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 0.81, 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:
0.76
SPLG:
1.89
PINDX:
1.06
SPLG:
2.53
PINDX:
1.15
SPLG:
1.35
PINDX:
0.39
SPLG:
2.83
PINDX:
3.51
SPLG:
11.90
PINDX:
3.27%
SPLG:
2.01%
PINDX:
15.05%
SPLG:
12.63%
PINDX:
-61.99%
SPLG:
-54.52%
PINDX:
-20.79%
SPLG:
-3.93%
Returns By Period
In the year-to-date period, PINDX achieves a -0.71% return, which is significantly lower than SPLG's -0.67% return. Over the past 10 years, PINDX has underperformed SPLG with an annualized return of 0.67%, while SPLG has yielded a comparatively higher 13.31% annualized return.
PINDX
-0.71%
-4.21%
-2.78%
11.39%
-0.18%
0.67%
SPLG
-0.67%
-3.35%
3.75%
23.76%
13.79%
13.31%
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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 has not paid dividends to shareholders, while SPLG's dividend yield for the trailing twelve months is around 1.29%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PINDX Pioneer Disciplined Growth Fund | 0.00% | 0.00% | 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 | 1.29% | 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 5.29% compared to SPDR Portfolio S&P 500 ETF (SPLG) at 4.56%. 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.