Correlation
The correlation between XEMD and PIMIX is 0.33, 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.
XEMD vs. PIMIX
Compare and contrast key facts about BondBloxx JP Morgan USD Emerging Markets 1-10 Year Bond ETF (XEMD) and PIMCO Income Fund Institutional Class (PIMIX).
XEMD is a passively managed fund by BondBloxx that tracks the performance of the JP Morgan EMBI Global Diversified Liquid 1-10 Y Maturity Index - Benchmark TR Gross. It was launched on Jun 28, 2022. PIMIX is managed by PIMCO. It was launched on Mar 30, 2007.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: XEMD or PIMIX.
Performance
XEMD vs. PIMIX - Performance Comparison
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Key characteristics
XEMD:
1.75
PIMIX:
1.93
XEMD:
2.56
PIMIX:
2.87
XEMD:
1.36
PIMIX:
1.38
XEMD:
2.54
PIMIX:
2.84
XEMD:
12.65
PIMIX:
8.31
XEMD:
0.85%
PIMIX:
0.96%
XEMD:
5.97%
PIMIX:
4.14%
XEMD:
-10.01%
PIMIX:
-13.39%
XEMD:
-0.37%
PIMIX:
-0.51%
Returns By Period
In the year-to-date period, XEMD achieves a 4.49% return, which is significantly higher than PIMIX's 3.06% return.
XEMD
4.49%
1.53%
3.78%
10.34%
N/A
N/A
N/A
PIMIX
3.06%
-0.47%
2.24%
7.95%
5.30%
4.27%
4.29%
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XEMD vs. PIMIX - Expense Ratio Comparison
XEMD has a 0.29% expense ratio, which is lower than PIMIX's 0.62% expense ratio.
Risk-Adjusted Performance
XEMD vs. PIMIX — Risk-Adjusted Performance Rank
XEMD
PIMIX
XEMD vs. PIMIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for BondBloxx JP Morgan USD Emerging Markets 1-10 Year Bond ETF (XEMD) 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.
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Dividends
XEMD vs. PIMIX - Dividend Comparison
XEMD's dividend yield for the trailing twelve months is around 6.38%, more than PIMIX's 6.21% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
XEMD BondBloxx JP Morgan USD Emerging Markets 1-10 Year Bond ETF | 6.38% | 6.30% | 6.19% | 3.08% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
PIMIX PIMCO Income Fund Institutional Class | 6.21% | 6.27% | 6.21% | 6.40% | 4.02% | 4.89% | 5.86% | 5.68% | 5.41% | 5.57% | 7.94% | 6.54% |
Drawdowns
XEMD vs. PIMIX - Drawdown Comparison
The maximum XEMD drawdown since its inception was -10.01%, smaller than the maximum PIMIX drawdown of -13.39%. Use the drawdown chart below to compare losses from any high point for XEMD and PIMIX.
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Volatility
XEMD vs. PIMIX - Volatility Comparison
BondBloxx JP Morgan USD Emerging Markets 1-10 Year Bond ETF (XEMD) has a higher volatility of 1.56% compared to PIMCO Income Fund Institutional Class (PIMIX) at 1.32%. This indicates that XEMD's price experiences larger fluctuations and is considered to be riskier than PIMIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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