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:
0.47
VOO:
0.52
PCBIX:
0.84
VOO:
0.89
PCBIX:
1.11
VOO:
1.13
PCBIX:
0.51
VOO:
0.57
PCBIX:
1.51
VOO:
2.18
PCBIX:
6.54%
VOO:
4.85%
PCBIX:
19.18%
VOO:
19.11%
PCBIX:
-57.73%
VOO:
-33.99%
PCBIX:
-8.40%
VOO:
-7.67%
Returns By Period
In the year-to-date period, PCBIX achieves a 1.75% return, which is significantly higher than VOO's -3.41% return. Over the past 10 years, PCBIX has underperformed VOO with an annualized return of 7.06%, while VOO has yielded a comparatively higher 12.42% annualized return.
PCBIX
1.75%
5.42%
-5.68%
8.87%
10.93%
7.06%
VOO
-3.41%
3.92%
-5.06%
9.92%
15.85%
12.42%
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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 3.21%, more than VOO's 1.34% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PCBIX Principal MidCap Fund Institutional Class | 3.21% | 3.26% | 2.51% | 3.18% | 7.96% | 1.08% | 4.74% | 12.24% | 3.31% | 2.49% | 6.30% | 5.26% |
VOO Vanguard S&P 500 ETF | 1.34% | 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
The current volatility for Principal MidCap Fund Institutional Class (PCBIX) is 6.25%, while Vanguard S&P 500 ETF (VOO) has a volatility of 6.83%. This indicates that PCBIX experiences smaller price fluctuations and is considered to be less risky than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.