SSO vs PDI

Comparison between PROSHARES ULTRA S&P500 (SSO, ETF) and PIMCO Dynamic Income Fund (PDI, ETF).

5-Year PerformanceSSO has outperformed PDI, delivering a return of +20.3% compared to +3.7%

SSO vs PDI - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	SSO(ETF)	PDI(ETF)
Net Assets	$7.30B	$7.30B
Max Drawdown	85.48%	54.44%
Sharpe Ratio	1.79	0.12
5Y Beta	1.94	0.44
P/E Ratio	28.10	N/A
Forward P/E	21.53	N/A
5Y Dividends CAGR	51.78%	3.40%
Debt to Equity	26.93%	N/A
P/S Ratio	3.60	N/A
P/B Ratio	5.31	N/A

Net Assets

SSO

$7.30B

PDI

$7.30B

Max Drawdown

SSO

85.48%

Winner

PDI

54.44%

Sharpe Ratio

Winner

SSO

1.79

PDI

0.12

5Y Beta

SSO

1.94

Winner

PDI

0.44

P/E Ratio

SSO

28.10

PDI

N/A

Forward P/E

SSO

21.53

PDI

N/A

5Y Dividends CAGR

Winner

SSO

51.78%

PDI

3.40%

Debt to Equity

SSO

26.93%

PDI

N/A

P/S Ratio

SSO

3.60

PDI

N/A

P/B Ratio

SSO

5.31

PDI

N/A

SSO vs PDI - Historical Returns

Returns include dividend reinvestment.

Period	SSO	PDI
1 month	+16.46%	+0.73%
3 months	+17.14%	-4.47%
6 months	+19.08%	+2.24%
1 year	+52.48%	+4.57%
5 years(CAGR)	+20.34%	+3.75%
10 years(CAGR)	+24.50%	+7.78%
Max(CAGR)	+15.77%	+10.33%

Winner

SSO

+16.46%

PDI

+0.73%

Winner

SSO

+17.14%

PDI

-4.47%

Winner

SSO

+19.08%

PDI

+2.24%

Winner

SSO

+52.48%

PDI

+4.57%

5Y(CAGR)

Winner

SSO

+20.34%

PDI

+3.75%

10Y(CAGR)

Winner

SSO

+24.50%

PDI

+7.78%

Max(CAGR)

Winner

SSO

+15.77%

PDI

+10.33%

SSO vs PDI - Annual Returns (2006 - 2026)

Returns include dividend reinvestment.

Year	SSO	PDI
2026	+15.67%	+1.55%
2025	+26.86%	+10.00%
2024	+45.19%	+16.01%
2023	+47.99%	+10.48%
2022	-39.69%	-17.75%
2021	+65.07%	+7.61%
2020	+19.38%	-10.00%
2019	+63.26%	+20.57%
2018	-15.76%	+6.86%
2017	+42.26%	+17.07%
2016	+25.14%	+15.64%
2015	-1.06%	+7.21%
2014	+27.99%	+20.29%
2013	+62.55%	+11.49%
2012	+27.12%	+25.15%
2011	-4.74%	N/A
2010	+22.88%	N/A
2009	+38.70%	N/A
2008	-67.25%	N/A
2007	+1.74%	N/A
2006	+25.97%	N/A

SSO vs PDI Drawdown Comparison

The maximum drawdown for SSO was -84.67%, occurring on Mar 9, 2009. Recovery took 1520 trading sessions.

The maximum drawdown for PDI was -46.44%, occurring on Mar 23, 2020. Recovery took 332 trading sessions.

The current PDI drawdown is -5.22%.

Rank	SSO	PDI
#1	-84.67% Oct 9, 2007 - Oct 22, 2013	-46.44% Feb 11, 2020 - Jun 7, 2021
#2	-59.34% Feb 19, 2020 - Sep 2, 2020	-27.13% Jun 10, 2021 - Aug 22, 2024
#3	-46.73% Jan 3, 2022 - Mar 1, 2024	-17.80% Oct 2, 2018 - Mar 13, 2019
#4	-36.57% Sep 20, 2018 - Jul 2, 2019	-15.70% May 10, 2013 - Jan 21, 2014
#5	-35.21% Feb 19, 2025 - Jul 3, 2025	-14.43% Mar 21, 2025 - Jul 10, 2025
#6	-26.68% May 21, 2015 - Jul 11, 2016	-10.95% Oct 6, 2025 - Nov 19, 2025
#7	-19.76% Jan 26, 2018 - Aug 27, 2018	-9.10% Oct 8, 2024 - Feb 25, 2025
#8	-18.40% Sep 2, 2020 - Nov 16, 2020	-8.77% Jan 12, 2016 - Apr 22, 2016
#9	-18.17% Jan 12, 2026 - Apr 16, 2026	-8.41% Oct 31, 2016 - Dec 2, 2016
#10	-18.05% Jul 13, 2007 - Oct 9, 2007	-8.10% Jun 30, 2014 - Oct 5, 2015
#11	-16.70% Jul 16, 2024 - Sep 19, 2024	-6.32% Jun 19, 2019 - Oct 4, 2019
#12	-14.33% Sep 18, 2014 - Oct 31, 2014	-5.92% Aug 7, 2017 - Sep 22, 2017
#13	-12.06% Jul 26, 2019 - Oct 28, 2019	-4.82% Oct 13, 2017 - Dec 8, 2017
#14	-11.98% Feb 20, 2007 - Apr 16, 2007	-4.80% Mar 3, 2014 - Apr 10, 2014
#15	-11.49% Dec 31, 2013 - Feb 27, 2014	-4.79% Mar 19, 2019 - May 30, 2019

Correlation

Correlation between SSO and PDI is 0.88 which considered as a strong positive correlation - the stocks tend to move together.

0.88

-101

Dividend Comparison (2006 - 2026)

SSO vs PDI dividend yield comparison.

Year	SSO	PDI
2026	0.17%	6.44%
2025	0.68%	14.94%
2024	0.85%	14.43%
2023	0.18%	14.74%
2022	0.50%	17.84%
2021	0.18%	10.21%
2020	0.20%	10.01%
2019	0.50%	9.45%
2018	0.75%	10.78%
2017	0.39%	8.81%
2016	0.51%	14.79%
2015	0.63%	18.70%
2014	0.33%	13.43%
2013	0.26%	11.93%
2012	0.71%	6.57%
2011	0.56%	0.00%
2010	0.78%	0.00%
2009	0.77%	0.00%
2008	2.14%	0.00%
2007	5.34%	0.00%
2006	4.40%	0.00%