PDI vs JBND
Comparison between PIMCO Dynamic Income Fund (PDI, ETF) and JPMORGAN ACTIVE BOND ETF (JBND, ETF).
PDI vs JBND - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
PDI
$7.30B
Winner
JBND
$7.40B
Expense Ratio
PDI
N/A
JBND
0.25%
Max Drawdown
PDI
54.44%
Winner
JBND
5.89%
Sharpe Ratio
PDI
0.12
Winner
JBND
0.58
5Y Beta
PDI
0.44
Winner
JBND
0.01
5Y Dividends CAGR
PDI
3.40%
JBND
N/A
PDI vs JBND - Historical Returns
Returns include dividend reinvestment.
1M
Winner
PDI
+0.73%
JBND
-0.59%
3M
PDI
-4.47%
Winner
JBND
-1.43%
6M
Winner
PDI
+2.24%
JBND
+0.74%
1Y
PDI
+4.57%
Winner
JBND
+6.05%
5Y(CAGR)
PDI
+3.75%
JBND
N/A
10Y(CAGR)
PDI
+7.78%
JBND
N/A
Max(CAGR)
Winner
PDI
+10.33%
JBND
+7.43%
PDI vs JBND - Annual Returns (2012 - 2026)
Returns include dividend reinvestment.
| Year | PDI | JBND |
|---|---|---|
| 2026 | +1.55% | +0.16% |
| 2025 | +10.00% | +8.10% |
| 2024 | +16.01% | +3.61% |
| 2023 | +10.48% | +7.75% |
| 2022 | -17.75% | N/A |
| 2021 | +7.61% | N/A |
| 2020 | -10.00% | N/A |
| 2019 | +20.57% | N/A |
| 2018 | +6.86% | N/A |
| 2017 | +17.07% | N/A |
| 2016 | +15.64% | N/A |
| 2015 | +7.21% | N/A |
| 2014 | +20.29% | N/A |
| 2013 | +11.49% | N/A |
| 2012 | +25.15% | N/A |
PDI vs JBND Drawdown Comparison
The maximum drawdown for PDI was -46.44%, occurring on Mar 23, 2020. Recovery took 332 trading sessions.
The maximum drawdown for JBND was -4.48%, occurring on Jan 13, 2025. Recovery took 137 trading sessions.
The current PDI drawdown is -5.22%. The current JBND drawdown is -1.93%.
| Rank | PDI | JBND |
|---|---|---|
| #1 | -46.44% Feb 11, 2020 - Jun 7, 2021 | -4.48% Sep 16, 2024 - Apr 3, 2025 |
| #2 | -27.13% Jun 10, 2021 - Aug 22, 2024 | -3.23% Feb 1, 2024 - Jun 13, 2024 |
| #3 | -17.80% Oct 2, 2018 - Mar 13, 2019 | -2.64% Feb 27, 2026 - Mar 27, 2026 |
| #4 | -15.70% May 10, 2013 - Jan 21, 2014 | -2.62% Apr 4, 2025 - Jun 26, 2025 |
| #5 | -14.43% Mar 21, 2025 - Jul 10, 2025 | -1.94% Oct 13, 2023 - Nov 2, 2023 |
| #6 | -10.95% Oct 6, 2025 - Nov 19, 2025 | -1.49% Dec 27, 2023 - Feb 1, 2024 |
| #7 | -9.10% Oct 8, 2024 - Feb 25, 2025 | -1.24% Jun 18, 2024 - Jul 5, 2024 |
| #8 | -8.77% Jan 12, 2016 - Apr 22, 2016 | -1.14% Jul 1, 2025 - Jul 29, 2025 |
| #9 | -8.41% Oct 31, 2016 - Dec 2, 2016 | -1.11% Oct 22, 2025 - Nov 25, 2025 |
| #10 | -8.10% Jun 30, 2014 - Oct 5, 2015 | -1.09% Aug 5, 2024 - Aug 20, 2024 |
| #11 | -6.32% Jun 19, 2019 - Oct 4, 2019 | -0.87% Nov 26, 2025 - Jan 14, 2026 |
| #12 | -5.92% Aug 7, 2017 - Sep 22, 2017 | -0.75% Jul 17, 2024 - Jul 30, 2024 |
| #13 | -4.82% Oct 13, 2017 - Dec 8, 2017 | -0.72% Sep 16, 2025 - Oct 10, 2025 |
| #14 | -4.80% Mar 3, 2014 - Apr 10, 2014 | -0.70% Jan 14, 2026 - Feb 5, 2026 |
| #15 | -4.79% Mar 19, 2019 - May 30, 2019 | -0.58% Nov 8, 2023 - Nov 14, 2023 |
Correlation
Correlation between PDI and JBND is 0.93 which considered as a very strong positive correlation - the stocks move almost identically together.
0.93
-101
Dividend Comparison (2012 - 2026)
PDI vs JBND dividend yield comparison.
| Year | PDI | JBND |
|---|---|---|
| 2026 | 6.44% | 1.43% |
| 2025 | 14.94% | 4.42% |
| 2024 | 14.43% | 4.58% |
| 2023 | 14.74% | 1.00% |
| 2022 | 17.84% | 0.00% |
| 2021 | 10.21% | 0.00% |
| 2020 | 10.01% | 0.00% |
| 2019 | 9.45% | 0.00% |
| 2018 | 10.78% | 0.00% |
| 2017 | 8.81% | 0.00% |
| 2016 | 14.79% | 0.00% |
| 2015 | 18.70% | 0.00% |
| 2014 | 13.43% | 0.00% |
| 2013 | 11.93% | 0.00% |
| 2012 | 6.57% | 0.00% |
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