PCGRX vs. SPY
Compare and contrast key facts about Pioneer Mid Cap Value Fund (PCGRX) and SPDR S&P 500 ETF (SPY).
PCGRX is managed by Amundi US. It was launched on Jul 25, 1990. SPY is a passively managed fund by State Street that tracks the performance of the S&P 500 Index. It was launched on Jan 22, 1993.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PCGRX or SPY.
Correlation
The correlation between PCGRX and SPY is 0.85, 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
PCGRX vs. SPY - Performance Comparison
Key characteristics
PCGRX:
-0.36
SPY:
0.51
PCGRX:
-0.36
SPY:
0.86
PCGRX:
0.95
SPY:
1.13
PCGRX:
-0.25
SPY:
0.55
PCGRX:
-0.83
SPY:
2.26
PCGRX:
8.86%
SPY:
4.55%
PCGRX:
20.22%
SPY:
20.08%
PCGRX:
-57.33%
SPY:
-55.19%
PCGRX:
-23.84%
SPY:
-9.89%
Returns By Period
In the year-to-date period, PCGRX achieves a -7.21% return, which is significantly lower than SPY's -5.76% return. Over the past 10 years, PCGRX has underperformed SPY with an annualized return of -1.05%, while SPY has yielded a comparatively higher 11.99% annualized return.
PCGRX
-7.21%
-7.53%
-14.03%
-7.25%
5.54%
-1.05%
SPY
-5.76%
-3.16%
-4.30%
10.76%
15.96%
11.99%
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PCGRX vs. SPY - Expense Ratio Comparison
PCGRX has a 1.05% expense ratio, which is higher than SPY's 0.09% expense ratio.
Risk-Adjusted Performance
PCGRX vs. SPY — Risk-Adjusted Performance Rank
PCGRX
SPY
PCGRX vs. SPY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Pioneer Mid Cap Value Fund (PCGRX) and SPDR S&P 500 ETF (SPY). 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
PCGRX vs. SPY - Dividend Comparison
PCGRX's dividend yield for the trailing twelve months is around 1.67%, more than SPY's 1.30% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PCGRX Pioneer Mid Cap Value Fund | 1.67% | 1.55% | 1.59% | 1.54% | 0.61% | 0.71% | 0.75% | 0.96% | 0.35% | 0.43% | 0.37% | 0.43% |
SPY SPDR S&P 500 ETF | 1.30% | 1.21% | 1.40% | 1.65% | 1.20% | 1.52% | 1.75% | 2.04% | 1.80% | 2.03% | 2.06% | 1.87% |
Drawdowns
PCGRX vs. SPY - Drawdown Comparison
The maximum PCGRX drawdown since its inception was -57.33%, roughly equal to the maximum SPY drawdown of -55.19%. Use the drawdown chart below to compare losses from any high point for PCGRX and SPY. For additional features, visit the drawdowns tool.
Volatility
PCGRX vs. SPY - Volatility Comparison
The current volatility for Pioneer Mid Cap Value Fund (PCGRX) is 13.71%, while SPDR S&P 500 ETF (SPY) has a volatility of 15.12%. This indicates that PCGRX experiences smaller price fluctuations and is considered to be less risky than SPY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.