POSKX vs. XVV
Compare and contrast key facts about PrimeCap Odyssey Stock Fund (POSKX) and iShares ESG Screened S&P 500 ETF (XVV).
POSKX is managed by PRIMECAP Odyssey Funds. It was launched on Nov 1, 2004. XVV is a passively managed fund by iShares that tracks the performance of the S&P 500 Sustainablility Screened Index. It was launched on Sep 22, 2020.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: POSKX or XVV.
Correlation
The correlation between POSKX and XVV is 0.89, 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. XVV - Performance Comparison
Key characteristics
POSKX:
-0.11
XVV:
2.10
POSKX:
-0.01
XVV:
2.80
POSKX:
1.00
XVV:
1.38
POSKX:
-0.12
XVV:
3.14
POSKX:
-0.57
XVV:
13.54
POSKX:
3.96%
XVV:
2.12%
POSKX:
20.29%
XVV:
13.68%
POSKX:
-50.18%
XVV:
-27.20%
POSKX:
-18.06%
XVV:
-2.55%
Returns By Period
In the year-to-date period, POSKX achieves a -3.25% return, which is significantly lower than XVV's 26.94% return.
POSKX
-3.25%
-16.51%
-13.46%
-2.61%
7.52%
9.27%
XVV
26.94%
0.03%
9.23%
27.37%
N/A
N/A
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POSKX vs. XVV - Expense Ratio Comparison
POSKX has a 0.65% expense ratio, which is higher than XVV's 0.08% expense ratio.
Risk-Adjusted Performance
POSKX vs. XVV - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for PrimeCap Odyssey Stock Fund (POSKX) and iShares ESG Screened S&P 500 ETF (XVV). 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. XVV - Dividend Comparison
POSKX has not paid dividends to shareholders, while XVV's dividend yield for the trailing twelve months is around 1.04%.
| 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% |
XVV iShares ESG Screened S&P 500 ETF | 1.04% | 1.25% | 1.57% | 0.81% | 0.31% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
POSKX vs. XVV - Drawdown Comparison
The maximum POSKX drawdown since its inception was -50.18%, which is greater than XVV's maximum drawdown of -27.20%. Use the drawdown chart below to compare losses from any high point for POSKX and XVV. For additional features, visit the drawdowns tool.
Volatility
POSKX vs. XVV - Volatility Comparison
PrimeCap Odyssey Stock Fund (POSKX) has a higher volatility of 16.95% compared to iShares ESG Screened S&P 500 ETF (XVV) at 3.76%. This indicates that POSKX's price experiences larger fluctuations and is considered to be riskier than XVV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.