Correlation
The correlation between PCDLX and VOO is 0.95, 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.
PCDLX vs. VOO
Compare and contrast key facts about Putnam Retirement Advantage 2035 Fund (PCDLX) and Vanguard S&P 500 ETF (VOO).
PCDLX is managed by Putnam. It was launched on Dec 30, 2019. 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: PCDLX or VOO.
Performance
PCDLX vs. VOO - Performance Comparison
Loading data...
Key characteristics
PCDLX:
0.93
VOO:
0.70
PCDLX:
1.26
VOO:
1.05
PCDLX:
1.18
VOO:
1.15
PCDLX:
0.87
VOO:
0.69
PCDLX:
3.55
VOO:
2.62
PCDLX:
2.72%
VOO:
4.93%
PCDLX:
11.37%
VOO:
19.55%
PCDLX:
-28.02%
VOO:
-33.99%
PCDLX:
-0.65%
VOO:
-3.45%
Returns By Period
In the year-to-date period, PCDLX achieves a 3.17% return, which is significantly higher than VOO's 1.00% return.
PCDLX
3.17%
3.55%
0.89%
10.48%
6.78%
6.49%
N/A
VOO
1.00%
6.44%
-0.84%
13.62%
14.14%
15.91%
12.81%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
PCDLX vs. VOO - Expense Ratio Comparison
PCDLX has a 0.45% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
PCDLX vs. VOO — Risk-Adjusted Performance Rank
PCDLX
VOO
PCDLX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Putnam Retirement Advantage 2035 Fund (PCDLX) 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.
Loading data...
Dividends
PCDLX vs. VOO - Dividend Comparison
PCDLX's dividend yield for the trailing twelve months is around 6.40%, more than VOO's 1.29% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PCDLX Putnam Retirement Advantage 2035 Fund | 6.40% | 6.60% | 4.62% | 8.70% | 14.61% | 1.73% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VOO Vanguard S&P 500 ETF | 1.29% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
PCDLX vs. VOO - Drawdown Comparison
The maximum PCDLX drawdown since its inception was -28.02%, smaller than the maximum VOO drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for PCDLX and VOO.
Loading data...
Volatility
PCDLX vs. VOO - Volatility Comparison
The current volatility for Putnam Retirement Advantage 2035 Fund (PCDLX) is 2.61%, while Vanguard S&P 500 ETF (VOO) has a volatility of 4.83%. This indicates that PCDLX 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.
Loading data...