IUS vs PCN
Comparison between INVESCO RAFI(TM) STRATEGIC US ETF (IUS, ETF) and PIMCO Corporate & Income Strategy Fund (PCN, ETF).
5-Year PerformanceIUS has outperformed PCN, delivering a return of +13.6% compared to +0.8%
IUS vs PCN - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
IUS vs PCN - Historical Returns
Returns include dividend reinvestment.
IUS vs PCN - Annual Returns (2001 - 2026)
Returns include dividend reinvestment.
| Year | IUS | PCN |
|---|---|---|
| 2026 | +14.78% | -2.81% |
| 2025 | +17.23% | +4.82% |
| 2024 | +16.56% | +19.92% |
| 2023 | +21.21% | +14.25% |
| 2022 | -8.85% | -23.63% |
| 2021 | +33.59% | +7.41% |
| 2020 | +14.43% | -1.96% |
| 2019 | +29.34% | +35.29% |
| 2018 | -12.48% | -7.08% |
| 2017 | N/A | +25.20% |
| 2016 | N/A | +24.67% |
| 2015 | N/A | -4.28% |
| 2014 | N/A | +6.18% |
| 2013 | N/A | -0.04% |
| 2012 | N/A | +21.16% |
| 2011 | N/A | +13.26% |
| 2010 | N/A | +29.75% |
| 2009 | N/A | +35.40% |
| 2008 | N/A | -3.19% |
| 2007 | N/A | -13.18% |
| 2006 | N/A | +19.95% |
| 2005 | N/A | +5.48% |
| 2004 | N/A | +7.02% |
| 2003 | N/A | +26.92% |
| 2002 | N/A | +2.02% |
| 2001 | N/A | +0.07% |
IUS vs PCN Drawdown Comparison
The maximum drawdown for IUS was -34.66%, occurring on Mar 23, 2020. Recovery took 141 trading sessions.
The maximum drawdown for PCN was -61.08%, occurring on Mar 9, 2009. Recovery took 410 trading sessions.
The current IUS drawdown is -0.73%. The current PCN drawdown is -5.71%.
| Rank | IUS | PCN |
|---|---|---|
| #1 | -34.66% Feb 12, 2020 - Sep 2, 2020 | -61.08% Jan 31, 2008 - Sep 16, 2009 |
| #2 | -18.73% Mar 29, 2022 - Jun 30, 2023 | -50.25% Feb 13, 2020 - May 5, 2021 |
| #3 | -15.62% Nov 29, 2024 - Jul 1, 2025 | -33.35% Aug 13, 2021 - Oct 1, 2024 |
| #4 | -14.49% Oct 2, 2018 - May 1, 2019 | -24.93% Sep 13, 2018 - Jun 5, 2019 |
| #5 | -9.03% Jul 31, 2023 - Dec 11, 2023 | -23.93% Jul 8, 2011 - Jan 31, 2012 |
| #6 | -8.08% Sep 2, 2020 - Nov 9, 2020 | -22.07% Jun 5, 2007 - Jan 30, 2008 |
| #7 | -7.80% Jan 4, 2022 - Mar 28, 2022 | -18.87% Jan 22, 2004 - Sep 17, 2004 |
| #8 | -7.05% Jul 24, 2019 - Sep 11, 2019 | -17.45% May 10, 2013 - Jan 21, 2014 |
| #9 | -6.91% May 1, 2019 - Jun 21, 2019 | -16.49% Jun 20, 2014 - Apr 22, 2016 |
| #10 | -6.23% Jul 16, 2024 - Aug 23, 2024 | -14.57% Jun 13, 2002 - Jan 2, 2003 |
| #11 | -6.15% Feb 11, 2026 - Apr 14, 2026 | -14.00% Feb 19, 2025 - Sep 2, 2025 |
| #12 | -4.97% Mar 28, 2024 - Jun 17, 2024 | -13.27% Sep 8, 2016 - Jan 6, 2017 |
| #13 | -4.60% Sep 12, 2019 - Oct 25, 2019 | -12.07% Feb 8, 2005 - Jun 7, 2005 |
| #14 | -4.52% Nov 16, 2021 - Dec 10, 2021 | -11.66% Nov 10, 2010 - Jan 24, 2011 |
| #15 | -4.52% Sep 2, 2021 - Oct 20, 2021 | -11.54% Apr 12, 2010 - Jun 15, 2010 |
Correlation
Correlation between IUS and PCN is 0.81 which considered as a strong positive correlation - the stocks tend to move together.
Dividend Comparison (2002 - 2026)
IUS vs PCN dividend yield comparison.
| Year | IUS | PCN |
|---|---|---|
| 2026 | 0.33% | 5.77% |
| 2025 | 1.48% | 10.58% |
| 2024 | 1.52% | 10.06% |
| 2023 | 1.72% | 10.88% |
| 2022 | 1.78% | 12.66% |
| 2021 | 1.46% | 7.89% |
| 2020 | 1.74% | 7.83% |
| 2019 | 1.77% | 7.37% |
| 2018 | 0.73% | 9.60% |
| 2017 | 0.00% | 7.85% |
| 2016 | 0.00% | 11.98% |
| 2015 | 0.00% | 10.22% |
| 2014 | 0.00% | 11.27% |
| 2013 | 0.00% | 14.56% |
| 2012 | 0.00% | 8.72% |
| 2011 | 0.00% | 11.06% |
| 2010 | 0.00% | 10.81% |
| 2009 | 0.00% | 13.46% |
| 2008 | 0.00% | 11.08% |
| 2007 | 0.00% | 9.91% |
| 2006 | 0.00% | 8.46% |
| 2005 | 0.00% | 9.06% |
| 2004 | 0.00% | 10.12% |
| 2003 | 0.00% | 10.87% |
| 2002 | 0.00% | 11.43% |
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