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PCN vs IUS

Comparison between PIMCO Corporate & Income Strategy Fund (PCN, ETF) and INVESCO RAFI(TM) STRATEGIC US ETF (IUS, ETF).

5-Year PerformanceIUS has outperformed PCN, delivering a return of +13.6% compared to +0.8%

PCN vs IUS - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
PCN
$856M
Winner
IUS
$857M
Expense Ratio
PCN
N/A
IUS
0.19%
Max Drawdown
PCN
66.71%
Winner
IUS
35.17%
Sharpe Ratio
PCN
0.01
Winner
IUS
2.30
5Y Beta
Winner
PCN
0.38
IUS
0.78
P/E Ratio
PCN
N/A
IUS
25.34
Forward P/E
PCN
N/A
IUS
16.44
5Y Dividends CAGR
PCN
1.61%
Winner
IUS
8.99%
5Y EPS CAGR
PCN
N/A
IUS
16.93%
Debt to Equity
PCN
N/A
IUS
24.04%
P/S Ratio
PCN
N/A
IUS
1.36
P/B Ratio
PCN
N/A
IUS
3.60

PCN vs IUS - Historical Returns

Returns include dividend reinvestment.

1M
PCN
-0.48%
Winner
IUS
+2.34%
3M
PCN
-0.44%
Winner
IUS
+12.66%
6M
PCN
-0.94%
Winner
IUS
+15.10%
1Y
PCN
+3.00%
Winner
IUS
+31.24%
5Y(CAGR)
PCN
+0.76%
Winner
IUS
+13.56%
10Y(CAGR)
PCN
+7.33%
IUS
N/A
Max(CAGR)
PCN
+9.56%
Winner
IUS
+15.22%

PCN vs IUS - Annual Returns (2001 - 2026)

Returns include dividend reinvestment.

YearPCNIUS
2026-2.81%+14.78%
2025+4.82%+17.23%
2024+19.92%+16.56%
2023+14.25%+21.21%
2022-23.63%-8.85%
2021+7.41%+33.59%
2020-1.96%+14.43%
2019+35.29%+29.34%
2018-7.08%-12.48%
2017+25.20%N/A
2016+24.67%N/A
2015-4.28%N/A
2014+6.18%N/A
2013-0.04%N/A
2012+21.16%N/A
2011+13.26%N/A
2010+29.75%N/A
2009+35.40%N/A
2008-3.19%N/A
2007-13.18%N/A
2006+19.95%N/A
2005+5.48%N/A
2004+7.02%N/A
2003+26.92%N/A
2002+2.02%N/A
2001+0.07%N/A

PCN vs IUS Drawdown Comparison

The maximum drawdown for PCN was -61.08%, occurring on Mar 9, 2009. Recovery took 410 trading sessions.

The maximum drawdown for IUS was -34.66%, occurring on Mar 23, 2020. Recovery took 141 trading sessions.

The current PCN drawdown is -5.71%. The current IUS drawdown is -0.73%.

RankPCNIUS
#1-61.08%
Jan 31, 2008 - Sep 16, 2009
-34.66%
Feb 12, 2020 - Sep 2, 2020
#2-50.25%
Feb 13, 2020 - May 5, 2021
-18.73%
Mar 29, 2022 - Jun 30, 2023
#3-33.35%
Aug 13, 2021 - Oct 1, 2024
-15.62%
Nov 29, 2024 - Jul 1, 2025
#4-24.93%
Sep 13, 2018 - Jun 5, 2019
-14.49%
Oct 2, 2018 - May 1, 2019
#5-23.93%
Jul 8, 2011 - Jan 31, 2012
-9.03%
Jul 31, 2023 - Dec 11, 2023
#6-22.07%
Jun 5, 2007 - Jan 30, 2008
-8.08%
Sep 2, 2020 - Nov 9, 2020
#7-18.87%
Jan 22, 2004 - Sep 17, 2004
-7.80%
Jan 4, 2022 - Mar 28, 2022
#8-17.45%
May 10, 2013 - Jan 21, 2014
-7.05%
Jul 24, 2019 - Sep 11, 2019
#9-16.49%
Jun 20, 2014 - Apr 22, 2016
-6.91%
May 1, 2019 - Jun 21, 2019
#10-14.57%
Jun 13, 2002 - Jan 2, 2003
-6.23%
Jul 16, 2024 - Aug 23, 2024
#11-14.00%
Feb 19, 2025 - Sep 2, 2025
-6.15%
Feb 11, 2026 - Apr 14, 2026
#12-13.27%
Sep 8, 2016 - Jan 6, 2017
-4.97%
Mar 28, 2024 - Jun 17, 2024
#13-12.07%
Feb 8, 2005 - Jun 7, 2005
-4.60%
Sep 12, 2019 - Oct 25, 2019
#14-11.66%
Nov 10, 2010 - Jan 24, 2011
-4.52%
Nov 16, 2021 - Dec 10, 2021
#15-11.54%
Apr 12, 2010 - Jun 15, 2010
-4.52%
Sep 2, 2021 - Oct 20, 2021

Correlation

Correlation between PCN and IUS is 0.81 which considered as a strong positive correlation - the stocks tend to move together.

0.81
-101

Dividend Comparison (2002 - 2026)

PCN vs IUS dividend yield comparison.

YearPCNIUS
20265.77%0.33%
202510.58%1.48%
202410.06%1.52%
202310.88%1.72%
202212.66%1.78%
20217.89%1.46%
20207.83%1.74%
20197.37%1.77%
20189.60%0.73%
20177.85%0.00%
201611.98%0.00%
201510.22%0.00%
201411.27%0.00%
201314.56%0.00%
20128.72%0.00%
201111.06%0.00%
201010.81%0.00%
200913.46%0.00%
200811.08%0.00%
20079.91%0.00%
20068.46%0.00%
20059.06%0.00%
200410.12%0.00%
200310.87%0.00%
200211.43%0.00%

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