POGRX vs. BSPIX
Compare and contrast key facts about PrimeCap Odyssey Growth Fund (POGRX) and iShares S&P 500 Index Fund Institutional Class (BSPIX).
POGRX is managed by PRIMECAP Odyssey Funds. It was launched on Nov 1, 2004. BSPIX is a passively managed fund by iShares that tracks the performance of the S&P 500 Index. It was launched on Apr 28, 1993.
Performance
POGRX vs. BSPIX - Performance Comparison
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POGRX vs. BSPIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
POGRX PrimeCap Odyssey Growth Fund | -8.17% | 32.99% | 13.09% | 23.85% | -14.61% | 18.81% | 17.05% | 23.98% | -4.56% | 32.07% |
BSPIX iShares S&P 500 Index Fund Institutional Class | -7.08% | 17.75% | 24.85% | 26.17% | -18.20% | 28.55% | 18.35% | 31.35% | -4.87% | 21.20% |
Returns By Period
In the year-to-date period, POGRX achieves a -8.17% return, which is significantly lower than BSPIX's -7.08% return. Both investments have delivered pretty close results over the past 10 years, with POGRX having a 13.80% annualized return and BSPIX not far behind at 13.55%.
POGRX
- 1D
- -1.43%
- 1M
- -10.73%
- YTD
- -8.17%
- 6M
- -0.34%
- 1Y
- 26.71%
- 3Y*
- 17.28%
- 5Y*
- 9.28%
- 10Y*
- 13.80%
BSPIX
- 1D
- -0.39%
- 1M
- -7.69%
- YTD
- -7.08%
- 6M
- -4.66%
- 1Y
- 14.32%
- 3Y*
- 17.05%
- 5Y*
- 11.30%
- 10Y*
- 13.55%
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POGRX vs. BSPIX - Expense Ratio Comparison
POGRX has a 0.65% expense ratio, which is higher than BSPIX's 0.10% expense ratio.
Return for Risk
POGRX vs. BSPIX — Risk / Return Rank
POGRX
BSPIX
POGRX vs. BSPIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for PrimeCap Odyssey Growth Fund (POGRX) and iShares S&P 500 Index Fund Institutional Class (BSPIX). 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.
| POGRX | BSPIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.21 | 0.83 | +0.38 |
Sortino ratioReturn per unit of downside risk | 1.74 | 1.29 | +0.45 |
Omega ratioGain probability vs. loss probability | 1.25 | 1.20 | +0.06 |
Calmar ratioReturn relative to maximum drawdown | 1.67 | 1.05 | +0.62 |
Martin ratioReturn relative to average drawdown | 6.52 | 5.09 | +1.43 |
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
| POGRX | BSPIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.21 | 0.83 | +0.38 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.48 | 0.67 | -0.19 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.68 | 0.76 | -0.07 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.58 | 0.72 | -0.14 |
Correlation
The correlation between POGRX and BSPIX is 0.89, 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
POGRX vs. BSPIX - Dividend Comparison
POGRX's dividend yield for the trailing twelve months is around 27.11%, more than BSPIX's 1.53% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
POGRX PrimeCap Odyssey Growth Fund | 27.11% | 24.89% | 20.79% | 13.28% | 12.36% | 13.68% | 12.50% | 5.13% | 2.45% | 1.54% | 5.83% | 1.29% |
BSPIX iShares S&P 500 Index Fund Institutional Class | 1.53% | 1.66% | 1.35% | 1.44% | 1.94% | 1.76% | 1.60% | 1.92% | 1.94% | 1.57% | 2.30% | 2.42% |
Drawdowns
POGRX vs. BSPIX - Drawdown Comparison
The maximum POGRX drawdown since its inception was -51.63%, which is greater than BSPIX's maximum drawdown of -33.75%. Use the drawdown chart below to compare losses from any high point for POGRX and BSPIX.
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Drawdown Indicators
| POGRX | BSPIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -51.63% | -33.75% | -17.88% |
Max Drawdown (1Y)Largest decline over 1 year | -14.40% | -12.11% | -2.29% |
Max Drawdown (5Y)Largest decline over 5 years | -26.85% | -24.55% | -2.30% |
Max Drawdown (10Y)Largest decline over 10 years | -35.29% | -33.75% | -1.54% |
Current DrawdownCurrent decline from peak | -14.40% | -8.91% | -5.49% |
Average DrawdownAverage peak-to-trough decline | -7.17% | -3.98% | -3.19% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.69% | 2.49% | +1.20% |
Volatility
POGRX vs. BSPIX - Volatility Comparison
PrimeCap Odyssey Growth Fund (POGRX) has a higher volatility of 6.38% compared to iShares S&P 500 Index Fund Institutional Class (BSPIX) at 4.24%. This indicates that POGRX's price experiences larger fluctuations and is considered to be riskier than BSPIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| POGRX | BSPIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.38% | 4.24% | +2.14% |
Volatility (6M)Calculated over the trailing 6-month period | 13.13% | 9.08% | +4.05% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.91% | 18.06% | +3.85% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.22% | 16.84% | +2.38% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.29% | 17.99% | +2.30% |