POGAX vs. VOO
Compare and contrast key facts about Putnam Growth Opportunities Fund (POGAX) and Vanguard S&P 500 ETF (VOO).
POGAX is managed by Putnam. It was launched on Oct 2, 1995. VOO is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Index. It was launched on Sep 7, 2010.
Performance
POGAX vs. VOO - Performance Comparison
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POGAX vs. VOO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
POGAX Putnam Growth Opportunities Fund | -12.94% | 14.28% | 33.22% | 44.22% | -30.43% | 22.64% | 38.44% | 36.44% | 2.29% | 30.97% |
VOO Vanguard S&P 500 ETF | -4.42% | 17.82% | 24.98% | 26.32% | -18.17% | 28.79% | 18.32% | 31.37% | -4.50% | 21.77% |
Returns By Period
In the year-to-date period, POGAX achieves a -12.94% return, which is significantly lower than VOO's -4.42% return. Over the past 10 years, POGAX has outperformed VOO with an annualized return of 16.09%, while VOO has yielded a comparatively lower 14.05% annualized return.
POGAX
- 1D
- -0.55%
- 1M
- -9.00%
- YTD
- -12.94%
- 6M
- -12.36%
- 1Y
- 11.50%
- 3Y*
- 18.78%
- 5Y*
- 10.34%
- 10Y*
- 16.09%
VOO
- 1D
- 2.86%
- 1M
- -5.01%
- YTD
- -4.42%
- 6M
- -1.84%
- 1Y
- 17.67%
- 3Y*
- 18.27%
- 5Y*
- 11.75%
- 10Y*
- 14.05%
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POGAX vs. VOO - Expense Ratio Comparison
POGAX has a 0.99% expense ratio, which is higher than VOO's 0.03% expense ratio.
Return for Risk
POGAX vs. VOO — Risk / Return Rank
POGAX
VOO
POGAX vs. VOO - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Putnam Growth Opportunities Fund (POGAX) and Vanguard S&P 500 ETF (VOO). 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.
| POGAX | VOO | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.52 | 0.98 | -0.46 |
Sortino ratioReturn per unit of downside risk | 0.91 | 1.50 | -0.58 |
Omega ratioGain probability vs. loss probability | 1.13 | 1.23 | -0.10 |
Calmar ratioReturn relative to maximum drawdown | 0.52 | 1.53 | -1.01 |
Martin ratioReturn relative to average drawdown | 1.82 | 7.29 | -5.47 |
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
| POGAX | VOO | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.52 | 0.98 | -0.46 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.48 | 0.70 | -0.22 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.76 | 0.78 | -0.02 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.41 | 0.83 | -0.42 |
Correlation
The correlation between POGAX and VOO is 0.93, 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
POGAX vs. VOO - Dividend Comparison
POGAX's dividend yield for the trailing twelve months is around 6.53%, more than VOO's 1.19% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
POGAX Putnam Growth Opportunities Fund | 6.53% | 5.68% | 4.58% | 0.49% | 7.80% | 9.08% | 3.29% | 3.83% | 7.98% | 1.89% | 0.01% | 5.70% |
VOO Vanguard S&P 500 ETF | 1.19% | 1.13% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% |
Drawdowns
POGAX vs. VOO - Drawdown Comparison
The maximum POGAX drawdown since its inception was -76.55%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for POGAX and VOO.
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Drawdown Indicators
| POGAX | VOO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -76.55% | -33.99% | -42.56% |
Max Drawdown (1Y)Largest decline over 1 year | -16.42% | -11.98% | -4.44% |
Max Drawdown (5Y)Largest decline over 5 years | -34.15% | -24.52% | -9.63% |
Max Drawdown (10Y)Largest decline over 10 years | -34.15% | -33.99% | -0.16% |
Current DrawdownCurrent decline from peak | -16.42% | -6.29% | -10.13% |
Average DrawdownAverage peak-to-trough decline | -29.19% | -3.72% | -25.47% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.73% | 2.52% | +2.21% |
Volatility
POGAX vs. VOO - Volatility Comparison
Putnam Growth Opportunities Fund (POGAX) has a higher volatility of 5.57% compared to Vanguard S&P 500 ETF (VOO) at 5.29%. This indicates that POGAX's price experiences larger fluctuations and is considered to be riskier than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| POGAX | VOO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.57% | 5.29% | +0.28% |
Volatility (6M)Calculated over the trailing 6-month period | 12.20% | 9.44% | +2.76% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.15% | 18.10% | +4.05% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.62% | 16.82% | +4.80% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.12% | 17.99% | +3.13% |