PWJZX vs. VOO
Compare and contrast key facts about PGIM Jennison International Opportunities Fund (PWJZX) and Vanguard S&P 500 ETF (VOO).
PWJZX is managed by PGIM Investments. It was launched on Jun 4, 2012. VOO is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Index. It was launched on Sep 7, 2010.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PWJZX or VOO.
Correlation
The correlation between PWJZX and VOO is 0.76, 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
PWJZX vs. VOO - Performance Comparison
Key characteristics
PWJZX:
0.82
VOO:
2.21
PWJZX:
1.25
VOO:
2.92
PWJZX:
1.15
VOO:
1.41
PWJZX:
0.45
VOO:
3.34
PWJZX:
3.07
VOO:
14.07
PWJZX:
4.51%
VOO:
2.01%
PWJZX:
16.88%
VOO:
12.80%
PWJZX:
-48.26%
VOO:
-33.99%
PWJZX:
-22.86%
VOO:
-1.36%
Returns By Period
In the year-to-date period, PWJZX achieves a 3.23% return, which is significantly higher than VOO's 1.98% return. Over the past 10 years, PWJZX has underperformed VOO with an annualized return of 9.31%, while VOO has yielded a comparatively higher 13.52% annualized return.
PWJZX
3.23%
3.04%
1.60%
11.52%
6.93%
9.31%
VOO
1.98%
2.24%
9.59%
27.12%
14.29%
13.52%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
PWJZX vs. VOO - Expense Ratio Comparison
PWJZX has a 0.90% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
PWJZX vs. VOO — Risk-Adjusted Performance Rank
PWJZX
VOO
PWJZX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for PGIM Jennison International Opportunities Fund (PWJZX) and Vanguard S&P 500 ETF (VOO). 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
PWJZX vs. VOO - Dividend Comparison
PWJZX's dividend yield for the trailing twelve months is around 0.07%, less than VOO's 1.22% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PWJZX PGIM Jennison International Opportunities Fund | 0.07% | 0.08% | 0.09% | 0.00% | 0.00% | 0.00% | 0.00% | 0.06% | 0.34% | 0.24% | 0.00% | 0.00% |
VOO Vanguard S&P 500 ETF | 1.22% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
PWJZX vs. VOO - Drawdown Comparison
The maximum PWJZX drawdown since its inception was -48.26%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for PWJZX and VOO. For additional features, visit the drawdowns tool.
Volatility
PWJZX vs. VOO - Volatility Comparison
PGIM Jennison International Opportunities Fund (PWJZX) and Vanguard S&P 500 ETF (VOO) have volatilities of 4.93% and 5.05%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.