PIGFX vs. VTI
Compare and contrast key facts about Pioneer Fundamental Growth Fund (PIGFX) and Vanguard Total Stock Market ETF (VTI).
PIGFX is managed by Amundi US. It was launched on Aug 22, 2002. VTI is a passively managed fund by Vanguard that tracks the performance of the CRSP US Total Market Index. It was launched on May 24, 2001.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PIGFX or VTI.
Key characteristics
| PIGFX | VTI | |
|---|---|---|
| YTD Return | 21.08% | 25.21% |
| 1Y Return | 23.54% | 33.95% |
| 3Y Return (Ann) | -0.41% | 8.40% |
| 5Y Return (Ann) | 6.66% | 14.97% |
| 10Y Return (Ann) | 7.34% | 12.80% |
| Sharpe Ratio | 1.72 | 2.76 |
| Sortino Ratio | 2.28 | 3.68 |
| Omega Ratio | 1.32 | 1.51 |
| Calmar Ratio | 1.02 | 4.00 |
| Martin Ratio | 9.47 | 17.66 |
| Ulcer Index | 2.44% | 1.94% |
| Daily Std Dev | 13.43% | 12.43% |
| Max Drawdown | -41.72% | -55.45% |
| Current Drawdown | -2.24% | -1.18% |
Correlation
The correlation between PIGFX and VTI is 0.90, 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.
Performance
PIGFX vs. VTI - Performance Comparison
In the year-to-date period, PIGFX achieves a 21.08% return, which is significantly lower than VTI's 25.21% return. Over the past 10 years, PIGFX has underperformed VTI with an annualized return of 7.34%, while VTI has yielded a comparatively higher 12.80% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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PIGFX vs. VTI - Expense Ratio Comparison
PIGFX has a 1.00% expense ratio, which is higher than VTI's 0.03% expense ratio.
Risk-Adjusted Performance
PIGFX vs. VTI - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Pioneer Fundamental Growth Fund (PIGFX) and Vanguard Total Stock Market ETF (VTI). 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.
Dividends
PIGFX vs. VTI - Dividend Comparison
PIGFX has not paid dividends to shareholders, while VTI's dividend yield for the trailing twelve months is around 1.27%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PIGFX Pioneer Fundamental Growth Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.04% | 0.24% | 0.17% | 0.29% | 0.28% | 0.26% | 0.36% |
VTI Vanguard Total Stock Market ETF | 1.27% | 1.44% | 1.67% | 1.21% | 1.42% | 1.78% | 2.04% | 1.71% | 1.92% | 1.98% | 1.76% | 1.74% |
Drawdowns
PIGFX vs. VTI - Drawdown Comparison
The maximum PIGFX drawdown since its inception was -41.72%, smaller than the maximum VTI drawdown of -55.45%. Use the drawdown chart below to compare losses from any high point for PIGFX and VTI. For additional features, visit the drawdowns tool.
Volatility
PIGFX vs. VTI - Volatility Comparison
Pioneer Fundamental Growth Fund (PIGFX) and Vanguard Total Stock Market ETF (VTI) have volatilities of 3.95% and 4.05%, 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.