POGAX vs. VUG
Compare and contrast key facts about Putnam Growth Opportunities Fund (POGAX) and Vanguard Growth ETF (VUG).
POGAX is managed by Putnam. It was launched on Oct 2, 1995. VUG is a passively managed fund by Vanguard that tracks the performance of the CRSP U.S. Large Cap Growth Index. It was launched on Jan 26, 2004.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: POGAX or VUG.
Correlation
The correlation between POGAX and VUG is 0.97, 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. VUG - Performance Comparison
Key characteristics
POGAX:
2.02
VUG:
2.11
POGAX:
2.64
VUG:
2.74
POGAX:
1.36
VUG:
1.39
POGAX:
1.89
VUG:
2.81
POGAX:
10.20
VUG:
11.02
POGAX:
3.55%
VUG:
3.31%
POGAX:
17.94%
VUG:
17.27%
POGAX:
-76.55%
VUG:
-50.68%
POGAX:
-2.87%
VUG:
-2.41%
Returns By Period
The year-to-date returns for both investments are quite close, with POGAX having a 34.85% return and VUG slightly higher at 34.89%. Over the past 10 years, POGAX has underperformed VUG with an annualized return of 12.54%, while VUG has yielded a comparatively higher 15.88% annualized return.
POGAX
34.85%
3.87%
10.55%
34.68%
13.62%
12.54%
VUG
34.89%
3.42%
12.16%
35.02%
18.91%
15.88%
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POGAX vs. VUG - Expense Ratio Comparison
POGAX has a 0.99% expense ratio, which is higher than VUG's 0.04% expense ratio.
Risk-Adjusted Performance
POGAX vs. VUG - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Putnam Growth Opportunities Fund (POGAX) and Vanguard Growth ETF (VUG). 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. VUG - Dividend Comparison
POGAX's dividend yield for the trailing twelve months is around 4.53%, more than VUG's 0.33% 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% |
VUG Vanguard Growth ETF | 0.33% | 0.58% | 0.70% | 0.48% | 0.66% | 0.95% | 1.32% | 1.14% | 1.39% | 1.30% | 1.21% | 1.19% |
Drawdowns
POGAX vs. VUG - Drawdown Comparison
The maximum POGAX drawdown since its inception was -76.55%, which is greater than VUG's maximum drawdown of -50.68%. Use the drawdown chart below to compare losses from any high point for POGAX and VUG. For additional features, visit the drawdowns tool.
Volatility
POGAX vs. VUG - Volatility Comparison
Putnam Growth Opportunities Fund (POGAX) has a higher volatility of 5.22% compared to Vanguard Growth ETF (VUG) at 4.86%. This indicates that POGAX's price experiences larger fluctuations and is considered to be riskier than VUG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.