POAGX vs. SWPPX
Compare and contrast key facts about PrimeCap Odyssey Aggressive Growth Fund (POAGX) and Schwab S&P 500 Index Fund (SWPPX).
POAGX is managed by PRIMECAP Odyssey Funds. It was launched on Nov 1, 2004. SWPPX is a passively managed fund by Charles Schwab that tracks the performance of the S&P 500 Index. It was launched on May 19, 1997.
Performance
POAGX vs. SWPPX - Performance Comparison
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POAGX vs. SWPPX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
POAGX PrimeCap Odyssey Aggressive Growth Fund | -6.55% | 28.68% | 12.56% | 25.02% | -24.25% | 4.02% | 29.17% | 23.52% | -7.10% | 33.60% |
SWPPX Schwab S&P 500 Index Fund | -4.39% | 17.87% | 24.96% | 26.26% | -18.14% | 28.67% | 18.38% | 31.46% | -4.47% | 21.81% |
Returns By Period
In the year-to-date period, POAGX achieves a -6.55% return, which is significantly lower than SWPPX's -4.39% return. Over the past 10 years, POAGX has underperformed SWPPX with an annualized return of 12.72%, while SWPPX has yielded a comparatively higher 14.04% annualized return.
POAGX
- 1D
- 4.56%
- 1M
- -7.93%
- YTD
- -6.55%
- 6M
- -0.22%
- 1Y
- 30.59%
- 3Y*
- 15.20%
- 5Y*
- 4.33%
- 10Y*
- 12.72%
SWPPX
- 1D
- 2.88%
- 1M
- -5.04%
- YTD
- -4.39%
- 6M
- -2.17%
- 1Y
- 17.28%
- 3Y*
- 18.27%
- 5Y*
- 11.76%
- 10Y*
- 14.04%
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POAGX vs. SWPPX - Expense Ratio Comparison
POAGX has a 0.65% expense ratio, which is higher than SWPPX's 0.02% expense ratio.
Return for Risk
POAGX vs. SWPPX — Risk / Return Rank
POAGX
SWPPX
POAGX vs. SWPPX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for PrimeCap Odyssey Aggressive Growth Fund (POAGX) and Schwab S&P 500 Index Fund (SWPPX). 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.
| POAGX | SWPPX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.25 | 0.97 | +0.28 |
Sortino ratioReturn per unit of downside risk | 1.81 | 1.49 | +0.33 |
Omega ratioGain probability vs. loss probability | 1.25 | 1.23 | +0.03 |
Calmar ratioReturn relative to maximum drawdown | 1.73 | 1.52 | +0.21 |
Martin ratioReturn relative to average drawdown | 7.07 | 7.29 | -0.21 |
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
| POAGX | SWPPX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.25 | 0.97 | +0.28 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.19 | 0.70 | -0.51 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.56 | 0.77 | -0.21 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.58 | 0.48 | +0.09 |
Correlation
The correlation between POAGX and SWPPX is 0.85, 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
POAGX vs. SWPPX - Dividend Comparison
POAGX's dividend yield for the trailing twelve months is around 14.18%, more than SWPPX's 1.16% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
POAGX PrimeCap Odyssey Aggressive Growth Fund | 14.18% | 13.25% | 9.90% | 5.54% | 10.78% | 5.93% | 7.84% | 5.33% | 7.82% | 0.86% | 16.63% | 12.52% |
SWPPX Schwab S&P 500 Index Fund | 1.16% | 1.11% | 1.23% | 1.43% | 1.67% | 1.27% | 1.81% | 1.95% | 2.67% | 1.79% | 2.55% | 3.17% |
Drawdowns
POAGX vs. SWPPX - Drawdown Comparison
The maximum POAGX drawdown since its inception was -55.77%, roughly equal to the maximum SWPPX drawdown of -55.06%. Use the drawdown chart below to compare losses from any high point for POAGX and SWPPX.
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Drawdown Indicators
| POAGX | SWPPX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -55.77% | -55.06% | -0.71% |
Max Drawdown (1Y)Largest decline over 1 year | -16.87% | -12.10% | -4.77% |
Max Drawdown (5Y)Largest decline over 5 years | -38.80% | -24.51% | -14.29% |
Max Drawdown (10Y)Largest decline over 10 years | -38.80% | -33.80% | -5.00% |
Current DrawdownCurrent decline from peak | -13.08% | -6.26% | -6.82% |
Average DrawdownAverage peak-to-trough decline | -9.58% | -10.00% | +0.42% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.13% | 2.52% | +1.61% |
Volatility
POAGX vs. SWPPX - Volatility Comparison
PrimeCap Odyssey Aggressive Growth Fund (POAGX) has a higher volatility of 8.65% compared to Schwab S&P 500 Index Fund (SWPPX) at 5.36%. This indicates that POAGX's price experiences larger fluctuations and is considered to be riskier than SWPPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| POAGX | SWPPX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.65% | 5.36% | +3.29% |
Volatility (6M)Calculated over the trailing 6-month period | 15.69% | 9.55% | +6.14% |
Volatility (1Y)Calculated over the trailing 1-year period | 24.15% | 18.32% | +5.83% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.65% | 16.94% | +5.71% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.75% | 18.21% | +4.54% |