Correlation
The correlation between PDPAX and VOO is 0.73, 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.
PDPAX vs. VOO
Compare and contrast key facts about Virtus Duff & Phelps Real Asset Fund (PDPAX) and Vanguard S&P 500 ETF (VOO).
PDPAX is managed by Virtus. It was launched on Nov 29, 2005. 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: PDPAX or VOO.
Performance
PDPAX vs. VOO - Performance Comparison
Loading data...
Key characteristics
PDPAX:
1.07
VOO:
0.74
PDPAX:
1.42
VOO:
1.04
PDPAX:
1.20
VOO:
1.15
PDPAX:
1.26
VOO:
0.68
PDPAX:
5.10
VOO:
2.58
PDPAX:
2.58%
VOO:
4.93%
PDPAX:
13.01%
VOO:
19.54%
PDPAX:
-43.40%
VOO:
-33.99%
PDPAX:
-0.54%
VOO:
-3.55%
Returns By Period
In the year-to-date period, PDPAX achieves a 7.10% return, which is significantly higher than VOO's 0.90% return. Over the past 10 years, PDPAX has underperformed VOO with an annualized return of 4.82%, while VOO has yielded a comparatively higher 12.81% annualized return.
PDPAX
7.10%
2.00%
0.60%
12.17%
3.94%
10.25%
4.82%
VOO
0.90%
5.53%
-1.46%
13.29%
14.31%
15.89%
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.
PDPAX vs. VOO - Expense Ratio Comparison
PDPAX has a 0.81% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
PDPAX vs. VOO — Risk-Adjusted Performance Rank
PDPAX
VOO
PDPAX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Virtus Duff & Phelps Real Asset Fund (PDPAX) 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
PDPAX vs. VOO - Dividend Comparison
PDPAX's dividend yield for the trailing twelve months is around 3.41%, more than VOO's 1.29% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PDPAX Virtus Duff & Phelps Real Asset Fund | 3.41% | 3.65% | 2.08% | 1.06% | 0.76% | 0.68% | 3.10% | 2.38% | 1.92% | 0.80% | 1.13% | 1.89% |
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
PDPAX vs. VOO - Drawdown Comparison
The maximum PDPAX drawdown since its inception was -43.40%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for PDPAX and VOO.
Loading data...
Volatility
PDPAX vs. VOO - Volatility Comparison
The current volatility for Virtus Duff & Phelps Real Asset Fund (PDPAX) is 2.70%, while Vanguard S&P 500 ETF (VOO) has a volatility of 4.84%. This indicates that PDPAX 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...