Correlation
The correlation between PLTHX and VOO is 0.95, 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.
PLTHX vs. VOO
Compare and contrast key facts about Principal LifeTime Hybrid 2060 Fund (PLTHX) and Vanguard S&P 500 ETF (VOO).
PLTHX is managed by Principal. It was launched on Sep 29, 2014. 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: PLTHX or VOO.
Performance
PLTHX vs. VOO - Performance Comparison
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Key characteristics
PLTHX:
0.63
VOO:
0.74
PLTHX:
0.90
VOO:
1.04
PLTHX:
1.13
VOO:
1.15
PLTHX:
0.58
VOO:
0.68
PLTHX:
2.45
VOO:
2.58
PLTHX:
3.96%
VOO:
4.93%
PLTHX:
17.47%
VOO:
19.54%
PLTHX:
-33.26%
VOO:
-33.99%
PLTHX:
-1.51%
VOO:
-3.55%
Returns By Period
In the year-to-date period, PLTHX achieves a 3.66% return, which is significantly higher than VOO's 0.90% return. Over the past 10 years, PLTHX has underperformed VOO with an annualized return of 8.96%, while VOO has yielded a comparatively higher 12.81% annualized return.
PLTHX
3.66%
5.14%
0.47%
9.98%
10.77%
12.37%
8.96%
VOO
0.90%
5.53%
-1.46%
13.29%
14.31%
15.89%
12.81%
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PLTHX vs. VOO - Expense Ratio Comparison
PLTHX has a 0.05% expense ratio, which is higher than VOO's 0.03% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Risk-Adjusted Performance
PLTHX vs. VOO — Risk-Adjusted Performance Rank
PLTHX
VOO
PLTHX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Principal LifeTime Hybrid 2060 Fund (PLTHX) 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.
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Dividends
PLTHX vs. VOO - Dividend Comparison
PLTHX's dividend yield for the trailing twelve months is around 2.99%, more than VOO's 1.29% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PLTHX Principal LifeTime Hybrid 2060 Fund | 2.99% | 3.10% | 2.75% | 7.91% | 3.84% | 2.91% | 3.68% | 3.47% | 2.36% | 2.20% | 1.65% | 4.72% |
VOO Vanguard S&P 500 ETF | 1.29% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
PLTHX vs. VOO - Drawdown Comparison
The maximum PLTHX drawdown since its inception was -33.26%, roughly equal to the maximum VOO drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for PLTHX and VOO.
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Volatility
PLTHX vs. VOO - Volatility Comparison
The current volatility for Principal LifeTime Hybrid 2060 Fund (PLTHX) is 4.08%, while Vanguard S&P 500 ETF (VOO) has a volatility of 4.84%. This indicates that PLTHX 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.
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