PDO vs IYJ

Comparison between PIMCO Dynamic Income Opportunities Fund (PDO, ETF) and ISHARES U.S. INDUSTRIALS ETF (IYJ, ETF).

5-Year PerformanceIYJ has outperformed PDO, delivering a return of +8.9% compared to +2.3%

PDO vs IYJ - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	PDO(ETF)	IYJ(ETF)
Net Assets	$1.80B	$1.80B
Expense Ratio	N/A	0.38%
Max Drawdown	53.93%	62.80%
Sharpe Ratio	0.47	0.90
5Y Beta	0.40	0.92
P/E Ratio	N/A	31.22
Forward P/E	N/A	23.17
5Y Dividends CAGR	28.55%	5.34%
5Y EPS CAGR	N/A	11.95%
Debt to Equity	N/A	64.79%
P/S Ratio	N/A	3.10
P/B Ratio	N/A	6.02

Net Assets

PDO

$1.80B

IYJ

$1.80B

Expense Ratio

PDO

N/A

IYJ

0.38%

Max Drawdown

Winner

PDO

53.93%

IYJ

62.80%

Sharpe Ratio

PDO

0.47

Winner

IYJ

0.90

5Y Beta

Winner

PDO

0.40

IYJ

0.92

P/E Ratio

PDO

N/A

IYJ

31.22

Forward P/E

PDO

N/A

IYJ

23.17

5Y Dividends CAGR

Winner

PDO

28.55%

IYJ

5.34%

5Y EPS CAGR

PDO

N/A

IYJ

11.95%

Debt to Equity

PDO

N/A

IYJ

64.79%

P/S Ratio

PDO

N/A

IYJ

3.10

P/B Ratio

PDO

N/A

IYJ

6.02

PDO vs IYJ - Historical Returns

Returns include dividend reinvestment.

Period	PDO	IYJ
1 month	+2.75%	+3.88%
3 months	+5.58%	+8.91%
6 months	-1.15%	+7.82%
1 year	+8.47%	+16.26%
5 years(CAGR)	+2.33%	+8.91%
10 years(CAGR)	N/A	+13.00%
Max(CAGR)	+3.99%	+8.01%

PDO

+2.75%

Winner

IYJ

+3.88%

PDO

+5.58%

Winner

IYJ

+8.91%

PDO

-1.15%

Winner

IYJ

+7.82%

PDO

+8.47%

Winner

IYJ

+16.26%

5Y(CAGR)

PDO

+2.33%

Winner

IYJ

+8.91%

10Y(CAGR)

PDO

N/A

IYJ

+13.00%

Max(CAGR)

PDO

+3.99%

Winner

IYJ

+8.01%

PDO vs IYJ - Annual Returns (2000 - 2026)

Returns include dividend reinvestment.

Year	PDO	IYJ
2026	-1.44%	+8.25%
2025	+13.55%	+12.53%
2024	+22.94%	+18.77%
2023	+5.53%	+19.58%
2022	-24.14%	-13.50%
2021	+5.97%	+19.46%
2020	N/A	+15.88%
2019	N/A	+31.97%
2018	N/A	-12.24%
2017	N/A	+23.04%
2016	N/A	+20.78%
2015	N/A	-1.81%
2014	N/A	+8.23%
2013	N/A	+36.67%
2012	N/A	+15.31%
2011	N/A	-2.11%
2010	N/A	+23.31%
2009	N/A	+21.43%
2008	N/A	-38.70%
2007	N/A	+12.74%
2006	N/A	+12.27%
2005	N/A	+5.23%
2004	N/A	+16.58%
2003	N/A	+28.35%
2002	N/A	-24.94%
2001	N/A	-4.82%
2000	N/A	-6.56%

PDO vs IYJ Drawdown Comparison

The maximum drawdown for PDO was -36.69%, occurring on Oct 26, 2023. Recovery took 1037 trading sessions.

The maximum drawdown for IYJ was -61.97%, occurring on Mar 9, 2009. Recovery took 1117 trading sessions.

The current PDO drawdown is -4.79%. The current IYJ drawdown is -0.46%.

Rank	PDO	IYJ
#1	-36.69% Jun 30, 2021 - Aug 18, 2025	-61.97% Oct 9, 2007 - Mar 15, 2012
#2	-11.18% Feb 18, 2026 - Mar 27, 2026	-49.53% Sep 1, 2000 - Feb 27, 2006
#3	-4.40% Feb 19, 2021 - Apr 14, 2021	-40.20% Feb 12, 2020 - Sep 2, 2020
#4	-3.77% Oct 9, 2025 - Dec 1, 2025	-26.24% Sep 2, 2021 - Dec 14, 2023
#5	-3.47% Jun 11, 2021 - Jun 30, 2021	-24.00% Sep 21, 2018 - Apr 18, 2019
#6	-3.20% May 7, 2021 - May 27, 2021	-19.67% Nov 29, 2024 - Jul 1, 2025
#7	-2.50% Apr 14, 2021 - Apr 30, 2021	-15.27% Mar 2, 2015 - Apr 19, 2016
#8	-1.23% Dec 10, 2025 - Jan 7, 2026	-13.21% May 9, 2006 - Dec 27, 2006
#9	-0.71% Sep 15, 2025 - Sep 26, 2025	-11.97% Mar 19, 2012 - Sep 13, 2012
#10	-0.71% Jan 21, 2026 - Feb 6, 2026	-11.39% Mar 2, 2026 - Jun 16, 2026
#11	-0.60% Jun 7, 2021 - Jun 11, 2021	-11.05% Jan 26, 2018 - Sep 14, 2018
#12	-0.59% Feb 4, 2021 - Feb 12, 2021	-10.45% Jun 9, 2014 - Nov 6, 2014
#13	-0.53% May 4, 2021 - May 7, 2021	-10.40% Jul 19, 2007 - Oct 9, 2007
#14	-0.50% Dec 1, 2025 - Dec 9, 2025	-8.24% Jul 20, 2000 - Aug 21, 2000
#15	-0.47% Jun 2, 2021 - Jun 7, 2021	-7.39% Oct 16, 2020 - Nov 6, 2020

Correlation

Correlation between PDO and IYJ is 0.85 which considered as a strong positive correlation - the stocks tend to move together.

0.85

-101

Dividend Comparison (2000 - 2026)

PDO vs IYJ dividend yield comparison.

Year	PDO	IYJ
2026	5.93%	0.30%
2025	11.09%	0.83%
2024	11.29%	0.88%
2023	12.54%	1.05%
2022	19.09%	1.05%
2021	8.56%	0.76%
2020	0.00%	1.01%
2019	0.00%	1.32%
2018	0.00%	1.43%
2017	0.00%	1.29%
2016	0.00%	1.38%
2015	0.00%	1.53%
2014	0.00%	1.46%
2013	0.00%	1.14%
2012	0.00%	1.66%
2011	0.00%	1.55%
2010	0.00%	1.55%
2009	0.00%	1.72%
2008	0.00%	2.31%
2007	0.00%	1.20%
2006	0.00%	1.07%
2005	0.00%	1.10%
2004	0.00%	0.82%
2003	0.00%	0.80%
2002	0.00%	0.96%
2001	0.00%	0.59%
2000	0.00%	0.50%