PLGIX vs. VUG
Compare and contrast key facts about Principal LargeCap Growth Fund I (PLGIX) and Vanguard Growth ETF (VUG).
PLGIX is managed by Principal. It was launched on Dec 6, 2000. VUG is a passively managed fund by Vanguard that tracks the performance of the CRSP U.S. Large Cap Growth Index. It was launched on Jan 26, 2004.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PLGIX or VUG.
Correlation
The correlation between PLGIX and VUG is 0.92, 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. VUG - Performance Comparison
Key characteristics
PLGIX:
0.39
VUG:
0.57
PLGIX:
0.71
VUG:
0.95
PLGIX:
1.10
VUG:
1.13
PLGIX:
0.41
VUG:
0.62
PLGIX:
1.56
VUG:
2.22
PLGIX:
5.67%
VUG:
6.42%
PLGIX:
22.88%
VUG:
24.95%
PLGIX:
-55.43%
VUG:
-50.68%
PLGIX:
-11.13%
VUG:
-11.84%
Returns By Period
In the year-to-date period, PLGIX achieves a -6.97% return, which is significantly higher than VUG's -8.15% return. Over the past 10 years, PLGIX has underperformed VUG with an annualized return of 13.08%, while VUG has yielded a comparatively higher 14.23% annualized return.
PLGIX
-6.97%
-1.73%
-4.45%
9.64%
13.02%
13.08%
VUG
-8.15%
-1.58%
-3.83%
14.94%
17.28%
14.23%
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PLGIX vs. VUG - Expense Ratio Comparison
PLGIX has a 0.67% expense ratio, which is higher than VUG's 0.04% expense ratio.
Risk-Adjusted Performance
PLGIX vs. VUG — Risk-Adjusted Performance Rank
PLGIX
VUG
PLGIX vs. VUG - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Principal LargeCap Growth Fund I (PLGIX) and Vanguard Growth ETF (VUG). 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. VUG - Dividend Comparison
PLGIX's dividend yield for the trailing twelve months is around 34.27%, more than VUG's 0.52% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PLGIX Principal LargeCap Growth Fund I | 34.27% | 31.88% | 5.99% | 11.57% | 11.34% | 7.03% | 8.01% | 16.41% | 7.05% | 4.64% | 12.51% | 10.50% |
VUG Vanguard Growth ETF | 0.52% | 0.47% | 0.58% | 0.70% | 0.48% | 0.66% | 0.95% | 1.32% | 1.14% | 1.39% | 1.30% | 1.21% |
Drawdowns
PLGIX vs. VUG - Drawdown Comparison
The maximum PLGIX drawdown since its inception was -55.43%, which is greater than VUG's maximum drawdown of -50.68%. Use the drawdown chart below to compare losses from any high point for PLGIX and VUG. For additional features, visit the drawdowns tool.
Volatility
PLGIX vs. VUG - Volatility Comparison
The current volatility for Principal LargeCap Growth Fund I (PLGIX) is 15.90%, while Vanguard Growth ETF (VUG) has a volatility of 16.77%. This indicates that PLGIX experiences smaller price fluctuations and is considered to be less risky than VUG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.