PALDX vs. VONG
Compare and contrast key facts about PGIM 60/40 Allocation Fund (PALDX) and Vanguard Russell 1000 Growth ETF (VONG).
PALDX is managed by PGIM. It was launched on Sep 12, 2017. VONG is a passively managed fund by Vanguard that tracks the performance of the Russell 1000 Growth Index. It was launched on Sep 20, 2010.
Performance
PALDX vs. VONG - Performance Comparison
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PALDX vs. VONG - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PALDX PGIM 60/40 Allocation Fund | -3.62% | 13.62% | 18.96% | 18.90% | -15.65% | 16.30% | 10.68% | 22.27% | -4.12% | 5.95% |
VONG Vanguard Russell 1000 Growth ETF | -9.79% | 18.45% | 33.20% | 42.67% | -29.18% | 27.60% | 38.30% | 36.06% | -1.53% | 8.40% |
Returns By Period
In the year-to-date period, PALDX achieves a -3.62% return, which is significantly higher than VONG's -9.79% return.
PALDX
- 1D
- -0.22%
- 1M
- -5.44%
- YTD
- -3.62%
- 6M
- -1.03%
- 1Y
- 12.43%
- 3Y*
- 13.72%
- 5Y*
- 7.99%
- 10Y*
- —
VONG
- 1D
- 3.76%
- 1M
- -5.21%
- YTD
- -9.79%
- 6M
- -8.75%
- 1Y
- 18.79%
- 3Y*
- 21.10%
- 5Y*
- 12.35%
- 10Y*
- 16.65%
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PALDX vs. VONG - Expense Ratio Comparison
PALDX has a 0.03% expense ratio, which is lower than VONG's 0.06% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Return for Risk
PALDX vs. VONG — Risk / Return Rank
PALDX
VONG
PALDX vs. VONG - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for PGIM 60/40 Allocation Fund (PALDX) and Vanguard Russell 1000 Growth ETF (VONG). 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.
| PALDX | VONG | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.12 | 0.84 | +0.27 |
Sortino ratioReturn per unit of downside risk | 1.65 | 1.36 | +0.29 |
Omega ratioGain probability vs. loss probability | 1.25 | 1.19 | +0.06 |
Calmar ratioReturn relative to maximum drawdown | 1.42 | 1.16 | +0.26 |
Martin ratioReturn relative to average drawdown | 6.83 | 4.00 | +2.83 |
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
| PALDX | VONG | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.12 | 0.84 | +0.27 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.67 | 0.58 | +0.08 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.80 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.71 | 0.84 | -0.13 |
Correlation
The correlation between PALDX and VONG 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
PALDX vs. VONG - Dividend Comparison
PALDX's dividend yield for the trailing twelve months is around 5.62%, more than VONG's 0.51% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PALDX PGIM 60/40 Allocation Fund | 5.62% | 5.42% | 10.40% | 2.94% | 6.19% | 6.87% | 2.58% | 4.58% | 3.65% | 1.48% | 0.00% | 0.00% |
VONG Vanguard Russell 1000 Growth ETF | 0.51% | 0.45% | 0.55% | 0.71% | 0.98% | 0.58% | 0.77% | 1.03% | 1.18% | 1.19% | 1.48% | 1.47% |
Drawdowns
PALDX vs. VONG - Drawdown Comparison
The maximum PALDX drawdown since its inception was -26.16%, smaller than the maximum VONG drawdown of -32.72%. Use the drawdown chart below to compare losses from any high point for PALDX and VONG.
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Drawdown Indicators
| PALDX | VONG | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -26.16% | -32.72% | +6.56% |
Max Drawdown (1Y)Largest decline over 1 year | -8.20% | -16.23% | +8.03% |
Max Drawdown (5Y)Largest decline over 5 years | -20.47% | -32.72% | +12.25% |
Max Drawdown (10Y)Largest decline over 10 years | — | -32.72% | — |
Current DrawdownCurrent decline from peak | -5.96% | -13.09% | +7.13% |
Average DrawdownAverage peak-to-trough decline | -4.16% | -4.90% | +0.74% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.70% | 4.72% | -3.02% |
Volatility
PALDX vs. VONG - Volatility Comparison
The current volatility for PGIM 60/40 Allocation Fund (PALDX) is 3.05%, while Vanguard Russell 1000 Growth ETF (VONG) has a volatility of 6.72%. This indicates that PALDX experiences smaller price fluctuations and is considered to be less risky than VONG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PALDX | VONG | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.05% | 6.72% | -3.67% |
Volatility (6M)Calculated over the trailing 6-month period | 5.86% | 12.34% | -6.48% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.52% | 22.40% | -10.88% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 12.08% | 21.35% | -9.27% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 12.75% | 20.82% | -8.07% |