PCQ vs RSPU
Comparison between Pimco California Municipal Income Fund (PCQ, ETF) and INVESCO S&P 500 EQUAL WEIGHT UTILITIES ETF (RSPU, ETF).
5-Year PerformanceRSPU has outperformed PCQ, delivering a return of +9.6% compared to -10.3%
PCQ vs RSPU - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
PCQ vs RSPU - Historical Returns
Returns include dividend reinvestment.
PCQ vs RSPU - Annual Returns (2001 - 2026)
Returns include dividend reinvestment.
| Year | PCQ | RSPU |
|---|---|---|
| 2026 | +2.82% | +2.91% |
| 2025 | +0.17% | +16.42% |
| 2024 | +1.28% | +21.77% |
| 2023 | -36.42% | -3.20% |
| 2022 | -15.26% | +5.17% |
| 2021 | +7.87% | +19.91% |
| 2020 | -6.19% | -1.23% |
| 2019 | +26.15% | +25.34% |
| 2018 | -1.10% | +7.45% |
| 2017 | +16.44% | +9.02% |
| 2016 | +5.62% | +16.09% |
| 2015 | +6.94% | -4.67% |
| 2014 | +26.59% | +29.86% |
| 2013 | -14.10% | +11.25% |
| 2012 | +25.62% | +8.12% |
| 2011 | +18.97% | +12.75% |
| 2010 | +6.14% | +11.90% |
| 2009 | +45.10% | +20.78% |
| 2008 | -41.29% | -29.95% |
| 2007 | -3.73% | +9.97% |
| 2006 | +16.83% | +4.93% |
| 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 RSPU Drawdown Comparison
The maximum drawdown for PCQ was -56.28%, occurring on Dec 16, 2008. Recovery took 839 trading sessions.
The maximum drawdown for RSPU was -48.10%, occurring on Mar 9, 2009. Recovery took 1002 trading sessions.
The current PCQ drawdown is -45.14%. The current RSPU drawdown is -7.86%.
| Rank | PCQ | RSPU |
|---|---|---|
| #1 | -56.28% May 11, 2007 - Sep 9, 2010 | -48.10% May 22, 2007 - May 12, 2011 |
| #2 | -54.86% Nov 12, 2021 - Oct 6, 2023 | -36.82% Feb 18, 2020 - Aug 12, 2021 |
| #3 | -37.82% Dec 9, 2019 - Jul 15, 2021 | -21.86% Sep 12, 2022 - May 15, 2024 |
| #4 | -22.43% Jan 23, 2013 - Nov 20, 2014 | -16.12% Apr 20, 2022 - Aug 15, 2022 |
| #5 | -17.69% Oct 15, 2010 - Sep 29, 2011 | -14.91% May 20, 2011 - Dec 21, 2011 |
| #6 | -17.09% Dec 11, 2017 - Jul 9, 2018 | -14.16% Dec 29, 2014 - Feb 25, 2016 |
| #7 | -14.13% Aug 13, 2018 - Jan 28, 2019 | -14.15% Nov 30, 2017 - Aug 16, 2018 |
| #8 | -13.13% Sep 8, 2016 - May 8, 2017 | -12.99% Jul 22, 2016 - May 24, 2017 |
| #9 | -12.06% Jun 13, 2003 - Apr 1, 2004 | -11.27% Apr 30, 2013 - Feb 18, 2014 |
| #10 | -11.35% Feb 2, 2015 - Oct 20, 2015 | -9.30% Nov 29, 2024 - May 6, 2025 |
| #11 | -10.17% Jul 11, 2012 - Nov 28, 2012 | -8.96% Dec 13, 2018 - Mar 4, 2019 |
| #12 | -9.02% Jan 30, 2012 - Apr 24, 2012 | -8.73% Feb 27, 2026 - Aug 21, 2026 |
| #13 | -8.76% Apr 1, 2004 - Aug 6, 2004 | -8.66% Oct 18, 2012 - Feb 11, 2013 |
| #14 | -8.05% Sep 13, 2002 - May 22, 2003 | -8.30% Sep 2, 2021 - Dec 15, 2021 |
| #15 | -7.19% Aug 16, 2001 - Aug 6, 2002 | -7.81% Oct 15, 2025 - Feb 12, 2026 |
Correlation
Correlation between PCQ and RSPU is 0.54 which considered as a moderate positive correlation - the stocks show some tendency to move together.
Dividend Comparison (2001 - 2026)
PCQ vs RSPU dividend yield comparison.
| Year | PCQ | RSPU |
|---|---|---|
| 2026 | 3.31% | 1.36% |
| 2025 | 4.95% | 2.54% |
| 2024 | 4.78% | 2.39% |
| 2023 | 4.64% | 2.92% |
| 2022 | 5.29% | 2.35% |
| 2021 | 4.20% | 2.41% |
| 2020 | 4.39% | 2.94% |
| 2019 | 4.65% | 2.54% |
| 2018 | 5.72% | 3.11% |
| 2017 | 5.35% | 3.08% |
| 2016 | 5.89% | 2.98% |
| 2015 | 5.89% | 4.15% |
| 2014 | 5.90% | 2.91% |
| 2013 | 7.10% | 3.70% |
| 2012 | 5.80% | 3.59% |
| 2011 | 6.87% | 4.14% |
| 2010 | 7.45% | 3.54% |
| 2009 | 7.46% | 3.77% |
| 2008 | 10.68% | 4.71% |
| 2007 | 5.95% | 2.90% |
| 2006 | 5.25% | 0.48% |
| 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% |
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