PINDX vs. SPLG
Compare and contrast key facts about Pioneer Disciplined Growth Fund (PINDX) and SPDR Portfolio S&P 500 ETF (SPLG).
PINDX is managed by Amundi US. It was launched on Dec 15, 2005. SPLG is a passively managed fund by State Street that tracks the performance of the S&P 500 Index. It was launched on Nov 15, 2005.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PINDX or SPLG.
Correlation
The correlation between PINDX and SPLG is 0.86, 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
PINDX vs. SPLG - Performance Comparison
Key characteristics
PINDX:
-0.04
SPLG:
0.54
PINDX:
0.10
SPLG:
0.87
PINDX:
1.01
SPLG:
1.13
PINDX:
-0.03
SPLG:
0.55
PINDX:
-0.13
SPLG:
2.26
PINDX:
7.72%
SPLG:
4.55%
PINDX:
23.56%
SPLG:
19.28%
PINDX:
-61.99%
SPLG:
-54.52%
PINDX:
-26.56%
SPLG:
-9.92%
Returns By Period
In the year-to-date period, PINDX achieves a -8.13% return, which is significantly lower than SPLG's -5.79% return. Over the past 10 years, PINDX has underperformed SPLG with an annualized return of -0.73%, while SPLG has yielded a comparatively higher 12.09% annualized return.
PINDX
-8.13%
-2.04%
-11.51%
-0.61%
0.10%
-0.73%
SPLG
-5.79%
-2.93%
-4.32%
9.73%
15.71%
12.09%
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PINDX vs. SPLG - Expense Ratio Comparison
PINDX has a 1.05% expense ratio, which is higher than SPLG's 0.03% expense ratio.
Risk-Adjusted Performance
PINDX vs. SPLG — Risk-Adjusted Performance Rank
PINDX
SPLG
PINDX vs. SPLG - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Pioneer Disciplined Growth Fund (PINDX) and SPDR Portfolio S&P 500 ETF (SPLG). 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
PINDX vs. SPLG - Dividend Comparison
PINDX's dividend yield for the trailing twelve months is around 0.24%, less than SPLG's 1.38% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PINDX Pioneer Disciplined Growth Fund | 0.24% | 0.22% | 0.17% | 0.24% | 0.00% | 0.00% | 0.16% | 0.01% | 0.16% | 0.26% | 0.30% | 0.92% |
SPLG SPDR Portfolio S&P 500 ETF | 1.38% | 1.28% | 1.44% | 1.69% | 1.25% | 1.54% | 1.79% | 2.23% | 1.75% | 1.97% | 1.98% | 1.79% |
Drawdowns
PINDX vs. SPLG - Drawdown Comparison
The maximum PINDX drawdown since its inception was -61.99%, which is greater than SPLG's maximum drawdown of -54.52%. Use the drawdown chart below to compare losses from any high point for PINDX and SPLG. For additional features, visit the drawdowns tool.
Volatility
PINDX vs. SPLG - Volatility Comparison
Pioneer Disciplined Growth Fund (PINDX) has a higher volatility of 17.00% compared to SPDR Portfolio S&P 500 ETF (SPLG) at 14.16%. This indicates that PINDX's price experiences larger fluctuations and is considered to be riskier than SPLG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.