Correlation
The correlation between LTINX and VOO is 0.90, 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.
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.
Performance
LTINX vs. VOO - Performance Comparison
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Key characteristics
LTINX:
1.11
VOO:
0.74
LTINX:
1.48
VOO:
1.04
LTINX:
1.20
VOO:
1.15
LTINX:
1.18
VOO:
0.68
LTINX:
4.93
VOO:
2.58
LTINX:
1.43%
VOO:
4.93%
LTINX:
6.84%
VOO:
19.54%
LTINX:
-42.89%
VOO:
-33.99%
LTINX:
0.00%
VOO:
-3.55%
Returns By Period
In the year-to-date period, LTINX achieves a 3.13% return, which is significantly higher than VOO's 0.90% return. Over the past 10 years, LTINX has underperformed VOO with an annualized return of 4.89%, while VOO has yielded a comparatively higher 12.81% annualized return.
LTINX
3.13%
1.78%
0.81%
7.56%
5.28%
5.13%
4.89%
VOO
0.90%
6.28%
-1.46%
14.27%
14.31%
15.89%
12.81%
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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.
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Dividends
LTINX vs. VOO - Dividend Comparison
LTINX's dividend yield for the trailing twelve months is around 6.85%, more than VOO's 1.29% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LTINX Principal LifeTime 2015 Fund | 6.85% | 7.06% | 4.74% | 7.97% | 8.21% | 5.51% | 12.77% | 9.61% | 7.63% | 3.63% | 8.86% | 5.82% |
VOO Vanguard S&P 500 ETF | 1.29% | 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.
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Volatility
LTINX vs. VOO - Volatility Comparison
The current volatility for Principal LifeTime 2015 Fund (LTINX) is 1.56%, while Vanguard S&P 500 ETF (VOO) has a volatility of 4.84%. 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.
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