POGRX vs. VUG

In the year-to-date period, POGRX achieves a -14.75% return, which is significantly higher than VUG's -18.51% return. Over the past 10 years, POGRX has underperformed VUG with an annualized return of 9.36%, while VUG has yielded a comparatively higher 12.92% annualized return.

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POGRX has a 0.65% expense ratio, which is higher than VUG's 0.04% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for PrimeCap Odyssey Growth Fund (POGRX) and Vanguard Growth ETF (VUG). 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.

The current POGRX Sharpe Ratio is -0.44, which is lower than the VUG Sharpe Ratio of -0.10. The chart below compares the historical Sharpe Ratios of POGRX and VUG, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

POGRX's dividend yield for the trailing twelve months is around 0.59%, more than VUG's 0.58% yield.

The maximum POGRX drawdown since its inception was -51.63%, roughly equal to the maximum VUG drawdown of -50.68%. Use the drawdown chart below to compare losses from any high point for POGRX and VUG. For additional features, visit the drawdowns tool.

The current volatility for PrimeCap Odyssey Growth Fund (POGRX) is 14.10%, while Vanguard Growth ETF (VUG) has a volatility of 15.71%. This indicates that POGRX experiences smaller price fluctuations and is considered to be less risky than VUG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.