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 0.91, 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:
0.25
SPY:
0.51
POGRX:
0.49
SPY:
0.86
POGRX:
1.07
SPY:
1.13
POGRX:
0.24
SPY:
0.55
POGRX:
0.95
SPY:
2.26
POGRX:
5.64%
SPY:
4.55%
POGRX:
21.83%
SPY:
20.08%
POGRX:
-51.63%
SPY:
-55.19%
POGRX:
-11.55%
SPY:
-9.89%
Returns By Period
The year-to-date returns for both stocks are quite close, with POGRX having a -5.53% return and SPY slightly lower at -5.76%. Over the past 10 years, POGRX has underperformed SPY with an annualized return of 10.55%, while SPY has yielded a comparatively higher 11.99% annualized return.
POGRX
-5.53%
-4.45%
-3.83%
5.76%
13.73%
10.55%
SPY
-5.76%
-3.16%
-4.30%
10.76%
15.96%
11.99%
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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 Rank
POGRX
SPY
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's dividend yield for the trailing twelve months is around 0.53%, less than SPY's 1.30% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
POGRX PrimeCap Odyssey Growth Fund | 0.53% | 0.50% | 0.53% | 0.62% | 0.12% | 0.41% | 0.50% | 0.35% | 0.30% | 0.48% | 0.36% | 0.63% |
SPY SPDR S&P 500 ETF | 1.30% | 1.21% | 1.40% | 1.65% | 1.20% | 1.52% | 1.75% | 2.04% | 1.80% | 2.03% | 2.06% | 1.87% |
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) and SPDR S&P 500 ETF (SPY) have volatilities of 15.40% and 15.12%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.