POSKX vs. EWH
Compare and contrast key facts about PrimeCap Odyssey Stock Fund (POSKX) and iShares MSCI Hong Kong ETF (EWH).
POSKX is managed by PRIMECAP Odyssey Funds. It was launched on Nov 1, 2004. EWH is a passively managed fund by iShares that tracks the performance of the MSCI Hong Kong Index. It was launched on Mar 12, 1996.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: POSKX or EWH.
Performance
POSKX vs. EWH - Performance Comparison
Returns By Period
In the year-to-date period, POSKX achieves a 15.88% return, which is significantly higher than EWH's -0.37% return. Over the past 10 years, POSKX has outperformed EWH with an annualized return of 11.41%, while EWH has yielded a comparatively lower 0.58% annualized return.
POSKX
15.88%
1.96%
5.09%
23.62%
12.30%
11.41%
EWH
-0.37%
-4.99%
1.21%
0.20%
-3.51%
0.58%
Key characteristics
| POSKX | EWH | |
|---|---|---|
| Sharpe Ratio | 1.17 | 0.01 |
| Sortino Ratio | 1.76 | 0.18 |
| Omega Ratio | 1.30 | 1.02 |
| Calmar Ratio | 2.12 | 0.00 |
| Martin Ratio | 5.52 | 0.02 |
| Ulcer Index | 4.28% | 9.35% |
| Daily Std Dev | 20.25% | 23.62% |
| Max Drawdown | -50.18% | -66.43% |
| Current Drawdown | -1.48% | -32.33% |
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POSKX vs. EWH - Expense Ratio Comparison
POSKX has a 0.65% expense ratio, which is higher than EWH's 0.49% expense ratio.
Correlation
The correlation between POSKX and EWH is 0.61, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Risk-Adjusted Performance
POSKX vs. EWH - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for PrimeCap Odyssey Stock Fund (POSKX) and iShares MSCI Hong Kong ETF (EWH). 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
POSKX vs. EWH - Dividend Comparison
POSKX's dividend yield for the trailing twelve months is around 1.04%, less than EWH's 4.61% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
POSKX PrimeCap Odyssey Stock Fund | 1.04% | 1.21% | 1.29% | 0.70% | 1.37% | 1.36% | 1.19% | 0.96% | 1.18% | 1.03% | 1.31% | 1.14% |
EWH iShares MSCI Hong Kong ETF | 4.61% | 4.28% | 2.91% | 2.78% | 2.56% | 2.70% | 2.94% | 4.35% | 3.07% | 2.62% | 3.52% | 2.96% |
Drawdowns
POSKX vs. EWH - Drawdown Comparison
The maximum POSKX drawdown since its inception was -50.18%, smaller than the maximum EWH drawdown of -66.43%. Use the drawdown chart below to compare losses from any high point for POSKX and EWH. For additional features, visit the drawdowns tool.
Volatility
POSKX vs. EWH - Volatility Comparison
The current volatility for PrimeCap Odyssey Stock Fund (POSKX) is 3.95%, while iShares MSCI Hong Kong ETF (EWH) has a volatility of 6.09%. This indicates that POSKX experiences smaller price fluctuations and is considered to be less risky than EWH based on this measure. The chart below showcases a comparison of their rolling one-month volatility.