PBCKX vs. VOOG

Last updated Jun 24, 2026

PBCKX (Principal Blue Chip Fund) and VOOG (Vanguard S&P 500 Growth ETF) are both funds - PBCKX is a Large Cap Growth Equities fund managed by Principal, while VOOG is a S&P 500 fund tracking the S&P 500 Growth Index. Over the past 10 years, PBCKX returned 16.34%/yr vs 18.00%/yr for VOOG. Their correlation of 0.92 suggests significant overlap in exposure. PBCKX charges 0.66%/yr vs 0.07%/yr for VOOG.

Performance

PBCKX vs. VOOG - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Principal Blue Chip Fund (PBCKX) and Vanguard S&P 500 Growth ETF (VOOG). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, PBCKX achieves a -5.15% return, which is significantly lower than VOOG's 8.71% return. Over the past 10 years, PBCKX has underperformed VOOG with an annualized return of 16.34%, while VOOG has yielded a comparatively higher 18.00% annualized return.

PBCKX

• 1D: -2.20%
• 1M: -4.19%
• YTD: -5.15%
• 6M: -5.85%
• 1Y: -1.17%
• 3Y*: 15.79%
• 5Y*: 6.63%
• 10Y*: 16.34%

VOOG

• 1D: -2.34%
• 1M: -2.03%
• YTD: 8.71%
• 6M: 7.44%
• 1Y: 26.86%
• 3Y*: 25.47%
• 5Y*: 14.06%
• 10Y*: 18.00%

*Multi-year figures are annualized to reflect compound growth (CAGR)

PBCKX vs. VOOG - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
PBCKX Principal Blue Chip Fund	-5.15%	9.20%	26.90%	40.58%	-30.74%	25.05%	34.77%	45.22%	2.83%	28.85%
VOOG Vanguard S&P 500 Growth ETF	8.71%	22.11%	35.89%	29.96%	-29.48%	31.95%	33.35%	30.93%	-0.21%	27.19%

Correlation

The correlation between PBCKX and VOOG is 0.85, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.85
Correlation (3Y) Calculated over the trailing 3-year period	0.85
Correlation (5Y) Calculated over the trailing 5-year period	0.91
Correlation (10Y) Calculated over the trailing 10-year period	0.92
Correlation (All Time) Calculated using the full available price history since Jun 15, 2012	0.92

The correlation between PBCKX and VOOG has been stable across timeframes, ranging from 0.85 to 0.92 - a consistent structural relationship.

Return for Risk

PBCKX vs. VOOG — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

PBCKX

PBCKX Risk / Return Rank: 3
PBCKX Sharpe Ratio Rank: 3
PBCKX Sortino Ratio Rank: 3
PBCKX Omega Ratio Rank: 3
PBCKX Calmar Ratio Rank: 3
PBCKX Martin Ratio Rank: 3

VOOG

VOOG Risk / Return Rank: 45
VOOG Sharpe Ratio Rank: 47
VOOG Sortino Ratio Rank: 45
VOOG Omega Ratio Rank: 44
VOOG Calmar Ratio Rank: 41
VOOG Martin Ratio Rank: 48

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

PBCKX vs. VOOG - Risk-Adjusted Trends 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.

	PBCKX	VOOG	Difference
Sharpe ratio: Return per unit of total volatility	-0.02	1.59	-1.61
Sortino ratio: Return per unit of downside risk	0.08	2.17	-2.09
Omega ratio: Gain probability vs. loss probability	1.01	1.28	-0.27
Calmar ratio: Return relative to maximum drawdown	-0.02	1.97	-1.98
Martin ratio: Return relative to average drawdown	-0.05	7.82	-7.86

PBCKX vs. VOOG - Sharpe Ratio Comparison

The current PBCKX Sharpe Ratio is -0.02, which is lower than the VOOG Sharpe Ratio of 1.59. The chart below compares the historical Sharpe Ratios of PBCKX and VOOG, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

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.

Drawdown Indicators

	PBCKX	VOOG	Difference
Max Drawdown Largest peak-to-trough decline	-38.00%	-32.73%	-5.27%
Max Drawdown (1Y) Largest decline over 1 year	-19.10%	-13.71%	-5.39%
Max Drawdown (3Y) Largest decline over 3 years	-19.10%	-22.18%	+3.08%
Max Drawdown (5Y) Largest decline over 5 years	-38.00%	-32.73%	-5.27%
Max Drawdown (10Y) Largest decline over 10 years	-38.00%	-32.73%	-5.27%
Current Drawdown Current decline from peak	-8.75%	-5.49%	-3.26%
Average Drawdown Average peak-to-trough decline	-5.65%	-4.96%	-0.69%
Ulcer Index Depth and duration of drawdowns from previous peaks	6.45%	3.45%	+3.00%

Volatility

PBCKX vs. VOOG - Volatility Comparison

The current volatility for Principal Blue Chip Fund (PBCKX) is 5.79%, while Vanguard S&P 500 Growth ETF (VOOG) has a volatility of 7.23%. 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.

Volatility by Period

	PBCKX	VOOG	Difference
Volatility (1M) Calculated over the trailing 1-month period	5.79%	7.23%	-1.44%
Volatility (6M) Calculated over the trailing 6-month period	13.10%	13.86%	-0.76%
Volatility (1Y) Calculated over the trailing 1-year period	15.89%	17.04%	-1.15%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	20.45%	21.38%	-0.93%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	20.26%	20.81%	-0.55%

PBCKX vs. VOOG - Expense Ratio Comparison

PBCKX has a 0.66% expense ratio, which is higher than VOOG's 0.07% expense ratio.

Dividends

PBCKX vs. VOOG - Dividend Comparison

PBCKX's dividend yield for the trailing twelve months is around 21.03%, more than VOOG's 0.46% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
PBCKX Principal Blue Chip Fund	21.03%	19.94%	9.01%	0.51%	0.71%	6.67%	3.28%	8.90%	7.86%	2.79%	1.01%	2.40%
VOOG Vanguard S&P 500 Growth ETF	0.46%	0.49%	0.49%	1.12%	0.93%	0.53%	0.88%	1.26%	1.34%	1.32%	1.47%	1.56%

Frequently Asked Questions

Can I hold both PBCKX and VOOG in my portfolio?

PBCKX and VOOG have a correlation of 0.85, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, PBCKX or VOOG?

VOOG has higher volatility (7.23%) compared to PBCKX (5.79%). In terms of maximum drawdown, PBCKX dropped -38.00% vs VOOG's -32.73%.

Which has better risk-adjusted returns?

VOOG currently has the higher Sharpe Ratio (1.59 vs -0.02), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.