PODAX vs. VTI
Compare and contrast key facts about Pacific Funds Portfolio Optimization Growth (PODAX) and Vanguard Total Stock Market ETF (VTI).
PODAX 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: PODAX or VTI.
Key characteristics
| PODAX | VTI | |
|---|---|---|
| YTD Return | 11.70% | 17.74% |
| 1Y Return | 19.68% | 27.69% |
| 3Y Return (Ann) | 2.07% | 8.25% |
| 5Y Return (Ann) | 7.91% | 14.53% |
| 10Y Return (Ann) | 7.40% | 12.29% |
| Sharpe Ratio | 1.94 | 2.11 |
| Daily Std Dev | 9.98% | 13.00% |
| Max Drawdown | -50.14% | -55.45% |
| Current Drawdown | -0.40% | -0.63% |
Correlation
The correlation between PODAX and VTI is 0.96, 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
PODAX vs. VTI - Performance Comparison
In the year-to-date period, PODAX achieves a 11.70% return, which is significantly lower than VTI's 17.74% return. Over the past 10 years, PODAX has underperformed VTI with an annualized return of 7.40%, 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.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
PODAX vs. VTI - Expense Ratio Comparison
PODAX has a 0.60% expense ratio, which is higher than VTI's 0.03% expense ratio.
Risk-Adjusted Performance
PODAX vs. VTI - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Pacific Funds Portfolio Optimization Growth (PODAX) 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
PODAX vs. VTI - Dividend Comparison
PODAX's dividend yield for the trailing twelve months is around 1.20%, less than VTI's 1.32% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PODAX Pacific Funds Portfolio Optimization Growth | 1.20% | 1.34% | 26.52% | 10.54% | 2.64% | 6.88% | 25.73% | 4.01% | 6.37% | 8.05% | 2.21% | 1.29% |
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
PODAX vs. VTI - Drawdown Comparison
The maximum PODAX drawdown since its inception was -50.14%, smaller than the maximum VTI drawdown of -55.45%. Use the drawdown chart below to compare losses from any high point for PODAX and VTI. For additional features, visit the drawdowns tool.
Volatility
PODAX vs. VTI - Volatility Comparison
The current volatility for Pacific Funds Portfolio Optimization Growth (PODAX) is 3.16%, while Vanguard Total Stock Market ETF (VTI) has a volatility of 4.00%. This indicates that PODAX 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.