PYLD vs IWN

Comparison between PIMCO Multisector Bond Active Exchange-Traded Fund (PYLD, ETF) and ISHARES RUSSELL 2000 VALUE ETF (IWN, ETF).

PYLD vs IWN - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	PYLD(ETF)	IWN(ETF)
Net Assets	$13B	$13B
Expense Ratio	0.64%	0.24%
Max Drawdown	5.87%	62.91%
Sharpe Ratio	1.48	2.01
5Y Beta	0.06	0.97
P/E Ratio	N/A	166.44
Forward P/E	N/A	12.45
5Y Dividends CAGR	N/A	11.18%
5Y EPS CAGR	N/A	9.58%
Debt to Equity	N/A	36.26%
P/S Ratio	N/A	1.28
P/B Ratio	N/A	1.55

Net Assets

PYLD

$13B

IWN

$13B

Expense Ratio

PYLD

0.64%

Winner

IWN

0.24%

Max Drawdown

Winner

PYLD

5.87%

IWN

62.91%

Sharpe Ratio

PYLD

1.48

Winner

IWN

2.01

5Y Beta

Winner

PYLD

0.06

IWN

0.97

P/E Ratio

PYLD

N/A

IWN

166.44

Forward P/E

PYLD

N/A

IWN

12.45

5Y Dividends CAGR

PYLD

N/A

IWN

11.18%

5Y EPS CAGR

PYLD

N/A

IWN

9.58%

Debt to Equity

PYLD

N/A

IWN

36.26%

P/S Ratio

PYLD

N/A

IWN

1.28

P/B Ratio

PYLD

N/A

IWN

1.55

PYLD vs IWN - Historical Returns

Returns include dividend reinvestment.

Period	PYLD	IWN
1 month	+0.87%	+6.65%
3 months	+0.05%	+5.60%
6 months	+2.15%	+21.42%
1 year	+8.73%	+44.45%
5 years(CAGR)	N/A	+6.86%
10 years(CAGR)	N/A	+10.49%
Max(CAGR)	+8.33%	+9.38%

PYLD

+0.87%

Winner

IWN

+6.65%

PYLD

+0.05%

Winner

IWN

+5.60%

PYLD

+2.15%

Winner

IWN

+21.42%

PYLD

+8.73%

Winner

IWN

+44.45%

5Y(CAGR)

PYLD

N/A

IWN

+6.86%

10Y(CAGR)

PYLD

N/A

IWN

+10.49%

Max(CAGR)

PYLD

+8.33%

Winner

IWN

+9.38%

PYLD vs IWN - Annual Returns (2000 - 2026)

Returns include dividend reinvestment.

Year	PYLD	IWN
2026	+0.91%	+16.05%
2025	+9.40%	+12.57%
2024	+8.17%	+8.00%
2023	+5.60%	+14.92%
2022	N/A	-15.78%
2021	N/A	+29.69%
2020	N/A	+4.78%
2019	N/A	+21.05%
2018	N/A	-13.73%
2017	N/A	+7.03%
2016	N/A	+34.63%
2015	N/A	-7.27%
2014	N/A	+5.30%
2013	N/A	+30.27%
2012	N/A	+15.86%
2011	N/A	-7.51%
2010	N/A	+21.53%
2009	N/A	+20.24%
2008	N/A	-27.94%
2007	N/A	-10.53%
2006	N/A	+21.09%
2005	N/A	+5.60%
2004	N/A	+20.92%
2003	N/A	+41.77%
2002	N/A	-12.06%
2001	N/A	+16.04%
2000	N/A	+13.82%

PYLD vs IWN Drawdown Comparison

The maximum drawdown for PYLD was -4.51%, occurring on Oct 19, 2023. Recovery took 96 trading sessions.

The maximum drawdown for IWN was -61.53%, occurring on Mar 9, 2009. Recovery took 1333 trading sessions.

The current PYLD drawdown is -0.36%. The current IWN drawdown is -0.53%.

Rank	PYLD	IWN
#1	-4.51% Jul 13, 2023 - Nov 28, 2023	-61.53% Jun 4, 2007 - Sep 14, 2012
#2	-3.24% Feb 23, 2026 - Mar 27, 2026	-46.07% Aug 22, 2018 - Dec 15, 2020
#3	-2.77% Apr 3, 2025 - May 30, 2025	-34.07% May 2, 2002 - Sep 4, 2003
#4	-2.07% Oct 1, 2024 - Dec 5, 2024	-26.70% Nov 25, 2024 - Sep 18, 2025
#5	-1.96% Mar 28, 2024 - May 9, 2024	-25.93% Nov 8, 2021 - Jul 16, 2024
#6	-1.45% Dec 6, 2024 - Jan 27, 2025	-22.54% Jun 23, 2015 - Aug 5, 2016
#7	-1.21% Feb 1, 2024 - Mar 4, 2024	-19.41% Jun 29, 2001 - Dec 18, 2001
#8	-1.18% Jun 28, 2023 - Jul 12, 2023	-12.38% Jul 3, 2014 - Dec 29, 2014
#9	-1.08% Dec 27, 2023 - Jan 12, 2024	-12.02% May 9, 2006 - Oct 12, 2006
#10	-0.86% May 16, 2024 - Jun 4, 2024	-11.86% Jun 8, 2021 - Nov 3, 2021
#11	-0.82% Jan 12, 2024 - Jan 31, 2024	-11.37% Apr 5, 2004 - Oct 1, 2004
#12	-0.78% Mar 8, 2024 - Mar 22, 2024	-10.57% Sep 14, 2012 - Dec 20, 2012
#13	-0.74% Jun 6, 2024 - Jun 13, 2024	-10.26% Dec 28, 2004 - Jun 15, 2005
#14	-0.67% Oct 28, 2025 - Nov 25, 2025	-10.14% Aug 2, 2005 - Jan 6, 2006
#15	-0.65% Aug 2, 2024 - Aug 15, 2024	-9.85% Jul 26, 2024 - Oct 16, 2024

Correlation

Correlation between PYLD and IWN is 0.87 which considered as a strong positive correlation - the stocks tend to move together.

0.87

-101

Dividend Comparison (2000 - 2026)

PYLD vs IWN dividend yield comparison.

Year	PYLD	IWN
2026	1.81%	0.24%
2025	6.21%	1.70%
2024	6.40%	1.80%
2023	2.72%	2.04%
2022	0.00%	2.12%
2021	0.00%	1.48%
2020	0.00%	1.60%
2019	0.00%	1.92%
2018	0.00%	1.99%
2017	0.00%	1.78%
2016	0.00%	1.74%
2015	0.00%	2.15%
2014	0.00%	1.88%
2013	0.00%	1.77%
2012	0.00%	2.50%
2011	0.00%	2.03%
2010	0.00%	1.63%
2009	0.00%	1.82%
2008	0.00%	2.46%
2007	0.00%	2.03%
2006	0.00%	1.59%
2005	0.00%	1.76%
2004	0.00%	1.38%
2003	0.00%	1.24%
2002	0.00%	1.89%
2001	0.00%	1.84%
2000	0.00%	0.76%