PGTYX vs. VOO
Compare and contrast key facts about Putnam Global Technology Fund (PGTYX) and Vanguard S&P 500 ETF (VOO).
PGTYX is managed by Putnam. It was launched on Dec 17, 2008. 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
PGTYX vs. VOO - Performance Comparison
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PGTYX vs. VOO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PGTYX Putnam Global Technology Fund | -3.79% | 23.31% | 27.88% | 53.82% | -32.30% | 11.72% | 70.92% | 47.50% | -6.72% | 47.05% |
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
The year-to-date returns for both investments are quite close, with PGTYX having a -3.79% return and VOO slightly higher at -3.66%. Over the past 10 years, PGTYX has outperformed VOO with an annualized return of 21.36%, while VOO has yielded a comparatively lower 14.14% annualized return.
PGTYX
- 1D
- 4.59%
- 1M
- -4.99%
- YTD
- -3.79%
- 6M
- -4.08%
- 1Y
- 35.25%
- 3Y*
- 23.60%
- 5Y*
- 10.79%
- 10Y*
- 21.36%
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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PGTYX vs. VOO - Expense Ratio Comparison
PGTYX has a 0.62% expense ratio, which is higher than VOO's 0.03% expense ratio.
Return for Risk
PGTYX vs. VOO — Risk / Return Rank
PGTYX
VOO
PGTYX vs. VOO - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Putnam Global Technology Fund (PGTYX) 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.
| PGTYX | VOO | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.31 | 1.01 | +0.30 |
Sortino ratioReturn per unit of downside risk | 1.90 | 1.53 | +0.37 |
Omega ratioGain probability vs. loss probability | 1.27 | 1.23 | +0.04 |
Calmar ratioReturn relative to maximum drawdown | 2.50 | 1.55 | +0.94 |
Martin ratioReturn relative to average drawdown | 7.91 | 7.31 | +0.61 |
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
| PGTYX | VOO | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.31 | 1.01 | +0.30 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.44 | 0.71 | -0.27 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.90 | 0.79 | +0.11 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.85 | 0.83 | +0.02 |
Correlation
The correlation between PGTYX and VOO is 0.85, 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
PGTYX vs. VOO - Dividend Comparison
PGTYX's dividend yield for the trailing twelve months is around 11.26%, more than VOO's 1.18% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PGTYX Putnam Global Technology Fund | 11.26% | 10.83% | 6.40% | 0.57% | 1.71% | 21.15% | 13.60% | 2.63% | 9.44% | 6.75% | 1.01% | 4.56% |
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
PGTYX vs. VOO - Drawdown Comparison
The maximum PGTYX drawdown since its inception was -42.09%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for PGTYX and VOO.
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Drawdown Indicators
| PGTYX | VOO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -42.09% | -33.99% | -8.10% |
Max Drawdown (1Y)Largest decline over 1 year | -14.51% | -11.98% | -2.53% |
Max Drawdown (5Y)Largest decline over 5 years | -42.09% | -24.52% | -17.57% |
Max Drawdown (10Y)Largest decline over 10 years | -42.09% | -33.99% | -8.10% |
Current DrawdownCurrent decline from peak | -9.61% | -5.55% | -4.06% |
Average DrawdownAverage peak-to-trough decline | -6.66% | -3.72% | -2.94% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.58% | 2.55% | +2.03% |
Volatility
PGTYX vs. VOO - Volatility Comparison
Putnam Global Technology Fund (PGTYX) has a higher volatility of 9.40% compared to Vanguard S&P 500 ETF (VOO) at 5.34%. This indicates that PGTYX'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
| PGTYX | VOO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 9.40% | 5.34% | +4.06% |
Volatility (6M)Calculated over the trailing 6-month period | 17.20% | 9.47% | +7.73% |
Volatility (1Y)Calculated over the trailing 1-year period | 28.33% | 18.11% | +10.22% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 24.75% | 16.82% | +7.93% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.91% | 17.99% | +5.92% |