PGOYX vs. IWY
Compare and contrast key facts about Putnam Large Cap Growth Y (PGOYX) and iShares Russell Top 200 Growth ETF (IWY).
PGOYX is managed by Putnam. It was launched on Aug 27, 1999. IWY is a passively managed fund by iShares that tracks the performance of the Russell Top 200 Growth Index. It was launched on Sep 22, 2009.
Performance
PGOYX vs. IWY - Performance Comparison
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PGOYX vs. IWY - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PGOYX Putnam Large Cap Growth Y | -9.67% | 14.56% | 33.58% | 44.57% | -30.25% | 22.95% | 38.79% | 36.76% | 2.58% | 31.29% |
IWY iShares Russell Top 200 Growth ETF | -9.30% | 18.19% | 34.89% | 46.49% | -29.91% | 31.05% | 39.01% | 36.20% | -0.72% | 31.69% |
Returns By Period
The year-to-date returns for both investments are quite close, with PGOYX having a -9.67% return and IWY slightly higher at -9.30%. Both investments have delivered pretty close results over the past 10 years, with PGOYX having a 16.81% annualized return and IWY not far ahead at 17.59%.
PGOYX
- 1D
- 3.70%
- 1M
- -5.89%
- YTD
- -9.67%
- 6M
- -9.44%
- 1Y
- 14.92%
- 3Y*
- 20.52%
- 5Y*
- 11.05%
- 10Y*
- 16.81%
IWY
- 1D
- 0.87%
- 1M
- -4.60%
- YTD
- -9.30%
- 6M
- -8.67%
- 1Y
- 18.58%
- 3Y*
- 22.41%
- 5Y*
- 13.61%
- 10Y*
- 17.59%
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PGOYX vs. IWY - Expense Ratio Comparison
PGOYX has a 0.65% expense ratio, which is higher than IWY's 0.20% expense ratio.
Return for Risk
PGOYX vs. IWY — Risk / Return Rank
PGOYX
IWY
PGOYX vs. IWY - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Putnam Large Cap Growth Y (PGOYX) and iShares Russell Top 200 Growth ETF (IWY). 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.
| PGOYX | IWY | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.71 | 0.84 | -0.12 |
Sortino ratioReturn per unit of downside risk | 1.18 | 1.35 | -0.16 |
Omega ratioGain probability vs. loss probability | 1.17 | 1.19 | -0.02 |
Calmar ratioReturn relative to maximum drawdown | 0.98 | 1.17 | -0.19 |
Martin ratioReturn relative to average drawdown | 3.34 | 3.89 | -0.55 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| PGOYX | IWY | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.71 | 0.84 | -0.12 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.51 | 0.64 | -0.12 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.80 | 0.84 | -0.05 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.32 | 0.87 | -0.55 |
Correlation
The correlation between PGOYX and IWY 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.
Dividends
PGOYX vs. IWY - Dividend Comparison
PGOYX's dividend yield for the trailing twelve months is around 5.79%, more than IWY's 0.39% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PGOYX Putnam Large Cap Growth Y | 5.79% | 5.23% | 4.25% | 0.46% | 7.30% | 8.55% | 3.12% | 3.65% | 7.92% | 2.05% | 0.02% | 5.78% |
IWY iShares Russell Top 200 Growth ETF | 0.39% | 0.36% | 0.42% | 0.68% | 0.88% | 0.50% | 0.71% | 1.06% | 1.32% | 1.26% | 1.51% | 1.58% |
Drawdowns
PGOYX vs. IWY - Drawdown Comparison
The maximum PGOYX drawdown since its inception was -76.03%, which is greater than IWY's maximum drawdown of -32.68%. Use the drawdown chart below to compare losses from any high point for PGOYX and IWY.
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Drawdown Indicators
| PGOYX | IWY | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -76.03% | -32.68% | -43.35% |
Max Drawdown (1Y)Largest decline over 1 year | -16.34% | -16.63% | +0.29% |
Max Drawdown (5Y)Largest decline over 5 years | -34.01% | -32.68% | -1.33% |
Max Drawdown (10Y)Largest decline over 10 years | -34.01% | -32.68% | -1.33% |
Current DrawdownCurrent decline from peak | -13.24% | -12.77% | -0.47% |
Average DrawdownAverage peak-to-trough decline | -31.72% | -4.77% | -26.95% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.78% | 4.99% | -0.21% |
Volatility
PGOYX vs. IWY - Volatility Comparison
Putnam Large Cap Growth Y (PGOYX) and iShares Russell Top 200 Growth ETF (IWY) have volatilities of 6.88% and 6.70%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PGOYX | IWY | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.88% | 6.70% | +0.18% |
Volatility (6M)Calculated over the trailing 6-month period | 12.72% | 12.40% | +0.32% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.41% | 22.29% | +0.12% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.68% | 21.49% | +0.19% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.15% | 20.92% | +0.23% |