PINDX vs. VOO
Compare and contrast key facts about Pioneer Disciplined Growth Fund (PINDX) and Vanguard S&P 500 ETF (VOO).
PINDX is managed by Amundi. It was launched on Dec 15, 2005. 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.
Performance
PINDX vs. VOO - Performance Comparison
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PINDX vs. VOO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PINDX Pioneer Disciplined Growth Fund | -10.74% | 21.16% | 19.33% | 28.67% | -21.49% | 25.59% | 34.78% | 35.61% | -5.08% | 26.41% |
VOO Vanguard S&P 500 ETF | -4.42% | 17.82% | 24.98% | 26.32% | -18.17% | 28.79% | 18.32% | 31.37% | -4.50% | 21.77% |
Returns By Period
In the year-to-date period, PINDX achieves a -10.74% return, which is significantly lower than VOO's -4.42% return. Both investments have delivered pretty close results over the past 10 years, with PINDX having a 13.96% annualized return and VOO not far ahead at 14.05%.
PINDX
- 1D
- -0.42%
- 1M
- -8.32%
- YTD
- -10.74%
- 6M
- -9.28%
- 1Y
- 19.72%
- 3Y*
- 14.71%
- 5Y*
- 9.73%
- 10Y*
- 13.96%
VOO
- 1D
- 2.86%
- 1M
- -5.01%
- YTD
- -4.42%
- 6M
- -1.84%
- 1Y
- 17.67%
- 3Y*
- 18.27%
- 5Y*
- 11.75%
- 10Y*
- 14.05%
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PINDX vs. VOO - Expense Ratio Comparison
PINDX has a 1.05% expense ratio, which is higher than VOO's 0.03% expense ratio.
Return for Risk
PINDX vs. VOO — Risk / Return Rank
PINDX
VOO
PINDX vs. VOO - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Pioneer Disciplined Growth Fund (PINDX) 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.
| PINDX | VOO | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.86 | 0.98 | -0.12 |
Sortino ratioReturn per unit of downside risk | 1.36 | 1.50 | -0.14 |
Omega ratioGain probability vs. loss probability | 1.19 | 1.23 | -0.03 |
Calmar ratioReturn relative to maximum drawdown | 1.14 | 1.53 | -0.39 |
Martin ratioReturn relative to average drawdown | 3.87 | 7.29 | -3.43 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| PINDX | VOO | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.86 | 0.98 | -0.12 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.50 | 0.70 | -0.20 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.72 | 0.78 | -0.06 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.45 | 0.83 | -0.39 |
Correlation
The correlation between PINDX and VOO is 0.95, 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.
Dividends
PINDX vs. VOO - Dividend Comparison
PINDX's dividend yield for the trailing twelve months is around 5.06%, more than VOO's 1.19% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PINDX Pioneer Disciplined Growth Fund | 5.06% | 4.51% | 6.34% | 0.17% | 7.23% | 33.14% | 27.35% | 5.20% | 26.83% | 12.86% | 8.57% | 6.14% |
VOO Vanguard S&P 500 ETF | 1.19% | 1.13% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% |
Drawdowns
PINDX vs. VOO - Drawdown Comparison
The maximum PINDX drawdown since its inception was -52.37%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for PINDX and VOO.
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Drawdown Indicators
| PINDX | VOO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -52.37% | -33.99% | -18.38% |
Max Drawdown (1Y)Largest decline over 1 year | -14.64% | -11.98% | -2.66% |
Max Drawdown (5Y)Largest decline over 5 years | -28.77% | -24.52% | -4.25% |
Max Drawdown (10Y)Largest decline over 10 years | -29.82% | -33.99% | +4.17% |
Current DrawdownCurrent decline from peak | -14.64% | -6.29% | -8.35% |
Average DrawdownAverage peak-to-trough decline | -11.54% | -3.72% | -7.82% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.32% | 2.52% | +1.80% |
Volatility
PINDX vs. VOO - Volatility Comparison
Pioneer Disciplined Growth Fund (PINDX) has a higher volatility of 5.70% compared to Vanguard S&P 500 ETF (VOO) at 5.29%. This indicates that PINDX's price experiences larger fluctuations and is considered to be riskier than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PINDX | VOO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.70% | 5.29% | +0.41% |
Volatility (6M)Calculated over the trailing 6-month period | 12.53% | 9.44% | +3.09% |
Volatility (1Y)Calculated over the trailing 1-year period | 23.05% | 18.10% | +4.95% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.57% | 16.82% | +2.75% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.43% | 17.99% | +1.44% |