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PDI vs IJT

Comparison between PIMCO Dynamic Income Fund (PDI, ETF) and ISHARES S&P SMALL-CAP 600 GROWTH ETF (IJT, ETF).

5-Year PerformanceIJT has outperformed PDI, delivering a return of +6.2% compared to +2.7%

PDI vs IJT - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
PDI
$7.40B
Winner
IJT
$7.50B
Expense Ratio
PDI
N/A
IJT
0.18%
Max Drawdown
Winner
PDI
54.44%
IJT
57.98%
Sharpe Ratio
PDI
-0.25
Winner
IJT
1.32
5Y Beta
Winner
PDI
0.44
IJT
1.05
P/E Ratio
PDI
N/A
IJT
28.34
Forward P/E
PDI
N/A
IJT
18.47
5Y Dividends CAGR
PDI
1.62%
Winner
IJT
11.11%
Debt to Equity
PDI
N/A
IJT
63.83%
P/S Ratio
PDI
N/A
IJT
1.53
P/B Ratio
PDI
N/A
IJT
3.00

PDI vs IJT - Historical Returns

Returns include dividend reinvestment.

1M
PDI
-0.76%
Winner
IJT
+7.49%
3M
PDI
-2.33%
Winner
IJT
+18.32%
6M
PDI
+0.54%
Winner
IJT
+17.69%
1Y
PDI
+2.04%
Winner
IJT
+32.24%
5Y(CAGR)
PDI
+2.68%
Winner
IJT
+6.24%
10Y(CAGR)
PDI
+7.59%
Winner
IJT
+11.34%
Max(CAGR)
Winner
PDI
+10.08%
IJT
+9.58%

PDI vs IJT - Annual Returns (2000 - 2026)

Returns include dividend reinvestment.

YearPDIIJT
2026-0.75%+19.61%
2025+10.00%+5.10%
2024+16.01%+10.13%
2023+10.48%+17.67%
2022-17.75%-21.74%
2021+7.61%+23.41%
2020-10.00%+19.03%
2019+20.57%+21.08%
2018+6.86%-4.80%
2017+17.07%+14.05%
2016+15.64%+25.73%
2015+7.21%+3.35%
2014+20.29%+5.01%
2013+11.49%+38.45%
2012+25.15%+13.49%
2011N/A+1.63%
2010N/A+25.66%
2009N/A+26.13%
2008N/A-32.71%
2007N/A+6.09%
2006N/A+8.46%
2005N/A+10.75%
2004N/A+21.10%
2003N/A+33.27%
2002N/A-14.85%
2001N/A+4.08%
2000N/A+1.71%

PDI vs IJT Drawdown Comparison

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

The maximum drawdown for IJT was -57.60%, occurring on Mar 9, 2009. Recovery took 806 trading sessions.

The current PDI drawdown is -7.37%.

RankPDIIJT
#1-46.44%
Feb 11, 2020 - Jun 7, 2021		-57.60%
Oct 10, 2007 - Dec 21, 2010
#2-27.13%
Jun 10, 2021 - Aug 22, 2024		-42.03%
Aug 31, 2018 - Nov 16, 2020
#3-17.80%
Oct 2, 2018 - Mar 13, 2019		-36.43%
Sep 1, 2000 - Dec 1, 2003
#4-15.70%
May 10, 2013 - Jan 21, 2014		-29.23%
Nov 8, 2021 - Jul 16, 2024
#5-14.43%
Mar 21, 2025 - Jul 10, 2025		-27.41%
Nov 25, 2024 - Jan 15, 2026
#6-10.95%
Oct 6, 2025 - Nov 19, 2025		-26.45%
Jul 7, 2011 - Mar 26, 2012
#7-9.10%
Oct 8, 2024 - Feb 25, 2025		-19.69%
Jun 23, 2015 - Jul 12, 2016
#8-8.77%
Jan 12, 2016 - Apr 22, 2016		-14.11%
May 9, 2006 - Feb 1, 2007
#9-8.41%
Oct 31, 2016 - Dec 2, 2016		-12.70%
Jun 30, 2004 - Oct 27, 2004
#10-8.10%
Jun 30, 2014 - Oct 5, 2015		-12.36%
Jul 3, 2014 - Dec 22, 2014
#11-6.32%
Jun 19, 2019 - Oct 4, 2019		-11.11%
Mar 7, 2005 - Jul 5, 2005
#12-5.92%
Aug 7, 2017 - Sep 22, 2017		-10.60%
Sep 14, 2012 - Jan 2, 2013
#13-4.82%
Oct 13, 2017 - Dec 8, 2017		-10.21%
Mar 26, 2012 - Sep 6, 2012
#14-4.80%
Mar 3, 2014 - Apr 10, 2014		-9.51%
Apr 5, 2004 - Jun 25, 2004
#15-4.79%
Mar 19, 2019 - May 30, 2019		-9.34%
Jul 31, 2024 - Oct 16, 2024

Correlation

Correlation between PDI and IJT is 0.94 which considered as a very strong positive correlation - the stocks move almost identically together.

0.94
-101

Dividend Comparison (2000 - 2026)

PDI vs IJT dividend yield comparison.

YearPDIIJT
20268.02%0.28%
202514.94%0.91%
202414.43%1.06%
202314.74%1.02%
202217.84%1.08%
202110.21%0.63%
202010.01%0.68%
20199.45%0.92%
201810.78%0.92%
20178.81%0.86%
201614.79%1.03%
201518.70%1.14%
201413.43%0.78%
201311.93%0.70%
20126.57%1.41%
20110.00%0.65%
20100.00%0.87%
20090.00%0.38%
20080.00%0.95%
20070.00%0.26%
20060.00%0.27%
20050.00%0.56%
20040.00%0.34%
20030.00%0.35%
20020.00%0.24%
20010.00%0.08%
20000.00%0.79%

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