POSKX vs. VO
Compare and contrast key facts about PrimeCap Odyssey Stock Fund (POSKX) and Vanguard Mid-Cap ETF (VO).
POSKX is managed by PRIMECAP Odyssey Funds. It was launched on Nov 1, 2004. VO is a passively managed fund by Vanguard that tracks the performance of the CRSP US Mid Cap Index. It was launched on Jan 26, 2004.
Performance
POSKX vs. VO - Performance Comparison
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POSKX vs. VO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
POSKX PrimeCap Odyssey Stock Fund | -1.96% | 25.73% | 12.77% | 21.18% | -11.12% | 32.48% | 10.13% | 27.15% | -7.19% | 25.99% |
VO Vanguard Mid-Cap ETF | -0.68% | 11.62% | 15.31% | 16.03% | -18.73% | 24.70% | 18.10% | 30.98% | -9.24% | 19.28% |
Returns By Period
In the year-to-date period, POSKX achieves a -1.96% return, which is significantly lower than VO's -0.68% return. Over the past 10 years, POSKX has outperformed VO with an annualized return of 13.84%, while VO has yielded a comparatively lower 10.67% annualized return.
POSKX
- 1D
- -0.97%
- 1M
- -9.01%
- YTD
- -1.96%
- 6M
- 5.91%
- 1Y
- 26.50%
- 3Y*
- 17.57%
- 5Y*
- 11.90%
- 10Y*
- 13.84%
VO
- 1D
- 2.22%
- 1M
- -5.86%
- YTD
- -0.68%
- 6M
- -1.48%
- 1Y
- 12.73%
- 3Y*
- 12.61%
- 5Y*
- 6.66%
- 10Y*
- 10.67%
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POSKX vs. VO - Expense Ratio Comparison
POSKX has a 0.65% expense ratio, which is higher than VO's 0.04% expense ratio.
Return for Risk
POSKX vs. VO — Risk / Return Rank
POSKX
VO
POSKX vs. VO - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for PrimeCap Odyssey Stock Fund (POSKX) and Vanguard Mid-Cap ETF (VO). 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.
| POSKX | VO | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.32 | 0.73 | +0.60 |
Sortino ratioReturn per unit of downside risk | 1.90 | 1.12 | +0.78 |
Omega ratioGain probability vs. loss probability | 1.27 | 1.16 | +0.11 |
Calmar ratioReturn relative to maximum drawdown | 1.84 | 1.05 | +0.79 |
Martin ratioReturn relative to average drawdown | 8.00 | 4.84 | +3.16 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| POSKX | VO | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.32 | 0.73 | +0.60 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.68 | 0.38 | +0.30 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.74 | 0.57 | +0.17 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.61 | 0.48 | +0.13 |
Correlation
The correlation between POSKX and VO is 0.92, 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.
Dividends
POSKX vs. VO - Dividend Comparison
POSKX's dividend yield for the trailing twelve months is around 27.99%, more than VO's 1.51% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
POSKX PrimeCap Odyssey Stock Fund | 27.99% | 27.44% | 18.13% | 10.14% | 12.13% | 14.58% | 7.85% | 6.03% | 3.03% | 2.17% | 2.93% | 1.92% |
VO Vanguard Mid-Cap ETF | 1.51% | 1.52% | 1.49% | 1.52% | 1.60% | 1.12% | 1.45% | 1.48% | 1.82% | 1.35% | 1.45% | 1.47% |
Drawdowns
POSKX vs. VO - Drawdown Comparison
The maximum POSKX drawdown since its inception was -50.18%, smaller than the maximum VO drawdown of -58.87%. Use the drawdown chart below to compare losses from any high point for POSKX and VO.
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Drawdown Indicators
| POSKX | VO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -50.18% | -58.87% | +8.69% |
Max Drawdown (1Y)Largest decline over 1 year | -13.30% | -12.74% | -0.56% |
Max Drawdown (5Y)Largest decline over 5 years | -22.96% | -27.57% | +4.61% |
Max Drawdown (10Y)Largest decline over 10 years | -36.88% | -39.37% | +2.49% |
Current DrawdownCurrent decline from peak | -9.99% | -6.12% | -3.87% |
Average DrawdownAverage peak-to-trough decline | -6.19% | -7.91% | +1.72% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.06% | 2.76% | +0.30% |
Volatility
POSKX vs. VO - Volatility Comparison
PrimeCap Odyssey Stock Fund (POSKX) has a higher volatility of 5.71% compared to Vanguard Mid-Cap ETF (VO) at 4.89%. This indicates that POSKX's price experiences larger fluctuations and is considered to be riskier than VO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| POSKX | VO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.71% | 4.89% | +0.82% |
Volatility (6M)Calculated over the trailing 6-month period | 11.60% | 9.72% | +1.88% |
Volatility (1Y)Calculated over the trailing 1-year period | 20.38% | 17.57% | +2.81% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.60% | 17.62% | -0.02% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.86% | 18.94% | -0.08% |