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:
-0.14
VOO:
2.25
POGRX:
-0.03
VOO:
2.98
POGRX:
0.99
VOO:
1.42
POGRX:
-0.15
VOO:
3.31
POGRX:
-0.78
VOO:
14.77
POGRX:
4.03%
VOO:
1.90%
POGRX:
22.43%
VOO:
12.46%
POGRX:
-51.63%
VOO:
-33.99%
POGRX:
-19.47%
VOO:
-2.47%
Returns By Period
In the year-to-date period, POGRX achieves a -5.69% return, which is significantly lower than VOO's 26.02% return. Over the past 10 years, POGRX has underperformed VOO with an annualized return of 9.58%, while VOO has yielded a comparatively higher 13.08% annualized return.
POGRX
-5.69%
-16.43%
-12.43%
-4.76%
6.71%
9.58%
VOO
26.02%
-0.11%
9.35%
26.45%
14.79%
13.08%
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 has not paid dividends to shareholders, while VOO's dividend yield for the trailing twelve months is around 0.91%.
| 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% |
VOO Vanguard S&P 500 ETF | 0.91% | 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 18.63% compared to Vanguard S&P 500 ETF (VOO) at 3.75%. 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.