VEMY vs. PDI
Compare and contrast key facts about Virtus Stone Harbor Emerging Markets High Yield Bond ETF (VEMY) and PIMCO Dynamic Income Fund (PDI).
VEMY is an actively managed fund by Virtus. It was launched on Dec 12, 2022.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VEMY or PDI.
Correlation
The correlation between VEMY and PDI is 0.28, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
VEMY vs. PDI - Performance Comparison
Key characteristics
VEMY:
2.52
PDI:
1.82
VEMY:
3.63
PDI:
2.16
VEMY:
1.50
PDI:
1.41
VEMY:
5.17
PDI:
1.90
VEMY:
20.00
PDI:
5.31
VEMY:
0.78%
PDI:
3.34%
VEMY:
6.16%
PDI:
9.73%
VEMY:
-8.77%
PDI:
-46.47%
VEMY:
-0.30%
PDI:
-4.67%
Returns By Period
In the year-to-date period, VEMY achieves a 1.49% return, which is significantly lower than PDI's 4.82% return.
VEMY
1.49%
1.66%
7.30%
15.51%
N/A
N/A
PDI
4.82%
3.86%
7.40%
16.83%
1.75%
7.70%
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Risk-Adjusted Performance
VEMY vs. PDI — Risk-Adjusted Performance Rank
VEMY
PDI
VEMY vs. PDI - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Virtus Stone Harbor Emerging Markets High Yield Bond ETF (VEMY) and PIMCO Dynamic Income Fund (PDI). 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.
Dividends
VEMY vs. PDI - Dividend Comparison
VEMY's dividend yield for the trailing twelve months is around 10.13%, less than PDI's 13.93% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VEMY Virtus Stone Harbor Emerging Markets High Yield Bond ETF | 10.13% | 10.28% | 9.55% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
PDI PIMCO Dynamic Income Fund | 13.93% | 14.43% | 14.74% | 17.84% | 10.21% | 10.01% | 9.45% | 10.78% | 8.81% | 14.79% | 15.08% | 13.43% |
Drawdowns
VEMY vs. PDI - Drawdown Comparison
The maximum VEMY drawdown since its inception was -8.77%, smaller than the maximum PDI drawdown of -46.47%. Use the drawdown chart below to compare losses from any high point for VEMY and PDI. For additional features, visit the drawdowns tool.
Volatility
VEMY vs. PDI - Volatility Comparison
The current volatility for Virtus Stone Harbor Emerging Markets High Yield Bond ETF (VEMY) is 2.01%, while PIMCO Dynamic Income Fund (PDI) has a volatility of 2.81%. This indicates that VEMY experiences smaller price fluctuations and is considered to be less risky than PDI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.