PCBIX vs. VOT
Compare and contrast key facts about Principal MidCap Fund Institutional Class (PCBIX) and Vanguard Mid-Cap Growth ETF (VOT).
PCBIX is managed by Principal. It was launched on Dec 6, 2000. VOT is a passively managed fund by Vanguard that tracks the performance of the CRSP US Mid Cap Growth Index. It was launched on Aug 17, 2006.
Performance
PCBIX vs. VOT - Performance Comparison
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PCBIX vs. VOT - 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% |
VOT Vanguard Mid-Cap Growth ETF | -7.62% | 10.72% | 16.38% | 23.10% | -28.87% | 20.50% | 34.50% | 33.76% | -5.56% | 21.80% |
Returns By Period
In the year-to-date period, PCBIX achieves a -12.96% return, which is significantly lower than VOT's -7.62% return. Over the past 10 years, PCBIX has outperformed VOT with an annualized return of 11.48%, while VOT has yielded a comparatively lower 10.62% 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%
VOT
- 1D
- 3.09%
- 1M
- -7.40%
- YTD
- -7.62%
- 6M
- -12.08%
- 1Y
- 5.90%
- 3Y*
- 10.49%
- 5Y*
- 4.04%
- 10Y*
- 10.62%
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PCBIX vs. VOT - Expense Ratio Comparison
PCBIX has a 0.67% expense ratio, which is higher than VOT's 0.07% expense ratio.
Return for Risk
PCBIX vs. VOT — Risk / Return Rank
PCBIX
VOT
PCBIX vs. VOT - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Principal MidCap Fund Institutional Class (PCBIX) and Vanguard Mid-Cap Growth ETF (VOT). 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 | VOT | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.58 | 0.28 | -0.86 |
Sortino ratioReturn per unit of downside risk | -0.71 | 0.55 | -1.26 |
Omega ratioGain probability vs. loss probability | 0.91 | 1.07 | -0.17 |
Calmar ratioReturn relative to maximum drawdown | -0.60 | 0.38 | -0.99 |
Martin ratioReturn relative to average drawdown | -1.81 | 1.20 | -3.01 |
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 | VOT | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.58 | 0.28 | -0.86 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.27 | 0.19 | +0.08 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.60 | 0.51 | +0.09 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.58 | 0.42 | +0.17 |
Correlation
The correlation between PCBIX and VOT is 0.91, 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. VOT - Dividend Comparison
PCBIX's dividend yield for the trailing twelve months is around 6.68%, more than VOT's 0.72% 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% |
VOT Vanguard Mid-Cap Growth ETF | 0.72% | 0.64% | 0.67% | 0.71% | 0.78% | 0.34% | 0.56% | 0.78% | 0.84% | 0.72% | 0.81% | 0.81% |
Drawdowns
PCBIX vs. VOT - Drawdown Comparison
The maximum PCBIX drawdown since its inception was -50.25%, smaller than the maximum VOT drawdown of -60.16%. Use the drawdown chart below to compare losses from any high point for PCBIX and VOT.
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Drawdown Indicators
| PCBIX | VOT | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -50.25% | -60.16% | +9.91% |
Max Drawdown (1Y)Largest decline over 1 year | -19.29% | -15.96% | -3.33% |
Max Drawdown (5Y)Largest decline over 5 years | -31.17% | -37.19% | +6.02% |
Max Drawdown (10Y)Largest decline over 10 years | -40.56% | -37.19% | -3.37% |
Current DrawdownCurrent decline from peak | -18.65% | -13.36% | -5.29% |
Average DrawdownAverage peak-to-trough decline | -6.50% | -10.01% | +3.51% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.44% | 5.10% | +1.34% |
Volatility
PCBIX vs. VOT - Volatility Comparison
The current volatility for Principal MidCap Fund Institutional Class (PCBIX) is 4.56%, while Vanguard Mid-Cap Growth ETF (VOT) has a volatility of 6.50%. This indicates that PCBIX experiences smaller price fluctuations and is considered to be less risky than VOT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PCBIX | VOT | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.56% | 6.50% | -1.94% |
Volatility (6M)Calculated over the trailing 6-month period | 10.34% | 12.32% | -1.98% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.28% | 21.01% | -2.73% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.53% | 21.33% | -2.80% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.09% | 20.92% | -1.83% |