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.
Key characteristics
| POGRX | VOO | |
|---|---|---|
| YTD Return | 6.86% | 18.91% |
| 1Y Return | 16.60% | 28.20% |
| 3Y Return (Ann) | 4.72% | 9.93% |
| 5Y Return (Ann) | 11.76% | 15.31% |
| 10Y Return (Ann) | 11.29% | 12.87% |
| Sharpe Ratio | 0.67 | 2.21 |
| Daily Std Dev | 24.50% | 12.64% |
| Max Drawdown | -51.63% | -33.99% |
| Current Drawdown | -4.34% | -0.60% |
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
In the year-to-date period, POGRX achieves a 6.86% return, which is significantly lower than VOO's 18.91% return. Over the past 10 years, POGRX has underperformed VOO with an annualized return of 11.29%, while VOO has yielded a comparatively higher 12.87% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
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 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 12.43%, more than VOO's 1.28% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
POGRX PrimeCap Odyssey Growth Fund | 12.43% | 13.28% | 12.36% | 13.68% | 12.50% | 5.13% | 2.45% | 1.54% | 3.49% | 1.29% | 3.10% | 2.26% |
VOO Vanguard S&P 500 ETF | 1.28% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% | 1.84% |
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 4.55% compared to Vanguard S&P 500 ETF (VOO) at 3.83%. 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.