POGRX vs. VOO
Compare and contrast key facts about PrimeCap Odyssey Growth Fund (POGRX) and Vanguard S&P 500 ETF (VOO).
POGRX is managed by PRIMECAP Odyssey Funds. It was launched on Nov 1, 2004. 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: POGRX or VOO.
Correlation
The correlation between POGRX and VOO 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. VOO - Performance Comparison
Key characteristics
POGRX:
-0.44
VOO:
-0.07
POGRX:
-0.46
VOO:
0.01
POGRX:
0.94
VOO:
1.00
POGRX:
-0.40
VOO:
-0.07
POGRX:
-1.96
VOO:
-0.36
POGRX:
4.12%
VOO:
3.31%
POGRX:
18.49%
VOO:
15.79%
POGRX:
-51.63%
VOO:
-33.99%
POGRX:
-20.18%
VOO:
-17.13%
Returns By Period
In the year-to-date period, POGRX achieves a -14.75% return, which is significantly lower than VOO's -13.30% return. Over the past 10 years, POGRX has underperformed VOO with an annualized return of 9.49%, while VOO has yielded a comparatively higher 11.35% annualized return.
POGRX
-14.75%
-16.32%
-13.27%
-6.98%
14.48%
9.49%
VOO
-13.30%
-12.91%
-11.02%
0.06%
17.17%
11.35%
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POGRX vs. VOO - Expense Ratio Comparison
POGRX has a 0.65% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
POGRX vs. VOO — Risk-Adjusted Performance Rank
POGRX
VOO
POGRX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for PrimeCap Odyssey Growth Fund (POGRX) 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
POGRX vs. VOO - Dividend Comparison
POGRX's dividend yield for the trailing twelve months is around 0.59%, less than VOO's 1.50% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
POGRX PrimeCap Odyssey Growth Fund | 0.59% | 0.50% | 0.53% | 0.62% | 0.12% | 0.41% | 0.50% | 0.35% | 0.30% | 0.48% | 0.36% | 0.63% |
VOO Vanguard S&P 500 ETF | 1.50% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
POGRX vs. VOO - Drawdown Comparison
The maximum POGRX drawdown since its inception was -51.63%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for POGRX and VOO. For additional features, visit the drawdowns tool.
Volatility
POGRX vs. VOO - Volatility Comparison
PrimeCap Odyssey Growth Fund (POGRX) has a higher volatility of 10.53% compared to Vanguard S&P 500 ETF (VOO) at 9.12%. This indicates that POGRX'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.