PNW vs. VTV
Compare and contrast key facts about Pinnacle West Capital Corporation (PNW) and Vanguard Value ETF (VTV).
VTV is a passively managed fund by Vanguard that tracks the performance of the MSCI US Prime Market Value Index. It was launched on Jan 26, 2004.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PNW or VTV.
Correlation
The correlation between PNW and VTV is 0.48, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
PNW vs. VTV - Performance Comparison
Key characteristics
PNW:
1.17
VTV:
1.56
PNW:
1.71
VTV:
2.20
PNW:
1.21
VTV:
1.28
PNW:
0.93
VTV:
2.28
PNW:
5.81
VTV:
9.15
PNW:
3.75%
VTV:
1.78%
PNW:
18.62%
VTV:
10.44%
PNW:
-79.18%
VTV:
-59.27%
PNW:
-10.50%
VTV:
-7.13%
Returns By Period
In the year-to-date period, PNW achieves a 23.21% return, which is significantly higher than VTV's 15.02% return. Over the past 10 years, PNW has underperformed VTV with an annualized return of 6.30%, while VTV has yielded a comparatively higher 9.88% annualized return.
PNW
23.21%
-6.98%
14.43%
25.14%
3.16%
6.30%
VTV
15.02%
-4.54%
5.46%
15.48%
9.81%
9.88%
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Risk-Adjusted Performance
PNW vs. VTV - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Pinnacle West Capital Corporation (PNW) and Vanguard Value ETF (VTV). 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
PNW vs. VTV - Dividend Comparison
PNW's dividend yield for the trailing twelve months is around 4.18%, more than VTV's 2.35% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PNW Pinnacle West Capital Corporation | 4.18% | 4.84% | 4.49% | 4.73% | 3.98% | 3.33% | 3.31% | 3.12% | 3.24% | 3.74% | 3.37% | 4.16% |
VTV Vanguard Value ETF | 2.35% | 2.46% | 2.52% | 2.15% | 2.56% | 2.50% | 2.73% | 2.29% | 2.44% | 2.60% | 2.22% | 2.21% |
Drawdowns
PNW vs. VTV - Drawdown Comparison
The maximum PNW drawdown since its inception was -79.18%, which is greater than VTV's maximum drawdown of -59.27%. Use the drawdown chart below to compare losses from any high point for PNW and VTV. For additional features, visit the drawdowns tool.
Volatility
PNW vs. VTV - Volatility Comparison
Pinnacle West Capital Corporation (PNW) has a higher volatility of 5.18% compared to Vanguard Value ETF (VTV) at 3.38%. This indicates that PNW's price experiences larger fluctuations and is considered to be riskier than VTV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.