Correlation
The correlation between PLSAX and VTI is 0.99, 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.
PLSAX vs. VTI
Compare and contrast key facts about Principal LargeCap S&P 500 Index Fund Class A (PLSAX) and Vanguard Total Stock Market ETF (VTI).
PLSAX is a passively managed fund by Principal Funds that tracks the performance of the S&P 500 Index. It was launched on Feb 2, 2001. 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. Both PLSAX and VTI are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PLSAX or VTI.
Performance
PLSAX vs. VTI - Performance Comparison
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Key characteristics
PLSAX:
0.68
VTI:
0.68
PLSAX:
1.02
VTI:
0.98
PLSAX:
1.15
VTI:
1.14
PLSAX:
0.67
VTI:
0.63
PLSAX:
2.54
VTI:
2.36
PLSAX:
4.94%
VTI:
5.17%
PLSAX:
19.78%
VTI:
20.37%
PLSAX:
-55.67%
VTI:
-55.45%
PLSAX:
-3.51%
VTI:
-4.03%
Returns By Period
In the year-to-date period, PLSAX achieves a 0.92% return, which is significantly higher than VTI's 0.38% return. Both investments have delivered pretty close results over the past 10 years, with PLSAX having a 12.32% annualized return and VTI not far behind at 12.13%.
PLSAX
0.92%
6.25%
-1.52%
14.00%
13.71%
15.43%
12.32%
VTI
0.38%
6.25%
-2.68%
13.67%
13.71%
15.23%
12.13%
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PLSAX vs. VTI - Expense Ratio Comparison
PLSAX has a 0.38% expense ratio, which is higher than VTI's 0.03% expense ratio.
Risk-Adjusted Performance
PLSAX vs. VTI — Risk-Adjusted Performance Rank
PLSAX
VTI
PLSAX vs. VTI - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Principal LargeCap S&P 500 Index Fund Class A (PLSAX) 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.
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Dividends
PLSAX vs. VTI - Dividend Comparison
PLSAX's dividend yield for the trailing twelve months is around 2.52%, more than VTI's 1.29% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PLSAX Principal LargeCap S&P 500 Index Fund Class A | 2.52% | 2.54% | 3.90% | 2.70% | 13.38% | 7.35% | 3.57% | 7.20% | 6.73% | 2.94% | 2.36% | 1.57% |
VTI Vanguard Total Stock Market ETF | 1.29% | 1.27% | 1.44% | 1.67% | 1.21% | 1.42% | 1.78% | 2.04% | 1.71% | 1.92% | 1.98% | 1.76% |
Drawdowns
PLSAX vs. VTI - Drawdown Comparison
The maximum PLSAX drawdown since its inception was -55.67%, roughly equal to the maximum VTI drawdown of -55.45%. Use the drawdown chart below to compare losses from any high point for PLSAX and VTI.
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Volatility
PLSAX vs. VTI - Volatility Comparison
Principal LargeCap S&P 500 Index Fund Class A (PLSAX) and Vanguard Total Stock Market ETF (VTI) have volatilities of 4.81% and 4.90%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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