BOND vs SPY
Comparison between PIMCO ACTIVE BOND EXCHANGE-TRADED FUND (BOND, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).
5-Year PerformanceSPY has outperformed BOND, delivering a return of +13.3% compared to +0.6%
BOND vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
BOND
$7.70B
Winner
SPY
$652B
Expense Ratio
BOND
0.54%
Winner
SPY
0.09%
Max Drawdown
Winner
BOND
24.58%
SPY
56.47%
Sharpe Ratio
BOND
0.68
Winner
SPY
2.07
5Y Beta
Winner
BOND
0.04
SPY
1.00
P/E Ratio
BOND
N/A
SPY
28.24
Forward P/E
BOND
N/A
SPY
21.85
5Y Dividends CAGR
Winner
BOND
12.69%
SPY
5.43%
5Y EPS CAGR
BOND
N/A
SPY
25.79%
Debt to Equity
BOND
N/A
SPY
22.35%
P/S Ratio
BOND
N/A
SPY
3.55
P/B Ratio
BOND
N/A
SPY
5.29
BOND vs SPY - Holdings Comparison
BOND and SPY have 1 common holdings. Overlap is -2.64%
BOND's top 25 holdings weight is 39.02%. SPY's top 25 holdings weight is 51.32%.
| Rank | BOND | SPY |
|---|---|---|
| #1 | FEDERAL HOME LOAN MORTGAGE CORP. 6% (n/a) - 4.34% | NVIDIA CORP (NVDA) - 8.45% |
| #2 | U S TREASURY REPO (n/a) - 4.32% | APPLE INC (AAPL) - 6.48% |
| #3 | UNITED STATES TREASURY BONDS 3.875% (n/a) - 3.65% | MICROSOFT CORP (MSFT) - 5.20% |
| #4 | PIMCO MORTGAGE-BACKED SECURITIES ACT ETF (PMBS) - 3.30% | AMAZON.COM INC (AMZN) - 4.14% |
| #5 | FEDERAL HOME LOAN MORTGAGE CORP. 5.5% (n/a) - 2.45% | ALPHABET INC CLASS A (GOOGL) - 3.32% |
| #6 | FEDERAL HOME LOAN MORTGAGE CORP. 5% (n/a) - 2.43% | BROADCOM INC (AVGO) - 3.09% |
| #7 | UNITED STATES TREASURY BONDS 4.625% (n/a) - 2.25% | ALPHABET INC CLASS C (GOOG) - 2.65% |
| #8 | UNITED STATES TREASURY BONDS 3.125% (n/a) - 2.08% | META PLATFORMS INC CLASS A (META) - 2.40% |
| #9 | UNITED STATES TREASURY NOTES 1.75% (n/a) - 2.06% | TESLA INC (TSLA) - 1.73% |
| #10 | n/a (n/a) - 2.02% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.43% |
| #11 | UNITED STATES TREASURY BONDS 2.375% (n/a) - 1.41% | JPMORGAN CHASE & CO (JPM) - 1.37% |
| #12 | FEDERAL NATIONAL MORTGAGE ASSOCIATION 6% (n/a) - 1.28% | ELI LILLY AND CO (LLY) - 1.13% |
| #13 | n/a (n/a) - 1.23% | EXXON MOBIL CORP (XOM) - 1.03% |
| #14 | IRS AUD 4.00000 12/17/25-10Y LCH (n/a) - 1.10% | MICRON TECHNOLOGY INC (MU) - 0.93% |
| #15 | UNITED STATES TREASURY NOTES 2.125% (n/a) - 1.10% | WALMART INC (WMT) - 0.91% |
| #16 | BEIGNET INV LLC 6.581% (n/a) - 1.08% | JOHNSON & JOHNSON (JNJ) - 0.90% |
| #17 | TITULOS DE TESORERIA (n/a) - 0.53% | ADVANCED MICRO DEVICES INC (AMD) - 0.86% |
| #18 | n/a (n/a) - 0.39% | VISA INC CLASS A (V) - 0.85% |
| #19 | n/a (n/a) - 0.32% | COSTCO WHOLESALE CORP (COST) - 0.72% |
| #20 | n/a (n/a) - 0.31% | MASTERCARD INC CLASS A (MA) - 0.67% |
| #21 | PERU (REPUBLIC OF) 7.3% (n/a) - 0.28% | INTEL CORP (INTC) - 0.65% |
| #22 | COMPEER FINANCIAL, ACA 7.875% (n/a) - 0.28% | NETFLIX INC (NFLX) - 0.64% |
| #23 | SMBC AVIATION CAPITAL FINANCE 5.25% (n/a) - 0.27% | CATERPILLAR INC (CAT) - 0.62% |
| #24 | BANK OF AMERICA CORP. 5.872% (n/a) - 0.27% | CHEVRON CORP (CVX) - 0.58% |
| #25 | JPMORGAN CHASE & CO. 5.572% (n/a) - 0.27% | PROCTER & GAMBLE CO (PG) - 0.57% |
| Total Holdings | 1022 | 505 |
BOND vs SPY - Historical Returns
Returns include dividend reinvestment.
1M
BOND
+0.20%
Winner
SPY
+9.11%
3M
BOND
-0.04%
Winner
SPY
+6.59%
6M
BOND
+1.31%
Winner
SPY
+10.56%
1Y
BOND
+7.29%
Winner
SPY
+32.04%
5Y(CAGR)
BOND
+0.57%
Winner
SPY
+13.35%
10Y(CAGR)
BOND
+2.26%
Winner
SPY
+15.49%
Max(CAGR)
BOND
+3.01%
Winner
SPY
+8.50%
BOND vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | BOND | SPY |
|---|---|---|
| 2026 | +0.89% | +8.27% |
| 2025 | +8.34% | +18.00% |
| 2024 | +3.33% | +25.59% |
| 2023 | +5.90% | +26.72% |
| 2022 | -14.20% | -18.64% |
| 2021 | -0.71% | +30.52% |
| 2020 | +7.52% | +17.28% |
| 2019 | +8.44% | +31.09% |
| 2018 | +0.14% | -5.24% |
| 2017 | +4.66% | +20.78% |
| 2016 | +2.92% | +13.59% |
| 2015 | +0.63% | +1.31% |
| 2014 | +6.51% | +14.56% |
| 2013 | -1.03% | +29.00% |
| 2012 | +11.91% | +14.17% |
| 2011 | N/A | +0.85% |
| 2010 | N/A | +13.14% |
| 2009 | N/A | +22.67% |
| 2008 | N/A | -36.25% |
| 2007 | N/A | +5.32% |
| 2006 | N/A | +13.85% |
| 2005 | N/A | +5.32% |
| 2004 | N/A | +10.75% |
| 2003 | N/A | +24.18% |
| 2002 | N/A | -22.42% |
| 2001 | N/A | -10.13% |
| 2000 | N/A | -8.84% |
| 1999 | N/A | +8.61% |
BOND vs SPY Drawdown Comparison
The maximum drawdown for BOND was -19.72%, occurring on Oct 21, 2022. Recovery took 1059 trading sessions.
The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.
The current BOND drawdown is -1.21%.
| Rank | BOND | SPY |
|---|---|---|
| #1 | -19.72% Aug 3, 2021 - Oct 21, 2025 | -55.20% Oct 9, 2007 - Aug 16, 2012 |
| #2 | -10.88% Mar 9, 2020 - Jul 15, 2020 | -47.50% Mar 24, 2000 - Oct 26, 2006 |
| #3 | -6.17% May 2, 2013 - May 15, 2014 | -33.70% Feb 19, 2020 - Aug 10, 2020 |
| #4 | -3.81% Sep 30, 2016 - Apr 11, 2017 | -24.50% Jan 3, 2022 - Dec 13, 2023 |
| #5 | -3.53% Apr 1, 2015 - Apr 28, 2016 | -19.34% Sep 20, 2018 - Apr 12, 2019 |
| #6 | -3.12% Sep 8, 2017 - Jan 3, 2019 | -18.76% Feb 19, 2025 - Jun 26, 2025 |
| #7 | -3.12% Dec 31, 2020 - Jul 19, 2021 | -13.02% Jul 20, 2015 - Apr 18, 2016 |
| #8 | -2.84% Feb 27, 2026 - Mar 26, 2026 | -10.10% Jan 26, 2018 - Aug 6, 2018 |
| #9 | -1.76% Jan 30, 2015 - Apr 1, 2015 | -9.44% Sep 2, 2020 - Nov 11, 2020 |
| #10 | -1.61% Sep 4, 2019 - Jan 3, 2020 | -9.30% Jan 19, 2000 - Mar 17, 2000 |
| #11 | -1.34% Apr 18, 2017 - Jun 2, 2017 | -9.05% Jul 19, 2007 - Oct 5, 2007 |
| #12 | -1.03% Mar 8, 2012 - Mar 27, 2012 | -8.88% Jan 27, 2026 - Apr 14, 2026 |
| #13 | -1.03% Jun 26, 2017 - Jul 21, 2017 | -8.41% Jul 16, 2024 - Sep 19, 2024 |
| #14 | -1.03% Aug 7, 2020 - Nov 19, 2020 | -7.35% Sep 14, 2012 - Jan 2, 2013 |
| #15 | -1.03% Oct 28, 2025 - Nov 26, 2025 | -7.27% Sep 18, 2014 - Oct 31, 2014 |
Correlation
Correlation between BOND and SPY is 0.80 which considered as a strong positive correlation - the stocks tend to move together.
0.80
-101
Dividend Comparison (1999 - 2026)
BOND vs SPY dividend yield comparison.
| Year | BOND | SPY |
|---|---|---|
| 2026 | 1.67% | 0.24% |
| 2025 | 5.11% | 1.07% |
| 2024 | 5.02% | 1.21% |
| 2023 | 4.06% | 1.40% |
| 2022 | 3.44% | 1.65% |
| 2021 | 2.58% | 1.20% |
| 2020 | 2.66% | 1.52% |
| 2019 | 3.38% | 1.75% |
| 2018 | 3.18% | 2.04% |
| 2017 | 2.87% | 1.80% |
| 2016 | 2.85% | 2.03% |
| 2015 | 4.14% | 2.06% |
| 2014 | 4.13% | 1.87% |
| 2013 | 2.82% | 1.81% |
| 2012 | 2.52% | 2.18% |
| 2011 | 0.00% | 2.05% |
| 2010 | 0.00% | 1.80% |
| 2009 | 0.00% | 1.95% |
| 2008 | 0.00% | 3.02% |
| 2007 | 0.00% | 1.85% |
| 2006 | 0.00% | 1.73% |
| 2005 | 0.00% | 1.73% |
| 2004 | 0.00% | 1.82% |
| 2003 | 0.00% | 1.47% |
| 2002 | 0.00% | 1.70% |
| 2001 | 0.00% | 1.25% |
| 2000 | 0.00% | 1.15% |
| 1999 | 0.00% | 0.24% |
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