POAGX vs. VO
Compare and contrast key facts about PrimeCap Odyssey Aggressive Growth Fund (POAGX) and Vanguard Mid-Cap ETF (VO).
POAGX is managed by PRIMECAP Odyssey Funds. It was launched on Nov 1, 2004. VO is a passively managed fund by Vanguard that tracks the performance of the CRSP US Mid Cap 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: POAGX or VO.
Key characteristics
| POAGX | VO | |
|---|---|---|
| YTD Return | 8.74% | 14.58% |
| 1Y Return | 22.90% | 28.95% |
| 3Y Return (Ann) | -0.96% | 2.43% |
| 5Y Return (Ann) | 10.44% | 10.81% |
| 10Y Return (Ann) | 11.13% | 9.77% |
| Sharpe Ratio | 1.46 | 2.51 |
| Sortino Ratio | 2.05 | 3.50 |
| Omega Ratio | 1.26 | 1.44 |
| Calmar Ratio | 1.12 | 1.63 |
| Martin Ratio | 6.35 | 15.34 |
| Ulcer Index | 3.99% | 2.05% |
| Daily Std Dev | 17.29% | 12.39% |
| Max Drawdown | -55.77% | -58.89% |
| Current Drawdown | -3.45% | -2.86% |
Correlation
The correlation between POAGX and VO is 0.88, 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
POAGX vs. VO - Performance Comparison
In the year-to-date period, POAGX achieves a 8.74% return, which is significantly lower than VO's 14.58% return. Over the past 10 years, POAGX has outperformed VO with an annualized return of 11.13%, while VO has yielded a comparatively lower 9.77% 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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POAGX vs. VO - Expense Ratio Comparison
POAGX has a 0.65% expense ratio, which is higher than VO's 0.04% expense ratio.
Risk-Adjusted Performance
POAGX vs. VO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for PrimeCap Odyssey Aggressive Growth Fund (POAGX) and Vanguard Mid-Cap ETF (VO). 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
POAGX vs. VO - Dividend Comparison
POAGX's dividend yield for the trailing twelve months is around 5.10%, more than VO's 1.54% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
POAGX PrimeCap Odyssey Aggressive Growth Fund | 5.10% | 5.54% | 10.78% | 11.10% | 7.84% | 10.65% | 7.82% | 0.86% | 8.31% | 6.27% | 4.67% | 1.71% |
VO Vanguard Mid-Cap ETF | 1.54% | 1.52% | 1.60% | 1.12% | 1.45% | 1.48% | 1.82% | 1.35% | 1.45% | 1.47% | 1.29% | 1.17% |
Drawdowns
POAGX vs. VO - Drawdown Comparison
The maximum POAGX drawdown since its inception was -55.77%, smaller than the maximum VO drawdown of -58.89%. Use the drawdown chart below to compare losses from any high point for POAGX and VO. For additional features, visit the drawdowns tool.
Volatility
POAGX vs. VO - Volatility Comparison
PrimeCap Odyssey Aggressive Growth Fund (POAGX) has a higher volatility of 4.30% compared to Vanguard Mid-Cap ETF (VO) at 2.71%. This indicates that POAGX's price experiences larger fluctuations and is considered to be riskier than VO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.