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.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: POGAX or VOO.
Correlation
The correlation between POGAX and VOO is 0.92, 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
POGAX vs. VOO - Performance Comparison
Key characteristics
POGAX:
2.02
VOO:
2.25
POGAX:
2.64
VOO:
2.98
POGAX:
1.36
VOO:
1.42
POGAX:
1.89
VOO:
3.31
POGAX:
10.20
VOO:
14.77
POGAX:
3.55%
VOO:
1.90%
POGAX:
17.94%
VOO:
12.46%
POGAX:
-76.55%
VOO:
-33.99%
POGAX:
-2.87%
VOO:
-2.47%
Returns By Period
In the year-to-date period, POGAX achieves a 34.85% return, which is significantly higher than VOO's 26.02% return. Both investments have delivered pretty close results over the past 10 years, with POGAX having a 12.54% annualized return and VOO not far ahead at 13.08%.
POGAX
34.85%
3.87%
10.55%
34.68%
13.62%
12.54%
VOO
26.02%
-0.11%
9.35%
26.45%
14.79%
13.08%
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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.
Risk-Adjusted Performance
POGAX vs. VOO - Risk-Adjusted Performance 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.
Dividends
POGAX vs. VOO - Dividend Comparison
POGAX's dividend yield for the trailing twelve months is around 4.53%, more than VOO's 0.91% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
POGAX Putnam Growth Opportunities Fund | 4.53% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.26% | 0.01% | 5.95% | 16.07% | 4.52% |
VOO Vanguard S&P 500 ETF | 0.91% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% | 1.84% |
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. For additional features, visit the drawdowns tool.
Volatility
POGAX vs. VOO - Volatility Comparison
Putnam Growth Opportunities Fund (POGAX) has a higher volatility of 5.22% compared to Vanguard S&P 500 ETF (VOO) at 3.75%. 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.