LTINX vs. VOO
Compare and contrast key facts about Principal LifeTime 2015 Fund (LTINX) and Vanguard S&P 500 ETF (VOO).
LTINX 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: LTINX or VOO.
Correlation
The correlation between LTINX and VOO 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.
Performance
LTINX vs. VOO - Performance Comparison
Key characteristics
LTINX:
0.75
VOO:
1.88
LTINX:
0.95
VOO:
2.53
LTINX:
1.16
VOO:
1.35
LTINX:
0.32
VOO:
2.81
LTINX:
2.26
VOO:
11.78
LTINX:
2.18%
VOO:
2.02%
LTINX:
6.56%
VOO:
12.67%
LTINX:
-42.89%
VOO:
-33.99%
LTINX:
-10.64%
VOO:
0.00%
Returns By Period
In the year-to-date period, LTINX achieves a 2.53% return, which is significantly lower than VOO's 4.61% return. Over the past 10 years, LTINX has underperformed VOO with an annualized return of 0.04%, while VOO has yielded a comparatively higher 13.30% annualized return.
LTINX
2.53%
1.55%
-1.32%
5.30%
0.48%
0.04%
VOO
4.61%
2.59%
10.08%
25.10%
14.79%
13.30%
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LTINX vs. VOO - Expense Ratio Comparison
LTINX has a 0.02% 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
LTINX vs. VOO — Risk-Adjusted Performance Rank
LTINX
VOO
LTINX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Principal LifeTime 2015 Fund (LTINX) 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
LTINX vs. VOO - Dividend Comparison
LTINX's dividend yield for the trailing twelve months is around 3.24%, more than VOO's 1.19% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LTINX Principal LifeTime 2015 Fund | 3.24% | 3.33% | 3.05% | 2.80% | 2.66% | 1.98% | 2.49% | 3.10% | 2.81% | 2.00% | 1.82% | 2.47% |
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
LTINX vs. VOO - Drawdown Comparison
The maximum LTINX drawdown since its inception was -42.89%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for LTINX and VOO. For additional features, visit the drawdowns tool.
Volatility
LTINX vs. VOO - Volatility Comparison
The current volatility for Principal LifeTime 2015 Fund (LTINX) is 1.38%, while Vanguard S&P 500 ETF (VOO) has a volatility of 3.01%. This indicates that LTINX 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.