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XVV vs. POSKX
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between XVV and POSKX is 0.92, 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.


-0.50.00.51.0
Correlation: 0.9

Performance

XVV vs. POSKX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in iShares ESG Screened S&P 500 ETF (XVV) and PrimeCap Odyssey Stock Fund (POSKX). The values are adjusted to include any dividend payments, if applicable.

60.00%70.00%80.00%90.00%100.00%NovemberDecember2025FebruaryMarchApril
79.98%
75.43%
XVV
POSKX

Key characteristics

Sharpe Ratio

XVV:

0.50

POSKX:

0.07

Sortino Ratio

XVV:

0.83

POSKX:

0.24

Omega Ratio

XVV:

1.12

POSKX:

1.03

Calmar Ratio

XVV:

0.52

POSKX:

0.07

Martin Ratio

XVV:

2.09

POSKX:

0.28

Ulcer Index

XVV:

4.85%

POSKX:

5.17%

Daily Std Dev

XVV:

20.35%

POSKX:

19.87%

Max Drawdown

XVV:

-27.20%

POSKX:

-50.18%

Current Drawdown

XVV:

-10.43%

POSKX:

-10.95%

Returns By Period

In the year-to-date period, XVV achieves a -6.50% return, which is significantly lower than POSKX's -5.18% return.


XVV

YTD

-6.50%

1M

-3.00%

6M

-4.78%

1Y

10.81%

5Y*

N/A

10Y*

N/A

POSKX

YTD

-5.18%

1M

-4.75%

6M

-5.98%

1Y

1.80%

5Y*

15.08%

10Y*

10.11%

*Annualized

Compare stocks, funds, or ETFs

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XVV vs. POSKX - Expense Ratio Comparison

XVV has a 0.08% expense ratio, which is lower than POSKX's 0.65% expense ratio.


Expense ratio chart for POSKX: current value is 0.65%, compared with the broader market range of 0.00% to 2.12%.0.50%1.00%1.50%2.00%
POSKX: 0.65%
Expense ratio chart for XVV: current value is 0.08%, compared with the broader market range of 0.00% to 2.12%.0.50%1.00%1.50%2.00%
XVV: 0.08%

Risk-Adjusted Performance

XVV vs. POSKX — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

XVV
The Risk-Adjusted Performance Rank of XVV is 5959
Overall Rank
The Sharpe Ratio Rank of XVV is 5656
Sharpe Ratio Rank
The Sortino Ratio Rank of XVV is 5757
Sortino Ratio Rank
The Omega Ratio Rank of XVV is 5858
Omega Ratio Rank
The Calmar Ratio Rank of XVV is 6262
Calmar Ratio Rank
The Martin Ratio Rank of XVV is 6060
Martin Ratio Rank

POSKX
The Risk-Adjusted Performance Rank of POSKX is 2727
Overall Rank
The Sharpe Ratio Rank of POSKX is 2626
Sharpe Ratio Rank
The Sortino Ratio Rank of POSKX is 2727
Sortino Ratio Rank
The Omega Ratio Rank of POSKX is 2727
Omega Ratio Rank
The Calmar Ratio Rank of POSKX is 2727
Calmar Ratio Rank
The Martin Ratio Rank of POSKX is 2727
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

XVV vs. POSKX - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares ESG Screened S&P 500 ETF (XVV) and PrimeCap Odyssey Stock Fund (POSKX). 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.


The chart of Sharpe ratio for XVV, currently valued at 0.50, compared to the broader market-1.000.001.002.003.004.00
XVV: 0.50
POSKX: 0.07
The chart of Sortino ratio for XVV, currently valued at 0.83, compared to the broader market-2.000.002.004.006.008.00
XVV: 0.83
POSKX: 0.24
The chart of Omega ratio for XVV, currently valued at 1.12, compared to the broader market0.501.001.502.002.50
XVV: 1.12
POSKX: 1.03
The chart of Calmar ratio for XVV, currently valued at 0.52, compared to the broader market0.002.004.006.008.0010.0012.00
XVV: 0.52
POSKX: 0.07
The chart of Martin ratio for XVV, currently valued at 2.09, compared to the broader market0.0020.0040.0060.00
XVV: 2.09
POSKX: 0.28

The current XVV Sharpe Ratio is 0.50, which is higher than the POSKX Sharpe Ratio of 0.07. The chart below compares the historical Sharpe Ratios of XVV and POSKX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio-1.000.001.002.003.00NovemberDecember2025FebruaryMarchApril
0.50
0.07
XVV
POSKX

Dividends

XVV vs. POSKX - Dividend Comparison

XVV's dividend yield for the trailing twelve months is around 1.14%, less than POSKX's 1.16% yield.


TTM20242023202220212020201920182017201620152014
XVV
iShares ESG Screened S&P 500 ETF
1.14%1.05%1.25%1.57%0.81%0.31%0.00%0.00%0.00%0.00%0.00%0.00%
POSKX
PrimeCap Odyssey Stock Fund
1.16%1.10%1.21%1.29%0.70%1.37%1.36%1.19%0.96%1.18%1.03%1.31%

Drawdowns

XVV vs. POSKX - Drawdown Comparison

The maximum XVV drawdown since its inception was -27.20%, smaller than the maximum POSKX drawdown of -50.18%. Use the drawdown chart below to compare losses from any high point for XVV and POSKX. For additional features, visit the drawdowns tool.


-20.00%-15.00%-10.00%-5.00%0.00%NovemberDecember2025FebruaryMarchApril
-10.43%
-10.95%
XVV
POSKX

Volatility

XVV vs. POSKX - Volatility Comparison

iShares ESG Screened S&P 500 ETF (XVV) and PrimeCap Odyssey Stock Fund (POSKX) have volatilities of 14.57% and 14.44%, 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.


2.00%4.00%6.00%8.00%10.00%12.00%14.00%NovemberDecember2025FebruaryMarchApril
14.57%
14.44%
XVV
POSKX