POAAX vs. VTI
Compare and contrast key facts about Pacific Funds Portfolio Optimization Conservative (POAAX) and Vanguard Total Stock Market ETF (VTI).
POAAX is managed by Pacific Funds Series Trust. It was launched on Dec 30, 2003. VTI is a passively managed fund by Vanguard that tracks the performance of the CRSP US Total Market Index. It was launched on May 24, 2001.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: POAAX or VTI.
Key characteristics
| POAAX | VTI | |
|---|---|---|
| YTD Return | 7.16% | 17.74% |
| 1Y Return | 12.77% | 27.69% |
| 3Y Return (Ann) | -0.17% | 8.25% |
| 5Y Return (Ann) | 3.24% | 14.53% |
| 10Y Return (Ann) | 3.38% | 12.29% |
| Sharpe Ratio | 2.42 | 2.11 |
| Daily Std Dev | 5.18% | 13.00% |
| Max Drawdown | -19.52% | -55.45% |
| Current Drawdown | -1.42% | -0.63% |
Correlation
The correlation between POAAX and VTI is 0.73, 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
POAAX vs. VTI - Performance Comparison
In the year-to-date period, POAAX achieves a 7.16% return, which is significantly lower than VTI's 17.74% return. Over the past 10 years, POAAX has underperformed VTI with an annualized return of 3.38%, while VTI has yielded a comparatively higher 12.29% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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POAAX vs. VTI - Expense Ratio Comparison
POAAX has a 0.60% expense ratio, which is higher than VTI's 0.03% expense ratio.
Risk-Adjusted Performance
POAAX vs. VTI - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Pacific Funds Portfolio Optimization Conservative (POAAX) 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.
Dividends
POAAX vs. VTI - Dividend Comparison
POAAX's dividend yield for the trailing twelve months is around 3.16%, more than VTI's 1.32% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
POAAX Pacific Funds Portfolio Optimization Conservative | 3.16% | 3.39% | 6.99% | 4.14% | 2.89% | 2.04% | 12.02% | 2.18% | 3.29% | 3.64% | 4.38% | 2.76% |
VTI Vanguard Total Stock Market ETF | 1.32% | 1.44% | 1.66% | 1.21% | 1.42% | 1.78% | 2.04% | 1.71% | 1.92% | 1.98% | 1.76% | 1.74% |
Drawdowns
POAAX vs. VTI - Drawdown Comparison
The maximum POAAX drawdown since its inception was -19.52%, smaller than the maximum VTI drawdown of -55.45%. Use the drawdown chart below to compare losses from any high point for POAAX and VTI. For additional features, visit the drawdowns tool.
Volatility
POAAX vs. VTI - Volatility Comparison
The current volatility for Pacific Funds Portfolio Optimization Conservative (POAAX) is 1.13%, while Vanguard Total Stock Market ETF (VTI) has a volatility of 4.00%. This indicates that POAAX experiences smaller price fluctuations and is considered to be less risky than VTI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.