PINDX vs. VTI
Compare and contrast key facts about Pioneer Disciplined Growth Fund (PINDX) and Vanguard Total Stock Market ETF (VTI).
PINDX is managed by Amundi. It was launched on Dec 15, 2005. VTI is a passively managed fund by Vanguard that tracks the performance of the CRSP US Total Market Index. It was launched on Jun 27, 2016.
Performance
PINDX vs. VTI - Performance Comparison
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PINDX vs. VTI - 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% |
VTI Vanguard Total Stock Market ETF | -4.01% | 17.10% | 23.81% | 26.05% | -19.52% | 25.68% | 21.08% | 30.67% | -5.23% | 21.21% |
Returns By Period
In the year-to-date period, PINDX achieves a -10.74% return, which is significantly lower than VTI's -4.01% return. Both investments have delivered pretty close results over the past 10 years, with PINDX having a 13.96% annualized return and VTI not far behind at 13.60%.
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%
VTI
- 1D
- 2.93%
- 1M
- -5.00%
- YTD
- -4.01%
- 6M
- -1.66%
- 1Y
- 18.11%
- 3Y*
- 17.84%
- 5Y*
- 10.46%
- 10Y*
- 13.60%
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PINDX vs. VTI - Expense Ratio Comparison
PINDX has a 1.05% expense ratio, which is higher than VTI's 0.03% expense ratio.
Return for Risk
PINDX vs. VTI — Risk / Return Rank
PINDX
VTI
PINDX vs. VTI - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Pioneer Disciplined Growth Fund (PINDX) and Vanguard Total Stock Market ETF (VTI). 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 | VTI | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.86 | 0.96 | -0.10 |
Sortino ratioReturn per unit of downside risk | 1.36 | 1.48 | -0.12 |
Omega ratioGain probability vs. loss probability | 1.19 | 1.23 | -0.03 |
Calmar ratioReturn relative to maximum drawdown | 1.14 | 1.52 | -0.38 |
Martin ratioReturn relative to average drawdown | 3.87 | 7.26 | -3.39 |
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 | VTI | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.86 | 0.96 | -0.10 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.50 | 0.60 | -0.10 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.72 | 0.75 | -0.03 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.45 | 0.48 | -0.03 |
Correlation
The correlation between PINDX and VTI is 0.94, 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. VTI - Dividend Comparison
PINDX's dividend yield for the trailing twelve months is around 5.06%, more than VTI's 1.17% 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% |
VTI Vanguard Total Stock Market ETF | 1.17% | 1.12% | 1.27% | 1.44% | 1.66% | 1.21% | 1.42% | 1.78% | 2.04% | 1.71% | 1.92% | 1.98% |
Drawdowns
PINDX vs. VTI - Drawdown Comparison
The maximum PINDX drawdown since its inception was -52.37%, smaller than the maximum VTI drawdown of -55.45%. Use the drawdown chart below to compare losses from any high point for PINDX and VTI.
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Drawdown Indicators
| PINDX | VTI | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -52.37% | -55.45% | +3.08% |
Max Drawdown (1Y)Largest decline over 1 year | -14.64% | -12.30% | -2.34% |
Max Drawdown (5Y)Largest decline over 5 years | -28.77% | -25.36% | -3.41% |
Max Drawdown (10Y)Largest decline over 10 years | -29.82% | -35.00% | +5.18% |
Current DrawdownCurrent decline from peak | -14.64% | -6.25% | -8.39% |
Average DrawdownAverage peak-to-trough decline | -11.54% | -8.08% | -3.46% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.32% | 2.58% | +1.74% |
Volatility
PINDX vs. VTI - Volatility Comparison
Pioneer Disciplined Growth Fund (PINDX) and Vanguard Total Stock Market ETF (VTI) have volatilities of 5.70% and 5.45%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PINDX | VTI | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.70% | 5.45% | +0.25% |
Volatility (6M)Calculated over the trailing 6-month period | 12.53% | 9.73% | +2.80% |
Volatility (1Y)Calculated over the trailing 1-year period | 23.05% | 19.01% | +4.04% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.57% | 17.42% | +2.15% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.43% | 18.29% | +1.14% |