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.
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.
Performance
PGOYX vs. VOO - Performance Comparison
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Key characteristics
PGOYX:
0.61
VOO:
0.74
PGOYX:
0.87
VOO:
1.04
PGOYX:
1.12
VOO:
1.15
PGOYX:
0.55
VOO:
0.68
PGOYX:
1.74
VOO:
2.58
PGOYX:
7.42%
VOO:
4.93%
PGOYX:
25.64%
VOO:
19.54%
PGOYX:
-76.03%
VOO:
-33.99%
PGOYX:
-5.74%
VOO:
-3.55%
Returns By Period
In the year-to-date period, PGOYX achieves a -1.55% return, which is significantly lower than VOO's 0.90% return. Over the past 10 years, PGOYX has outperformed VOO with an annualized return of 15.80%, while VOO has yielded a comparatively lower 12.81% annualized return.
PGOYX
-1.55%
6.65%
-0.10%
15.23%
19.91%
15.63%
15.80%
VOO
0.90%
5.53%
-1.46%
13.29%
14.31%
15.89%
12.81%
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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.
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Dividends
PGOYX vs. VOO - Dividend Comparison
PGOYX's dividend yield for the trailing twelve months is around 4.32%, more than VOO's 1.29% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PGOYX Putnam Large Cap Growth Y | 4.32% | 4.25% | 0.46% | 7.30% | 8.55% | 3.12% | 3.65% | 7.92% | 2.05% | 0.02% | 5.78% | 15.28% |
VOO Vanguard S&P 500 ETF | 1.29% | 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.
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Volatility
PGOYX vs. VOO - Volatility Comparison
Putnam Large Cap Growth Y (PGOYX) has a higher volatility of 5.55% compared to Vanguard S&P 500 ETF (VOO) at 4.84%. 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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