PGP vs SPY
Comparison between Pimco Global StocksPLUS & Income Fund (PGP, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).
5-Year PerformanceSPY has outperformed PGP, delivering a return of +13.3% compared to +5.1%
PGP vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
PGP vs SPY - Historical Returns
Returns include dividend reinvestment.
PGP vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | PGP | SPY |
|---|---|---|
| 2026 | -3.85% | +8.26% |
| 2025 | +29.88% | +18.00% |
| 2024 | +15.62% | +25.59% |
| 2023 | +18.79% | +26.72% |
| 2022 | -29.54% | -18.64% |
| 2021 | +16.43% | +30.52% |
| 2020 | -8.61% | +17.28% |
| 2019 | +12.08% | +31.09% |
| 2018 | -17.35% | -5.24% |
| 2017 | +17.01% | +20.78% |
| 2016 | -12.00% | +13.59% |
| 2015 | +3.96% | +1.31% |
| 2014 | -7.91% | +14.56% |
| 2013 | +39.05% | +29.00% |
| 2012 | +5.41% | +14.17% |
| 2011 | -6.01% | +0.85% |
| 2010 | +33.54% | +13.14% |
| 2009 | +113.57% | +22.67% |
| 2008 | -38.33% | -36.25% |
| 2007 | -11.87% | +5.32% |
| 2006 | +32.65% | +13.85% |
| 2005 | -3.17% | +5.32% |
| 2004 | N/A | +10.75% |
| 2003 | N/A | +24.18% |
| 2002 | N/A | -22.42% |
| 2001 | N/A | -10.13% |
| 2000 | N/A | -8.84% |
| 1999 | N/A | +8.61% |
PGP vs SPY Drawdown Comparison
The maximum drawdown for PGP was -64.84%, occurring on Nov 21, 2008. Recovery took 569 trading sessions.
The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.
The current PGP drawdown is -6.99%. The current SPY drawdown is -2.90%.
| Rank | PGP | SPY |
|---|---|---|
| #1 | -64.84% Jun 4, 2007 - Sep 3, 2009 | -55.20% Oct 9, 2007 - Aug 16, 2012 |
| #2 | -64.50% May 26, 2017 - Sep 12, 2025 | -47.50% Mar 24, 2000 - Oct 26, 2006 |
| #3 | -42.32% Jul 28, 2014 - May 24, 2017 | -33.70% Feb 19, 2020 - Aug 10, 2020 |
| #4 | -34.07% May 12, 2011 - Mar 4, 2013 | -24.50% Jan 3, 2022 - Dec 13, 2023 |
| #5 | -19.88% Apr 14, 2010 - Jul 28, 2010 | -19.34% Sep 20, 2018 - Apr 12, 2019 |
| #6 | -18.53% May 22, 2013 - Oct 11, 2013 | -18.76% Feb 19, 2025 - Jun 26, 2025 |
| #7 | -13.18% Aug 9, 2010 - Sep 21, 2010 | -13.02% Jul 20, 2015 - Apr 18, 2016 |
| #8 | -13.04% Feb 27, 2026 - Mar 27, 2026 | -10.10% Jan 26, 2018 - Aug 6, 2018 |
| #9 | -11.14% Oct 12, 2010 - Feb 14, 2011 | -9.44% Sep 2, 2020 - Nov 11, 2020 |
| #10 | -10.40% Sep 9, 2009 - Nov 4, 2009 | -9.30% Jan 19, 2000 - Mar 17, 2000 |
| #11 | -10.09% Sep 7, 2005 - Jan 6, 2006 | -9.05% Jul 19, 2007 - Oct 5, 2007 |
| #12 | -7.95% Dec 29, 2009 - Mar 31, 2010 | -8.88% Jan 27, 2026 - Apr 14, 2026 |
| #13 | -7.50% Mar 9, 2011 - Mar 25, 2011 | -8.41% Jul 16, 2024 - Sep 19, 2024 |
| #14 | -6.89% Nov 11, 2009 - Dec 2, 2009 | -7.35% Sep 14, 2012 - Jan 2, 2013 |
| #15 | -6.14% May 10, 2006 - Aug 2, 2006 | -7.27% Sep 18, 2014 - Oct 31, 2014 |
Correlation
Correlation between PGP and SPY is 0.65 which considered as a moderate positive correlation - the stocks show some tendency to move together.
Dividend Comparison (1999 - 2026)
PGP vs SPY dividend yield comparison.
| Year | PGP | SPY |
|---|---|---|
| 2026 | 4.04% | 0.24% |
| 2025 | 9.07% | 1.07% |
| 2024 | 10.64% | 1.21% |
| 2023 | 11.04% | 1.40% |
| 2022 | 11.95% | 1.65% |
| 2021 | 7.65% | 1.20% |
| 2020 | 9.49% | 1.52% |
| 2019 | 10.13% | 1.75% |
| 2018 | 12.53% | 2.04% |
| 2017 | 11.45% | 1.80% |
| 2016 | 14.86% | 2.03% |
| 2015 | 12.15% | 2.06% |
| 2014 | 11.33% | 1.87% |
| 2013 | 9.52% | 1.81% |
| 2012 | 12.34% | 2.18% |
| 2011 | 11.74% | 2.05% |
| 2010 | 10.19% | 1.80% |
| 2009 | 12.21% | 1.95% |
| 2008 | 51.03% | 3.02% |
| 2007 | 13.67% | 1.85% |
| 2006 | 8.62% | 1.73% |
| 2005 | 6.88% | 1.73% |
| 2004 | 0.00% | 1.82% |
| 2003 | 0.00% | 1.47% |
| 2002 | 0.00% | 1.70% |
| 2001 | 0.00% | 1.25% |
| 2000 | 0.00% | 1.15% |
| 1999 | 0.00% | 0.24% |
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