PAGRX vs. VOO
Compare and contrast key facts about Permanent Portfolio Aggressive Growth Portfolio (PAGRX) and Vanguard S&P 500 ETF (VOO).
PAGRX is managed by Permanent Portfolio. It was launched on Jan 2, 1990. VOO is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Index. It was launched on Sep 7, 2010.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PAGRX or VOO.
Correlation
The correlation between PAGRX and VOO 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.
Performance
PAGRX vs. VOO - Performance Comparison
Key characteristics
PAGRX:
0.30
VOO:
0.32
PAGRX:
0.62
VOO:
0.57
PAGRX:
1.08
VOO:
1.08
PAGRX:
0.33
VOO:
0.32
PAGRX:
1.23
VOO:
1.42
PAGRX:
7.10%
VOO:
4.19%
PAGRX:
29.39%
VOO:
18.73%
PAGRX:
-79.19%
VOO:
-33.99%
PAGRX:
-19.98%
VOO:
-13.85%
Returns By Period
The year-to-date returns for both investments are quite close, with PAGRX having a -10.01% return and VOO slightly higher at -9.88%. Over the past 10 years, PAGRX has underperformed VOO with an annualized return of 3.14%, while VOO has yielded a comparatively higher 11.64% annualized return.
PAGRX
-10.01%
-6.69%
-10.95%
10.15%
13.90%
3.14%
VOO
-9.88%
-5.88%
-9.00%
6.61%
14.69%
11.64%
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PAGRX vs. VOO - Expense Ratio Comparison
PAGRX has a 1.21% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
PAGRX vs. VOO — Risk-Adjusted Performance Rank
PAGRX
VOO
PAGRX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Permanent Portfolio Aggressive Growth Portfolio (PAGRX) and Vanguard S&P 500 ETF (VOO). 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.
Dividends
PAGRX vs. VOO - Dividend Comparison
PAGRX's dividend yield for the trailing twelve months is around 0.25%, less than VOO's 1.44% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PAGRX Permanent Portfolio Aggressive Growth Portfolio | 0.25% | 0.22% | 0.14% | 0.29% | 0.05% | 0.16% | 0.54% | 0.23% | 0.99% | 0.68% | 1.62% | 0.30% |
VOO Vanguard S&P 500 ETF | 1.44% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
PAGRX vs. VOO - Drawdown Comparison
The maximum PAGRX drawdown since its inception was -79.19%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for PAGRX and VOO. For additional features, visit the drawdowns tool.
Volatility
PAGRX vs. VOO - Volatility Comparison
Permanent Portfolio Aggressive Growth Portfolio (PAGRX) has a higher volatility of 18.37% compared to Vanguard S&P 500 ETF (VOO) at 13.31%. This indicates that PAGRX's price experiences larger fluctuations and is considered to be riskier than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.