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.
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.
Performance
PLTHX vs. VOO - Performance Comparison
Key characteristics
PLTHX:
1.51
VOO:
1.98
PLTHX:
2.08
VOO:
2.65
PLTHX:
1.27
VOO:
1.36
PLTHX:
2.29
VOO:
2.98
PLTHX:
8.02
VOO:
12.44
PLTHX:
2.25%
VOO:
2.02%
PLTHX:
11.92%
VOO:
12.69%
PLTHX:
-33.26%
VOO:
-33.99%
PLTHX:
-0.52%
VOO:
0.00%
Returns By Period
In the year-to-date period, PLTHX achieves a 4.66% return, which is significantly higher than VOO's 4.06% return. Over the past 10 years, PLTHX has underperformed VOO with an annualized return of 7.69%, while VOO has yielded a comparatively higher 13.30% annualized return.
PLTHX
4.66%
3.62%
5.89%
15.64%
7.63%
7.69%
VOO
4.06%
2.87%
10.75%
23.12%
14.36%
13.30%
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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.
Dividends
PLTHX vs. VOO - Dividend Comparison
PLTHX's dividend yield for the trailing twelve months is around 1.81%, more than VOO's 1.20% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PLTHX Principal LifeTime Hybrid 2060 Fund | 1.81% | 1.90% | 1.83% | 1.47% | 2.38% | 2.12% | 2.04% | 2.20% | 1.87% | 1.78% | 1.62% | 4.72% |
VOO Vanguard S&P 500 ETF | 1.20% | 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. For additional features, visit the drawdowns tool.
Volatility
PLTHX vs. VOO - Volatility Comparison
Principal LifeTime Hybrid 2060 Fund (PLTHX) and Vanguard S&P 500 ETF (VOO) have volatilities of 3.00% and 3.13%, 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.