POSKX vs. SPY
Compare and contrast key facts about PrimeCap Odyssey Stock Fund (POSKX) and SPDR S&P 500 ETF (SPY).
POSKX is managed by PRIMECAP Odyssey Funds. It was launched on Nov 1, 2004. SPY is a passively managed fund by State Street that tracks the performance of the S&P 500 Index. It was launched on Jan 22, 1993.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: POSKX or SPY.
Correlation
The correlation between POSKX and SPY is 0.93, 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
POSKX vs. SPY - Performance Comparison
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Key characteristics
POSKX:
-0.49
SPY:
0.55
POSKX:
-0.45
SPY:
0.94
POSKX:
0.92
SPY:
1.14
POSKX:
-0.35
SPY:
0.61
POSKX:
-0.94
SPY:
2.35
POSKX:
12.49%
SPY:
4.89%
POSKX:
25.07%
SPY:
20.34%
POSKX:
-50.61%
SPY:
-55.19%
POSKX:
-21.36%
SPY:
-4.62%
Returns By Period
In the year-to-date period, POSKX achieves a 0.00% return, which is significantly higher than SPY's -0.25% return. Over the past 10 years, POSKX has underperformed SPY with an annualized return of 4.24%, while SPY has yielded a comparatively higher 12.52% annualized return.
POSKX
0.00%
12.22%
-15.13%
-12.30%
-0.44%
4.69%
4.24%
SPY
-0.25%
13.42%
-0.66%
11.09%
16.05%
16.24%
12.52%
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POSKX vs. SPY - Expense Ratio Comparison
POSKX has a 0.65% expense ratio, which is higher than SPY's 0.09% expense ratio.
Risk-Adjusted Performance
POSKX vs. SPY — Risk-Adjusted Performance Rank
POSKX
SPY
POSKX vs. SPY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for PrimeCap Odyssey Stock Fund (POSKX) and SPDR S&P 500 ETF (SPY). 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.
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Dividends
POSKX vs. SPY - Dividend Comparison
POSKX's dividend yield for the trailing twelve months is around 18.13%, more than SPY's 1.23% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
POSKX PrimeCap Odyssey Stock Fund | 18.13% | 18.13% | 10.14% | 12.13% | 9.37% | 7.85% | 6.03% | 3.03% | 2.17% | 2.93% | 1.92% | 2.81% |
SPY SPDR S&P 500 ETF | 1.23% | 1.21% | 1.40% | 1.65% | 1.20% | 1.52% | 1.75% | 2.04% | 1.80% | 2.03% | 2.06% | 1.87% |
Drawdowns
POSKX vs. SPY - Drawdown Comparison
The maximum POSKX drawdown since its inception was -50.61%, smaller than the maximum SPY drawdown of -55.19%. Use the drawdown chart below to compare losses from any high point for POSKX and SPY. For additional features, visit the drawdowns tool.
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Volatility
POSKX vs. SPY - Volatility Comparison
PrimeCap Odyssey Stock Fund (POSKX) has a higher volatility of 6.00% compared to SPDR S&P 500 ETF (SPY) at 4.79%. This indicates that POSKX's price experiences larger fluctuations and is considered to be riskier than SPY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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