PALDX vs. VOO
Compare and contrast key facts about PGIM 60/40 Allocation Fund (PALDX) and Vanguard S&P 500 ETF (VOO).
PALDX is managed by PGIM. It was launched on Sep 12, 2017. 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.
Performance
PALDX vs. VOO - Performance Comparison
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PALDX vs. VOO - 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% |
VOO Vanguard S&P 500 ETF | -4.42% | 17.82% | 24.98% | 26.32% | -18.17% | 28.79% | 18.32% | 31.37% | -4.50% | 7.78% |
Returns By Period
In the year-to-date period, PALDX achieves a -3.62% return, which is significantly higher than VOO's -4.42% return.
PALDX
- 1D
- -0.22%
- 1M
- -5.44%
- YTD
- -3.62%
- 6M
- -1.03%
- 1Y
- 12.43%
- 3Y*
- 13.72%
- 5Y*
- 7.99%
- 10Y*
- —
VOO
- 1D
- 2.86%
- 1M
- -5.01%
- YTD
- -4.42%
- 6M
- -1.84%
- 1Y
- 17.67%
- 3Y*
- 18.27%
- 5Y*
- 11.75%
- 10Y*
- 14.05%
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PALDX vs. VOO - Expense Ratio Comparison
Both PALDX and VOO have an expense ratio of 0.03%, making them cost-effective options compared to the broader market, where average expense ratios typically range from 0.3% to 0.9%.
Return for Risk
PALDX vs. VOO — Risk / Return Rank
PALDX
VOO
PALDX vs. VOO - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for PGIM 60/40 Allocation Fund (PALDX) 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.
| PALDX | VOO | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.12 | 0.98 | +0.14 |
Sortino ratioReturn per unit of downside risk | 1.65 | 1.50 | +0.16 |
Omega ratioGain probability vs. loss probability | 1.25 | 1.23 | +0.02 |
Calmar ratioReturn relative to maximum drawdown | 1.42 | 1.53 | -0.11 |
Martin ratioReturn relative to average drawdown | 6.83 | 7.29 | -0.46 |
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 | VOO | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.12 | 0.98 | +0.14 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.67 | 0.70 | -0.04 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.78 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.71 | 0.83 | -0.12 |
Correlation
The correlation between PALDX and VOO is 0.94, 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. VOO - Dividend Comparison
PALDX's dividend yield for the trailing twelve months is around 5.62%, more than VOO's 1.19% 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% |
VOO Vanguard S&P 500 ETF | 1.19% | 1.13% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% |
Drawdowns
PALDX vs. VOO - Drawdown Comparison
The maximum PALDX drawdown since its inception was -26.16%, smaller than the maximum VOO drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for PALDX and VOO.
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Drawdown Indicators
| PALDX | VOO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -26.16% | -33.99% | +7.83% |
Max Drawdown (1Y)Largest decline over 1 year | -8.20% | -11.98% | +3.78% |
Max Drawdown (5Y)Largest decline over 5 years | -20.47% | -24.52% | +4.05% |
Max Drawdown (10Y)Largest decline over 10 years | — | -33.99% | — |
Current DrawdownCurrent decline from peak | -5.96% | -6.29% | +0.33% |
Average DrawdownAverage peak-to-trough decline | -4.16% | -3.72% | -0.44% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.70% | 2.52% | -0.82% |
Volatility
PALDX vs. VOO - Volatility Comparison
The current volatility for PGIM 60/40 Allocation Fund (PALDX) is 3.05%, while Vanguard S&P 500 ETF (VOO) has a volatility of 5.29%. This indicates that PALDX experiences smaller price fluctuations and is considered to be less risky than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PALDX | VOO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.05% | 5.29% | -2.24% |
Volatility (6M)Calculated over the trailing 6-month period | 5.86% | 9.44% | -3.58% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.52% | 18.10% | -6.58% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 12.08% | 16.82% | -4.74% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 12.75% | 17.99% | -5.24% |