POEAX vs. SPY
Compare and contrast key facts about Pacific Funds Portfolio Optimization Aggressive-Growth (POEAX) and SPDR S&P 500 ETF (SPY).
POEAX is managed by Pacific Funds Series Trust. It was launched on Dec 30, 2003. SPY is a passively managed fund by State Street that tracks the performance of the S&P 500 Index. It was launched on Jan 22, 1993.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: POEAX or SPY.
Correlation
The correlation between POEAX and SPY is 0.94, 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
POEAX vs. SPY - Performance Comparison
Key characteristics
POEAX:
1.52
SPY:
1.87
POEAX:
2.09
SPY:
2.52
POEAX:
1.28
SPY:
1.35
POEAX:
0.46
SPY:
2.81
POEAX:
8.27
SPY:
11.69
POEAX:
2.10%
SPY:
2.02%
POEAX:
11.47%
SPY:
12.65%
POEAX:
-59.19%
SPY:
-55.19%
POEAX:
-25.44%
SPY:
0.00%
Returns By Period
The year-to-date returns for both investments are quite close, with POEAX having a 4.48% return and SPY slightly higher at 4.58%. Over the past 10 years, POEAX has underperformed SPY with an annualized return of 0.31%, while SPY has yielded a comparatively higher 13.23% annualized return.
POEAX
4.48%
2.52%
7.15%
18.33%
0.04%
0.31%
SPY
4.58%
2.57%
10.04%
24.97%
14.73%
13.23%
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POEAX vs. SPY - Expense Ratio Comparison
POEAX has a 0.60% expense ratio, which is higher than SPY's 0.09% expense ratio.
Risk-Adjusted Performance
POEAX vs. SPY — Risk-Adjusted Performance Rank
POEAX
SPY
POEAX vs. SPY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Pacific Funds Portfolio Optimization Aggressive-Growth (POEAX) and SPDR S&P 500 ETF (SPY). 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
POEAX vs. SPY - Dividend Comparison
POEAX's dividend yield for the trailing twelve months is around 2.03%, more than SPY's 1.15% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
POEAX Pacific Funds Portfolio Optimization Aggressive-Growth | 2.03% | 2.12% | 0.47% | 0.00% | 2.90% | 1.27% | 1.53% | 1.96% | 1.15% | 1.26% | 1.90% | 2.04% |
SPY SPDR S&P 500 ETF | 1.15% | 1.21% | 1.40% | 1.65% | 1.20% | 1.52% | 1.75% | 2.04% | 1.80% | 2.03% | 2.06% | 1.87% |
Drawdowns
POEAX vs. SPY - Drawdown Comparison
The maximum POEAX drawdown since its inception was -59.19%, which is greater than SPY's maximum drawdown of -55.19%. Use the drawdown chart below to compare losses from any high point for POEAX and SPY. For additional features, visit the drawdowns tool.
Volatility
POEAX vs. SPY - Volatility Comparison
Pacific Funds Portfolio Optimization Aggressive-Growth (POEAX) and SPDR S&P 500 ETF (SPY) have volatilities of 2.90% and 3.00%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.