PDEZX vs. VTI
Compare and contrast key facts about PGIM Jennison Emerging Markets Equity Opportunities Fund (PDEZX) and Vanguard Total Stock Market ETF (VTI).
PDEZX is managed by PGIM Investments. It was launched on Sep 15, 2014. VTI is a passively managed fund by Vanguard that tracks the performance of the CRSP US Total Market Index. It was launched on May 24, 2001.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PDEZX or VTI.
Correlation
The correlation between PDEZX and VTI is 0.66, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
PDEZX vs. VTI - Performance Comparison
Key characteristics
PDEZX:
0.74
VTI:
1.75
PDEZX:
1.07
VTI:
2.36
PDEZX:
1.14
VTI:
1.32
PDEZX:
0.31
VTI:
2.66
PDEZX:
3.30
VTI:
10.57
PDEZX:
4.32%
VTI:
2.16%
PDEZX:
19.41%
VTI:
13.04%
PDEZX:
-54.95%
VTI:
-55.45%
PDEZX:
-35.22%
VTI:
-0.80%
Returns By Period
In the year-to-date period, PDEZX achieves a -0.57% return, which is significantly lower than VTI's 3.43% return. Over the past 10 years, PDEZX has underperformed VTI with an annualized return of 6.02%, while VTI has yielded a comparatively higher 12.66% annualized return.
PDEZX
-0.57%
1.22%
7.47%
13.65%
5.21%
6.02%
VTI
3.43%
4.33%
12.92%
21.93%
13.60%
12.66%
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PDEZX vs. VTI - Expense Ratio Comparison
PDEZX has a 1.05% expense ratio, which is higher than VTI's 0.03% expense ratio.
Risk-Adjusted Performance
PDEZX vs. VTI — Risk-Adjusted Performance Rank
PDEZX
VTI
PDEZX vs. VTI - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for PGIM Jennison Emerging Markets Equity Opportunities Fund (PDEZX) and Vanguard Total Stock Market ETF (VTI). 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
PDEZX vs. VTI - Dividend Comparison
PDEZX has not paid dividends to shareholders, while VTI's dividend yield for the trailing twelve months is around 1.23%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PDEZX PGIM Jennison Emerging Markets Equity Opportunities Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VTI Vanguard Total Stock Market ETF | 1.23% | 1.27% | 1.44% | 1.67% | 1.21% | 1.42% | 1.78% | 2.04% | 1.71% | 1.92% | 1.98% | 1.76% |
Drawdowns
PDEZX vs. VTI - Drawdown Comparison
The maximum PDEZX drawdown since its inception was -54.95%, roughly equal to the maximum VTI drawdown of -55.45%. Use the drawdown chart below to compare losses from any high point for PDEZX and VTI. For additional features, visit the drawdowns tool.
Volatility
PDEZX vs. VTI - Volatility Comparison
PGIM Jennison Emerging Markets Equity Opportunities Fund (PDEZX) has a higher volatility of 7.07% compared to Vanguard Total Stock Market ETF (VTI) at 3.41%. This indicates that PDEZX's price experiences larger fluctuations and is considered to be riskier than VTI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.