LTFIX vs. VOO
Compare and contrast key facts about Principal LifeTime 2055 Fund (LTFIX) and Vanguard S&P 500 ETF (VOO).
LTFIX is managed by Principal. It was launched on Feb 28, 2008. 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: LTFIX or VOO.
Correlation
The correlation between LTFIX and VOO is 0.95, 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
LTFIX vs. VOO - Performance Comparison
Key characteristics
LTFIX:
1.02
VOO:
1.89
LTFIX:
1.40
VOO:
2.54
LTFIX:
1.19
VOO:
1.35
LTFIX:
0.94
VOO:
2.83
LTFIX:
4.30
VOO:
11.83
LTFIX:
2.80%
VOO:
2.02%
LTFIX:
11.77%
VOO:
12.66%
LTFIX:
-51.89%
VOO:
-33.99%
LTFIX:
-2.99%
VOO:
-0.42%
Returns By Period
In the year-to-date period, LTFIX achieves a 4.89% return, which is significantly higher than VOO's 4.17% return. Over the past 10 years, LTFIX has underperformed VOO with an annualized return of 5.09%, while VOO has yielded a comparatively higher 13.26% annualized return.
LTFIX
4.89%
1.32%
3.05%
12.11%
5.45%
5.09%
VOO
4.17%
1.23%
10.51%
24.45%
14.68%
13.26%
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LTFIX vs. VOO - Expense Ratio Comparison
LTFIX has a 0.01% expense ratio, which is lower than VOO's 0.03% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Risk-Adjusted Performance
LTFIX vs. VOO — Risk-Adjusted Performance Rank
LTFIX
VOO
LTFIX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Principal LifeTime 2055 Fund (LTFIX) 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
LTFIX vs. VOO - Dividend Comparison
LTFIX's dividend yield for the trailing twelve months is around 1.52%, more than VOO's 1.19% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LTFIX Principal LifeTime 2055 Fund | 1.52% | 1.59% | 1.68% | 1.27% | 2.92% | 1.58% | 1.82% | 2.24% | 2.14% | 1.44% | 1.38% | 2.80% |
VOO Vanguard S&P 500 ETF | 1.19% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
LTFIX vs. VOO - Drawdown Comparison
The maximum LTFIX drawdown since its inception was -51.89%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for LTFIX and VOO. For additional features, visit the drawdowns tool.
Volatility
LTFIX vs. VOO - Volatility Comparison
The current volatility for Principal LifeTime 2055 Fund (LTFIX) is 2.35%, while Vanguard S&P 500 ETF (VOO) has a volatility of 2.94%. This indicates that LTFIX experiences smaller price fluctuations and is considered to be less risky than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.