PLFMX vs. VTI
Compare and contrast key facts about Principal LargeCap S&P 500 Index Fund (PLFMX) and Vanguard Total Stock Market ETF (VTI).
PLFMX is managed by Principal. It was launched on Dec 6, 2000. VTI is a passively managed fund by Vanguard that tracks the performance of the CRSP US Total Market Index. It was launched on May 24, 2001.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PLFMX or VTI.
Performance
PLFMX vs. VTI - Performance Comparison
Returns By Period
The year-to-date returns for both investments are quite close, with PLFMX having a 25.48% return and VTI slightly higher at 25.64%. Over the past 10 years, PLFMX has underperformed VTI with an annualized return of 8.38%, while VTI has yielded a comparatively higher 12.67% annualized return.
PLFMX
25.48%
1.73%
13.28%
27.92%
9.50%
8.38%
VTI
25.64%
2.57%
14.24%
32.95%
15.11%
12.67%
Key characteristics
| PLFMX | VTI | |
|---|---|---|
| Sharpe Ratio | 2.21 | 2.68 |
| Sortino Ratio | 2.86 | 3.57 |
| Omega Ratio | 1.42 | 1.49 |
| Calmar Ratio | 2.00 | 3.91 |
| Martin Ratio | 13.76 | 17.13 |
| Ulcer Index | 2.07% | 1.96% |
| Daily Std Dev | 12.87% | 12.51% |
| Max Drawdown | -56.11% | -55.45% |
| Current Drawdown | -0.81% | -0.84% |
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PLFMX vs. VTI - Expense Ratio Comparison
PLFMX has a 0.72% expense ratio, which is higher than VTI's 0.03% expense ratio.
Correlation
The correlation between PLFMX and VTI is 0.98, 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
PLFMX vs. VTI - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Principal LargeCap S&P 500 Index Fund (PLFMX) and Vanguard Total Stock Market ETF (VTI). 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
PLFMX vs. VTI - Dividend Comparison
PLFMX's dividend yield for the trailing twelve months is around 0.71%, less than VTI's 1.27% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PLFMX Principal LargeCap S&P 500 Index Fund | 0.71% | 0.88% | 0.88% | 0.48% | 1.22% | 1.33% | 1.43% | 1.17% | 1.39% | 1.25% | 1.22% | 1.14% |
VTI Vanguard Total Stock Market ETF | 1.27% | 1.44% | 1.67% | 1.21% | 1.42% | 1.78% | 2.04% | 1.71% | 1.92% | 1.98% | 1.76% | 1.74% |
Drawdowns
PLFMX vs. VTI - Drawdown Comparison
The maximum PLFMX drawdown since its inception was -56.11%, roughly equal to the maximum VTI drawdown of -55.45%. Use the drawdown chart below to compare losses from any high point for PLFMX and VTI. For additional features, visit the drawdowns tool.
Volatility
PLFMX vs. VTI - Volatility Comparison
The current volatility for Principal LargeCap S&P 500 Index Fund (PLFMX) is 3.95%, while Vanguard Total Stock Market ETF (VTI) has a volatility of 4.19%. This indicates that PLFMX experiences smaller price fluctuations and is considered to be less risky than VTI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.