BSPIX vs. POGRX
Compare and contrast key facts about iShares S&P 500 Index Fund Institutional Class (BSPIX) and PrimeCap Odyssey Growth Fund (POGRX).
BSPIX is a passively managed fund by iShares that tracks the performance of the S&P 500 Index. It was launched on Apr 28, 1993. POGRX is managed by PRIMECAP Odyssey Funds. It was launched on Nov 1, 2004.
Performance
BSPIX vs. POGRX - Performance Comparison
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BSPIX vs. POGRX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BSPIX iShares S&P 500 Index Fund Institutional Class | -7.08% | 17.75% | 24.85% | 26.17% | -18.20% | 28.55% | 18.35% | 31.35% | -4.87% | 21.20% |
POGRX PrimeCap Odyssey Growth Fund | -8.17% | 32.99% | 13.09% | 23.85% | -14.61% | 18.81% | 17.05% | 23.98% | -4.56% | 32.07% |
Returns By Period
In the year-to-date period, BSPIX achieves a -7.08% return, which is significantly higher than POGRX's -8.17% return. Both investments have delivered pretty close results over the past 10 years, with BSPIX having a 13.55% annualized return and POGRX not far ahead at 13.80%.
BSPIX
- 1D
- -0.39%
- 1M
- -7.69%
- YTD
- -7.08%
- 6M
- -4.66%
- 1Y
- 14.32%
- 3Y*
- 17.05%
- 5Y*
- 11.30%
- 10Y*
- 13.55%
POGRX
- 1D
- -1.43%
- 1M
- -10.73%
- YTD
- -8.17%
- 6M
- -0.34%
- 1Y
- 26.71%
- 3Y*
- 17.28%
- 5Y*
- 9.28%
- 10Y*
- 13.80%
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BSPIX vs. POGRX - Expense Ratio Comparison
BSPIX has a 0.10% expense ratio, which is lower than POGRX's 0.65% expense ratio.
Return for Risk
BSPIX vs. POGRX — Risk / Return Rank
BSPIX
POGRX
BSPIX vs. POGRX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares S&P 500 Index Fund Institutional Class (BSPIX) and PrimeCap Odyssey Growth Fund (POGRX). 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.
| BSPIX | POGRX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.83 | 1.21 | -0.38 |
Sortino ratioReturn per unit of downside risk | 1.29 | 1.74 | -0.45 |
Omega ratioGain probability vs. loss probability | 1.20 | 1.25 | -0.06 |
Calmar ratioReturn relative to maximum drawdown | 1.05 | 1.67 | -0.62 |
Martin ratioReturn relative to average drawdown | 5.09 | 6.52 | -1.43 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| BSPIX | POGRX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.83 | 1.21 | -0.38 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.67 | 0.48 | +0.19 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.76 | 0.68 | +0.07 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.72 | 0.58 | +0.14 |
Correlation
The correlation between BSPIX and POGRX is 0.89, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
BSPIX vs. POGRX - Dividend Comparison
BSPIX's dividend yield for the trailing twelve months is around 1.53%, less than POGRX's 27.11% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BSPIX iShares S&P 500 Index Fund Institutional Class | 1.53% | 1.66% | 1.35% | 1.44% | 1.94% | 1.76% | 1.60% | 1.92% | 1.94% | 1.57% | 2.30% | 2.42% |
POGRX PrimeCap Odyssey Growth Fund | 27.11% | 24.89% | 20.79% | 13.28% | 12.36% | 13.68% | 12.50% | 5.13% | 2.45% | 1.54% | 5.83% | 1.29% |
Drawdowns
BSPIX vs. POGRX - Drawdown Comparison
The maximum BSPIX drawdown since its inception was -33.75%, smaller than the maximum POGRX drawdown of -51.63%. Use the drawdown chart below to compare losses from any high point for BSPIX and POGRX.
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Drawdown Indicators
| BSPIX | POGRX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -33.75% | -51.63% | +17.88% |
Max Drawdown (1Y)Largest decline over 1 year | -12.11% | -14.40% | +2.29% |
Max Drawdown (5Y)Largest decline over 5 years | -24.55% | -26.85% | +2.30% |
Max Drawdown (10Y)Largest decline over 10 years | -33.75% | -35.29% | +1.54% |
Current DrawdownCurrent decline from peak | -8.91% | -14.40% | +5.49% |
Average DrawdownAverage peak-to-trough decline | -3.98% | -7.17% | +3.19% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.49% | 3.69% | -1.20% |
Volatility
BSPIX vs. POGRX - Volatility Comparison
The current volatility for iShares S&P 500 Index Fund Institutional Class (BSPIX) is 4.24%, while PrimeCap Odyssey Growth Fund (POGRX) has a volatility of 6.38%. This indicates that BSPIX experiences smaller price fluctuations and is considered to be less risky than POGRX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BSPIX | POGRX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.24% | 6.38% | -2.14% |
Volatility (6M)Calculated over the trailing 6-month period | 9.08% | 13.13% | -4.05% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.06% | 21.91% | -3.85% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.84% | 19.22% | -2.38% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.99% | 20.29% | -2.30% |