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.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: POSKX or VO.
Correlation
The correlation between POSKX and VO 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. VO - Performance Comparison
Key characteristics
POSKX:
1.28
VO:
1.65
POSKX:
1.79
VO:
2.27
POSKX:
1.24
VO:
1.29
POSKX:
1.53
VO:
2.29
POSKX:
5.78
VO:
7.75
POSKX:
2.94%
VO:
2.68%
POSKX:
13.31%
VO:
12.57%
POSKX:
-50.61%
VO:
-58.88%
POSKX:
-0.93%
VO:
-3.24%
Returns By Period
In the year-to-date period, POSKX achieves a 4.70% return, which is significantly higher than VO's 3.85% return. Over the past 10 years, POSKX has outperformed VO with an annualized return of 10.78%, while VO has yielded a comparatively lower 10.22% annualized return.
POSKX
4.70%
4.61%
5.82%
16.44%
12.67%
10.78%
VO
3.85%
3.83%
9.74%
19.88%
10.81%
10.22%
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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.
Risk-Adjusted Performance
POSKX vs. VO — Risk-Adjusted Performance Rank
POSKX
VO
POSKX vs. VO - Risk-Adjusted Performance 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.
Dividends
POSKX vs. VO - Dividend Comparison
POSKX's dividend yield for the trailing twelve months is around 1.05%, less than VO's 1.78% 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% |
VO Vanguard Mid-Cap ETF | 1.78% | 1.85% | 1.52% | 1.60% | 1.12% | 1.45% | 1.48% | 1.82% | 1.35% | 1.45% | 1.47% | 1.29% |
Drawdowns
POSKX vs. VO - Drawdown Comparison
The maximum POSKX drawdown since its inception was -50.61%, smaller than the maximum VO drawdown of -58.88%. Use the drawdown chart below to compare losses from any high point for POSKX and VO. For additional features, visit the drawdowns tool.
Volatility
POSKX vs. VO - Volatility Comparison
The current volatility for PrimeCap Odyssey Stock Fund (POSKX) is 3.00%, while Vanguard Mid-Cap ETF (VO) has a volatility of 3.52%. This indicates that POSKX experiences smaller price fluctuations and is considered to be less risky than VO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.