WES vs. PDI
Compare and contrast key facts about Western Midstream Partners, LP (WES) and PIMCO Dynamic Income Fund (PDI).
Performance
WES vs. PDI - Performance Comparison
Loading graphics...
WES vs. PDI - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
WES Western Midstream Partners, LP | 6.57% | 12.77% | 43.58% | 19.46% | 29.29% | 72.31% | -19.13% | -22.65% | -20.23% | -8.01% |
PDI PIMCO Dynamic Income Fund | 0.17% | 11.03% | 17.18% | 11.99% | -16.99% | 7.81% | -9.96% | 22.23% | 7.35% | 18.59% |
Fundamentals
WES:
$16.57B
PDI:
$7.06B
WES:
$3.03
PDI:
$3.86
WES:
13.57
PDI:
4.44
WES:
0.98
PDI:
0.07
WES:
4.17
PDI:
3.29
WES:
3.98
PDI:
0.95
WES:
$3.84B
PDI:
$2.03B
WES:
$2.93B
PDI:
$1.51B
WES:
$2.11B
PDI:
$2.09B
Returns By Period
In the year-to-date period, WES achieves a 6.57% return, which is significantly higher than PDI's 0.17% return. Over the past 10 years, WES has outperformed PDI with an annualized return of 10.75%, while PDI has yielded a comparatively lower 8.14% annualized return.
WES
- 1D
- -1.08%
- 1M
- -1.01%
- YTD
- 6.57%
- 6M
- 9.73%
- 1Y
- 10.36%
- 3Y*
- 27.25%
- 5Y*
- 26.64%
- 10Y*
- 10.75%
PDI
- 1D
- 3.13%
- 1M
- -3.71%
- YTD
- 0.17%
- 6M
- -7.15%
- 1Y
- -0.44%
- 3Y*
- 13.14%
- 5Y*
- 3.57%
- 10Y*
- 8.14%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
WES vs. PDI — Risk / Return Rank
WES
PDI
WES vs. PDI - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Western Midstream Partners, LP (WES) 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.
| WES | PDI | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.45 | -0.02 | +0.47 |
Sortino ratioReturn per unit of downside risk | 0.72 | 0.09 | +0.63 |
Omega ratioGain probability vs. loss probability | 1.10 | 1.02 | +0.08 |
Calmar ratioReturn relative to maximum drawdown | 0.57 | -0.01 | +0.58 |
Martin ratioReturn relative to average drawdown | 1.74 | -0.03 | +1.76 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| WES | PDI | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.45 | -0.02 | +0.47 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.91 | 0.23 | +0.68 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.23 | 0.43 | -0.20 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.22 | 0.59 | -0.37 |
Correlation
The correlation between WES and PDI is 0.22, 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.
Dividends
WES vs. PDI - Dividend Comparison
WES's dividend yield for the trailing twelve months is around 8.84%, less than PDI's 15.46% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WES Western Midstream Partners, LP | 8.84% | 9.13% | 8.33% | 8.52% | 6.80% | 5.69% | 11.25% | 12.45% | 8.28% | 5.43% | 4.03% | 3.86% |
PDI PIMCO Dynamic Income Fund | 15.46% | 14.94% | 14.43% | 14.74% | 17.84% | 10.21% | 10.01% | 9.45% | 10.78% | 8.81% | 14.79% | 18.70% |
Drawdowns
WES vs. PDI - Drawdown Comparison
The maximum WES drawdown since its inception was -93.66%, which is greater than PDI's maximum drawdown of -46.47%. Use the drawdown chart below to compare losses from any high point for WES and PDI.
Loading graphics...
Drawdown Indicators
| WES | PDI | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -93.66% | -46.47% | -47.19% |
Max Drawdown (1Y)Largest decline over 1 year | -15.91% | -14.34% | -1.57% |
Max Drawdown (5Y)Largest decline over 5 years | -23.54% | -27.23% | +3.69% |
Max Drawdown (10Y)Largest decline over 10 years | -91.90% | -46.47% | -45.43% |
Current DrawdownCurrent decline from peak | -6.22% | -7.66% | +1.44% |
Average DrawdownAverage peak-to-trough decline | -28.86% | -6.22% | -22.64% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.19% | 5.03% | +0.16% |
Volatility
WES vs. PDI - Volatility Comparison
Western Midstream Partners, LP (WES) and PIMCO Dynamic Income Fund (PDI) have volatilities of 5.82% and 5.71%, 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.
Loading graphics...
Volatility by Period
| WES | PDI | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.82% | 5.71% | +0.11% |
Volatility (6M)Calculated over the trailing 6-month period | 14.07% | 9.96% | +4.11% |
Volatility (1Y)Calculated over the trailing 1-year period | 23.20% | 18.36% | +4.84% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 29.59% | 15.66% | +13.93% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 46.92% | 19.06% | +27.86% |
Financials
WES vs. PDI - Financials Comparison
This section allows you to compare key financial metrics between Western Midstream Partners, LP and PIMCO Dynamic Income Fund. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities
WES vs. PDI - Profitability Comparison
WES - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Western Midstream Partners, LP reported a gross profit of 805.90M and revenue of 1.03B. Therefore, the gross margin over that period was 78.1%.
PDI - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, PIMCO Dynamic Income Fund reported a gross profit of 558.21M and revenue of 615.21M. Therefore, the gross margin over that period was 90.7%.
WES - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Western Midstream Partners, LP reported an operating income of 305.56M and revenue of 1.03B, resulting in an operating margin of 29.6%.
PDI - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, PIMCO Dynamic Income Fund reported an operating income of 529.42M and revenue of 615.21M, resulting in an operating margin of 86.1%.
WES - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Western Midstream Partners, LP reported a net income of 198.57M and revenue of 1.03B, resulting in a net margin of 19.3%.
PDI - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, PIMCO Dynamic Income Fund reported a net income of 457.73M and revenue of 615.21M, resulting in a net margin of 74.4%.