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.
Performance
PGOYX vs. VOO - Performance Comparison
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PGOYX vs. VOO - 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% |
VOO Vanguard S&P 500 ETF | -3.66% | 17.82% | 24.98% | 26.32% | -18.17% | 28.79% | 18.32% | 31.37% | -4.50% | 21.77% |
Returns By Period
In the year-to-date period, PGOYX achieves a -9.67% return, which is significantly lower than VOO's -3.66% return. Over the past 10 years, PGOYX has outperformed VOO with an annualized return of 16.81%, while VOO has yielded a comparatively lower 14.14% annualized return.
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%
VOO
- 1D
- 0.79%
- 1M
- -4.29%
- YTD
- -3.66%
- 6M
- -1.41%
- 1Y
- 18.17%
- 3Y*
- 18.58%
- 5Y*
- 11.93%
- 10Y*
- 14.14%
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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.
Return for Risk
PGOYX vs. VOO — Risk / Return Rank
PGOYX
VOO
PGOYX vs. VOO - Risk-Adjusted Trends 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.
| PGOYX | VOO | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.71 | 1.01 | -0.29 |
Sortino ratioReturn per unit of downside risk | 1.18 | 1.53 | -0.35 |
Omega ratioGain probability vs. loss probability | 1.17 | 1.23 | -0.07 |
Calmar ratioReturn relative to maximum drawdown | 0.98 | 1.55 | -0.58 |
Martin ratioReturn relative to average drawdown | 3.34 | 7.31 | -3.97 |
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 | VOO | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.71 | 1.01 | -0.29 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.51 | 0.71 | -0.20 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.80 | 0.79 | +0.01 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.32 | 0.83 | -0.51 |
Correlation
The correlation between PGOYX and VOO is 0.93, 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. VOO - Dividend Comparison
PGOYX's dividend yield for the trailing twelve months is around 5.79%, more than VOO's 1.18% 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% |
VOO Vanguard S&P 500 ETF | 1.18% | 1.13% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% |
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.
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Drawdown Indicators
| PGOYX | VOO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -76.03% | -33.99% | -42.04% |
Max Drawdown (1Y)Largest decline over 1 year | -16.34% | -11.98% | -4.36% |
Max Drawdown (5Y)Largest decline over 5 years | -34.01% | -24.52% | -9.49% |
Max Drawdown (10Y)Largest decline over 10 years | -34.01% | -33.99% | -0.02% |
Current DrawdownCurrent decline from peak | -13.24% | -5.55% | -7.69% |
Average DrawdownAverage peak-to-trough decline | -31.72% | -3.72% | -28.00% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.78% | 2.55% | +2.23% |
Volatility
PGOYX vs. VOO - Volatility Comparison
Putnam Large Cap Growth Y (PGOYX) has a higher volatility of 6.88% compared to Vanguard S&P 500 ETF (VOO) at 5.34%. 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.
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Volatility by Period
| PGOYX | VOO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.88% | 5.34% | +1.54% |
Volatility (6M)Calculated over the trailing 6-month period | 12.72% | 9.47% | +3.25% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.41% | 18.11% | +4.30% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.68% | 16.82% | +4.86% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.15% | 17.99% | +3.16% |