PBCKX vs. VOOG
Compare and contrast key facts about Principal Blue Chip Fund (PBCKX) and Vanguard S&P 500 Growth ETF (VOOG).
PBCKX is managed by Principal. It was launched on Jun 14, 2012. VOOG is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Growth 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: PBCKX or VOOG.
Key characteristics
| PBCKX | VOOG | |
|---|---|---|
| YTD Return | 18.28% | 31.63% |
| 1Y Return | 40.49% | 49.25% |
| 3Y Return (Ann) | 4.26% | 7.84% |
| 5Y Return (Ann) | 15.60% | 17.76% |
| 10Y Return (Ann) | 15.48% | 15.06% |
| Sharpe Ratio | 3.24 | 3.06 |
| Sortino Ratio | 4.19 | 3.85 |
| Omega Ratio | 1.57 | 1.56 |
| Calmar Ratio | 2.01 | 2.50 |
| Martin Ratio | 23.95 | 15.91 |
| Ulcer Index | 1.79% | 3.19% |
| Daily Std Dev | 13.22% | 16.60% |
| Max Drawdown | -38.00% | -32.73% |
| Current Drawdown | -1.25% | 0.00% |
Correlation
The correlation between PBCKX and VOOG is 0.93, 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
PBCKX vs. VOOG - Performance Comparison
In the year-to-date period, PBCKX achieves a 18.28% return, which is significantly lower than VOOG's 31.63% return. Both investments have delivered pretty close results over the past 10 years, with PBCKX having a 15.48% annualized return and VOOG not far behind at 15.06%. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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PBCKX vs. VOOG - Expense Ratio Comparison
PBCKX has a 0.66% expense ratio, which is higher than VOOG's 0.10% expense ratio.
Risk-Adjusted Performance
PBCKX vs. VOOG - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Principal Blue Chip Fund (PBCKX) and Vanguard S&P 500 Growth ETF (VOOG). 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
PBCKX vs. VOOG - Dividend Comparison
PBCKX has not paid dividends to shareholders, while VOOG's dividend yield for the trailing twelve months is around 0.61%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PBCKX Principal Blue Chip Fund | 0.00% | 0.00% | 0.71% | 6.67% | 3.28% | 4.62% | 7.86% | 2.79% | 1.01% | 2.40% | 3.06% | 0.29% |
VOOG Vanguard S&P 500 Growth ETF | 0.61% | 1.12% | 0.93% | 0.53% | 0.88% | 1.26% | 1.34% | 1.32% | 1.47% | 1.56% | 1.28% | 1.46% |
Drawdowns
PBCKX vs. VOOG - Drawdown Comparison
The maximum PBCKX drawdown since its inception was -38.00%, which is greater than VOOG's maximum drawdown of -32.73%. Use the drawdown chart below to compare losses from any high point for PBCKX and VOOG. For additional features, visit the drawdowns tool.
Volatility
PBCKX vs. VOOG - Volatility Comparison
The current volatility for Principal Blue Chip Fund (PBCKX) is 3.12%, while Vanguard S&P 500 Growth ETF (VOOG) has a volatility of 3.60%. This indicates that PBCKX experiences smaller price fluctuations and is considered to be less risky than VOOG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.