VTSAX vs. POGSX
Compare and contrast key facts about Vanguard Total Stock Market Index Fund Admiral Shares (VTSAX) and Pin Oak Equity (POGSX).
VTSAX is managed by Vanguard. It was launched on Nov 13, 2000. POGSX is managed by Oak Associates. It was launched on Aug 3, 1992.
Performance
VTSAX vs. POGSX - Performance Comparison
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VTSAX vs. POGSX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
VTSAX Vanguard Total Stock Market Index Fund Admiral Shares | -3.97% | 17.12% | 23.23% | 26.51% | -19.52% | 25.72% | 20.98% | 30.79% | -5.18% | 21.16% |
POGSX Pin Oak Equity | 8.02% | 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, VTSAX achieves a -3.97% return, which is significantly lower than POGSX's 8.02% return. Both investments have delivered pretty close results over the past 10 years, with VTSAX having a 13.60% annualized return and POGSX not far behind at 13.32%.
VTSAX
- 1D
- 2.97%
- 1M
- -5.09%
- YTD
- -3.97%
- 6M
- -1.96%
- 1Y
- 17.71%
- 3Y*
- 17.84%
- 5Y*
- 10.48%
- 10Y*
- 13.60%
POGSX
- 1D
- 2.24%
- 1M
- -3.10%
- YTD
- 8.02%
- 6M
- 14.62%
- 1Y
- 36.09%
- 3Y*
- 26.34%
- 5Y*
- 11.39%
- 10Y*
- 13.32%
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VTSAX vs. POGSX - Expense Ratio Comparison
VTSAX has a 0.04% expense ratio, which is lower than POGSX's 0.91% expense ratio.
Return for Risk
VTSAX vs. POGSX — Risk / Return Rank
VTSAX
POGSX
VTSAX vs. POGSX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Total Stock Market Index Fund Admiral Shares (VTSAX) 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.
| VTSAX | POGSX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.98 | 1.85 | -0.87 |
Sortino ratioReturn per unit of downside risk | 1.50 | 2.90 | -1.40 |
Omega ratioGain probability vs. loss probability | 1.23 | 1.42 | -0.19 |
Calmar ratioReturn relative to maximum drawdown | 1.51 | 3.38 | -1.87 |
Martin ratioReturn relative to average drawdown | 7.24 | 13.83 | -6.59 |
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
| VTSAX | POGSX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.98 | 1.85 | -0.87 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.61 | 0.64 | -0.03 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.74 | 0.72 | +0.02 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.44 | 0.30 | +0.14 |
Correlation
The correlation between VTSAX and POGSX 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.
Dividends
VTSAX vs. POGSX - Dividend Comparison
VTSAX's dividend yield for the trailing twelve months is around 1.16%, less than POGSX's 17.59% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VTSAX Vanguard Total Stock Market Index Fund Admiral Shares | 1.16% | 1.11% | 1.26% | 1.42% | 1.65% | 1.20% | 1.41% | 1.76% | 2.03% | 1.71% | 1.92% | 1.98% |
POGSX Pin Oak Equity | 17.59% | 8.85% | 17.87% | 8.21% | 0.15% | 10.93% | 4.60% | 3.22% | 2.94% | 1.79% | 2.03% | 3.83% |
Drawdowns
VTSAX vs. POGSX - Drawdown Comparison
The maximum VTSAX drawdown since its inception was -55.33%, smaller than the maximum POGSX drawdown of -89.46%. Use the drawdown chart below to compare losses from any high point for VTSAX and POGSX.
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Drawdown Indicators
| VTSAX | POGSX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -55.33% | -89.46% | +34.13% |
Max Drawdown (1Y)Largest decline over 1 year | -12.41% | -10.96% | -1.45% |
Max Drawdown (5Y)Largest decline over 5 years | -25.36% | -29.81% | +4.45% |
Max Drawdown (10Y)Largest decline over 10 years | -34.97% | -33.05% | -1.92% |
Current DrawdownCurrent decline from peak | -6.22% | -5.97% | -0.25% |
Average DrawdownAverage peak-to-trough decline | -9.06% | -36.91% | +27.85% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.59% | 2.68% | -0.09% |
Volatility
VTSAX vs. POGSX - Volatility Comparison
Vanguard Total Stock Market Index Fund Admiral Shares (VTSAX) has a higher volatility of 5.49% compared to Pin Oak Equity (POGSX) at 4.50%. This indicates that VTSAX'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
| VTSAX | POGSX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.49% | 4.50% | +0.99% |
Volatility (6M)Calculated over the trailing 6-month period | 9.79% | 13.08% | -3.29% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.61% | 19.70% | -1.09% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.37% | 17.88% | -0.51% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.39% | 18.57% | -0.18% |