PDRDX vs. VOO
Compare and contrast key facts about Principal Diversified Real Asset Fund (PDRDX) and Vanguard S&P 500 ETF (VOO).
PDRDX is managed by Principal. It was launched on Mar 15, 2010. 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: PDRDX or VOO.
Correlation
The correlation between PDRDX and VOO is 0.71, 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
PDRDX vs. VOO - Performance Comparison
Key characteristics
PDRDX:
0.46
VOO:
1.88
PDRDX:
0.67
VOO:
2.52
PDRDX:
1.09
VOO:
1.35
PDRDX:
0.21
VOO:
2.83
PDRDX:
1.65
VOO:
11.96
PDRDX:
2.45%
VOO:
2.00%
PDRDX:
8.73%
VOO:
12.70%
PDRDX:
-28.55%
VOO:
-33.99%
PDRDX:
-12.98%
VOO:
-3.91%
Returns By Period
In the year-to-date period, PDRDX achieves a 0.18% return, which is significantly higher than VOO's -0.66% return. Over the past 10 years, PDRDX has underperformed VOO with an annualized return of 2.09%, while VOO has yielded a comparatively higher 13.26% annualized return.
PDRDX
0.18%
-2.36%
-1.54%
3.49%
2.26%
2.09%
VOO
-0.66%
-3.35%
3.78%
23.82%
13.79%
13.26%
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PDRDX vs. VOO - Expense Ratio Comparison
PDRDX has a 0.83% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
PDRDX vs. VOO — Risk-Adjusted Performance Rank
PDRDX
VOO
PDRDX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Principal Diversified Real Asset Fund (PDRDX) 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
PDRDX vs. VOO - Dividend Comparison
PDRDX's dividend yield for the trailing twelve months is around 1.90%, more than VOO's 1.25% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PDRDX Principal Diversified Real Asset Fund | 1.90% | 1.90% | 2.52% | 6.58% | 5.20% | 0.51% | 2.36% | 3.47% | 2.22% | 2.61% | 0.99% | 1.07% |
VOO Vanguard S&P 500 ETF | 1.25% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
PDRDX vs. VOO - Drawdown Comparison
The maximum PDRDX drawdown since its inception was -28.55%, smaller than the maximum VOO drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for PDRDX and VOO. For additional features, visit the drawdowns tool.
Volatility
PDRDX vs. VOO - Volatility Comparison
The current volatility for Principal Diversified Real Asset Fund (PDRDX) is 3.08%, while Vanguard S&P 500 ETF (VOO) has a volatility of 4.56%. This indicates that PDRDX 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.