GARP vs PTY
Comparison between ISHARES MSCI USA QUALITY GARP ETF (GARP, ETF) and PIMCO Corporate & Income Opportunity Fund (PTY, ETF).
5-Year PerformanceGARP has outperformed PTY, delivering a return of +18.5% compared to -0.1%
GARP vs PTY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
GARP vs PTY - Historical Returns
Returns include dividend reinvestment.
GARP vs PTY - Annual Returns (2002 - 2026)
Returns include dividend reinvestment.
| Year | GARP | PTY |
|---|---|---|
| 2026 | +15.37% | -3.38% |
| 2025 | +21.82% | -0.67% |
| 2024 | +39.76% | +18.80% |
| 2023 | +44.20% | +20.09% |
| 2022 | -26.95% | -19.88% |
| 2021 | +29.87% | +0.41% |
| 2020 | +26.51% | +3.32% |
| 2019 | N/A | +33.03% |
| 2018 | N/A | +2.18% |
| 2017 | N/A | +27.10% |
| 2016 | N/A | +17.50% |
| 2015 | N/A | -9.11% |
| 2014 | N/A | +2.07% |
| 2013 | N/A | +3.99% |
| 2012 | N/A | +28.59% |
| 2011 | N/A | +13.77% |
| 2010 | N/A | +38.58% |
| 2009 | N/A | +52.71% |
| 2008 | N/A | -15.60% |
| 2007 | N/A | -13.19% |
| 2006 | N/A | +12.83% |
| 2005 | N/A | +6.86% |
| 2004 | N/A | +18.02% |
| 2003 | N/A | +28.16% |
| 2002 | N/A | +0.00% |
GARP vs PTY Drawdown Comparison
The maximum drawdown for GARP was -31.34%, occurring on Mar 23, 2020. Recovery took 76 trading sessions.
The maximum drawdown for PTY was -60.85%, occurring on Mar 9, 2009. Recovery took 571 trading sessions.
The current GARP drawdown is -4.93%. The current PTY drawdown is -12.37%.
| Rank | GARP | PTY |
|---|---|---|
| #1 | -31.34% Feb 19, 2020 - Jun 8, 2020 | -60.85% May 7, 2007 - Aug 11, 2009 |
| #2 | -30.61% Dec 27, 2021 - Dec 1, 2023 | -46.52% Feb 20, 2020 - Feb 5, 2021 |
| #3 | -23.73% Feb 19, 2025 - Jun 25, 2025 | -41.34% Aug 11, 2021 - Sep 8, 2025 |
| #4 | -13.69% Jan 29, 2026 - Apr 16, 2026 | -25.90% Mar 25, 2011 - Mar 1, 2012 |
| #5 | -13.45% Jul 10, 2024 - Oct 14, 2024 | -23.24% Dec 4, 2014 - Aug 9, 2016 |
| #6 | -9.86% Sep 2, 2020 - Dec 1, 2020 | -22.68% Jun 12, 2018 - Apr 1, 2019 |
| #7 | -9.27% Feb 12, 2021 - Apr 9, 2021 | -21.99% May 8, 2013 - Feb 11, 2014 |
| #8 | -8.66% Oct 29, 2025 - Jan 6, 2026 | -15.43% Oct 9, 2025 - Mar 27, 2026 |
| #9 | -8.34% Sep 3, 2021 - Oct 28, 2021 | -15.02% Jan 21, 2004 - Aug 13, 2004 |
| #10 | -7.37% Mar 22, 2024 - May 14, 2024 | -13.24% Feb 7, 2005 - Jun 8, 2005 |
| #11 | -7.07% Jun 1, 2026 - Jun 10, 2026 | -12.51% Sep 9, 2014 - Nov 28, 2014 |
| #12 | -6.13% Apr 26, 2021 - Jun 10, 2021 | -12.20% Nov 9, 2010 - Jan 14, 2011 |
| #13 | -5.55% Jun 10, 2020 - Jun 23, 2020 | -10.79% Jun 13, 2003 - Oct 29, 2003 |
| #14 | -5.41% Nov 19, 2021 - Dec 27, 2021 | -10.79% Sep 19, 2006 - May 2, 2007 |
| #15 | -4.99% Dec 16, 2024 - Jan 22, 2025 | -10.46% Apr 23, 2010 - Jun 14, 2010 |
Correlation
Correlation between GARP and PTY is 0.81 which considered as a strong positive correlation - the stocks tend to move together.
Dividend Comparison (2003 - 2026)
GARP vs PTY dividend yield comparison.
| Year | GARP | PTY |
|---|---|---|
| 2026 | 0.12% | 6.06% |
| 2025 | 0.31% | 11.05% |
| 2024 | 0.38% | 9.92% |
| 2023 | 0.75% | 10.77% |
| 2022 | 1.85% | 13.12% |
| 2021 | 0.67% | 9.16% |
| 2020 | 0.75% | 8.74% |
| 2019 | 0.00% | 8.37% |
| 2018 | 0.00% | 10.63% |
| 2017 | 0.00% | 9.48% |
| 2016 | 0.00% | 12.09% |
| 2015 | 0.00% | 11.92% |
| 2014 | 0.00% | 13.90% |
| 2013 | 0.00% | 19.70% |
| 2012 | 0.00% | 12.98% |
| 2011 | 0.00% | 11.92% |
| 2010 | 0.00% | 12.20% |
| 2009 | 0.00% | 13.61% |
| 2008 | 0.00% | 13.19% |
| 2007 | 0.00% | 10.26% |
| 2006 | 0.00% | 11.10% |
| 2005 | 0.00% | 10.12% |
| 2004 | 0.00% | 12.94% |
| 2003 | 0.00% | 10.80% |
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