PDI vs SSO

Comparison between PIMCO Dynamic Income Fund (PDI, ETF) and PROSHARES ULTRA S&P500 (SSO, ETF).

5-Year PerformanceSSO has outperformed PDI, delivering a return of +20.3% compared to +3.7%

PDI vs SSO - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	PDI(ETF)	SSO(ETF)
Net Assets	$7.30B	$7.30B
Max Drawdown	54.44%	85.48%
Sharpe Ratio	0.12	1.79
5Y Beta	0.44	1.94
P/E Ratio	N/A	28.10
Forward P/E	N/A	21.53
5Y Dividends CAGR	3.40%	51.78%
Debt to Equity	N/A	26.93%
P/S Ratio	N/A	3.60
P/B Ratio	N/A	5.31

Net Assets

PDI

$7.30B

SSO

$7.30B

Max Drawdown

Winner

PDI

54.44%

SSO

85.48%

Sharpe Ratio

PDI

0.12

Winner

SSO

1.79

5Y Beta

Winner

PDI

0.44

SSO

1.94

P/E Ratio

PDI

N/A

SSO

28.10

Forward P/E

PDI

N/A

SSO

21.53

5Y Dividends CAGR

PDI

3.40%

Winner

SSO

51.78%

Debt to Equity

PDI

N/A

SSO

26.93%

P/S Ratio

PDI

N/A

SSO

3.60

P/B Ratio

PDI

N/A

SSO

5.31

PDI vs SSO - Historical Returns

Returns include dividend reinvestment.

Period	PDI	SSO
1 month	+0.73%	+16.46%
3 months	-4.47%	+17.14%
6 months	+2.24%	+19.08%
1 year	+4.57%	+52.48%
5 years(CAGR)	+3.75%	+20.34%
10 years(CAGR)	+7.78%	+24.50%
Max(CAGR)	+10.33%	+15.77%

PDI

+0.73%

Winner

SSO

+16.46%

PDI

-4.47%

Winner

SSO

+17.14%

PDI

+2.24%

Winner

SSO

+19.08%

PDI

+4.57%

Winner

SSO

+52.48%

5Y(CAGR)

PDI

+3.75%

Winner

SSO

+20.34%

10Y(CAGR)

PDI

+7.78%

Winner

SSO

+24.50%

Max(CAGR)

PDI

+10.33%

Winner

SSO

+15.77%

PDI vs SSO - Annual Returns (2006 - 2026)

Returns include dividend reinvestment.

Year	PDI	SSO
2026	+1.55%	+15.67%
2025	+10.00%	+26.86%
2024	+16.01%	+45.19%
2023	+10.48%	+47.99%
2022	-17.75%	-39.69%
2021	+7.61%	+65.07%
2020	-10.00%	+19.38%
2019	+20.57%	+63.26%
2018	+6.86%	-15.76%
2017	+17.07%	+42.26%
2016	+15.64%	+25.14%
2015	+7.21%	-1.06%
2014	+20.29%	+27.99%
2013	+11.49%	+62.55%
2012	+25.15%	+27.12%
2011	N/A	-4.74%
2010	N/A	+22.88%
2009	N/A	+38.70%
2008	N/A	-67.25%
2007	N/A	+1.74%
2006	N/A	+25.97%

PDI vs SSO Drawdown Comparison

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

The maximum drawdown for SSO was -84.67%, occurring on Mar 9, 2009. Recovery took 1520 trading sessions.

The current PDI drawdown is -5.22%.

Rank	PDI	SSO
#1	-46.44% Feb 11, 2020 - Jun 7, 2021	-84.67% Oct 9, 2007 - Oct 22, 2013
#2	-27.13% Jun 10, 2021 - Aug 22, 2024	-59.34% Feb 19, 2020 - Sep 2, 2020
#3	-17.80% Oct 2, 2018 - Mar 13, 2019	-46.73% Jan 3, 2022 - Mar 1, 2024
#4	-15.70% May 10, 2013 - Jan 21, 2014	-36.57% Sep 20, 2018 - Jul 2, 2019
#5	-14.43% Mar 21, 2025 - Jul 10, 2025	-35.21% Feb 19, 2025 - Jul 3, 2025
#6	-10.95% Oct 6, 2025 - Nov 19, 2025	-26.68% May 21, 2015 - Jul 11, 2016
#7	-9.10% Oct 8, 2024 - Feb 25, 2025	-19.76% Jan 26, 2018 - Aug 27, 2018
#8	-8.77% Jan 12, 2016 - Apr 22, 2016	-18.40% Sep 2, 2020 - Nov 16, 2020
#9	-8.41% Oct 31, 2016 - Dec 2, 2016	-18.17% Jan 12, 2026 - Apr 16, 2026
#10	-8.10% Jun 30, 2014 - Oct 5, 2015	-18.05% Jul 13, 2007 - Oct 9, 2007
#11	-6.32% Jun 19, 2019 - Oct 4, 2019	-16.70% Jul 16, 2024 - Sep 19, 2024
#12	-5.92% Aug 7, 2017 - Sep 22, 2017	-14.33% Sep 18, 2014 - Oct 31, 2014
#13	-4.82% Oct 13, 2017 - Dec 8, 2017	-12.06% Jul 26, 2019 - Oct 28, 2019
#14	-4.80% Mar 3, 2014 - Apr 10, 2014	-11.98% Feb 20, 2007 - Apr 16, 2007
#15	-4.79% Mar 19, 2019 - May 30, 2019	-11.49% Dec 31, 2013 - Feb 27, 2014

Correlation

Correlation between PDI and SSO is 0.88 which considered as a strong positive correlation - the stocks tend to move together.

0.88

-101

Dividend Comparison (2006 - 2026)

PDI vs SSO dividend yield comparison.

Year	PDI	SSO
2026	6.44%	0.17%
2025	14.94%	0.68%
2024	14.43%	0.85%
2023	14.74%	0.18%
2022	17.84%	0.50%
2021	10.21%	0.18%
2020	10.01%	0.20%
2019	9.45%	0.50%
2018	10.78%	0.75%
2017	8.81%	0.39%
2016	14.79%	0.51%
2015	18.70%	0.63%
2014	13.43%	0.33%
2013	11.93%	0.26%
2012	6.57%	0.71%
2011	0.00%	0.56%
2010	0.00%	0.78%
2009	0.00%	0.77%
2008	0.00%	2.14%
2007	0.00%	5.34%
2006	0.00%	4.40%