PMBMX vs. IJH
Compare and contrast key facts about Principal MidCap Fund (PMBMX) and iShares Core S&P Mid-Cap ETF (IJH).
PMBMX is managed by Principal. It was launched on Dec 6, 2000. IJH is a passively managed fund by iShares that tracks the performance of the S&P MidCap 400 Index. It was launched on May 22, 2000.
Performance
PMBMX vs. IJH - Performance Comparison
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PMBMX vs. IJH - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PMBMX Principal MidCap Fund | -11.17% | 1.16% | 23.38% | 25.36% | -23.52% | 24.63% | 17.69% | 49.09% | -7.28% | 24.73% |
IJH iShares Core S&P Mid-Cap ETF | 3.42% | 7.42% | 13.92% | 16.40% | -13.11% | 24.72% | 13.60% | 26.10% | -11.19% | 16.26% |
Returns By Period
In the year-to-date period, PMBMX achieves a -11.17% return, which is significantly lower than IJH's 3.42% return. Over the past 10 years, PMBMX has outperformed IJH with an annualized return of 11.26%, while IJH has yielded a comparatively lower 10.57% annualized return.
PMBMX
- 1D
- 2.16%
- 1M
- -7.75%
- YTD
- -11.17%
- 6M
- -13.90%
- 1Y
- -10.17%
- 3Y*
- 9.64%
- 5Y*
- 4.79%
- 10Y*
- 11.26%
IJH
- 1D
- 0.84%
- 1M
- -5.33%
- YTD
- 3.42%
- 6M
- 4.74%
- 1Y
- 17.69%
- 3Y*
- 12.37%
- 5Y*
- 6.75%
- 10Y*
- 10.57%
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PMBMX vs. IJH - Expense Ratio Comparison
PMBMX has a 1.15% expense ratio, which is higher than IJH's 0.05% expense ratio.
Return for Risk
PMBMX vs. IJH — Risk / Return Rank
PMBMX
IJH
PMBMX vs. IJH - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Principal MidCap Fund (PMBMX) and iShares Core S&P Mid-Cap ETF (IJH). 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.
| PMBMX | IJH | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.53 | 0.84 | -1.37 |
Sortino ratioReturn per unit of downside risk | -0.64 | 1.32 | -1.96 |
Omega ratioGain probability vs. loss probability | 0.92 | 1.18 | -0.26 |
Calmar ratioReturn relative to maximum drawdown | -0.53 | 1.29 | -1.82 |
Martin ratioReturn relative to average drawdown | -1.55 | 5.56 | -7.11 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| PMBMX | IJH | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.53 | 0.84 | -1.37 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.26 | 0.34 | -0.08 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.59 | 0.50 | +0.09 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.56 | 0.44 | +0.11 |
Correlation
The correlation between PMBMX and IJH 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.
Dividends
PMBMX vs. IJH - Dividend Comparison
PMBMX's dividend yield for the trailing twelve months is around 7.22%, more than IJH's 1.30% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PMBMX Principal MidCap Fund | 7.22% | 6.41% | 6.86% | 2.68% | 3.43% | 8.51% | 1.15% | 9.00% | 12.79% | 3.39% | 2.16% | 6.38% |
IJH iShares Core S&P Mid-Cap ETF | 1.30% | 1.36% | 1.33% | 1.46% | 1.68% | 1.18% | 1.28% | 1.63% | 1.72% | 1.19% | 1.60% | 1.56% |
Drawdowns
PMBMX vs. IJH - Drawdown Comparison
The maximum PMBMX drawdown since its inception was -50.69%, smaller than the maximum IJH drawdown of -55.07%. Use the drawdown chart below to compare losses from any high point for PMBMX and IJH.
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Drawdown Indicators
| PMBMX | IJH | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -50.69% | -55.07% | +4.38% |
Max Drawdown (1Y)Largest decline over 1 year | -19.53% | -14.16% | -5.37% |
Max Drawdown (5Y)Largest decline over 5 years | -31.48% | -24.10% | -7.38% |
Max Drawdown (10Y)Largest decline over 10 years | -40.60% | -42.18% | +1.58% |
Current DrawdownCurrent decline from peak | -17.13% | -5.34% | -11.79% |
Average DrawdownAverage peak-to-trough decline | -6.67% | -7.61% | +0.94% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.65% | 3.29% | +3.36% |
Volatility
PMBMX vs. IJH - Volatility Comparison
The current volatility for Principal MidCap Fund (PMBMX) is 5.25%, while iShares Core S&P Mid-Cap ETF (IJH) has a volatility of 6.40%. This indicates that PMBMX experiences smaller price fluctuations and is considered to be less risky than IJH based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PMBMX | IJH | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.25% | 6.40% | -1.15% |
Volatility (6M)Calculated over the trailing 6-month period | 10.60% | 11.93% | -1.33% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.40% | 21.08% | -2.68% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.57% | 19.74% | -1.17% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.12% | 21.16% | -2.04% |