.60 | 0.93 | -0.32 |
Correlation
The correlation between SHYU.L and PIMIX is 0.66, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
SHYU.L vs. PIMIX - Dividend Comparison
SHYU.L has not paid dividends to shareholders, while PIMIX's dividend yield for the trailing twelve months is around 5.54%.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SHYU.L iShares $ High Yield Corp Bond UCITS ETF | 0.00% | 0.00% | 6.32% | 5.76% | 4.82% | 4.27% | 5.16% | 5.58% | 5.52% | 5.74% | 5.16% | 5.87% |
PIMIX PIMCO Income Fund Institutional Class | 5.54% | 6.01% | 6.27% | 6.21% | 4.98% | 4.02% | 4.88% | 5.83% | 5.66% | 5.37% | 5.52% | 7.88% |
Drawdowns
SHYU.L vs. PIMIX - Drawdown Comparison
The maximum SHYU.L drawdown since its inception was -15.01%, which is greater than PIMIX's maximum drawdown of -14.17%. Use the drawdown chart below to compare losses from any high point for SHYU.L and PIMIX.
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Drawdown Indicators
| SHYU.L | PIMIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -15.01% | -13.39% | -1.62% |
Max Drawdown (1Y)Largest decline over 1 year | -6.45% | -3.69% | -2.76% |
Max Drawdown (5Y)Largest decline over 5 years | -11.08% | -13.34% | +2.26% |
Max Drawdown (10Y)Largest decline over 10 years | -15.01% | -13.39% | -1.62% |
Current DrawdownCurrent decline from peak | -8.35% | -2.70% | -5.65% |
Average DrawdownAverage peak-to-trough decline | -4.09% | -1.69% | -2.40% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.75% | 0.95% | +2.80% |
Volatility
SHYU.L vs. PIMIX - Volatility Comparison
The current volatility for iShares $ High Yield Corp Bond UCITS ETF (SHYU.L) is 1.87%, while PIMCO Income Fund Institutional Class (PIMIX) has a volatility of 2.49%. This indicates that SHYU.L experiences smaller price fluctuations and is considered to be less risky than PIMIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SHYU.L | PIMIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.87% | 2.49% | -0.62% |
Volatility (6M)Calculated over the trailing 6-month period | 5.65% | 4.93% | +0.72% |
Volatility (1Y)Calculated over the trailing 1-year period | 8.34% | 7.31% | +1.03% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 8.16% | 7.73% | +0.43% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 9.77% | 8.93% | +0.84% |