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:
-0.09
SPY:
2.21
POSKX:
0.02
SPY:
2.93
POSKX:
1.00
SPY:
1.41
POSKX:
-0.09
SPY:
3.26
POSKX:
-0.48
SPY:
14.43
POSKX:
3.79%
SPY:
1.90%
POSKX:
20.28%
SPY:
12.41%
POSKX:
-50.18%
SPY:
-55.19%
POSKX:
-18.73%
SPY:
-2.74%
Returns By Period
In the year-to-date period, POSKX achieves a -4.05% return, which is significantly lower than SPY's 25.54% return. Over the past 10 years, POSKX has underperformed SPY with an annualized return of 9.23%, while SPY has yielded a comparatively higher 12.97% annualized return.
POSKX
-4.05%
-15.81%
-13.89%
-3.08%
7.37%
9.23%
SPY
25.54%
-0.42%
8.90%
25.98%
14.66%
12.97%
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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 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 has not paid dividends to shareholders, while SPY's dividend yield for the trailing twelve months is around 0.86%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
POSKX PrimeCap Odyssey Stock Fund | 0.00% | 1.21% | 1.29% | 0.70% | 1.37% | 1.36% | 1.19% | 0.96% | 1.18% | 1.03% | 1.31% | 1.14% |
SPY SPDR S&P 500 ETF | 0.86% | 1.40% | 1.65% | 1.20% | 1.52% | 1.75% | 2.04% | 1.80% | 2.03% | 2.06% | 1.87% | 1.81% |
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 16.96% compared to SPDR S&P 500 ETF (SPY) at 3.72%. 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.