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.
Performance
POSKX vs. XVV - Performance Comparison
Returns By Period
In the year-to-date period, POSKX achieves a 15.88% return, which is significantly lower than XVV's 26.90% return.
POSKX
15.88%
1.96%
5.09%
23.62%
12.30%
11.41%
XVV
26.90%
1.89%
13.93%
33.08%
N/A
N/A
Key characteristics
| POSKX | XVV | |
|---|---|---|
| Sharpe Ratio | 1.17 | 2.52 |
| Sortino Ratio | 1.76 | 3.34 |
| Omega Ratio | 1.30 | 1.46 |
| Calmar Ratio | 2.12 | 3.68 |
| Martin Ratio | 5.52 | 16.06 |
| Ulcer Index | 4.28% | 2.10% |
| Daily Std Dev | 20.25% | 13.39% |
| Max Drawdown | -50.18% | -27.20% |
| Current Drawdown | -1.48% | -0.75% |
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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.
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.
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's dividend yield for the trailing twelve months is around 1.04%, more than XVV's 1.00% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
POSKX PrimeCap Odyssey Stock Fund | 1.04% | 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 | 1.00% | 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
The current volatility for PrimeCap Odyssey Stock Fund (POSKX) is 3.95%, while iShares ESG Screened S&P 500 ETF (XVV) has a volatility of 4.19%. This indicates that POSKX experiences smaller price fluctuations and is considered to be less risky than XVV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.