PYLD vs SPTM

Comparison between PIMCO Multisector Bond Active Exchange-Traded Fund (PYLD, ETF) and SPDR(R) PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF (SPTM, ETF).

PYLD vs SPTM - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	PYLD(ETF)	SPTM(ETF)
Net Assets	$13B	$13B
Expense Ratio	0.64%	0.03%
Max Drawdown	5.87%	55.96%
Sharpe Ratio	1.51	2.00
5Y Beta	0.06	0.97
P/E Ratio	N/A	27.09
Forward P/E	N/A	20.25
5Y Dividends CAGR	N/A	5.87%
5Y EPS CAGR	N/A	23.68%
P/S Ratio	N/A	3.17
P/B Ratio	N/A	4.74

Net Assets

PYLD

$13B

SPTM

$13B

Expense Ratio

PYLD

0.64%

Winner

SPTM

0.03%

Max Drawdown

Winner

PYLD

5.87%

SPTM

55.96%

Sharpe Ratio

PYLD

1.51

Winner

SPTM

2.00

5Y Beta

Winner

PYLD

0.06

SPTM

0.97

P/E Ratio

PYLD

N/A

SPTM

27.09

Forward P/E

PYLD

N/A

SPTM

20.25

5Y Dividends CAGR

PYLD

N/A

SPTM

5.87%

5Y EPS CAGR

PYLD

N/A

SPTM

23.68%

P/S Ratio

PYLD

N/A

SPTM

3.17

P/B Ratio

PYLD

N/A

SPTM

4.74

PYLD vs SPTM - Historical Returns

Returns include dividend reinvestment.

Period	PYLD	SPTM
1 month	-0.11%	+7.18%
3 months	-0.59%	+8.25%
6 months	+1.46%	+8.94%
1 year	+8.07%	+27.75%
5 years(CAGR)	N/A	+13.83%
10 years(CAGR)	N/A	+15.25%
Max(CAGR)	+8.12%	+8.81%

PYLD

-0.11%

Winner

SPTM

+7.18%

PYLD

-0.59%

Winner

SPTM

+8.25%

PYLD

+1.46%

Winner

SPTM

+8.94%

PYLD

+8.07%

Winner

SPTM

+27.75%

5Y(CAGR)

PYLD

N/A

SPTM

+13.83%

10Y(CAGR)

PYLD

N/A

SPTM

+15.25%

Max(CAGR)

PYLD

+8.12%

Winner

SPTM

+8.81%

PYLD vs SPTM - Annual Returns (2000 - 2026)

Returns include dividend reinvestment.

Year	PYLD	SPTM
2026	+0.45%	+8.48%
2025	+9.40%	+17.16%
2024	+8.17%	+24.55%
2023	+5.60%	+26.02%
2022	N/A	-18.20%
2021	N/A	+30.31%
2020	N/A	+17.02%
2019	N/A	+31.34%
2018	N/A	-5.72%
2017	N/A	+20.28%
2016	N/A	+14.77%
2015	N/A	+1.05%
2014	N/A	+14.39%
2013	N/A	+30.04%
2012	N/A	+14.09%
2011	N/A	-0.13%
2010	N/A	+15.00%
2009	N/A	+24.27%
2008	N/A	-35.95%
2007	N/A	+5.42%
2006	N/A	+13.22%
2005	N/A	+8.08%
2004	N/A	+10.82%
2003	N/A	+22.72%
2002	N/A	-21.86%
2001	N/A	-7.31%
2000	N/A	-2.67%

PYLD vs SPTM Drawdown Comparison

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

The maximum drawdown for SPTM was -54.81%, occurring on Mar 9, 2009. Recovery took 1115 trading sessions.

The current PYLD drawdown is -0.81%. The current SPTM drawdown is -0.18%.

Rank	PYLD	SPTM
#1	-4.51% Jul 13, 2023 - Nov 28, 2023	-54.81% Oct 9, 2007 - Mar 13, 2012
#2	-3.24% Feb 23, 2026 - Mar 27, 2026	-40.96% Nov 7, 2000 - Nov 23, 2005
#3	-2.77% Apr 3, 2025 - May 30, 2025	-34.65% Feb 19, 2020 - Aug 17, 2020
#4	-2.07% Oct 1, 2024 - Dec 5, 2024	-24.15% Jan 4, 2022 - Dec 13, 2023
#5	-1.96% Mar 28, 2024 - May 9, 2024	-20.19% Sep 20, 2018 - Apr 12, 2019
#6	-1.45% Dec 6, 2024 - Jan 27, 2025	-18.87% Feb 19, 2025 - Jun 26, 2025
#7	-1.21% Feb 1, 2024 - Mar 4, 2024	-14.80% Jun 22, 2015 - Jun 8, 2016
#8	-1.18% Jun 28, 2023 - Jul 12, 2023	-10.29% Apr 2, 2012 - Aug 17, 2012
#9	-1.08% Dec 27, 2023 - Jan 12, 2024	-9.79% Jan 26, 2018 - Jul 25, 2018
#10	-0.86% May 16, 2024 - Jun 4, 2024	-9.46% Jul 19, 2007 - Oct 5, 2007
#11	-0.82% Jan 12, 2024 - Jan 31, 2024	-9.44% Sep 2, 2020 - Nov 9, 2020
#12	-0.78% Mar 8, 2024 - Mar 22, 2024	-8.69% Feb 9, 2026 - Apr 14, 2026
#13	-0.74% Jun 6, 2024 - Jun 13, 2024	-8.36% Jul 16, 2024 - Sep 19, 2024
#14	-0.67% Oct 28, 2025 - Nov 25, 2025	-8.35% May 8, 2006 - Sep 26, 2006
#15	-0.65% Aug 2, 2024 - Aug 15, 2024	-7.50% Sep 19, 2014 - Oct 31, 2014

Correlation

Correlation between PYLD and SPTM is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.

0.98

-101

Dividend Comparison (2000 - 2026)

PYLD vs SPTM dividend yield comparison.

Year	PYLD	SPTM
2026	1.82%	0.26%
2025	6.21%	1.13%
2024	6.40%	1.28%
2023	2.72%	1.44%
2022	0.00%	1.69%
2021	0.00%	1.25%
2020	0.00%	1.56%
2019	0.00%	1.72%
2018	0.00%	1.90%
2017	0.00%	1.66%
2016	0.00%	1.91%
2015	0.00%	1.92%
2014	0.00%	2.08%
2013	0.00%	1.63%
2012	0.00%	1.95%
2011	0.00%	1.82%
2010	0.00%	1.19%
2009	0.00%	1.68%
2008	0.00%	2.79%
2007	0.00%	1.60%
2006	0.00%	1.51%
2005	0.00%	1.62%
2004	0.00%	1.80%
2003	0.00%	1.42%
2002	0.00%	1.48%
2001	0.00%	1.33%
2000	0.00%	0.24%