PTY vs EQWL
Comparison between PIMCO Corporate & Income Opportunity Fund (PTY, ETF) and INVESCO S&P 100 EQUAL WEIGHT ETF (EQWL, ETF).
5-Year PerformanceEQWL has outperformed PTY, delivering a return of +12.5% compared to +0.3%
PTY vs EQWL - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
PTY vs EQWL - Historical Returns
Returns include dividend reinvestment.
PTY vs EQWL - Annual Returns (2002 - 2026)
Returns include dividend reinvestment.
| Year | PTY | EQWL |
|---|---|---|
| 2026 | -3.21% | +9.25% |
| 2025 | -0.67% | +17.96% |
| 2024 | +18.80% | +18.86% |
| 2023 | +20.09% | +19.22% |
| 2022 | -19.88% | -11.98% |
| 2021 | +0.41% | +29.98% |
| 2020 | +3.32% | +13.02% |
| 2019 | +33.03% | +29.24% |
| 2018 | +2.18% | -6.49% |
| 2017 | +27.10% | +23.46% |
| 2016 | +17.50% | +15.52% |
| 2015 | -9.11% | -1.56% |
| 2014 | +2.07% | +16.02% |
| 2013 | +3.99% | +32.97% |
| 2012 | +28.59% | +10.13% |
| 2011 | +13.77% | +2.17% |
| 2010 | +38.58% | +12.49% |
| 2009 | +52.71% | +16.54% |
| 2008 | -15.60% | -32.23% |
| 2007 | -13.19% | +10.04% |
| 2006 | +12.83% | +2.55% |
| 2005 | +6.86% | N/A |
| 2004 | +18.02% | N/A |
| 2003 | +28.16% | N/A |
| 2002 | +0.00% | N/A |
PTY vs EQWL Drawdown Comparison
The maximum drawdown for PTY was -60.85%, occurring on Mar 9, 2009. Recovery took 571 trading sessions.
The maximum drawdown for EQWL was -49.37%, occurring on Mar 9, 2009. Recovery took 1114 trading sessions.
The current PTY drawdown is -12.22%. The current EQWL drawdown is -0.92%.
| Rank | PTY | EQWL |
|---|---|---|
| #1 | -60.85% May 7, 2007 - Aug 11, 2009 | -49.37% Oct 12, 2007 - Mar 15, 2012 |
| #2 | -46.52% Feb 20, 2020 - Feb 5, 2021 | -34.29% Feb 12, 2020 - Sep 2, 2020 |
| #3 | -41.34% Aug 11, 2021 - Sep 8, 2025 | -23.00% Jan 4, 2022 - Dec 11, 2023 |
| #4 | -25.90% Mar 25, 2011 - Mar 1, 2012 | -18.06% Sep 21, 2018 - Apr 8, 2019 |
| #5 | -23.24% Dec 4, 2014 - Aug 9, 2016 | -16.08% May 20, 2015 - Jun 6, 2016 |
| #6 | -22.68% Jun 12, 2018 - Apr 1, 2019 | -14.96% Feb 19, 2025 - Jun 10, 2025 |
| #7 | -21.99% May 8, 2013 - Feb 11, 2014 | -10.33% Jul 19, 2007 - Oct 1, 2007 |
| #8 | -15.43% Oct 9, 2025 - Mar 27, 2026 | -10.13% Jan 26, 2018 - Aug 27, 2018 |
| #9 | -15.02% Jan 21, 2004 - Aug 13, 2004 | -8.62% Sep 19, 2014 - Nov 5, 2014 |
| #10 | -13.24% Feb 7, 2005 - Jun 8, 2005 | -7.86% Sep 2, 2020 - Nov 9, 2020 |
| #11 | -12.51% Sep 9, 2014 - Nov 28, 2014 | -7.77% Feb 6, 2026 - Apr 30, 2026 |
| #12 | -12.20% Nov 9, 2010 - Jan 14, 2011 | -7.58% May 1, 2012 - Jul 19, 2012 |
| #13 | -10.79% Jun 13, 2003 - Oct 29, 2003 | -7.41% Oct 18, 2012 - Jan 3, 2013 |
| #14 | -10.79% Sep 19, 2006 - May 2, 2007 | -6.82% Apr 30, 2019 - Jun 20, 2019 |
| #15 | -10.46% Apr 23, 2010 - Jun 14, 2010 | -6.52% Jan 15, 2014 - Mar 4, 2014 |
Correlation
Correlation between PTY and EQWL is 0.94 which considered as a very strong positive correlation - the stocks move almost identically together.
Dividend Comparison (2003 - 2026)
PTY vs EQWL dividend yield comparison.
| Year | PTY | EQWL |
|---|---|---|
| 2026 | 6.05% | 0.41% |
| 2025 | 11.05% | 1.67% |
| 2024 | 9.92% | 1.86% |
| 2023 | 10.77% | 1.97% |
| 2022 | 13.12% | 2.12% |
| 2021 | 9.16% | 1.65% |
| 2020 | 8.74% | 2.01% |
| 2019 | 8.37% | 2.04% |
| 2018 | 10.63% | 2.23% |
| 2017 | 9.48% | 1.27% |
| 2016 | 12.09% | 2.01% |
| 2015 | 11.92% | 2.03% |
| 2014 | 13.90% | 1.74% |
| 2013 | 19.70% | 1.61% |
| 2012 | 12.98% | 2.52% |
| 2011 | 11.92% | 2.18% |
| 2010 | 12.20% | 1.52% |
| 2009 | 13.61% | 1.42% |
| 2008 | 13.19% | 1.48% |
| 2007 | 10.26% | 0.92% |
| 2006 | 11.10% | 0.08% |
| 2005 | 10.12% | 0.00% |
| 2004 | 12.94% | 0.00% |
| 2003 | 10.80% | 0.00% |
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