PHK vs ONEY
Comparison between Pimco High Income Fund (PHK, ETF) and STATE STREET(R) SPDR(R) RUSSELL 1000 YIELD FOCUS ETF (ONEY, ETF).
5-Year PerformanceONEY has outperformed PHK, delivering a return of +8.7% compared to +2.7%
PHK vs ONEY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
PHK vs ONEY - Historical Returns
Returns include dividend reinvestment.
PHK vs ONEY - Annual Returns (2003 - 2026)
Returns include dividend reinvestment.
| Year | PHK | ONEY |
|---|---|---|
| 2026 | -2.18% | +12.61% |
| 2025 | +11.70% | +7.98% |
| 2024 | +9.25% | +11.09% |
| 2023 | +17.04% | +11.28% |
| 2022 | -15.74% | -3.63% |
| 2021 | +10.66% | +39.63% |
| 2020 | -10.14% | +2.30% |
| 2019 | +3.58% | +27.36% |
| 2018 | +21.06% | -8.70% |
| 2017 | -10.22% | +15.46% |
| 2016 | +26.69% | +22.30% |
| 2015 | -18.60% | -1.63% |
| 2014 | +7.63% | N/A |
| 2013 | +18.45% | N/A |
| 2012 | -2.52% | N/A |
| 2011 | +5.06% | N/A |
| 2010 | +40.05% | N/A |
| 2009 | +109.30% | N/A |
| 2008 | -48.02% | N/A |
| 2007 | -9.90% | N/A |
| 2006 | +21.48% | N/A |
| 2005 | +7.69% | N/A |
| 2004 | +13.66% | N/A |
| 2003 | +6.22% | N/A |
PHK vs ONEY Drawdown Comparison
The maximum drawdown for PHK was -75.29%, occurring on Nov 21, 2008. Recovery took 601 trading sessions.
The maximum drawdown for ONEY was -46.77%, occurring on Mar 23, 2020. Recovery took 223 trading sessions.
The current PHK drawdown is -5.22%. The current ONEY drawdown is -0.84%.
| Rank | PHK | ONEY |
|---|---|---|
| #1 | -75.29% Jun 5, 2007 - Oct 21, 2009 | -46.77% Jan 17, 2020 - Dec 4, 2020 |
| #2 | -51.25% Mar 21, 2019 - Oct 1, 2024 | -18.95% Apr 20, 2022 - Feb 2, 2023 |
| #3 | -41.07% Apr 6, 2015 - Jan 26, 2017 | -18.72% Sep 21, 2018 - Jul 24, 2019 |
| #4 | -27.24% Oct 5, 2012 - Jan 21, 2014 | -17.51% Nov 25, 2024 - Aug 22, 2025 |
| #5 | -22.66% Jun 3, 2011 - Jun 8, 2012 | -13.69% Feb 2, 2023 - Dec 14, 2023 |
| #6 | -18.66% Feb 1, 2017 - Jun 22, 2018 | -12.72% Dec 3, 2015 - Mar 3, 2016 |
| #7 | -17.25% Dec 28, 2009 - Mar 29, 2010 | -10.71% Jan 26, 2018 - Aug 3, 2018 |
| #8 | -16.42% Apr 12, 2010 - Jul 20, 2010 | -10.36% Jul 24, 2019 - Oct 22, 2019 |
| #9 | -16.42% Jul 9, 2014 - Mar 5, 2015 | -7.61% Feb 11, 2026 - Apr 30, 2026 |
| #10 | -13.48% Jan 13, 2004 - Aug 25, 2004 | -7.31% Jun 8, 2021 - Oct 20, 2021 |
| #11 | -12.90% Sep 13, 2018 - Feb 4, 2019 | -6.68% Jan 14, 2022 - Mar 25, 2022 |
| #12 | -10.64% Nov 8, 2010 - Feb 2, 2011 | -6.13% Nov 15, 2021 - Dec 27, 2021 |
| #13 | -10.34% May 19, 2003 - Nov 3, 2003 | -6.07% Jun 8, 2016 - Jul 11, 2016 |
| #14 | -9.65% Aug 9, 2010 - Oct 28, 2010 | -5.83% Mar 28, 2024 - Jul 16, 2024 |
| #15 | -9.59% Mar 26, 2025 - Jun 10, 2025 | -5.76% Mar 15, 2021 - Apr 26, 2021 |
Correlation
Correlation between PHK and ONEY is 0.79 which considered as a strong positive correlation - the stocks tend to move together.
Dividend Comparison (2003 - 2026)
PHK vs ONEY dividend yield comparison.
| Year | PHK | ONEY |
|---|---|---|
| 2026 | 5.29% | 0.64% |
| 2025 | 11.85% | 3.15% |
| 2024 | 11.85% | 3.18% |
| 2023 | 11.54% | 3.14% |
| 2022 | 12.18% | 3.17% |
| 2021 | 9.37% | 2.46% |
| 2020 | 10.62% | 2.74% |
| 2019 | 10.57% | 3.17% |
| 2018 | 12.09% | 3.72% |
| 2017 | 13.29% | 10.73% |
| 2016 | 13.54% | 6.31% |
| 2015 | 16.98% | 0.29% |
| 2014 | 13.00% | 0.00% |
| 2013 | 12.56% | 0.00% |
| 2012 | 13.96% | 0.00% |
| 2011 | 12.17% | 0.00% |
| 2010 | 11.51% | 0.00% |
| 2009 | 13.48% | 0.00% |
| 2008 | 26.45% | 0.00% |
| 2007 | 21.63% | 0.00% |
| 2006 | 11.23% | 0.00% |
| 2005 | 10.27% | 0.00% |
| 2004 | 13.14% | 0.00% |
| 2003 | 5.68% | 0.00% |
Select Stocks to Compare
More Comparisons
Compare with similar stocks