VMCTX vs. POGSX
Compare and contrast key facts about Vanguard Mega Cap Index Fund Institutional Shares (VMCTX) and Pin Oak Equity (POGSX).
VMCTX is managed by Vanguard. It was launched on Feb 22, 2008. POGSX is managed by Oak Associates. It was launched on Aug 3, 1992.
Performance
VMCTX vs. POGSX - Performance Comparison
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VMCTX vs. POGSX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
VMCTX Vanguard Mega Cap Index Fund Institutional Shares | -8.40% | 19.35% | 27.18% | 29.67% | -19.91% | 27.57% | 21.47% | 31.42% | -3.47% | 22.57% |
POGSX Pin Oak Equity | 5.66% | 27.41% | 18.99% | 27.16% | -25.10% | 21.42% | 10.60% | 27.72% | -6.15% | 15.14% |
Returns By Period
In the year-to-date period, VMCTX achieves a -8.40% return, which is significantly lower than POGSX's 5.66% return. Over the past 10 years, VMCTX has outperformed POGSX with an annualized return of 14.36%, while POGSX has yielded a comparatively lower 13.07% annualized return.
VMCTX
- 1D
- -0.32%
- 1M
- -7.63%
- YTD
- -8.40%
- 6M
- -5.55%
- 1Y
- 15.04%
- 3Y*
- 18.42%
- 5Y*
- 11.83%
- 10Y*
- 14.36%
POGSX
- 1D
- -0.02%
- 1M
- -5.28%
- YTD
- 5.66%
- 6M
- 12.41%
- 1Y
- 33.37%
- 3Y*
- 25.41%
- 5Y*
- 11.32%
- 10Y*
- 13.07%
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VMCTX vs. POGSX - Expense Ratio Comparison
VMCTX has a 0.06% expense ratio, which is lower than POGSX's 0.91% expense ratio.
Return for Risk
VMCTX vs. POGSX — Risk / Return Rank
VMCTX
POGSX
VMCTX vs. POGSX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Mega Cap Index Fund Institutional Shares (VMCTX) and Pin Oak Equity (POGSX). 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.
| VMCTX | POGSX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.84 | 1.74 | -0.90 |
Sortino ratioReturn per unit of downside risk | 1.31 | 2.75 | -1.43 |
Omega ratioGain probability vs. loss probability | 1.20 | 1.40 | -0.20 |
Calmar ratioReturn relative to maximum drawdown | 1.10 | 2.85 | -1.75 |
Martin ratioReturn relative to average drawdown | 4.98 | 11.79 | -6.81 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| VMCTX | POGSX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.84 | 1.74 | -0.90 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.69 | 0.64 | +0.05 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.79 | 0.71 | +0.08 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.54 | 0.29 | +0.24 |
Correlation
The correlation between VMCTX and POGSX is 0.91, 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.
Dividends
VMCTX vs. POGSX - Dividend Comparison
VMCTX's dividend yield for the trailing twelve months is around 1.06%, less than POGSX's 17.99% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VMCTX Vanguard Mega Cap Index Fund Institutional Shares | 1.06% | 0.94% | 1.16% | 1.36% | 1.66% | 1.18% | 1.46% | 1.82% | 2.11% | 1.84% | 2.13% | 2.13% |
POGSX Pin Oak Equity | 17.99% | 8.85% | 17.87% | 8.21% | 0.15% | 10.93% | 4.60% | 3.22% | 2.94% | 1.79% | 2.03% | 3.83% |
Drawdowns
VMCTX vs. POGSX - Drawdown Comparison
The maximum VMCTX drawdown since its inception was -52.00%, smaller than the maximum POGSX drawdown of -89.46%. Use the drawdown chart below to compare losses from any high point for VMCTX and POGSX.
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Drawdown Indicators
| VMCTX | POGSX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -52.00% | -89.46% | +37.46% |
Max Drawdown (1Y)Largest decline over 1 year | -12.04% | -10.96% | -1.08% |
Max Drawdown (5Y)Largest decline over 5 years | -25.77% | -29.81% | +4.04% |
Max Drawdown (10Y)Largest decline over 10 years | -32.96% | -33.05% | +0.09% |
Current DrawdownCurrent decline from peak | -9.87% | -8.03% | -1.84% |
Average DrawdownAverage peak-to-trough decline | -7.14% | -36.91% | +29.77% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.65% | 2.65% | 0.00% |
Volatility
VMCTX vs. POGSX - Volatility Comparison
Vanguard Mega Cap Index Fund Institutional Shares (VMCTX) has a higher volatility of 4.32% compared to Pin Oak Equity (POGSX) at 3.76%. This indicates that VMCTX's price experiences larger fluctuations and is considered to be riskier than POGSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| VMCTX | POGSX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.32% | 3.76% | +0.56% |
Volatility (6M)Calculated over the trailing 6-month period | 9.38% | 12.91% | -3.53% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.67% | 19.62% | -0.95% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.29% | 17.85% | -0.56% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.23% | 18.56% | -0.33% |