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:
0.02
VOOG:
0.33
PBCKX:
0.17
VOOG:
0.61
PBCKX:
1.02
VOOG:
1.09
PBCKX:
0.02
VOOG:
0.36
PBCKX:
0.08
VOOG:
1.35
PBCKX:
6.04%
VOOG:
5.92%
PBCKX:
20.02%
VOOG:
24.46%
PBCKX:
-41.86%
VOOG:
-32.73%
PBCKX:
-16.17%
VOOG:
-17.04%
Returns By Period
In the year-to-date period, PBCKX achieves a -8.16% return, which is significantly higher than VOOG's -12.76% return. Over the past 10 years, PBCKX has underperformed VOOG with an annualized return of 10.40%, while VOOG has yielded a comparatively higher 13.18% annualized return.
PBCKX
-8.16%
-4.04%
-9.97%
0.79%
10.18%
10.40%
VOOG
-12.76%
-5.26%
-8.59%
8.98%
14.83%
13.18%
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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 0.03%, less than VOOG's 0.64% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PBCKX Principal Blue Chip Fund | 0.03% | 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 | 0.64% | 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 13.26%, while Vanguard S&P 500 Growth ETF (VOOG) has a volatility of 15.67%. 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.