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PFN vs DWM

Comparison between Pimco Income Strategy Fund II (PFN, ETF) and WISDOMTREE INTERNATIONAL EQUITY FUND (DWM, ETF).

5-Year PerformanceDWM has outperformed PFN, delivering a return of +11.1% compared to +2.0%

PFN vs DWM - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
Winner
PFN
$683M
DWM
$681M
Expense Ratio
PFN
N/A
DWM
0.48%
Max Drawdown
PFN
83.42%
Winner
DWM
64.27%
Sharpe Ratio
PFN
0.09
Winner
DWM
1.01
5Y Beta
Winner
PFN
0.33
DWM
0.64
5Y Dividends CAGR
PFN
-2.14%
Winner
DWM
12.70%

PFN vs DWM - Historical Returns

Returns include dividend reinvestment.

1M
PFN
+0.15%
Winner
DWM
+4.81%
3M
PFN
+4.77%
Winner
DWM
+5.16%
6M
PFN
+3.24%
Winner
DWM
+3.34%
1Y
PFN
+4.14%
Winner
DWM
+20.43%
5Y(CAGR)
PFN
+1.98%
Winner
DWM
+11.10%
10Y(CAGR)
PFN
+7.78%
Winner
DWM
+8.87%
Max(CAGR)
Winner
PFN
+6.00%
DWM
+5.89%

PFN vs DWM - Annual Returns (2004 - 2026)

Returns include dividend reinvestment.

YearPFNDWM
2026+0.91%+13.21%
2025+12.74%+35.07%
2024+16.06%+5.13%
2023+11.99%+15.88%
2022-18.28%-9.48%
2021+5.17%+10.16%
2020+4.04%-3.06%
2019+19.93%+18.95%
2018+0.98%-14.21%
2017+20.10%+23.46%
2016+21.11%+4.57%
2015-2.71%-2.76%
2014+8.91%-2.92%
2013-3.50%+19.68%
2012+35.74%+14.58%
2011-0.08%-10.59%
2010+10.90%+2.37%
2009+78.99%+24.72%
2008-55.08%-41.62%
2007-10.88%+13.30%
2006+16.63%+23.89%
2005-2.70%N/A
2004-2.09%N/A

PFN vs DWM Drawdown Comparison

The maximum drawdown for PFN was -80.04%, occurring on Mar 9, 2009. Recovery took 1280 trading sessions.

The maximum drawdown for DWM was -62.06%, occurring on Mar 9, 2009. Recovery took 1659 trading sessions.

The current PFN drawdown is -1.52%.

RankPFNDWM
#1-80.04%
Jul 5, 2007 - Aug 1, 2012
-62.06%
Oct 31, 2007 - Jun 6, 2014
#2-45.67%
Feb 21, 2020 - Dec 7, 2020
-37.81%
Jan 26, 2018 - Apr 5, 2021
#3-33.39%
Sep 1, 2021 - Jul 1, 2025
-25.67%
Jan 12, 2022 - Jul 31, 2023
#4-15.96%
May 10, 2013 - May 7, 2014
-23.37%
Jul 3, 2014 - May 5, 2017
#5-15.77%
Jun 1, 2015 - Jun 21, 2016
-13.52%
Jul 12, 2007 - Oct 1, 2007
#6-13.83%
Aug 22, 2018 - Feb 13, 2019
-12.69%
Mar 19, 2025 - Apr 24, 2025
#7-10.76%
Feb 10, 2026 - Jul 1, 2026
-10.93%
Feb 25, 2026 - Jul 6, 2026
#8-10.16%
Jan 12, 2005 - Feb 3, 2006
-9.61%
Jul 31, 2023 - Dec 13, 2023
#9-6.90%
Aug 12, 2019 - Oct 23, 2019
-9.57%
Sep 26, 2024 - Mar 5, 2025
#10-6.38%
Nov 11, 2014 - Feb 24, 2015
-7.80%
Feb 26, 2007 - Apr 3, 2007
#11-6.17%
Sep 7, 2016 - Dec 30, 2016
-7.58%
Sep 3, 2021 - Jan 12, 2022
#12-5.99%
Sep 8, 2014 - Nov 4, 2014
-6.63%
Jul 12, 2024 - Aug 19, 2024
#13-5.71%
Oct 8, 2012 - Dec 19, 2012
-6.37%
Jul 3, 2006 - Jul 28, 2006
#14-5.27%
Mar 22, 2006 - Jun 7, 2006
-4.76%
Nov 12, 2025 - Dec 10, 2025
#15-4.91%
May 10, 2021 - May 28, 2021
-4.47%
Mar 27, 2024 - May 7, 2024

Correlation

Correlation between PFN and DWM is 0.91 which considered as a very strong positive correlation - the stocks move almost identically together.

0.91
-101

Dividend Comparison (2004 - 2026)

PFN vs DWM dividend yield comparison.

YearPFNDWM
20268.22%1.61%
202511.49%3.06%
202411.57%3.86%
202311.92%4.15%
202212.19%4.36%
20219.71%3.64%
20209.67%2.74%
20199.07%3.46%
201810.81%3.86%
20179.20%2.99%
201610.12%3.43%
201511.74%3.55%
201411.36%4.71%
20139.65%3.29%
201212.67%3.52%
20118.52%4.58%
20109.40%3.23%
200916.05%4.48%
200822.14%4.56%
200711.30%1.32%
200610.96%0.38%
20057.26%0.00%
20040.47%0.00%

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