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 | 3.71% | 15.09% |
1Y Return | 59.54% | 31.97% |
3Y Return (Ann) | 1.75% | 9.78% |
5Y Return (Ann) | 14.51% | 15.78% |
10Y Return (Ann) | 21.83% | 14.64% |
Sharpe Ratio | 2.22 | 2.39 |
Daily Std Dev | 26.36% | 13.96% |
Max Drawdown | -68.48% | -32.73% |
Current Drawdown | -17.90% | -0.46% |
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 3.71% return, which is significantly lower than VOOG's 15.09% return. Over the past 10 years, PGHN.SW has outperformed VOOG with an annualized return of 21.83%, while VOOG has yielded a comparatively lower 14.64% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
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 2.94%, more than VOOG's 0.86% yield.
TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
Partners Group Holding AG | 2.94% | 3.05% | 4.04% | 1.82% | 2.45% | 2.48% | 3.19% | 2.25% | 2.20% | 2.35% | 2.50% | 2.63% |
Vanguard S&P 500 Growth ETF | 0.86% | 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 7.19% compared to Vanguard S&P 500 Growth ETF (VOOG) at 5.12%. 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.