PLGIX vs. VOO
Compare and contrast key facts about Principal LargeCap Growth Fund I (PLGIX) and Vanguard S&P 500 ETF (VOO).
PLGIX 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: PLGIX or VOO.
Correlation
The correlation between PLGIX and VOO 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.
Performance
PLGIX vs. VOO - Performance Comparison
Key characteristics
PLGIX:
-0.29
VOO:
1.89
PLGIX:
-0.15
VOO:
2.54
PLGIX:
0.96
VOO:
1.35
PLGIX:
-0.22
VOO:
2.83
PLGIX:
-0.79
VOO:
11.83
PLGIX:
10.67%
VOO:
2.02%
PLGIX:
28.96%
VOO:
12.66%
PLGIX:
-57.42%
VOO:
-33.99%
PLGIX:
-34.85%
VOO:
-0.42%
Returns By Period
In the year-to-date period, PLGIX achieves a 3.21% return, which is significantly lower than VOO's 4.17% return. Over the past 10 years, PLGIX has underperformed VOO with an annualized return of 2.70%, while VOO has yielded a comparatively higher 13.26% annualized return.
PLGIX
3.21%
0.35%
-16.15%
-7.40%
-0.23%
2.70%
VOO
4.17%
1.23%
10.51%
24.45%
14.68%
13.26%
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PLGIX vs. VOO - Expense Ratio Comparison
PLGIX has a 0.67% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
PLGIX vs. VOO — Risk-Adjusted Performance Rank
PLGIX
VOO
PLGIX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Principal LargeCap Growth Fund I (PLGIX) 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
PLGIX vs. VOO - Dividend Comparison
PLGIX has not paid dividends to shareholders, while VOO's dividend yield for the trailing twelve months is around 1.19%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PLGIX Principal LargeCap Growth Fund I | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.02% | 0.15% | 0.15% | 0.09% | 0.06% | 0.30% |
VOO Vanguard S&P 500 ETF | 1.19% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
PLGIX vs. VOO - Drawdown Comparison
The maximum PLGIX drawdown since its inception was -57.42%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for PLGIX and VOO. For additional features, visit the drawdowns tool.
Volatility
PLGIX vs. VOO - Volatility Comparison
Principal LargeCap Growth Fund I (PLGIX) has a higher volatility of 3.79% compared to Vanguard S&P 500 ETF (VOO) at 2.94%. This indicates that PLGIX's price experiences larger fluctuations and is considered to be riskier than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.