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
Key characteristics
POSKX:
0.85
SPY:
1.46
POSKX:
1.23
SPY:
1.99
POSKX:
1.16
SPY:
1.27
POSKX:
1.02
SPY:
2.23
POSKX:
3.85
SPY:
9.00
POSKX:
2.97%
SPY:
2.08%
POSKX:
13.45%
SPY:
12.83%
POSKX:
-50.18%
SPY:
-55.19%
POSKX:
-2.35%
SPY:
-3.06%
Returns By Period
In the year-to-date period, POSKX achieves a 3.99% return, which is significantly higher than SPY's 1.38% return. Over the past 10 years, POSKX has underperformed SPY with an annualized return of 11.25%, while SPY has yielded a comparatively higher 12.94% annualized return.
POSKX
3.99%
-1.41%
2.43%
9.84%
14.05%
11.25%
SPY
1.38%
-1.79%
6.09%
17.34%
15.76%
12.94%
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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.
Dividends
POSKX vs. SPY - Dividend Comparison
POSKX's dividend yield for the trailing twelve months is around 1.06%, less than SPY's 1.19% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
POSKX PrimeCap Odyssey Stock Fund | 1.06% | 1.10% | 1.21% | 1.29% | 0.70% | 1.37% | 1.36% | 1.19% | 0.96% | 1.18% | 1.03% | 1.31% |
SPY SPDR S&P 500 ETF | 1.19% | 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 -50.18%, 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.
Volatility
POSKX vs. SPY - Volatility Comparison
PrimeCap Odyssey Stock Fund (POSKX) has a higher volatility of 3.95% compared to SPDR S&P 500 ETF (SPY) at 3.69%. 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.