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.
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
Key characteristics
PBCKX:
0.95
VOOG:
1.72
PBCKX:
1.29
VOOG:
2.27
PBCKX:
1.18
VOOG:
1.31
PBCKX:
1.42
VOOG:
2.42
PBCKX:
4.33
VOOG:
9.35
PBCKX:
3.26%
VOOG:
3.33%
PBCKX:
14.72%
VOOG:
18.06%
PBCKX:
-41.86%
VOOG:
-32.73%
PBCKX:
-5.16%
VOOG:
-0.21%
Returns By Period
In the year-to-date period, PBCKX achieves a 3.91% return, which is significantly lower than VOOG's 4.87% return. Over the past 10 years, PBCKX has underperformed VOOG with an annualized return of 11.90%, while VOOG has yielded a comparatively higher 15.39% annualized return.
PBCKX
3.91%
4.96%
6.89%
14.58%
9.91%
11.90%
VOOG
4.87%
5.89%
15.39%
31.33%
16.30%
15.39%
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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 Rank
PBCKX
VOOG
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's dividend yield for the trailing twelve months is around 0.02%, less than VOOG's 0.47% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PBCKX Principal Blue Chip Fund | 0.02% | 0.02% | 0.00% | 0.00% | 0.00% | 0.00% | 0.34% | 0.00% | 0.02% | 0.46% | 0.43% | 0.58% |
VOOG Vanguard S&P 500 Growth ETF | 0.47% | 0.49% | 1.12% | 0.93% | 0.53% | 0.88% | 1.26% | 1.34% | 1.32% | 1.47% | 1.56% | 1.28% |
Drawdowns
PBCKX vs. VOOG - Drawdown Comparison
The maximum PBCKX drawdown since its inception was -41.86%, 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 3.61%, while Vanguard S&P 500 Growth ETF (VOOG) has a volatility of 5.96%. 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.