PMX vs SPY

PMX vs SPY

Which is better, PMX or SPY?

We do not have enough on PMX 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

MetricPMXSPY
Expense Ratio-0.09%
AUM-$804.7B
Dividend Yield-0.98%
Holdings-505
YTD Price Return-+11.49%
1Y Price Return-+15.01%
3Y Price Return (annualized)-+19.84%
5Y Price Return (annualized)-+11.92%
Volatility (annualized)-15.3%
Max Drawdown--56.5%
Fund FamilyPIMCO Municipal Income Fund IIIState 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 PMX. We have no price series for PMX, so there is nothing to compare it against.

PMX vs SPY Performance

N/A (PMX) is an ETF from PIMCO Municipal Income Fund III 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 PMX and SPY you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

PMXSPY

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Is SPY better than PMX?

We hold very little data on PMX 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.