PDI vs SHYG
Comparison between PIMCO Dynamic Income Fund (PDI, ETF) and ISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETF (SHYG, ETF).
5-Year PerformanceSHYG has outperformed PDI, delivering a return of +4.9% compared to +3.1%
PDI vs SHYG - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
PDI vs SHYG - Historical Returns
Returns include dividend reinvestment.
PDI vs SHYG - Annual Returns (2012 - 2026)
Returns include dividend reinvestment.
| Year | PDI | SHYG |
|---|---|---|
| 2026 | +0.16% | +1.99% |
| 2025 | +10.00% | +7.71% |
| 2024 | +16.01% | +8.38% |
| 2023 | +10.48% | +10.24% |
| 2022 | -17.75% | -4.63% |
| 2021 | +7.61% | +4.78% |
| 2020 | -10.00% | +2.98% |
| 2019 | +20.57% | +10.08% |
| 2018 | +6.86% | +0.04% |
| 2017 | +17.07% | +4.86% |
| 2016 | +15.64% | +12.94% |
| 2015 | +7.21% | -3.10% |
| 2014 | +20.29% | +0.23% |
| 2013 | +11.49% | +1.99% |
| 2012 | +25.15% | N/A |
PDI vs SHYG Drawdown Comparison
The maximum drawdown for PDI was -46.44%, occurring on Mar 23, 2020. Recovery took 332 trading sessions.
The maximum drawdown for SHYG was -19.27%, occurring on Mar 23, 2020. Recovery took 192 trading sessions.
The current PDI drawdown is -6.53%. The current SHYG drawdown is -0.05%.
| Rank | PDI | SHYG |
|---|---|---|
| #1 | -46.44% Feb 11, 2020 - Jun 7, 2021 | -19.27% Feb 14, 2020 - Nov 17, 2020 |
| #2 | -27.13% Jun 10, 2021 - Aug 22, 2024 | -10.32% May 29, 2015 - Jul 8, 2016 |
| #3 | -17.80% Oct 2, 2018 - Mar 13, 2019 | -9.39% Dec 27, 2021 - Jul 13, 2023 |
| #4 | -15.70% May 10, 2013 - Jan 21, 2014 | -5.15% Jun 23, 2014 - Apr 9, 2015 |
| #5 | -14.43% Mar 21, 2025 - Jul 10, 2025 | -5.04% Oct 1, 2018 - Jan 31, 2019 |
| #6 | -10.95% Oct 6, 2025 - Nov 19, 2025 | -4.53% Feb 28, 2025 - May 12, 2025 |
| #7 | -9.10% Oct 8, 2024 - Feb 25, 2025 | -2.69% Oct 24, 2016 - Dec 6, 2016 |
| #8 | -8.77% Jan 12, 2016 - Apr 22, 2016 | -2.39% Sep 1, 2023 - Nov 3, 2023 |
| #9 | -8.41% Oct 31, 2016 - Dec 2, 2016 | -1.86% Jan 26, 2018 - Apr 12, 2018 |
| #10 | -8.10% Jun 30, 2014 - Oct 5, 2015 | -1.75% Feb 2, 2026 - Apr 8, 2026 |
| #11 | -6.32% Jun 19, 2019 - Oct 4, 2019 | -1.74% Mar 27, 2024 - May 3, 2024 |
| #12 | -5.92% Aug 7, 2017 - Sep 22, 2017 | -1.61% Nov 5, 2021 - Dec 23, 2021 |
| #13 | -4.82% Oct 13, 2017 - Dec 8, 2017 | -1.57% Mar 1, 2017 - Apr 20, 2017 |
| #14 | -4.80% Mar 3, 2014 - Apr 10, 2014 | -1.48% May 3, 2019 - Jun 18, 2019 |
| #15 | -4.79% Mar 19, 2019 - May 30, 2019 | -1.38% Oct 20, 2017 - Jan 3, 2018 |
Correlation
Correlation between PDI and SHYG is 0.94 which considered as a very strong positive correlation - the stocks move almost identically together.
Dividend Comparison (2012 - 2026)
PDI vs SHYG dividend yield comparison.
| Year | PDI | SHYG |
|---|---|---|
| 2026 | 9.39% | 3.50% |
| 2025 | 14.94% | 7.03% |
| 2024 | 14.43% | 6.93% |
| 2023 | 14.74% | 6.54% |
| 2022 | 17.84% | 5.57% |
| 2021 | 10.21% | 4.83% |
| 2020 | 10.01% | 5.07% |
| 2019 | 9.45% | 5.33% |
| 2018 | 10.78% | 5.90% |
| 2017 | 8.81% | 5.49% |
| 2016 | 14.79% | 5.53% |
| 2015 | 18.70% | 5.17% |
| 2014 | 13.43% | 4.33% |
| 2013 | 11.93% | 0.85% |
| 2012 | 6.57% | 0.00% |
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