Correlation
The correlation between PINCX and VOO is -0.03. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
PINCX vs. VOO
Compare and contrast key facts about Putnam Income Fund (PINCX) and Vanguard S&P 500 ETF (VOO).
PINCX is managed by Putnam. It was launched on Nov 1, 1954. 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: PINCX or VOO.
Performance
PINCX vs. VOO - Performance Comparison
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Key characteristics
PINCX:
1.15
VOO:
0.74
PINCX:
1.53
VOO:
1.04
PINCX:
1.19
VOO:
1.15
PINCX:
0.42
VOO:
0.68
PINCX:
2.78
VOO:
2.58
PINCX:
2.02%
VOO:
4.93%
PINCX:
5.32%
VOO:
19.54%
PINCX:
-30.53%
VOO:
-33.99%
PINCX:
-7.70%
VOO:
-3.55%
Returns By Period
In the year-to-date period, PINCX achieves a 2.28% return, which is significantly higher than VOO's 0.90% return. Over the past 10 years, PINCX has underperformed VOO with an annualized return of 1.46%, while VOO has yielded a comparatively higher 12.81% annualized return.
PINCX
2.28%
-0.32%
0.61%
5.62%
1.58%
-0.55%
1.46%
VOO
0.90%
5.53%
-1.46%
13.29%
14.31%
15.89%
12.81%
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PINCX vs. VOO - Expense Ratio Comparison
PINCX has a 0.73% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
PINCX vs. VOO — Risk-Adjusted Performance Rank
PINCX
VOO
PINCX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Putnam Income Fund (PINCX) 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
PINCX vs. VOO - Dividend Comparison
PINCX's dividend yield for the trailing twelve months is around 8.84%, more than VOO's 1.29% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PINCX Putnam Income Fund | 8.84% | 9.12% | 7.35% | 7.70% | 3.70% | 5.46% | 4.65% | 3.57% | 3.46% | 3.21% | 3.03% | 4.21% |
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
PINCX vs. VOO - Drawdown Comparison
The maximum PINCX drawdown since its inception was -30.53%, smaller than the maximum VOO drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for PINCX and VOO.
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Volatility
PINCX vs. VOO - Volatility Comparison
The current volatility for Putnam Income Fund (PINCX) is 1.48%, while Vanguard S&P 500 ETF (VOO) has a volatility of 4.84%. This indicates that PINCX experiences smaller price fluctuations and is considered to be less risky than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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