PDT vs. VOO
Compare and contrast key facts about John Hancock Premium Dividend Fund (PDT) and Vanguard S&P 500 ETF (VOO).
PDT is managed by John Hancock. It was launched on Dec 14, 1989. 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: PDT or VOO.
Correlation
The correlation between PDT and VOO is 0.42, 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
PDT vs. VOO - Performance Comparison
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Key characteristics
PDT:
0.99
VOO:
0.67
PDT:
1.54
VOO:
1.19
PDT:
1.21
VOO:
1.17
PDT:
0.86
VOO:
0.80
PDT:
5.54
VOO:
3.05
PDT:
3.20%
VOO:
4.88%
PDT:
16.04%
VOO:
19.40%
PDT:
-62.39%
VOO:
-33.99%
PDT:
-3.67%
VOO:
-3.38%
Returns By Period
In the year-to-date period, PDT achieves a 2.15% return, which is significantly higher than VOO's 1.08% return. Over the past 10 years, PDT has underperformed VOO with an annualized return of 7.69%, while VOO has yielded a comparatively higher 12.77% annualized return.
PDT
2.15%
3.79%
3.46%
15.82%
10.28%
7.69%
VOO
1.08%
9.85%
0.15%
12.97%
17.43%
12.77%
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PDT vs. VOO - Expense Ratio Comparison
PDT has a 5.06% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
PDT vs. VOO — Risk-Adjusted Performance Rank
PDT
VOO
PDT vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for John Hancock Premium Dividend Fund (PDT) 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.
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Dividends
PDT vs. VOO - Dividend Comparison
PDT's dividend yield for the trailing twelve months is around 7.91%, more than VOO's 1.28% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PDT John Hancock Premium Dividend Fund | 7.91% | 7.82% | 10.20% | 9.09% | 6.45% | 8.47% | 6.73% | 8.73% | 9.98% | 9.17% | 7.88% | 7.32% |
VOO Vanguard S&P 500 ETF | 1.28% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
PDT vs. VOO - Drawdown Comparison
The maximum PDT drawdown since its inception was -62.39%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for PDT and VOO. For additional features, visit the drawdowns tool.
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Volatility
PDT vs. VOO - Volatility Comparison
The current volatility for John Hancock Premium Dividend Fund (PDT) is 4.40%, while Vanguard S&P 500 ETF (VOO) has a volatility of 6.16%. This indicates that PDT 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.
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