PDI vs XBI
Comparison between PIMCO Dynamic Income Fund (PDI, ETF) and SPDR(R) S&P(R) BIOTECH ETF (XBI, ETF).
5-Year PerformancePDI has outperformed XBI, delivering a return of +3.6% compared to +1.2%
PDI vs XBI - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
PDI vs XBI - Historical Returns
Returns include dividend reinvestment.
PDI vs XBI - Annual Returns (2006 - 2026)
Returns include dividend reinvestment.
| Year | PDI | XBI |
|---|---|---|
| 2026 | +3.74% | +10.85% |
| 2025 | +10.00% | +33.70% |
| 2024 | +16.01% | -0.05% |
| 2023 | +10.48% | +9.54% |
| 2022 | -17.75% | -28.10% |
| 2021 | +7.61% | -20.55% |
| 2020 | -10.00% | +49.01% |
| 2019 | +20.57% | +30.54% |
| 2018 | +6.86% | -17.55% |
| 2017 | +17.07% | +42.81% |
| 2016 | +15.64% | -12.49% |
| 2015 | +7.21% | +12.40% |
| 2014 | +20.29% | +44.27% |
| 2013 | +11.49% | +42.97% |
| 2012 | +25.15% | +32.95% |
| 2011 | N/A | +3.91% |
| 2010 | N/A | +15.74% |
| 2009 | N/A | -0.82% |
| 2008 | N/A | -8.58% |
| 2007 | N/A | +30.24% |
| 2006 | N/A | -6.48% |
PDI vs XBI Drawdown Comparison
The maximum drawdown for PDI was -46.44%, occurring on Mar 23, 2020. Recovery took 332 trading sessions.
The maximum drawdown for XBI was -63.89%, occurring on May 11, 2022. This drawdown has not yet recovered.
The current PDI drawdown is -3.18%. The current XBI drawdown is -22.15%.
| Rank | PDI | XBI |
|---|---|---|
| #1 | -46.44% Feb 11, 2020 - Jun 7, 2021 | -63.89% Feb 8, 2021 - May 11, 2022 |
| #2 | -27.13% Jun 10, 2021 - Aug 22, 2024 | -49.25% Jul 17, 2015 - Jan 12, 2018 |
| #3 | -17.80% Oct 2, 2018 - Mar 13, 2019 | -37.67% Aug 14, 2008 - Apr 14, 2011 |
| #4 | -15.70% May 10, 2013 - Jan 21, 2014 | -35.26% Jun 20, 2018 - May 11, 2020 |
| #5 | -14.43% Mar 21, 2025 - Jul 10, 2025 | -29.06% Feb 27, 2014 - Oct 28, 2014 |
| #6 | -10.95% Oct 6, 2025 - Nov 19, 2025 | -26.72% Jul 22, 2011 - Jan 27, 2012 |
| #7 | -9.10% Oct 8, 2024 - Feb 25, 2025 | -22.71% Dec 6, 2007 - Jul 15, 2008 |
| #8 | -8.77% Jan 12, 2016 - Apr 22, 2016 | -21.93% Feb 27, 2006 - Aug 8, 2007 |
| #9 | -8.41% Oct 31, 2016 - Dec 2, 2016 | -15.10% Sep 21, 2012 - Jan 14, 2013 |
| #10 | -8.10% Jun 30, 2014 - Oct 5, 2015 | -14.51% Jan 29, 2018 - Jun 5, 2018 |
| #11 | -6.32% Jun 19, 2019 - Oct 4, 2019 | -13.70% Jul 20, 2020 - Oct 12, 2020 |
| #12 | -5.92% Aug 7, 2017 - Sep 22, 2017 | -13.36% Oct 2, 2013 - Jan 7, 2014 |
| #13 | -4.82% Oct 13, 2017 - Dec 8, 2017 | -13.21% Mar 19, 2015 - May 29, 2015 |
| #14 | -4.80% Mar 3, 2014 - Apr 10, 2014 | -11.51% Jan 21, 2014 - Feb 20, 2014 |
| #15 | -4.79% Mar 19, 2019 - May 30, 2019 | -10.38% May 30, 2013 - Jul 10, 2013 |
Correlation
Correlation between PDI and XBI is 0.81 which considered as a strong positive correlation - the stocks tend to move together.
Dividend Comparison (2007 - 2026)
PDI vs XBI dividend yield comparison.
| Year | PDI | XBI |
|---|---|---|
| 2026 | 4.98% | 0.00% |
| 2025 | 14.94% | 0.37% |
| 2024 | 14.43% | 0.15% |
| 2023 | 14.74% | 0.02% |
| 2022 | 17.84% | 0.00% |
| 2021 | 10.21% | 0.04% |
| 2020 | 10.01% | 0.20% |
| 2019 | 9.45% | 0.00% |
| 2018 | 10.78% | 0.28% |
| 2017 | 8.81% | 0.24% |
| 2016 | 14.79% | 0.26% |
| 2015 | 18.70% | 0.61% |
| 2014 | 13.43% | 1.07% |
| 2013 | 11.93% | 0.17% |
| 2012 | 6.57% | 0.22% |
| 2009 | 0.00% | 0.28% |
| 2008 | 0.00% | 1.27% |
| 2007 | 0.00% | 0.26% |
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