PGEOX vs. VOO
Compare and contrast key facts about George Putnam Balanced Fund (PGEOX) and Vanguard S&P 500 ETF (VOO).
PGEOX is managed by Putnam. It was launched on Nov 5, 1937. 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: PGEOX or VOO.
Correlation
The correlation between PGEOX and VOO is 0.96, 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
PGEOX vs. VOO - Performance Comparison
Key characteristics
PGEOX:
0.16
VOO:
0.32
PGEOX:
0.31
VOO:
0.57
PGEOX:
1.04
VOO:
1.08
PGEOX:
0.14
VOO:
0.32
PGEOX:
0.57
VOO:
1.42
PGEOX:
3.51%
VOO:
4.19%
PGEOX:
12.29%
VOO:
18.73%
PGEOX:
-49.24%
VOO:
-33.99%
PGEOX:
-10.86%
VOO:
-13.85%
Returns By Period
In the year-to-date period, PGEOX achieves a -6.74% return, which is significantly higher than VOO's -9.88% return. Over the past 10 years, PGEOX has underperformed VOO with an annualized return of 4.57%, while VOO has yielded a comparatively higher 11.66% annualized return.
PGEOX
-6.74%
-4.88%
-9.69%
2.46%
5.17%
4.57%
VOO
-9.88%
-6.86%
-9.35%
6.85%
14.69%
11.66%
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PGEOX vs. VOO - Expense Ratio Comparison
PGEOX has a 0.94% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
PGEOX vs. VOO — Risk-Adjusted Performance Rank
PGEOX
VOO
PGEOX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for George Putnam Balanced Fund (PGEOX) 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.
Dividends
PGEOX vs. VOO - Dividend Comparison
PGEOX's dividend yield for the trailing twelve months is around 2.12%, more than VOO's 1.44% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PGEOX George Putnam Balanced Fund | 2.12% | 1.90% | 1.10% | 0.89% | 0.61% | 1.05% | 2.58% | 1.43% | 1.10% | 1.18% | 1.13% | 1.26% |
VOO Vanguard S&P 500 ETF | 1.44% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
PGEOX vs. VOO - Drawdown Comparison
The maximum PGEOX drawdown since its inception was -49.24%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for PGEOX and VOO. For additional features, visit the drawdowns tool.
Volatility
PGEOX vs. VOO - Volatility Comparison
The current volatility for George Putnam Balanced Fund (PGEOX) is 8.09%, while Vanguard S&P 500 ETF (VOO) has a volatility of 13.31%. This indicates that PGEOX 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.