PGHN.SW vs. VOOG
Compare and contrast key facts about Partners Group Holding AG (PGHN.SW) and Vanguard S&P 500 Growth ETF (VOOG).
VOOG is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Growth 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: PGHN.SW or VOOG.
Key characteristics
| PGHN.SW | VOOG | |
|---|---|---|
| YTD Return | 5.07% | 35.14% |
| 1Y Return | 20.80% | 43.93% |
| 3Y Return (Ann) | -5.60% | 8.10% |
| 5Y Return (Ann) | 12.85% | 18.04% |
| 10Y Return (Ann) | 20.64% | 15.23% |
| Sharpe Ratio | 0.88 | 2.60 |
| Sortino Ratio | 1.25 | 3.32 |
| Omega Ratio | 1.18 | 1.48 |
| Calmar Ratio | 0.69 | 2.91 |
| Martin Ratio | 3.73 | 13.72 |
| Ulcer Index | 5.73% | 3.21% |
| Daily Std Dev | 24.22% | 16.95% |
| Max Drawdown | -68.48% | -32.73% |
| Current Drawdown | -16.83% | -0.09% |
Correlation
The correlation between PGHN.SW and VOOG is 0.35, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
PGHN.SW vs. VOOG - Performance Comparison
In the year-to-date period, PGHN.SW achieves a 5.07% return, which is significantly lower than VOOG's 35.14% return. Over the past 10 years, PGHN.SW has outperformed VOOG with an annualized return of 20.64%, while VOOG has yielded a comparatively lower 15.23% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
PGHN.SW vs. VOOG - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Partners Group Holding AG (PGHN.SW) and Vanguard S&P 500 Growth ETF (VOOG). 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
PGHN.SW vs. VOOG - Dividend Comparison
PGHN.SW's dividend yield for the trailing twelve months is around 3.16%, more than VOOG's 0.59% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PGHN.SW Partners Group Holding AG | 3.16% | 3.05% | 4.04% | 1.82% | 2.45% | 2.48% | 3.19% | 2.25% | 2.20% | 2.35% | 2.50% | 2.63% |
VOOG Vanguard S&P 500 Growth ETF | 0.59% | 1.12% | 0.93% | 0.53% | 0.88% | 1.26% | 1.34% | 1.32% | 1.47% | 1.56% | 1.28% | 1.46% |
Drawdowns
PGHN.SW vs. VOOG - Drawdown Comparison
The maximum PGHN.SW drawdown since its inception was -68.48%, which is greater than VOOG's maximum drawdown of -32.73%. Use the drawdown chart below to compare losses from any high point for PGHN.SW and VOOG. For additional features, visit the drawdowns tool.
Volatility
PGHN.SW vs. VOOG - Volatility Comparison
Partners Group Holding AG (PGHN.SW) has a higher volatility of 5.60% compared to Vanguard S&P 500 Growth ETF (VOOG) at 5.22%. This indicates that PGHN.SW's price experiences larger fluctuations and is considered to be riskier than VOOG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.