PYLD vs SPMO

Comparison between PIMCO Multisector Bond Active Exchange-Traded Fund (PYLD, ETF) and INVESCO S&P 500 MOMENTUM ETF (SPMO, ETF).

PYLD vs SPMO - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	PYLD(ETF)	SPMO(ETF)
Net Assets	$13B	$12B
Expense Ratio	0.64%	0.13%
Max Drawdown	5.87%	31.31%
Sharpe Ratio	1.48	2.17
5Y Beta	0.06	1.20
P/E Ratio	N/A	33.90
Forward P/E	N/A	20.93
PEG Ratio	N/A	0.28
5Y Dividends CAGR	N/A	9.86%
5Y EPS CAGR	N/A	32.58%
Debt to Equity	N/A	27.75%
P/S Ratio	N/A	3.87
P/B Ratio	N/A	7.05

Net Assets

Winner

PYLD

$13B

SPMO

$12B

Expense Ratio

PYLD

0.64%

Winner

SPMO

0.13%

Max Drawdown

Winner

PYLD

5.87%

SPMO

31.31%

Sharpe Ratio

PYLD

1.48

Winner

SPMO

2.17

5Y Beta

Winner

PYLD

0.06

SPMO

1.20

P/E Ratio

PYLD

N/A

SPMO

33.90

Forward P/E

PYLD

N/A

SPMO

20.93

PEG Ratio

PYLD

N/A

SPMO

0.28

5Y Dividends CAGR

PYLD

N/A

SPMO

9.86%

5Y EPS CAGR

PYLD

N/A

SPMO

32.58%

Debt to Equity

PYLD

N/A

SPMO

27.75%

P/S Ratio

PYLD

N/A

SPMO

3.87

P/B Ratio

PYLD

N/A

SPMO

7.05

PYLD vs SPMO - Historical Returns

Returns include dividend reinvestment.

Period	PYLD	SPMO
1 month	+0.87%	+18.50%
3 months	+0.05%	+18.70%
6 months	+2.15%	+21.96%
1 year	+8.73%	+47.28%
5 years(CAGR)	N/A	+22.29%
10 years(CAGR)	N/A	+20.22%
Max(CAGR)	+8.33%	+19.37%

PYLD

+0.87%

Winner

SPMO

+18.50%

PYLD

+0.05%

Winner

SPMO

+18.70%

PYLD

+2.15%

Winner

SPMO

+21.96%

PYLD

+8.73%

Winner

SPMO

+47.28%

5Y(CAGR)

PYLD

N/A

SPMO

+22.29%

10Y(CAGR)

PYLD

N/A

SPMO

+20.22%

Max(CAGR)

PYLD

+8.33%

Winner

SPMO

+19.37%

PYLD vs SPMO - Annual Returns (2015 - 2026)

Returns include dividend reinvestment.

Year	PYLD	SPMO
2026	+0.91%	+20.51%
2025	+9.40%	+25.85%
2024	+8.17%	+47.17%
2023	+5.60%	+19.46%
2022	N/A	-10.46%
2021	N/A	+24.36%
2020	N/A	+27.55%
2019	N/A	+25.67%
2018	N/A	-1.19%
2017	N/A	+28.51%
2016	N/A	+7.37%
2015	N/A	+2.79%

PYLD vs SPMO Drawdown Comparison

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

The maximum drawdown for SPMO was -30.93%, occurring on Mar 23, 2020. Recovery took 97 trading sessions.

The current PYLD drawdown is -0.36%.

Rank	PYLD	SPMO
#1	-4.51% Jul 13, 2023 - Nov 28, 2023	-30.93% Feb 19, 2020 - Jul 8, 2020
#2	-3.24% Feb 23, 2026 - Mar 27, 2026	-23.38% Oct 1, 2018 - Jun 19, 2019
#3	-2.77% Apr 3, 2025 - May 30, 2025	-22.75% Jan 4, 2022 - Dec 13, 2023
#4	-2.07% Oct 1, 2024 - Dec 5, 2024	-20.13% Feb 13, 2025 - May 13, 2025
#5	-1.96% Mar 28, 2024 - May 9, 2024	-13.16% Jul 10, 2024 - Oct 4, 2024
#6	-1.45% Dec 6, 2024 - Jan 27, 2025	-12.70% Oct 29, 2025 - Apr 13, 2026
#7	-1.21% Feb 1, 2024 - Mar 4, 2024	-11.03% Nov 25, 2015 - Jul 25, 2016
#8	-1.18% Jun 28, 2023 - Jul 12, 2023	-10.67% Feb 12, 2021 - Apr 9, 2021
#9	-1.08% Dec 27, 2023 - Jan 12, 2024	-9.50% Mar 12, 2018 - Jun 4, 2018
#10	-0.86% May 16, 2024 - Jun 4, 2024	-8.97% Jan 26, 2018 - Mar 9, 2018
#11	-0.82% Jan 12, 2024 - Jan 31, 2024	-8.93% Sep 2, 2020 - Oct 12, 2020
#12	-0.78% Mar 8, 2024 - Mar 22, 2024	-8.79% Oct 13, 2020 - Nov 6, 2020
#13	-0.74% Jun 6, 2024 - Jun 13, 2024	-8.00% Apr 16, 2021 - Jun 22, 2021
#14	-0.67% Oct 28, 2025 - Nov 25, 2025	-7.45% Mar 22, 2024 - May 15, 2024
#15	-0.65% Aug 2, 2024 - Aug 15, 2024	-5.91% Jul 15, 2019 - Dec 16, 2019

Correlation

Correlation between PYLD and SPMO is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.

0.97

-101

Dividend Comparison (2015 - 2026)

PYLD vs SPMO dividend yield comparison.

Year	PYLD	SPMO
2026	1.81%	0.22%
2025	6.21%	0.73%
2024	6.40%	0.48%
2023	2.72%	1.63%
2022	0.00%	1.66%
2021	0.00%	0.52%
2020	0.00%	1.27%
2019	0.00%	1.39%
2018	0.00%	1.05%
2017	0.00%	0.77%
2016	0.00%	1.94%
2015	0.00%	0.36%