POGRX vs. SPY
Compare and contrast key facts about PrimeCap Odyssey Growth Fund (POGRX) and SPDR S&P 500 ETF (SPY).
POGRX is managed by PRIMECAP Odyssey Funds. It was launched on Nov 1, 2004. 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: POGRX or SPY.
Correlation
The correlation between POGRX and SPY is 0.90, 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
POGRX vs. SPY - Performance Comparison
Key characteristics
POGRX:
-0.14
SPY:
2.21
POGRX:
-0.03
SPY:
2.93
POGRX:
0.99
SPY:
1.41
POGRX:
-0.15
SPY:
3.26
POGRX:
-0.78
SPY:
14.43
POGRX:
4.03%
SPY:
1.90%
POGRX:
22.43%
SPY:
12.41%
POGRX:
-51.63%
SPY:
-55.19%
POGRX:
-19.47%
SPY:
-2.74%
Returns By Period
In the year-to-date period, POGRX achieves a -5.69% return, which is significantly lower than SPY's 25.54% return. Over the past 10 years, POGRX has underperformed SPY with an annualized return of 9.58%, while SPY has yielded a comparatively higher 12.97% annualized return.
POGRX
-5.69%
-16.43%
-12.43%
-4.76%
6.71%
9.58%
SPY
25.54%
-0.42%
8.90%
25.98%
14.66%
12.97%
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POGRX vs. SPY - Expense Ratio Comparison
POGRX has a 0.65% expense ratio, which is higher than SPY's 0.09% expense ratio.
Risk-Adjusted Performance
POGRX vs. SPY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for PrimeCap Odyssey Growth Fund (POGRX) 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
POGRX vs. SPY - Dividend Comparison
POGRX has not paid dividends to shareholders, while SPY's dividend yield for the trailing twelve months is around 0.86%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
POGRX PrimeCap Odyssey Growth Fund | 0.00% | 0.53% | 0.62% | 0.12% | 0.41% | 0.50% | 0.35% | 0.30% | 0.48% | 0.36% | 0.63% | 0.33% |
SPY SPDR S&P 500 ETF | 0.86% | 1.40% | 1.65% | 1.20% | 1.52% | 1.75% | 2.04% | 1.80% | 2.03% | 2.06% | 1.87% | 1.81% |
Drawdowns
POGRX vs. SPY - Drawdown Comparison
The maximum POGRX drawdown since its inception was -51.63%, smaller than the maximum SPY drawdown of -55.19%. Use the drawdown chart below to compare losses from any high point for POGRX and SPY. For additional features, visit the drawdowns tool.
Volatility
POGRX vs. SPY - Volatility Comparison
PrimeCap Odyssey Growth Fund (POGRX) has a higher volatility of 18.63% compared to SPDR S&P 500 ETF (SPY) at 3.72%. This indicates that POGRX's price experiences larger fluctuations and is considered to be riskier than SPY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.