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.
Performance
PCBIX vs. VOO - Performance Comparison
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PCBIX vs. VOO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PCBIX Principal MidCap Fund Institutional Class | -12.96% | 1.62% | 23.63% | 25.92% | -23.16% | 25.22% | 18.25% | 49.40% | -6.86% | 25.32% |
VOO Vanguard S&P 500 ETF | -4.42% | 17.82% | 24.98% | 26.32% | -18.17% | 28.79% | 18.32% | 31.37% | -4.50% | 21.77% |
Returns By Period
In the year-to-date period, PCBIX achieves a -12.96% return, which is significantly lower than VOO's -4.42% return. Over the past 10 years, PCBIX has underperformed VOO with an annualized return of 11.48%, while VOO has yielded a comparatively higher 14.05% annualized return.
PCBIX
- 1D
- 0.78%
- 1M
- -9.56%
- YTD
- -12.96%
- 6M
- -16.52%
- 1Y
- -11.19%
- 3Y*
- 9.26%
- 5Y*
- 5.06%
- 10Y*
- 11.48%
VOO
- 1D
- 2.86%
- 1M
- -5.01%
- YTD
- -4.42%
- 6M
- -1.84%
- 1Y
- 17.67%
- 3Y*
- 18.27%
- 5Y*
- 11.75%
- 10Y*
- 14.05%
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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.
Return for Risk
PCBIX vs. VOO — Risk / Return Rank
PCBIX
VOO
PCBIX vs. VOO - Risk-Adjusted Trends 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.
| PCBIX | VOO | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.58 | 0.98 | -1.56 |
Sortino ratioReturn per unit of downside risk | -0.71 | 1.50 | -2.21 |
Omega ratioGain probability vs. loss probability | 0.91 | 1.23 | -0.32 |
Calmar ratioReturn relative to maximum drawdown | -0.60 | 1.53 | -2.14 |
Martin ratioReturn relative to average drawdown | -1.81 | 7.29 | -9.10 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| PCBIX | VOO | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.58 | 0.98 | -1.56 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.27 | 0.70 | -0.43 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.60 | 0.78 | -0.18 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.58 | 0.83 | -0.25 |
Correlation
The correlation between PCBIX and VOO is 0.89, 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.
Dividends
PCBIX vs. VOO - Dividend Comparison
PCBIX's dividend yield for the trailing twelve months is around 6.68%, more than VOO's 1.19% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PCBIX Principal MidCap Fund Institutional Class | 6.68% | 5.81% | 6.40% | 2.51% | 3.18% | 7.96% | 1.08% | 9.02% | 12.24% | 3.31% | 2.49% | 6.30% |
VOO Vanguard S&P 500 ETF | 1.19% | 1.13% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% |
Drawdowns
PCBIX vs. VOO - Drawdown Comparison
The maximum PCBIX drawdown since its inception was -50.25%, 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.
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Drawdown Indicators
| PCBIX | VOO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -50.25% | -33.99% | -16.26% |
Max Drawdown (1Y)Largest decline over 1 year | -19.29% | -11.98% | -7.31% |
Max Drawdown (5Y)Largest decline over 5 years | -31.17% | -24.52% | -6.65% |
Max Drawdown (10Y)Largest decline over 10 years | -40.56% | -33.99% | -6.57% |
Current DrawdownCurrent decline from peak | -18.65% | -6.29% | -12.36% |
Average DrawdownAverage peak-to-trough decline | -6.50% | -3.72% | -2.78% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.44% | 2.52% | +3.92% |
Volatility
PCBIX vs. VOO - Volatility Comparison
The current volatility for Principal MidCap Fund Institutional Class (PCBIX) is 4.56%, while Vanguard S&P 500 ETF (VOO) has a volatility of 5.29%. 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.
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Volatility by Period
| PCBIX | VOO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.56% | 5.29% | -0.73% |
Volatility (6M)Calculated over the trailing 6-month period | 10.34% | 9.44% | +0.90% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.28% | 18.10% | +0.18% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.53% | 16.82% | +1.71% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.09% | 17.99% | +1.10% |