PCQ vs BRTR

Comparison between Pimco California Municipal Income Fund (PCQ, ETF) and BlackRock Total Return ETF (BRTR, ETF).

PCQ vs BRTR - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	PCQ(ETF)	BRTR(ETF)
Net Assets	$556M	$557M
Expense Ratio	N/A	0.38%
Max Drawdown	60.60%	7.15%
Sharpe Ratio	0.81	0.36
5Y Beta	0.14	0.05
P/E Ratio	N/A	0.11
Forward P/E	N/A	384.62
PEG Ratio	N/A	0.94
5Y Dividends CAGR	-8.38%	N/A
Debt to Equity	N/A	73.31%
P/S Ratio	N/A	6.05
P/B Ratio	N/A	4.68

Net Assets

PCQ

$556M

Winner

BRTR

$557M

Expense Ratio

PCQ

N/A

BRTR

0.38%

Max Drawdown

PCQ

60.60%

Winner

BRTR

7.15%

Sharpe Ratio

Winner

PCQ

0.81

BRTR

0.36

5Y Beta

PCQ

0.14

Winner

BRTR

0.05

P/E Ratio

PCQ

N/A

BRTR

0.11

Forward P/E

PCQ

N/A

BRTR

384.62

PEG Ratio

PCQ

N/A

BRTR

0.94

5Y Dividends CAGR

PCQ

-8.38%

BRTR

N/A

Debt to Equity

PCQ

N/A

BRTR

73.31%

P/S Ratio

PCQ

N/A

BRTR

6.05

P/B Ratio

PCQ

N/A

BRTR

4.68

PCQ vs BRTR - Historical Returns

Returns include dividend reinvestment.

Period	PCQ	BRTR
1 month	+1.55%	-0.04%
3 months	+0.33%	-0.95%
6 months	+3.64%	+0.27%
1 year	+9.78%	+5.14%
5 years(CAGR)	-9.71%	N/A
10 years(CAGR)	-1.43%	N/A
Max(CAGR)	+3.76%	+3.95%

Winner

PCQ

+1.55%

BRTR

-0.04%

Winner

PCQ

+0.33%

BRTR

-0.95%

Winner

PCQ

+3.64%

BRTR

+0.27%

Winner

PCQ

+9.78%

BRTR

+5.14%

5Y(CAGR)

PCQ

-9.71%

BRTR

N/A

10Y(CAGR)

PCQ

-1.43%

BRTR

N/A

Max(CAGR)

PCQ

+3.76%

Winner

BRTR

+3.95%

PCQ vs BRTR - Annual Returns (2001 - 2026)

Returns include dividend reinvestment.

Year	PCQ	BRTR
2026	+3.33%	+0.12%
2025	+0.17%	+8.01%
2024	+1.28%	+1.78%
2023	-36.42%	+0.43%
2022	-15.26%	N/A
2021	+7.87%	N/A
2020	-6.19%	N/A
2019	+26.15%	N/A
2018	-1.10%	N/A
2017	+16.44%	N/A
2016	+5.62%	N/A
2015	+6.94%	N/A
2014	+26.59%	N/A
2013	-14.10%	N/A
2012	+25.62%	N/A
2011	+18.97%	N/A
2010	+6.14%	N/A
2009	+45.10%	N/A
2008	-41.29%	N/A
2007	-3.73%	N/A
2006	+16.83%	N/A
2005	+24.28%	N/A
2004	+8.38%	N/A
2003	+0.07%	N/A
2002	+2.59%	N/A
2001	+0.78%	N/A

PCQ vs BRTR Drawdown Comparison

The maximum drawdown for PCQ was -56.28%, occurring on Dec 16, 2008. Recovery took 839 trading sessions.

The maximum drawdown for BRTR was -5.07%, occurring on Jan 13, 2025. Recovery took 194 trading sessions.

The current PCQ drawdown is -44.87%. The current BRTR drawdown is -2.00%.

Rank	PCQ	BRTR
#1	-56.28% May 11, 2007 - Sep 9, 2010	-5.07% Sep 16, 2024 - Jun 26, 2025
#2	-54.86% Nov 12, 2021 - Oct 6, 2023	-3.43% Feb 1, 2024 - Jun 13, 2024
#3	-37.82% Dec 9, 2019 - Jul 15, 2021	-3.26% Feb 27, 2026 - Mar 27, 2026
#4	-22.43% Jan 23, 2013 - Nov 20, 2014	-1.82% Dec 28, 2023 - Feb 1, 2024
#5	-17.69% Oct 15, 2010 - Sep 29, 2011	-1.40% Jun 25, 2024 - Jul 8, 2024
#6	-17.09% Dec 11, 2017 - Jul 9, 2018	-1.21% Jun 30, 2025 - Aug 1, 2025
#7	-14.13% Aug 13, 2018 - Jan 28, 2019	-1.13% Aug 5, 2024 - Aug 14, 2024
#8	-13.13% Sep 8, 2016 - May 8, 2017	-1.05% Oct 28, 2025 - Jan 9, 2026
#9	-12.06% Jun 13, 2003 - Apr 1, 2004	-0.81% Sep 16, 2025 - Oct 14, 2025
#10	-11.35% Feb 2, 2015 - Oct 20, 2015	-0.76% Jul 17, 2024 - Jul 30, 2024
#11	-10.17% Jul 11, 2012 - Nov 28, 2012	-0.68% Jan 14, 2026 - Feb 5, 2026
#12	-9.02% Jan 30, 2012 - Apr 24, 2012	-0.58% Aug 27, 2024 - Sep 4, 2024
#13	-8.76% Apr 1, 2004 - Aug 6, 2004	-0.56% Aug 13, 2025 - Aug 26, 2025
#14	-8.05% Sep 13, 2002 - May 22, 2003	-0.41% Aug 21, 2024 - Aug 27, 2024
#15	-7.19% Aug 16, 2001 - Aug 6, 2002	-0.38% Aug 5, 2025 - Aug 13, 2025

Correlation

Correlation between PCQ and BRTR is 0.29 which considered as a very weak or no correlation - the stocks move independently of each other.

0.29

-101

Dividend Comparison (2001 - 2026)

PCQ vs BRTR dividend yield comparison.

Year	PCQ	BRTR
2026	2.03%	1.83%
2025	4.95%	4.86%
2024	4.78%	5.58%
2023	4.64%	0.22%
2022	5.29%	0.00%
2021	4.20%	0.00%
2020	4.39%	0.00%
2019	4.65%	0.00%
2018	5.72%	0.00%
2017	5.35%	0.00%
2016	5.89%	0.00%
2015	5.89%	0.00%
2014	5.90%	0.00%
2013	7.10%	0.00%
2012	5.80%	0.00%
2011	6.87%	0.00%
2010	7.45%	0.00%
2009	7.46%	0.00%
2008	10.68%	0.00%
2007	5.95%	0.00%
2006	5.25%	0.00%
2005	5.83%	0.00%
2004	6.83%	0.00%
2003	6.90%	0.00%
2002	6.45%	0.00%
2001	2.53%	0.00%