PGOYX vs. VOO
Compare and contrast key facts about Putnam Large Cap Growth Y (PGOYX) and Vanguard S&P 500 ETF (VOO).
PGOYX is managed by Putnam. It was launched on Aug 27, 1999. 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: PGOYX or VOO.
Correlation
The correlation between PGOYX and VOO is 0.92, 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
PGOYX vs. VOO - Performance Comparison
Key characteristics
PGOYX:
1.02
VOO:
1.73
PGOYX:
1.43
VOO:
2.34
PGOYX:
1.19
VOO:
1.32
PGOYX:
1.45
VOO:
2.61
PGOYX:
5.03
VOO:
10.89
PGOYX:
3.87%
VOO:
2.02%
PGOYX:
19.14%
VOO:
12.77%
PGOYX:
-76.03%
VOO:
-33.99%
PGOYX:
-3.11%
VOO:
-1.05%
Returns By Period
In the year-to-date period, PGOYX achieves a 2.39% return, which is significantly lower than VOO's 2.97% return. Over the past 10 years, PGOYX has underperformed VOO with an annualized return of 12.41%, while VOO has yielded a comparatively higher 13.21% annualized return.
PGOYX
2.39%
3.83%
11.07%
22.02%
11.14%
12.41%
VOO
2.97%
3.78%
11.71%
23.82%
14.14%
13.21%
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PGOYX vs. VOO - Expense Ratio Comparison
PGOYX has a 0.65% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
PGOYX vs. VOO — Risk-Adjusted Performance Rank
PGOYX
VOO
PGOYX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Putnam Large Cap Growth Y (PGOYX) 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
PGOYX vs. VOO - Dividend Comparison
PGOYX has not paid dividends to shareholders, while VOO's dividend yield for the trailing twelve months is around 1.21%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PGOYX Putnam Large Cap Growth Y | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.29% | 0.48% | 0.02% | 6.31% | 16.09% |
VOO Vanguard S&P 500 ETF | 1.21% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
PGOYX vs. VOO - Drawdown Comparison
The maximum PGOYX drawdown since its inception was -76.03%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for PGOYX and VOO. For additional features, visit the drawdowns tool.
Volatility
PGOYX vs. VOO - Volatility Comparison
Putnam Large Cap Growth Y (PGOYX) has a higher volatility of 6.12% compared to Vanguard S&P 500 ETF (VOO) at 3.44%. This indicates that PGOYX's price experiences larger fluctuations and is considered to be riskier than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.