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:
1.22
XVV:
1.68
POSKX:
1.71
XVV:
2.27
POSKX:
1.23
XVV:
1.30
POSKX:
1.45
XVV:
2.58
POSKX:
5.50
XVV:
10.63
POSKX:
2.94%
XVV:
2.22%
POSKX:
13.31%
XVV:
13.89%
POSKX:
-50.61%
XVV:
-27.20%
POSKX:
-1.15%
XVV:
-0.72%
Returns By Period
In the year-to-date period, POSKX achieves a 4.46% return, which is significantly higher than XVV's 3.26% return.
POSKX
4.46%
3.29%
6.81%
16.15%
12.12%
10.76%
XVV
3.26%
1.53%
12.72%
25.21%
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 Rank
POSKX
XVV
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 1.06%, more than XVV's 1.02% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
POSKX PrimeCap Odyssey Stock Fund | 1.06% | 1.10% | 1.21% | 1.29% | 0.70% | 1.37% | 1.36% | 1.19% | 0.96% | 1.18% | 1.03% | 1.31% |
XVV iShares ESG Screened S&P 500 ETF | 1.02% | 1.05% | 1.25% | 1.57% | 0.81% | 0.31% | 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 -50.61%, 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 3.00%, while iShares ESG Screened S&P 500 ETF (XVV) has a volatility of 4.66%. 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.