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PHK vs SPY

Comparison between Pimco High Income Fund (PHK, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed PHK, delivering a return of +13.3% compared to +2.7%

PHK vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
PHK
$845M
Winner
SPY
$735B
Expense Ratio
PHK
N/A
SPY
0.09%
Max Drawdown
PHK
80.92%
Winner
SPY
56.47%
Sharpe Ratio
PHK
0.32
Winner
SPY
1.62
5Y Beta
Winner
PHK
0.27
SPY
1.00
P/E Ratio
PHK
N/A
SPY
28.99
Forward P/E
PHK
N/A
SPY
22.37
5Y Dividends CAGR
PHK
3.40%
Winner
SPY
5.43%
5Y EPS CAGR
PHK
N/A
SPY
26.05%
Debt to Equity
PHK
N/A
SPY
32.40%
P/S Ratio
PHK
N/A
SPY
3.74
P/B Ratio
PHK
N/A
SPY
5.61

PHK vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
PHK
-1.77%
Winner
SPY
+1.90%
3M
PHK
-3.86%
Winner
SPY
+8.55%
6M
PHK
-1.41%
Winner
SPY
+8.18%
1Y
PHK
+7.00%
Winner
SPY
+25.79%
5Y(CAGR)
PHK
+2.71%
Winner
SPY
+13.32%
10Y(CAGR)
PHK
+3.66%
Winner
SPY
+15.19%
Max(CAGR)
PHK
+7.30%
Winner
SPY
+8.47%

PHK vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearPHKSPY
2026-2.18%+8.26%
2025+11.70%+18.00%
2024+9.25%+25.59%
2023+17.04%+26.72%
2022-15.74%-18.64%
2021+10.66%+30.52%
2020-10.14%+17.28%
2019+3.58%+31.09%
2018+21.06%-5.24%
2017-10.22%+20.78%
2016+26.69%+13.59%
2015-18.60%+1.31%
2014+7.63%+14.56%
2013+18.45%+29.00%
2012-2.52%+14.17%
2011+5.06%+0.85%
2010+40.05%+13.14%
2009+109.30%+22.67%
2008-48.02%-36.25%
2007-9.90%+5.32%
2006+21.48%+13.85%
2005+7.69%+5.32%
2004+13.66%+10.75%
2003+6.22%+24.18%
2002N/A-22.42%
2001N/A-10.13%
2000N/A-8.84%
1999N/A+8.61%

PHK vs SPY Drawdown Comparison

The maximum drawdown for PHK was -75.29%, occurring on Nov 21, 2008. Recovery took 601 trading sessions.

The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.

The current PHK drawdown is -5.22%. The current SPY drawdown is -2.90%.

RankPHKSPY
#1-75.29%
Jun 5, 2007 - Oct 21, 2009		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-51.25%
Mar 21, 2019 - Oct 1, 2024		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-41.07%
Apr 6, 2015 - Jan 26, 2017		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-27.24%
Oct 5, 2012 - Jan 21, 2014		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-22.66%
Jun 3, 2011 - Jun 8, 2012		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-18.66%
Feb 1, 2017 - Jun 22, 2018		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-17.25%
Dec 28, 2009 - Mar 29, 2010		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-16.42%
Apr 12, 2010 - Jul 20, 2010		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-16.42%
Jul 9, 2014 - Mar 5, 2015		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-13.48%
Jan 13, 2004 - Aug 25, 2004		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-12.90%
Sep 13, 2018 - Feb 4, 2019		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-10.64%
Nov 8, 2010 - Feb 2, 2011		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-10.34%
May 19, 2003 - Nov 3, 2003		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-9.65%
Aug 9, 2010 - Oct 28, 2010		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-9.59%
Mar 26, 2025 - Jun 10, 2025		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between PHK and SPY is 0.83 which considered as a strong positive correlation - the stocks tend to move together.

0.83
-101

Dividend Comparison (1999 - 2026)

PHK vs SPY dividend yield comparison.

YearPHKSPY
20265.29%0.24%
202511.85%1.07%
202411.85%1.21%
202311.54%1.40%
202212.18%1.65%
20219.37%1.20%
202010.62%1.52%
201910.57%1.75%
201812.09%2.04%
201713.29%1.80%
201613.54%2.03%
201516.98%2.06%
201413.00%1.87%
201312.56%1.81%
201213.96%2.18%
201112.17%2.05%
201011.51%1.80%
200913.48%1.95%
200826.45%3.02%
200721.63%1.85%
200611.23%1.73%
200510.27%1.73%
200413.14%1.82%
20035.68%1.47%
20020.00%1.70%
20010.00%1.25%
20000.00%1.15%
19990.00%0.24%

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