PCQ vs HYBL

Comparison between Pimco California Municipal Income Fund (PCQ, ETF) and STATE STREET(R) BLACKSTONE HIGH INCOME ETF (HYBL, ETF).

PCQ vs HYBL - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	PCQ(ETF)	HYBL(ETF)
Net Assets	$556M	$555M
Expense Ratio	N/A	0.70%
Max Drawdown	60.60%	11.06%
Sharpe Ratio	0.81	0.84
5Y Beta	0.14	0.18
5Y Dividends CAGR	-8.38%	N/A

Net Assets

Winner

PCQ

$556M

HYBL

$555M

Expense Ratio

PCQ

N/A

HYBL

0.70%

Max Drawdown

PCQ

60.60%

Winner

HYBL

11.06%

Sharpe Ratio

PCQ

0.81

Winner

HYBL

0.84

5Y Beta

Winner

PCQ

0.14

HYBL

0.18

5Y Dividends CAGR

PCQ

-8.38%

HYBL

N/A

PCQ vs HYBL - Historical Returns

Returns include dividend reinvestment.

Period	PCQ	HYBL
1 month	+1.55%	-0.02%
3 months	+0.33%	+2.05%
6 months	+3.64%	+1.54%
1 year	+9.78%	+6.10%
5 years(CAGR)	-9.71%	+5.63%
10 years(CAGR)	-1.43%	N/A
Max(CAGR)	+3.76%	+5.63%

Winner

PCQ

+1.55%

HYBL

-0.02%

PCQ

+0.33%

Winner

HYBL

+2.05%

Winner

PCQ

+3.64%

HYBL

+1.54%

Winner

PCQ

+9.78%

HYBL

+6.10%

5Y(CAGR)

PCQ

-9.71%

Winner

HYBL

+5.63%

10Y(CAGR)

PCQ

-1.43%

HYBL

N/A

Max(CAGR)

PCQ

+3.76%

Winner

HYBL

+5.63%

PCQ vs HYBL - Annual Returns (2001 - 2026)

Returns include dividend reinvestment.

Year	PCQ	HYBL
2026	+3.33%	+0.87%
2025	+0.17%	+7.54%
2024	+1.28%	+9.55%
2023	-36.42%	+11.59%
2022	-15.26%	-4.72%
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 HYBL Drawdown Comparison

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

The maximum drawdown for HYBL was -8.46%, occurring on Sep 29, 2022. Recovery took 340 trading sessions.

The current PCQ drawdown is -44.87%. The current HYBL drawdown is -0.36%.

Rank	PCQ	HYBL
#1	-56.28% May 11, 2007 - Sep 9, 2010	-8.46% Mar 2, 2022 - Jul 11, 2023
#2	-54.86% Nov 12, 2021 - Oct 6, 2023	-4.32% Feb 19, 2025 - May 12, 2025
#3	-37.82% Dec 9, 2019 - Jul 15, 2021	-2.41% Jan 8, 2026 - Apr 22, 2026
#4	-22.43% Jan 23, 2013 - Nov 20, 2014	-1.90% Sep 14, 2023 - Nov 3, 2023
#5	-17.69% Oct 15, 2010 - Sep 29, 2011	-1.24% Jul 31, 2024 - Aug 14, 2024
#6	-17.09% Dec 11, 2017 - Jul 9, 2018	-1.03% Apr 9, 2024 - May 3, 2024
#7	-14.13% Aug 13, 2018 - Jan 28, 2019	-0.86% Sep 29, 2025 - Oct 24, 2025
#8	-13.13% Sep 8, 2016 - May 8, 2017	-0.79% Jul 31, 2023 - Aug 23, 2023
#9	-12.06% Jun 13, 2003 - Apr 1, 2004	-0.71% May 11, 2026 - May 29, 2026
#10	-11.35% Feb 2, 2015 - Oct 20, 2015	-0.69% Dec 27, 2023 - Jan 11, 2024
#11	-10.17% Jul 11, 2012 - Nov 28, 2012	-0.67% May 16, 2024 - Jun 6, 2024
#12	-9.02% Jan 30, 2012 - Apr 24, 2012	-0.64% Dec 11, 2024 - Jan 3, 2025
#13	-8.76% Apr 1, 2004 - Aug 6, 2004	-0.61% Nov 11, 2025 - Nov 25, 2025
#14	-8.05% Sep 13, 2002 - May 22, 2003	-0.56% Jul 13, 2023 - Jul 31, 2023
#15	-7.19% Aug 16, 2001 - Aug 6, 2002	-0.55% Feb 1, 2024 - Feb 22, 2024

Correlation

Correlation between PCQ and HYBL is -0.58 which considered as a moderate negative correlation - the stocks show some tendency to move in opposite directions.

-0.58

-101

Dividend Comparison (2001 - 2026)

PCQ vs HYBL dividend yield comparison.

Year	PCQ	HYBL
2026	2.03%	2.84%
2025	4.95%	7.22%
2024	4.78%	7.88%
2023	4.64%	7.93%
2022	5.29%	5.10%
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%