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:
1.28
SPY:
1.95
POSKX:
1.79
SPY:
2.60
POSKX:
1.24
SPY:
1.36
POSKX:
1.53
SPY:
2.98
POSKX:
5.78
SPY:
12.42
POSKX:
2.94%
SPY:
2.02%
POSKX:
13.31%
SPY:
12.88%
POSKX:
-50.61%
SPY:
-55.19%
POSKX:
-0.93%
SPY:
-1.30%
Returns By Period
In the year-to-date period, POSKX achieves a 4.70% return, which is significantly higher than SPY's 2.68% return. Over the past 10 years, POSKX has underperformed SPY with an annualized return of 10.78%, while SPY has yielded a comparatively higher 13.67% annualized return.
POSKX
4.70%
4.61%
5.82%
16.44%
12.67%
10.78%
SPY
2.68%
2.31%
9.96%
24.17%
15.14%
13.67%
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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 1.05%, less than SPY's 1.17% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
POSKX PrimeCap Odyssey Stock Fund | 1.05% | 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 | 1.17% | 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.
Volatility
POSKX vs. SPY - Volatility Comparison
The current volatility for PrimeCap Odyssey Stock Fund (POSKX) is 3.00%, while SPDR S&P 500 ETF (SPY) has a volatility of 4.23%. This indicates that POSKX experiences smaller price fluctuations and is considered to be less risky than SPY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.