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:
0.25
VOO:
0.54
POGRX:
0.49
VOO:
0.88
POGRX:
1.07
VOO:
1.13
POGRX:
0.24
VOO:
0.55
POGRX:
0.95
VOO:
2.27
POGRX:
5.64%
VOO:
4.55%
POGRX:
21.83%
VOO:
19.19%
POGRX:
-51.63%
VOO:
-33.99%
POGRX:
-11.55%
VOO:
-9.90%
Returns By Period
The year-to-date returns for both stocks are quite close, with POGRX having a -5.53% return and VOO slightly lower at -5.74%. Over the past 10 years, POGRX has underperformed VOO with an annualized return of 10.61%, while VOO has yielded a comparatively higher 12.12% annualized return.
POGRX
-5.53%
-4.03%
-3.83%
4.61%
13.39%
10.61%
VOO
-5.74%
-2.90%
-4.28%
9.78%
15.72%
12.12%
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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 0.53%, less than VOO's 1.38% 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% |
VOO Vanguard S&P 500 ETF | 1.38% | 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 15.40% compared to Vanguard S&P 500 ETF (VOO) at 13.96%. 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.