PKO vs SPY

PKO vs SPY

Which is better, PKO or SPY?

We do not have enough on PKO and SPY to separate them.

MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.

Side-by-Side Comparison

MetricPKOSPY
Expense Ratio-0.09%
AUM-$804.7B
Dividend Yield-0.98%
Holdings-505
YTD Price Return-+11.87%
1Y Price Return-+16.22%
3Y Price Return (annualized)-+19.68%
5Y Price Return (annualized)-+11.36%
Volatility (annualized)-15.3%
Max Drawdown--56.5%
Fund FamilyPIMCO Income Opportunity FundState Street Investment Management
Category-Equity
Style-Large Cap Blend
Inception-Jan 22, 1993

Not shown on this pair: $10,000 over the window, Top 10 Weight.

Returns are price returns and exclude distributions, because our data feed carries no adjusted close for PKO. We have no price series for PKO, so there is nothing to compare it against.

PKO vs SPY Performance

N/A (PKO) is an ETF from PIMCO Income Opportunity Fund and State Street SPDR S&P 500 ETF Trust (SPY) is an ETF from State Street Investment Management.

You are not choosing between two funds in isolation.

Whichever of PKO and SPY you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

PKOSPY

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Is SPY better than PKO?

We hold very little data on PKO and SPY, so there is not enough here to separate them. Which one suits a particular account depends on what it is for. This is information, not a recommendation.