VKSIX vs. POAGX
VKSIX (Virtus KAR Small-Mid Cap Core Fund) and POAGX (PRIMECAP Odyssey Aggressive Growth Fund) are both Mid Cap Growth Equities funds. Over the past 5 years, VKSIX returned -0.67%/yr vs 9.22%/yr for POAGX. Their 0.79 correlation means they have sometimes moved together and sometimes differently. VKSIX charges 1.02%/yr vs 0.66%/yr for POAGX.
Performance
VKSIX vs. POAGX - Performance Comparison
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Returns By Period
In the year-to-date period, VKSIX achieves a -4.34% return, which is significantly lower than POAGX's 19.40% return.
VKSIX
- 1D
- -0.22%
- 1M
- -1.28%
- 6M
- -6.80%
- YTD
- -4.34%
- 1Y
- -10.41%
- 3Y*
- 1.45%
- 5Y*
- -0.67%
- 10Y*
- —
- ALL TIME*
- 8.26%
POAGX
- 1D
- -0.78%
- 1M
- -4.47%
- 6M
- 12.65%
- YTD
- 19.40%
- 1Y
- 46.68%
- 3Y*
- 21.62%
- 5Y*
- 9.22%
- 10Y*
- 14.67%
- ALL TIME*
- 14.02%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
VKSIX vs. POAGX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
VKSIX Virtus KAR Small-Mid Cap Core Fund | -4.34% | -4.36% | 9.07% | 23.61% | -23.83% | 19.54% | 33.45% | 38.81% | -6.68% |
POAGX PRIMECAP Odyssey Aggressive Growth Fund | 19.40% | 28.68% | 12.56% | 25.02% | -24.25% | 4.02% | 29.17% | 23.52% | -20.33% |
Correlation
The correlation between VKSIX and POAGX is 0.48, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.48 |
Correlation (3Y) Balances recent behavior with more history. | 0.66 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.75 |
Correlation (All Time) Calculated using the full available price history since Mar 22, 2018 | 0.79 |
Over the past year, the correlation between VKSIX and POAGX has dropped to 0.48 - well below their long-term average of 0.79, suggesting their price drivers have been diverging.
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Return for Risk
VKSIX vs. POAGX — Risk / Return Rank
VKSIX
POAGX
VKSIX vs. POAGX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Virtus KAR Small-Mid Cap Core Fund (VKSIX) and PRIMECAP Odyssey Aggressive Growth Fund (POAGX). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| VKSIX | POAGX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -2.55 | ||
| Sortino ratioReturn per unit of downside risk | -3.51 | ||
| Omega ratioGain probability vs. loss probability | 0.90 | 1.32 | -0.42 |
| Calmar ratioReturn relative to maximum drawdown | -0.71 | 2.67 | -3.38 |
| Martin ratioReturn relative to average drawdown | -1.32 | 9.61 | -10.93 |
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Drawdowns
VKSIX vs. POAGX - Drawdown Comparison
The maximum VKSIX drawdown since its inception was -35.59%, smaller than the maximum POAGX drawdown of -55.77%. Use the drawdown chart below to compare losses from any high point for VKSIX and POAGX.
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Drawdown Indicators
| VKSIX | POAGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -35.59% | -55.77% | +20.18% |
Max Drawdown (1Y)Largest decline over 1 year | -15.71% | -16.87% | +1.16% |
Max Drawdown (3Y)Largest decline over 3 years | -20.29% | -24.73% | +4.44% |
Max Drawdown (5Y)Largest decline over 5 years | -32.49% | -38.80% | +6.31% |
Max Drawdown (10Y)Largest decline over 10 years | — | -38.80% | — |
Current DrawdownCurrent decline from peak | -15.65% | -8.96% | -6.69% |
Average DrawdownAverage peak-to-trough decline | -9.01% | -9.50% | +0.49% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 8.44% | 4.68% | +3.76% |
Volatility
VKSIX vs. POAGX - Volatility Comparison
The current volatility for Virtus KAR Small-Mid Cap Core Fund (VKSIX) is 4.88%, while PRIMECAP Odyssey Aggressive Growth Fund (POAGX) has a volatility of 8.24%. This indicates that VKSIX experiences smaller price fluctuations and is considered to be less risky than POAGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| VKSIX | POAGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.88% | 8.24% | -3.36% |
Volatility (6M)Calculated over the trailing 6-month period | 12.18% | 20.54% | -8.36% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.22% | 24.21% | -7.99% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.28% | 23.58% | -4.30% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.89% | 23.15% | -2.26% |
VKSIX vs. POAGX - Expense Ratio Comparison
VKSIX has a 1.02% expense ratio, which is higher than POAGX's 0.66% expense ratio.
Dividends
VKSIX vs. POAGX - Dividend Comparison
VKSIX's dividend yield for the trailing twelve months is around 0.36%, less than POAGX's 11.10% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
POAGX PRIMECAP Odyssey Aggressive Growth Fund | 11.10% | 13.25% | 9.90% | 5.54% | 10.78% | 5.93% | 7.84% | 5.33% | 7.82% | 0.86% | 16.63% | 12.52% |
VKSIX Virtus KAR Small-Mid Cap Core Fund | 0.36% | 0.34% | 0.43% | 0.00% | 0.00% | 1.13% | 0.01% | 0.00% | 1.47% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
VKSIX and POAGX have a correlation of 0.48, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
POAGX has higher volatility (8.24%) compared to VKSIX (4.88%). In terms of maximum drawdown, VKSIX dropped -35.59% vs POAGX's -55.77%.
POAGX currently has the higher Sharpe Ratio (1.86 vs -0.69), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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