Performance
BOND vs. TLT - Performance Comparison
In the year-to-date period, BOND achieves a 0.79% return, which is significantly higher than TLT's -4.15% return. Over the past 10 years, BOND has outperformed TLT with an annualized return of 1.88%, while TLT has yielded a comparatively lower 0.67% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
BOND
TLT
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BOND vs. TLT - Expense Ratio Comparison
BOND has a 0.57% expense ratio, which is higher than TLT's 0.15% expense ratio.
Risk-Adjusted Performance
BOND vs. TLT - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for PIMCO Active Bond ETF (BOND) and iShares 20+ Year Treasury Bond ETF (TLT). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
BOND vs. TLT - Sharpe Ratio Comparison
The current BOND Sharpe Ratio is 0.78, which is higher than the TLT Sharpe Ratio of -0.32. The chart below compares the 12-month rolling Sharpe Ratio of BOND and TLT.
BOND
TLT
Dividends
BOND vs. TLT - Dividend Comparison
BOND's dividend yield for the trailing twelve months is around 5.22%, more than TLT's 3.80% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BOND PIMCO Active Bond ETF | 5.22% | 4.78% | 3.44% | 2.58% | 2.66% | 3.38% | 3.47% | 2.87% | 2.85% | 4.14% | 4.13% | 2.82% |
TLT iShares 20+ Year Treasury Bond ETF | 3.80% | 3.38% | 2.67% | 1.50% | 1.50% | 2.27% | 2.63% | 2.43% | 2.60% | 2.61% | 2.67% | 3.26% |
Drawdowns
BOND vs. TLT - Drawdown Comparison
The maximum BOND drawdown since its inception was -19.71%, smaller than the maximum TLT drawdown of -48.35%. Use the drawdown chart below to compare losses from any high point for BOND and TLT. For additional features, visit the drawdowns tool.
BOND
TLT
Volatility
BOND vs. TLT - Volatility Comparison
The current volatility for PIMCO Active Bond ETF (BOND) is 1.52%, while iShares 20+ Year Treasury Bond ETF (TLT) has a volatility of 3.76%. This indicates that BOND experiences smaller price fluctuations and is considered to be less risky than TLT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
BOND
TLT
