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.
Performance
POAGX vs. VO - Performance Comparison
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POAGX vs. VO - 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% |
VO Vanguard Mid-Cap ETF | -0.05% | 11.62% | 15.31% | 16.03% | -18.73% | 24.70% | 18.10% | 30.98% | -9.24% | 19.28% |
Returns By Period
In the year-to-date period, POAGX achieves a -6.55% return, which is significantly lower than VO's -0.05% return. Over the past 10 years, POAGX has outperformed VO with an annualized return of 12.72%, while VO has yielded a comparatively lower 10.74% 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%
VO
- 1D
- 0.63%
- 1M
- -5.18%
- YTD
- -0.05%
- 6M
- -0.76%
- 1Y
- 13.07%
- 3Y*
- 12.85%
- 5Y*
- 6.79%
- 10Y*
- 10.74%
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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.
Return for Risk
POAGX vs. VO — Risk / Return Rank
POAGX
VO
POAGX vs. VO - Risk-Adjusted Trends 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.
| POAGX | VO | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.25 | 0.75 | +0.51 |
Sortino ratioReturn per unit of downside risk | 1.81 | 1.15 | +0.66 |
Omega ratioGain probability vs. loss probability | 1.25 | 1.16 | +0.09 |
Calmar ratioReturn relative to maximum drawdown | 1.73 | 1.06 | +0.68 |
Martin ratioReturn relative to average drawdown | 7.07 | 4.83 | +2.25 |
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 | VO | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.25 | 0.75 | +0.51 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.19 | 0.39 | -0.20 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.56 | 0.57 | -0.01 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.58 | 0.48 | +0.09 |
Correlation
The correlation between POAGX and VO is 0.87, 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. VO - Dividend Comparison
POAGX's dividend yield for the trailing twelve months is around 14.18%, more than VO's 1.50% 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% |
VO Vanguard Mid-Cap ETF | 1.50% | 1.52% | 1.49% | 1.52% | 1.60% | 1.12% | 1.45% | 1.48% | 1.82% | 1.35% | 1.45% | 1.47% |
Drawdowns
POAGX vs. VO - Drawdown Comparison
The maximum POAGX drawdown since its inception was -55.77%, smaller than the maximum VO drawdown of -58.87%. Use the drawdown chart below to compare losses from any high point for POAGX and VO.
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Drawdown Indicators
| POAGX | VO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -55.77% | -58.87% | +3.10% |
Max Drawdown (1Y)Largest decline over 1 year | -16.87% | -12.74% | -4.13% |
Max Drawdown (5Y)Largest decline over 5 years | -38.80% | -27.57% | -11.23% |
Max Drawdown (10Y)Largest decline over 10 years | -38.80% | -39.37% | +0.57% |
Current DrawdownCurrent decline from peak | -13.08% | -5.53% | -7.55% |
Average DrawdownAverage peak-to-trough decline | -9.58% | -7.91% | -1.67% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.13% | 2.79% | +1.34% |
Volatility
POAGX vs. VO - Volatility Comparison
PrimeCap Odyssey Aggressive Growth Fund (POAGX) has a higher volatility of 8.65% compared to Vanguard Mid-Cap ETF (VO) at 4.83%. 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.
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Volatility by Period
| POAGX | VO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.65% | 4.83% | +3.82% |
Volatility (6M)Calculated over the trailing 6-month period | 15.69% | 9.73% | +5.96% |
Volatility (1Y)Calculated over the trailing 1-year period | 24.15% | 17.57% | +6.58% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.65% | 17.61% | +5.04% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.75% | 18.94% | +3.81% |