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.
Performance
PCBIX vs. VOO - Performance Comparison
Returns By Period
The year-to-date returns for both stocks are quite close, with PCBIX having a 27.60% return and VOO slightly lower at 26.58%. Over the past 10 years, PCBIX has underperformed VOO with an annualized return of 8.01%, while VOO has yielded a comparatively higher 13.22% annualized return.
PCBIX
27.60%
6.45%
16.72%
32.13%
9.36%
8.01%
VOO
26.58%
3.05%
13.23%
32.77%
15.74%
13.22%
Key characteristics
| PCBIX | VOO | |
|---|---|---|
| Sharpe Ratio | 2.38 | 2.69 |
| Sortino Ratio | 3.19 | 3.59 |
| Omega Ratio | 1.40 | 1.50 |
| Calmar Ratio | 1.65 | 3.88 |
| Martin Ratio | 13.99 | 17.58 |
| Ulcer Index | 2.30% | 1.86% |
| Daily Std Dev | 13.52% | 12.19% |
| Max Drawdown | -57.73% | -33.99% |
| Current Drawdown | 0.00% | -0.53% |
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
PCBIX vs. VOO - Expense Ratio Comparison
PCBIX has a 0.67% expense ratio, which is higher than VOO's 0.03% expense ratio.
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.
Risk-Adjusted Performance
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 0.03%, less than VOO's 1.24% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PCBIX Principal MidCap Fund Institutional Class | 0.03% | 0.04% | 0.00% | 0.00% | 0.00% | 0.47% | 0.07% | 0.05% | 0.41% | 0.13% | 0.36% | 0.24% |
VOO Vanguard S&P 500 ETF | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% | 1.84% |
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) has a higher volatility of 4.61% compared to Vanguard S&P 500 ETF (VOO) at 3.99%. This indicates that PCBIX's price experiences larger fluctuations and is considered to be riskier than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.