POGSX vs. SWPPX
Compare and contrast key facts about Pin Oak Equity (POGSX) and Schwab S&P 500 Index Fund (SWPPX).
POGSX is managed by Oak Associates. It was launched on Aug 3, 1992. SWPPX is a passively managed fund by Charles Schwab that tracks the performance of the S&P 500 Index. It was launched on May 19, 1997.
Performance
POGSX vs. SWPPX - Performance Comparison
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POGSX vs. SWPPX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
POGSX Pin Oak Equity | 5.66% | 27.41% | 18.99% | 27.16% | -25.10% | 21.42% | 10.60% | 27.72% | -6.15% | 15.14% |
SWPPX Schwab S&P 500 Index Fund | -4.39% | 17.87% | 24.96% | 26.26% | -18.14% | 28.67% | 18.38% | 31.46% | -4.47% | 21.81% |
Returns By Period
In the year-to-date period, POGSX achieves a 5.66% return, which is significantly higher than SWPPX's -4.39% return. Over the past 10 years, POGSX has underperformed SWPPX with an annualized return of 13.07%, while SWPPX has yielded a comparatively higher 14.04% annualized return.
POGSX
- 1D
- -0.02%
- 1M
- -5.22%
- YTD
- 5.66%
- 6M
- 12.11%
- 1Y
- 33.11%
- 3Y*
- 25.41%
- 5Y*
- 11.32%
- 10Y*
- 13.07%
SWPPX
- 1D
- 2.88%
- 1M
- -5.04%
- YTD
- -4.39%
- 6M
- -2.17%
- 1Y
- 17.28%
- 3Y*
- 18.27%
- 5Y*
- 11.76%
- 10Y*
- 14.04%
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POGSX vs. SWPPX - Expense Ratio Comparison
POGSX has a 0.91% expense ratio, which is higher than SWPPX's 0.02% expense ratio.
Return for Risk
POGSX vs. SWPPX — Risk / Return Rank
POGSX
SWPPX
POGSX vs. SWPPX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Pin Oak Equity (POGSX) and Schwab S&P 500 Index Fund (SWPPX). 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.
| POGSX | SWPPX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.74 | 0.97 | +0.77 |
Sortino ratioReturn per unit of downside risk | 2.75 | 1.49 | +1.26 |
Omega ratioGain probability vs. loss probability | 1.40 | 1.23 | +0.17 |
Calmar ratioReturn relative to maximum drawdown | 2.85 | 1.52 | +1.33 |
Martin ratioReturn relative to average drawdown | 11.79 | 7.29 | +4.50 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| POGSX | SWPPX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.74 | 0.97 | +0.77 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.64 | 0.70 | -0.06 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.71 | 0.77 | -0.07 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.29 | 0.48 | -0.19 |
Correlation
The correlation between POGSX and SWPPX is 0.84, 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.
Dividends
POGSX vs. SWPPX - Dividend Comparison
POGSX's dividend yield for the trailing twelve months is around 17.99%, more than SWPPX's 1.16% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
POGSX Pin Oak Equity | 17.99% | 8.85% | 17.87% | 8.21% | 0.15% | 10.93% | 4.60% | 3.22% | 2.94% | 1.79% | 2.03% | 3.83% |
SWPPX Schwab S&P 500 Index Fund | 1.16% | 1.11% | 1.23% | 1.43% | 1.67% | 1.27% | 1.81% | 1.95% | 2.67% | 1.79% | 2.55% | 3.17% |
Drawdowns
POGSX vs. SWPPX - Drawdown Comparison
The maximum POGSX drawdown since its inception was -89.46%, which is greater than SWPPX's maximum drawdown of -55.06%. Use the drawdown chart below to compare losses from any high point for POGSX and SWPPX.
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Drawdown Indicators
| POGSX | SWPPX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -89.46% | -55.06% | -34.40% |
Max Drawdown (1Y)Largest decline over 1 year | -10.96% | -12.10% | +1.14% |
Max Drawdown (5Y)Largest decline over 5 years | -29.81% | -24.51% | -5.30% |
Max Drawdown (10Y)Largest decline over 10 years | -33.05% | -33.80% | +0.75% |
Current DrawdownCurrent decline from peak | -8.03% | -6.26% | -1.77% |
Average DrawdownAverage peak-to-trough decline | -36.91% | -10.00% | -26.91% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.65% | 2.52% | +0.13% |
Volatility
POGSX vs. SWPPX - Volatility Comparison
The current volatility for Pin Oak Equity (POGSX) is 3.76%, while Schwab S&P 500 Index Fund (SWPPX) has a volatility of 5.36%. This indicates that POGSX experiences smaller price fluctuations and is considered to be less risky than SWPPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| POGSX | SWPPX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.76% | 5.36% | -1.60% |
Volatility (6M)Calculated over the trailing 6-month period | 12.91% | 9.55% | +3.36% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.62% | 18.32% | +1.30% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.85% | 16.94% | +0.91% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.56% | 18.21% | +0.35% |