PDI vs COPX

Comparison between PIMCO Dynamic Income Fund (PDI, ETF) and GLOBAL X COPPER MINERS ETF (COPX, ETF).

5-Year PerformanceCOPX has outperformed PDI, delivering a return of +19.8% compared to +3.7%

PDI vs COPX - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	PDI(ETF)	COPX(ETF)
Net Assets	$7.30B	$7.40B
Expense Ratio	N/A	0.65%
Max Drawdown	54.44%	85.41%
Sharpe Ratio	0.12	2.26
5Y Beta	0.44	1.35
5Y Dividends CAGR	3.40%	40.45%

Net Assets

PDI

$7.30B

Winner

COPX

$7.40B

Expense Ratio

PDI

N/A

COPX

0.65%

Max Drawdown

Winner

PDI

54.44%

COPX

85.41%

Sharpe Ratio

PDI

0.12

Winner

COPX

2.26

5Y Beta

Winner

PDI

0.44

COPX

1.35

5Y Dividends CAGR

PDI

3.40%

Winner

COPX

40.45%

PDI vs COPX - Historical Returns

Returns include dividend reinvestment.

Period	PDI	COPX
1 month	+0.73%	+8.30%
3 months	-4.47%	+4.51%
6 months	+2.24%	+52.30%
1 year	+4.57%	+131.41%
5 years(CAGR)	+3.75%	+19.81%
10 years(CAGR)	+7.78%	+22.66%
Max(CAGR)	+10.33%	+6.95%

PDI

+0.73%

Winner

COPX

+8.30%

PDI

-4.47%

Winner

COPX

+4.51%

PDI

+2.24%

Winner

COPX

+52.30%

PDI

+4.57%

Winner

COPX

+131.41%

5Y(CAGR)

PDI

+3.75%

Winner

COPX

+19.81%

10Y(CAGR)

PDI

+7.78%

Winner

COPX

+22.66%

Max(CAGR)

Winner

PDI

+10.33%

COPX

+6.95%

PDI vs COPX - Annual Returns (2010 - 2026)

Returns include dividend reinvestment.

Year	PDI	COPX
2026	+1.55%	+25.80%
2025	+10.00%	+91.73%
2024	+16.01%	+4.40%
2023	+10.48%	+7.39%
2022	-17.75%	-0.34%
2021	+7.61%	+17.77%
2020	-10.00%	+48.76%
2019	+20.57%	+13.16%
2018	+6.86%	-33.02%
2017	+17.07%	+34.67%
2016	+15.64%	+75.40%
2015	+7.21%	-46.25%
2014	+20.29%	-19.27%
2013	+11.49%	-30.56%
2012	+25.15%	-0.43%
2011	N/A	-32.07%
2010	N/A	+36.20%

PDI vs COPX Drawdown Comparison

The maximum drawdown for PDI was -46.44%, occurring on Mar 23, 2020. Recovery took 332 trading sessions.

The maximum drawdown for COPX was -83.13%, occurring on Jan 20, 2016. Recovery took 3272 trading sessions.

The current PDI drawdown is -5.22%. The current COPX drawdown is -3.96%.

Rank	PDI	COPX
#1	-46.44% Feb 11, 2020 - Jun 7, 2021	-83.13% Apr 6, 2011 - Apr 9, 2024
#2	-27.13% Jun 10, 2021 - Aug 22, 2024	-39.71% May 20, 2024 - Sep 10, 2025
#3	-17.80% Oct 2, 2018 - Mar 13, 2019	-29.25% Apr 20, 2010 - Sep 20, 2010
#4	-15.70% May 10, 2013 - Jan 21, 2014	-27.82% Feb 27, 2026 - Mar 20, 2026
#5	-14.43% Mar 21, 2025 - Jul 10, 2025	-15.82% Feb 7, 2011 - Apr 5, 2011
#6	-10.95% Oct 6, 2025 - Nov 19, 2025	-13.71% Jan 29, 2026 - Feb 25, 2026
#7	-9.10% Oct 8, 2024 - Feb 25, 2025	-10.46% Oct 13, 2025 - Nov 28, 2025
#8	-8.77% Jan 12, 2016 - Apr 22, 2016	-9.10% Nov 11, 2010 - Dec 6, 2010
#9	-8.41% Oct 31, 2016 - Dec 2, 2016	-7.89% Jan 18, 2011 - Feb 7, 2011
#10	-8.10% Jun 30, 2014 - Oct 5, 2015	-6.75% Oct 13, 2010 - Nov 4, 2010
#11	-6.32% Jun 19, 2019 - Oct 4, 2019	-5.87% Jan 3, 2011 - Jan 18, 2011
#12	-5.92% Aug 7, 2017 - Sep 22, 2017	-5.72% Oct 8, 2025 - Oct 13, 2025
#13	-4.82% Oct 13, 2017 - Dec 8, 2017	-5.10% Apr 29, 2024 - May 13, 2024
#14	-4.80% Mar 3, 2014 - Apr 10, 2014	-4.99% Apr 9, 2024 - Apr 26, 2024
#15	-4.79% Mar 19, 2019 - May 30, 2019	-3.61% Dec 26, 2025 - Jan 5, 2026

Correlation

Correlation between PDI and COPX is 0.60 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.60

-101

Dividend Comparison (2010 - 2026)

PDI vs COPX dividend yield comparison.

Year	PDI	COPX
2026	6.44%	0.00%
2025	14.94%	2.68%
2024	14.43%	1.80%
2023	14.74%	2.39%
2022	17.84%	3.14%
2021	10.21%	1.48%
2020	10.01%	1.30%
2019	9.45%	1.37%
2018	10.78%	2.59%
2017	8.81%	1.57%
2016	14.79%	0.60%
2015	18.70%	1.20%
2014	13.43%	2.31%
2013	11.93%	0.71%
2012	6.57%	3.29%
2011	0.00%	7.06%
2010	0.00%	0.47%