PFN vs JUSA
Comparison between Pimco Income Strategy Fund II (PFN, ETF) and JPMORGAN U.S. RESEARCH ENHANCED LARGE CAP ETF (JUSA, ETF).
5-Year PerformanceJUSA has outperformed PFN, delivering a return of +7.0% compared to +2.0%
PFN vs JUSA - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
PFN vs JUSA - Historical Returns
Returns include dividend reinvestment.
PFN vs JUSA - Annual Returns (2004 - 2026)
Returns include dividend reinvestment.
| Year | PFN | JUSA |
|---|---|---|
| 2026 | +0.91% | +12.18% |
| 2025 | +12.74% | +21.69% |
| 2024 | +16.06% | N/A |
| 2023 | +11.99% | +17.35% |
| 2022 | -18.28% | -17.30% |
| 2021 | +5.17% | +10.85% |
| 2020 | +4.04% | N/A |
| 2019 | +19.93% | N/A |
| 2018 | +0.98% | N/A |
| 2017 | +20.10% | N/A |
| 2016 | +21.11% | N/A |
| 2015 | -2.71% | N/A |
| 2014 | +8.91% | N/A |
| 2013 | -3.50% | N/A |
| 2012 | +35.74% | N/A |
| 2011 | -0.08% | N/A |
| 2010 | +10.90% | N/A |
| 2009 | +78.99% | N/A |
| 2008 | -55.08% | N/A |
| 2007 | -10.88% | N/A |
| 2006 | +16.63% | N/A |
| 2005 | -2.70% | N/A |
| 2004 | -2.09% | N/A |
PFN vs JUSA Drawdown Comparison
The maximum drawdown for PFN was -80.04%, occurring on Mar 9, 2009. Recovery took 1280 trading sessions.
The maximum drawdown for JUSA was -22.96%, occurring on Sep 30, 2022. Recovery took 466 trading sessions.
The current PFN drawdown is -1.52%. The current JUSA drawdown is -1.59%.
| Rank | PFN | JUSA |
|---|---|---|
| #1 | -80.04% Jul 5, 2007 - Aug 1, 2012 | -22.96% Jan 4, 2022 - May 13, 2025 |
| #2 | -45.67% Feb 21, 2020 - Dec 7, 2020 | -8.93% Feb 2, 2026 - Apr 14, 2026 |
| #3 | -33.39% Sep 1, 2021 - Jul 1, 2025 | -5.18% Aug 30, 2021 - Oct 19, 2021 |
| #4 | -15.96% May 10, 2013 - May 7, 2014 | -4.94% Oct 29, 2025 - Dec 10, 2025 |
| #5 | -15.77% Jun 1, 2015 - Jun 21, 2016 | -4.36% Jun 2, 2026 - Aug 3, 2026 |
| #6 | -13.83% Aug 22, 2018 - Feb 13, 2019 | -4.26% Nov 18, 2021 - Dec 27, 2021 |
| #7 | -10.76% Feb 10, 2026 - Jul 1, 2026 | -3.22% Jul 12, 2021 - Jul 23, 2021 |
| #8 | -10.16% Jan 12, 2005 - Feb 3, 2006 | -2.88% Oct 8, 2025 - Oct 21, 2025 |
| #9 | -6.90% Aug 12, 2019 - Oct 23, 2019 | -2.82% May 19, 2025 - Jun 3, 2025 |
| #10 | -6.38% Nov 11, 2014 - Feb 24, 2015 | -2.74% Dec 11, 2025 - Dec 23, 2025 |
| #11 | -6.17% Sep 7, 2016 - Dec 30, 2016 | -2.73% Jan 12, 2026 - Jan 27, 2026 |
| #12 | -5.99% Sep 8, 2014 - Nov 4, 2014 | -2.38% Jul 25, 2025 - Aug 12, 2025 |
| #13 | -5.71% Oct 8, 2012 - Dec 19, 2012 | -2.08% Aug 13, 2026 - Aug 20, 2026 |
| #14 | -5.27% Mar 22, 2006 - Jun 7, 2006 | -1.94% May 14, 2026 - May 26, 2026 |
| #15 | -4.91% May 10, 2021 - May 28, 2021 | -1.82% Aug 16, 2021 - Aug 24, 2021 |
Correlation
Correlation between PFN and JUSA is 0.88 which considered as a strong positive correlation - the stocks tend to move together.
Dividend Comparison (2004 - 2026)
PFN vs JUSA dividend yield comparison.
| Year | PFN | JUSA |
|---|---|---|
| 2026 | 8.22% | 0.25% |
| 2025 | 11.49% | 0.77% |
| 2024 | 11.57% | 0.00% |
| 2023 | 11.92% | 0.00% |
| 2022 | 12.19% | 1.57% |
| 2021 | 9.71% | 0.53% |
| 2020 | 9.67% | 0.00% |
| 2019 | 9.07% | 0.00% |
| 2018 | 10.81% | 0.00% |
| 2017 | 9.20% | 0.00% |
| 2016 | 10.12% | 0.00% |
| 2015 | 11.74% | 0.00% |
| 2014 | 11.36% | 0.00% |
| 2013 | 9.65% | 0.00% |
| 2012 | 12.67% | 0.00% |
| 2011 | 8.52% | 0.00% |
| 2010 | 9.40% | 0.00% |
| 2009 | 16.05% | 0.00% |
| 2008 | 22.14% | 0.00% |
| 2007 | 11.30% | 0.00% |
| 2006 | 10.96% | 0.00% |
| 2005 | 7.26% | 0.00% |
| 2004 | 0.47% | 0.00% |
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