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
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Key characteristics
PINDX:
0.44
SPLG:
0.72
PINDX:
0.77
SPLG:
1.11
PINDX:
1.11
SPLG:
1.16
PINDX:
0.43
SPLG:
0.74
PINDX:
1.52
SPLG:
2.82
PINDX:
6.65%
SPLG:
4.88%
PINDX:
23.48%
SPLG:
19.49%
PINDX:
-61.99%
SPLG:
-54.52%
PINDX:
-4.09%
SPLG:
-2.64%
Returns By Period
In the year-to-date period, PINDX achieves a 1.04% return, which is significantly lower than SPLG's 1.82% return. Both investments have delivered pretty close results over the past 10 years, with PINDX having a 13.08% annualized return and SPLG not far behind at 12.73%.
PINDX
1.04%
17.60%
0.88%
10.16%
15.94%
15.33%
13.08%
SPLG
1.82%
13.00%
1.81%
13.87%
16.91%
16.69%
12.73%
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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.
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Dividends
PINDX vs. SPLG - Dividend Comparison
PINDX's dividend yield for the trailing twelve months is around 0.22%, less than SPLG's 1.28% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PINDX Pioneer Disciplined Growth Fund | 0.22% | 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 | 1.28% | 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.
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Volatility
PINDX vs. SPLG - Volatility Comparison
Pioneer Disciplined Growth Fund (PINDX) has a higher volatility of 7.33% compared to SPDR Portfolio S&P 500 ETF (SPLG) at 5.43%. 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.
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