PCBIX vs. VOO
Compare and contrast key facts about Principal MidCap Fund Institutional Class (PCBIX) and Vanguard S&P 500 ETF (VOO).
PCBIX is managed by Principal. It was launched on Dec 6, 2000. 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: PCBIX or VOO.
Correlation
The correlation between PCBIX 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.
Performance
PCBIX vs. VOO - Performance Comparison
Key characteristics
PCBIX:
1.39
VOO:
1.99
PCBIX:
1.88
VOO:
2.65
PCBIX:
1.24
VOO:
1.36
PCBIX:
1.31
VOO:
3.03
PCBIX:
5.33
VOO:
12.71
PCBIX:
3.78%
VOO:
2.01%
PCBIX:
14.48%
VOO:
12.90%
PCBIX:
-57.73%
VOO:
-33.99%
PCBIX:
-5.77%
VOO:
-0.86%
Returns By Period
In the year-to-date period, PCBIX achieves a 4.67% return, which is significantly higher than VOO's 3.16% return. Over the past 10 years, PCBIX has underperformed VOO with an annualized return of 8.25%, while VOO has yielded a comparatively higher 13.80% annualized return.
PCBIX
4.67%
3.51%
6.59%
19.22%
7.62%
8.25%
VOO
3.16%
1.60%
12.30%
24.73%
14.88%
13.80%
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PCBIX vs. VOO - Expense Ratio Comparison
PCBIX has a 0.67% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
PCBIX vs. VOO — Risk-Adjusted Performance Rank
PCBIX
VOO
PCBIX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Principal MidCap Fund Institutional Class (PCBIX) 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.
Dividends
PCBIX vs. VOO - Dividend Comparison
PCBIX's dividend yield for the trailing twelve months is around 0.12%, less than VOO's 1.21% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PCBIX Principal MidCap Fund Institutional Class | 0.12% | 0.13% | 0.04% | 0.00% | 0.00% | 0.00% | 0.47% | 0.07% | 0.05% | 0.41% | 0.13% | 0.36% |
VOO Vanguard S&P 500 ETF | 1.21% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
PCBIX vs. VOO - Drawdown Comparison
The maximum PCBIX drawdown since its inception was -57.73%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for PCBIX and VOO. For additional features, visit the drawdowns tool.
Volatility
PCBIX vs. VOO - Volatility Comparison
Principal MidCap Fund Institutional Class (PCBIX) and Vanguard S&P 500 ETF (VOO) have volatilities of 4.21% and 4.18%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.