POGRX vs. VUG
Compare and contrast key facts about PrimeCap Odyssey Growth Fund (POGRX) and Vanguard Growth ETF (VUG).
POGRX is managed by PRIMECAP Odyssey Funds. It was launched on Nov 1, 2004. VUG is a passively managed fund by Vanguard that tracks the performance of the CRSP U.S. Large Cap Growth Index. It was launched on Jan 26, 2004.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: POGRX or VUG.
Correlation
The correlation between POGRX and VUG is 0.89, 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. VUG - Performance Comparison
Key characteristics
POGRX:
-0.21
VUG:
1.95
POGRX:
-0.10
VUG:
2.55
POGRX:
0.98
VUG:
1.36
POGRX:
-0.23
VUG:
2.60
POGRX:
-1.27
VUG:
10.22
POGRX:
3.62%
VUG:
3.30%
POGRX:
22.47%
VUG:
17.30%
POGRX:
-51.63%
VUG:
-50.68%
POGRX:
-20.17%
VUG:
-3.63%
Returns By Period
In the year-to-date period, POGRX achieves a -6.51% return, which is significantly lower than VUG's 33.21% return. Over the past 10 years, POGRX has underperformed VUG with an annualized return of 9.44%, while VUG has yielded a comparatively higher 15.76% annualized return.
POGRX
-6.51%
-16.69%
-13.91%
-5.63%
6.54%
9.44%
VUG
33.21%
3.24%
9.92%
32.99%
18.66%
15.76%
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POGRX vs. VUG - Expense Ratio Comparison
POGRX has a 0.65% expense ratio, which is higher than VUG's 0.04% expense ratio.
Risk-Adjusted Performance
POGRX vs. VUG - Risk-Adjusted Performance Comparison
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.
Dividends
POGRX vs. VUG - Dividend Comparison
POGRX has not paid dividends to shareholders, while VUG's dividend yield for the trailing twelve months is around 0.48%.
| 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% |
VUG Vanguard Growth ETF | 0.48% | 0.58% | 0.70% | 0.48% | 0.66% | 0.95% | 1.32% | 1.14% | 1.39% | 1.30% | 1.21% | 1.19% |
Drawdowns
POGRX vs. VUG - Drawdown Comparison
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.
Volatility
POGRX vs. VUG - Volatility Comparison
PrimeCap Odyssey Growth Fund (POGRX) has a higher volatility of 18.55% compared to Vanguard Growth ETF (VUG) at 4.86%. This indicates that POGRX's price experiences larger fluctuations and is considered to be riskier than VUG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.