PDI vs SPYD
Comparison between PIMCO Dynamic Income Fund (PDI, ETF) and STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) HIGH DIVIDEND ETF (SPYD, ETF).
5-Year PerformanceSPYD has outperformed PDI, delivering a return of +7.1% compared to +2.8%
PDI vs SPYD - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
PDI vs SPYD - Historical Returns
Returns include dividend reinvestment.
PDI vs SPYD - Annual Returns (2012 - 2026)
Returns include dividend reinvestment.
| Year | PDI | SPYD |
|---|---|---|
| 2026 | -0.41% | +10.94% |
| 2025 | +10.00% | +4.95% |
| 2024 | +16.01% | +13.90% |
| 2023 | +10.48% | +3.67% |
| 2022 | -17.75% | -1.93% |
| 2021 | +7.61% | +35.01% |
| 2020 | -10.00% | -10.84% |
| 2019 | +20.57% | +21.98% |
| 2018 | +6.86% | -5.21% |
| 2017 | +17.07% | +11.68% |
| 2016 | +15.64% | +25.61% |
| 2015 | +7.21% | -2.59% |
| 2014 | +20.29% | N/A |
| 2013 | +11.49% | N/A |
| 2012 | +25.15% | N/A |
PDI vs SPYD Drawdown Comparison
The maximum drawdown for PDI was -46.44%, occurring on Mar 23, 2020. Recovery took 332 trading sessions.
The maximum drawdown for SPYD was -46.38%, occurring on Mar 23, 2020. Recovery took 278 trading sessions.
The current PDI drawdown is -7.05%.
| Rank | PDI | SPYD |
|---|---|---|
| #1 | -46.44% Feb 11, 2020 - Jun 7, 2021 | -46.38% Jan 16, 2020 - Feb 24, 2021 |
| #2 | -27.13% Jun 10, 2021 - Aug 22, 2024 | -22.20% Apr 20, 2022 - Jul 11, 2024 |
| #3 | -17.80% Oct 2, 2018 - Mar 13, 2019 | -16.15% Nov 27, 2024 - Jan 14, 2026 |
| #4 | -15.70% May 10, 2013 - Jan 21, 2014 | -13.63% Aug 20, 2018 - Feb 19, 2019 |
| #5 | -14.43% Mar 21, 2025 - Jul 10, 2025 | -9.68% Nov 3, 2015 - Mar 2, 2016 |
| #6 | -10.95% Oct 6, 2025 - Nov 19, 2025 | -9.60% Jan 26, 2018 - Aug 3, 2018 |
| #7 | -9.10% Oct 8, 2024 - Feb 25, 2025 | -9.20% Jun 8, 2021 - Nov 15, 2021 |
| #8 | -8.77% Jan 12, 2016 - Apr 22, 2016 | -8.71% Jul 3, 2019 - Sep 11, 2019 |
| #9 | -8.41% Oct 31, 2016 - Dec 2, 2016 | -7.72% Apr 12, 2019 - Jul 3, 2019 |
| #10 | -8.10% Jun 30, 2014 - Oct 5, 2015 | -7.05% Feb 13, 2026 - May 22, 2026 |
| #11 | -6.32% Jun 19, 2019 - Oct 4, 2019 | -6.76% Nov 15, 2021 - Dec 27, 2021 |
| #12 | -5.92% Aug 7, 2017 - Sep 22, 2017 | -6.34% Sep 7, 2016 - Nov 15, 2016 |
| #13 | -4.82% Oct 13, 2017 - Dec 8, 2017 | -5.54% Jan 14, 2022 - Mar 25, 2022 |
| #14 | -4.80% Mar 3, 2014 - Apr 10, 2014 | -5.01% Sep 11, 2019 - Oct 22, 2019 |
| #15 | -4.79% Mar 19, 2019 - May 30, 2019 | -4.56% Mar 15, 2021 - Apr 15, 2021 |
Correlation
Correlation between PDI and SPYD is 0.88 which considered as a strong positive correlation - the stocks tend to move together.
Dividend Comparison (2012 - 2026)
PDI vs SPYD dividend yield comparison.
| Year | PDI | SPYD |
|---|---|---|
| 2026 | 6.57% | 0.94% |
| 2025 | 14.94% | 4.52% |
| 2024 | 14.43% | 4.31% |
| 2023 | 14.74% | 4.66% |
| 2022 | 17.84% | 5.01% |
| 2021 | 10.21% | 3.68% |
| 2020 | 10.01% | 4.95% |
| 2019 | 9.45% | 4.42% |
| 2018 | 10.78% | 4.75% |
| 2017 | 8.81% | 4.63% |
| 2016 | 14.79% | 4.34% |
| 2015 | 18.70% | 1.13% |
| 2014 | 13.43% | 0.00% |
| 2013 | 11.93% | 0.00% |
| 2012 | 6.57% | 0.00% |
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