PAXWX vs. VOO
Compare and contrast key facts about Pax Sustainable Allocation Fund (PAXWX) and Vanguard S&P 500 ETF (VOO).
PAXWX is managed by Pax World. It was launched on Aug 9, 1971. 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: PAXWX or VOO.
Correlation
The correlation between PAXWX 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.
Performance
PAXWX vs. VOO - Performance Comparison
Key characteristics
PAXWX:
0.84
VOO:
1.88
PAXWX:
1.17
VOO:
2.53
PAXWX:
1.15
VOO:
1.35
PAXWX:
0.46
VOO:
2.81
PAXWX:
3.32
VOO:
11.78
PAXWX:
2.08%
VOO:
2.02%
PAXWX:
8.30%
VOO:
12.67%
PAXWX:
-43.03%
VOO:
-33.99%
PAXWX:
-8.01%
VOO:
0.00%
Returns By Period
In the year-to-date period, PAXWX achieves a 2.59% return, which is significantly lower than VOO's 4.61% return. Over the past 10 years, PAXWX has underperformed VOO with an annualized return of 2.29%, while VOO has yielded a comparatively higher 13.30% annualized return.
PAXWX
2.59%
1.38%
-0.04%
7.18%
3.37%
2.29%
VOO
4.61%
2.59%
10.08%
25.10%
14.79%
13.30%
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PAXWX vs. VOO - Expense Ratio Comparison
PAXWX has a 0.30% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
PAXWX vs. VOO — Risk-Adjusted Performance Rank
PAXWX
VOO
PAXWX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Pax Sustainable Allocation Fund (PAXWX) 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
PAXWX vs. VOO - Dividend Comparison
PAXWX's dividend yield for the trailing twelve months is around 1.90%, more than VOO's 1.19% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PAXWX Pax Sustainable Allocation Fund | 1.90% | 1.95% | 1.38% | 1.32% | 0.81% | 0.99% | 1.60% | 2.21% | 0.63% | 1.29% | 0.93% | 0.94% |
VOO Vanguard S&P 500 ETF | 1.19% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
PAXWX vs. VOO - Drawdown Comparison
The maximum PAXWX drawdown since its inception was -43.03%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for PAXWX and VOO. For additional features, visit the drawdowns tool.
Volatility
PAXWX vs. VOO - Volatility Comparison
The current volatility for Pax Sustainable Allocation Fund (PAXWX) is 2.14%, while Vanguard S&P 500 ETF (VOO) has a volatility of 3.01%. This indicates that PAXWX 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.