PGTYX vs. VGT

The year-to-date returns for both stocks are quite close, with PGTYX having a -16.02% return and VGT slightly lower at -16.45%. Over the past 10 years, PGTYX has underperformed VGT with an annualized return of 10.89%, while VGT has yielded a comparatively higher 18.07% annualized return.

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PGTYX has a 0.62% expense ratio, which is higher than VGT's 0.10% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Putnam Global Technology Fund (PGTYX) and Vanguard Information Technology ETF (VGT). 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.

The current PGTYX Sharpe Ratio is -0.10, which is lower than the VGT Sharpe Ratio of 0.29. The chart below compares the historical Sharpe Ratios of PGTYX and VGT, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

PGTYX has not paid dividends to shareholders, while VGT's dividend yield for the trailing twelve months is around 0.61%.

The maximum PGTYX drawdown since its inception was -52.31%, roughly equal to the maximum VGT drawdown of -54.63%. Use the drawdown chart below to compare losses from any high point for PGTYX and VGT. For additional features, visit the drawdowns tool.

Putnam Global Technology Fund (PGTYX) and Vanguard Information Technology ETF (VGT) have volatilities of 19.45% and 18.77%, 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.