PGTYX vs. VTCAX
Compare and contrast key facts about Putnam Global Technology Fund (PGTYX) and Vanguard Communication Services Index Fund Admiral Shares (VTCAX).
PGTYX is managed by Putnam. It was launched on Dec 17, 2008. VTCAX is managed by Vanguard. It was launched on Mar 11, 2005.
Performance
PGTYX vs. VTCAX - Performance Comparison
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PGTYX vs. VTCAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PGTYX Putnam Global Technology Fund | -8.01% | 23.31% | 27.88% | 53.82% | -32.30% | 11.72% | 70.92% | 47.50% | -6.72% | 47.05% |
VTCAX Vanguard Communication Services Index Fund Admiral Shares | -10.02% | 26.27% | 33.10% | 44.73% | -38.78% | 14.09% | 28.95% | 28.03% | -16.51% | -5.57% |
Returns By Period
In the year-to-date period, PGTYX achieves a -8.01% return, which is significantly higher than VTCAX's -10.02% return. Over the past 10 years, PGTYX has outperformed VTCAX with an annualized return of 20.82%, while VTCAX has yielded a comparatively lower 8.09% annualized return.
PGTYX
- 1D
- -1.60%
- 1M
- -8.35%
- YTD
- -8.01%
- 6M
- -7.68%
- 1Y
- 30.83%
- 3Y*
- 21.76%
- 5Y*
- 10.37%
- 10Y*
- 20.82%
VTCAX
- 1D
- 0.56%
- 1M
- -9.34%
- YTD
- -10.02%
- 6M
- -6.89%
- 1Y
- 18.31%
- 3Y*
- 22.92%
- 5Y*
- 7.15%
- 10Y*
- 8.09%
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PGTYX vs. VTCAX - Expense Ratio Comparison
PGTYX has a 0.62% expense ratio, which is higher than VTCAX's 0.10% expense ratio.
Return for Risk
PGTYX vs. VTCAX — Risk / Return Rank
PGTYX
VTCAX
PGTYX vs. VTCAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Putnam Global Technology Fund (PGTYX) and Vanguard Communication Services Index Fund Admiral Shares (VTCAX). 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 | VTCAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.09 | 0.94 | +0.15 |
Sortino ratioReturn per unit of downside risk | 1.63 | 1.48 | +0.15 |
Omega ratioGain probability vs. loss probability | 1.23 | 1.20 | +0.03 |
Calmar ratioReturn relative to maximum drawdown | 1.84 | 1.11 | +0.73 |
Martin ratioReturn relative to average drawdown | 5.89 | 4.16 | +1.73 |
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 | VTCAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.09 | 0.94 | +0.15 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.42 | 0.34 | +0.08 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.88 | 0.39 | +0.49 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.84 | 0.41 | +0.43 |
Correlation
The correlation between PGTYX and VTCAX is 0.70, 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. VTCAX - Dividend Comparison
PGTYX's dividend yield for the trailing twelve months is around 11.77%, more than VTCAX's 1.09% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PGTYX Putnam Global Technology Fund | 11.77% | 10.83% | 6.40% | 0.57% | 1.71% | 21.15% | 13.60% | 2.63% | 9.44% | 6.75% | 1.01% | 4.56% |
VTCAX Vanguard Communication Services Index Fund Admiral Shares | 1.09% | 0.95% | 1.06% | 1.04% | 0.88% | 1.20% | 0.73% | 0.89% | 2.77% | 3.84% | 2.68% | 3.55% |
Drawdowns
PGTYX vs. VTCAX - Drawdown Comparison
The maximum PGTYX drawdown since its inception was -42.09%, smaller than the maximum VTCAX drawdown of -57.11%. Use the drawdown chart below to compare losses from any high point for PGTYX and VTCAX.
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Drawdown Indicators
| PGTYX | VTCAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -42.09% | -57.11% | +15.02% |
Max Drawdown (1Y)Largest decline over 1 year | -14.51% | -13.56% | -0.95% |
Max Drawdown (5Y)Largest decline over 5 years | -42.09% | -46.58% | +4.49% |
Max Drawdown (10Y)Largest decline over 10 years | -42.09% | -46.58% | +4.49% |
Current DrawdownCurrent decline from peak | -13.58% | -13.08% | -0.50% |
Average DrawdownAverage peak-to-trough decline | -6.66% | -11.96% | +5.30% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.54% | 3.61% | +0.93% |
Volatility
PGTYX vs. VTCAX - Volatility Comparison
Putnam Global Technology Fund (PGTYX) has a higher volatility of 8.10% compared to Vanguard Communication Services Index Fund Admiral Shares (VTCAX) at 5.02%. This indicates that PGTYX's price experiences larger fluctuations and is considered to be riskier than VTCAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PGTYX | VTCAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.10% | 5.02% | +3.08% |
Volatility (6M)Calculated over the trailing 6-month period | 16.61% | 11.16% | +5.45% |
Volatility (1Y)Calculated over the trailing 1-year period | 28.03% | 20.09% | +7.94% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 24.67% | 21.23% | +3.44% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.87% | 20.95% | +2.92% |