LDUR vs EXI

Comparison between PIMCO ENHANCED LOW DURATION ACTIVE EXCHANGE-TRADED FUND (LDUR, ETF) and ISHARES GLOBAL INDUSTRIALS ETF (EXI, ETF).

5-Year PerformanceEXI has outperformed LDUR, delivering a return of +12.7% compared to +2.4%

LDUR vs EXI - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	LDUR(ETF)	EXI(ETF)
Net Assets	$1.40B	$1.40B
Expense Ratio	0.54%	0.39%
Max Drawdown	9.01%	63.88%
Sharpe Ratio	0.13	1.11
5Y Beta	-0.00	0.89
P/E Ratio	N/A	31.60
Forward P/E	N/A	27.58
PEG Ratio	N/A	0.41
5Y Dividends CAGR	21.18%	8.60%
Debt to Equity	N/A	56.12%
P/S Ratio	N/A	3.26
P/B Ratio	N/A	7.22

Net Assets

LDUR

$1.40B

EXI

$1.40B

Expense Ratio

LDUR

0.54%

Winner

EXI

0.39%

Max Drawdown

Winner

LDUR

9.01%

EXI

63.88%

Sharpe Ratio

LDUR

0.13

Winner

EXI

1.11

5Y Beta

Winner

LDUR

-0.00

EXI

0.89

P/E Ratio

LDUR

N/A

EXI

31.60

Forward P/E

LDUR

N/A

EXI

27.58

PEG Ratio

LDUR

N/A

EXI

0.41

5Y Dividends CAGR

Winner

LDUR

21.18%

EXI

8.60%

Debt to Equity

LDUR

N/A

EXI

56.12%

P/S Ratio

LDUR

N/A

EXI

3.26

P/B Ratio

LDUR

N/A

EXI

7.22

LDUR vs EXI - Historical Returns

Returns include dividend reinvestment.

Period	LDUR	EXI
1 month	+0.50%	+3.13%
3 months	+0.92%	+4.81%
6 months	+1.25%	+6.18%
1 year	+3.98%	+23.48%
5 years(CAGR)	+2.41%	+12.70%
10 years(CAGR)	+2.43%	+12.79%
Max(CAGR)	+2.46%	+9.10%

LDUR

+0.50%

Winner

EXI

+3.13%

LDUR

+0.92%

Winner

EXI

+4.81%

LDUR

+1.25%

Winner

EXI

+6.18%

LDUR

+3.98%

Winner

EXI

+23.48%

5Y(CAGR)

LDUR

+2.41%

Winner

EXI

+12.70%

10Y(CAGR)

LDUR

+2.43%

Winner

EXI

+12.79%

Max(CAGR)

LDUR

+2.46%

Winner

EXI

+9.10%

LDUR vs EXI - Annual Returns (2006 - 2026)

Returns include dividend reinvestment.

Year	LDUR	EXI
2026	+1.71%	+16.13%
2025	+5.80%	+26.22%
2024	+5.26%	+13.67%
2023	+4.82%	+21.52%
2022	-4.34%	-11.93%
2021	-0.50%	+18.66%
2020	+4.42%	+9.57%
2019	+4.29%	+27.12%
2018	+1.07%	-14.89%
2017	+2.13%	+24.33%
2016	+2.53%	+15.35%
2015	+2.27%	-2.23%
2014	+1.84%	+2.34%
2013	N/A	+29.01%
2012	N/A	+13.62%
2011	N/A	-9.52%
2010	N/A	+20.35%
2009	N/A	+22.59%
2008	N/A	-41.19%
2007	N/A	+13.65%
2006	N/A	+8.67%

LDUR vs EXI Drawdown Comparison

The maximum drawdown for LDUR was -8.68%, occurring on Mar 26, 2020. Recovery took 76 trading sessions.

The maximum drawdown for EXI was -62.59%, occurring on Mar 9, 2009. Recovery took 1400 trading sessions.

The current EXI drawdown is -0.02%.

Rank	LDUR	EXI
#1	-8.68% Mar 9, 2020 - Jun 25, 2020	-62.59% Oct 11, 2007 - May 6, 2013
#2	-6.75% Oct 1, 2021 - Jan 31, 2024	-39.56% Feb 12, 2020 - Nov 9, 2020
#3	-1.96% Nov 27, 2015 - Mar 23, 2016	-27.22% Jan 4, 2022 - Jul 13, 2023
#4	-1.17% Apr 3, 2025 - Apr 30, 2025	-23.83% Jan 26, 2018 - Nov 4, 2019
#5	-1.02% May 27, 2015 - Nov 5, 2015	-16.53% May 21, 2015 - Jul 20, 2016
#6	-0.93% Feb 27, 2026 - May 8, 2026	-14.38% Dec 4, 2024 - May 2, 2025
#7	-0.91% Oct 13, 2014 - Jan 27, 2015	-13.64% Jul 28, 2023 - Dec 13, 2023
#8	-0.84% Feb 2, 2015 - Feb 19, 2015	-12.35% Feb 27, 2026 - May 6, 2026
#9	-0.80% Nov 16, 2018 - Feb 5, 2019	-12.19% Jun 9, 2014 - Feb 20, 2015
#10	-0.77% Oct 24, 2016 - Jan 24, 2017	-11.88% Jul 19, 2007 - Oct 5, 2007
#11	-0.64% Nov 2, 2017 - May 23, 2018	-7.56% May 21, 2013 - Jul 19, 2013
#12	-0.61% Sep 27, 2024 - Nov 29, 2024	-7.43% Jul 16, 2024 - Aug 23, 2024
#13	-0.60% Feb 1, 2024 - Mar 8, 2024	-7.11% Feb 20, 2007 - Apr 10, 2007
#14	-0.59% May 9, 2014 - Aug 4, 2014	-7.04% Nov 8, 2021 - Jan 4, 2022
#15	-0.56% Apr 14, 2015 - Apr 21, 2015	-7.02% Dec 31, 2013 - Mar 6, 2014

Correlation

Correlation between LDUR and EXI is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.

0.95

-101

Dividend Comparison (2006 - 2026)

LDUR vs EXI dividend yield comparison.

Year	LDUR	EXI
2026	2.34%	0.56%
2025	4.60%	1.32%
2024	4.77%	1.47%
2023	4.11%	1.84%
2022	2.22%	1.63%
2021	0.90%	1.42%
2020	2.15%	1.26%
2019	3.14%	1.72%
2018	2.66%	2.21%
2017	2.08%	1.48%
2016	1.85%	1.75%
2015	2.92%	1.95%
2014	1.66%	1.93%
2013	0.00%	1.51%
2012	0.00%	2.29%
2011	0.00%	2.37%
2010	0.00%	1.48%
2009	0.00%	1.77%
2008	0.00%	3.62%
2007	0.00%	0.61%
2006	0.00%	0.52%