PMBMX vs. VIG
Compare and contrast key facts about Principal MidCap Fund (PMBMX) and Vanguard Dividend Appreciation ETF (VIG).
PMBMX is managed by Principal. It was launched on Dec 6, 2000. VIG is a passively managed fund by Vanguard that tracks the performance of the NASDAQ US Dividend Achievers Select Index. It was launched on Apr 21, 2006.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PMBMX or VIG.
Correlation
The correlation between PMBMX and VIG is 0.88, 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
PMBMX vs. VIG - Performance Comparison
Key characteristics
PMBMX:
1.16
VIG:
1.76
PMBMX:
1.60
VIG:
2.47
PMBMX:
1.20
VIG:
1.32
PMBMX:
1.03
VIG:
3.44
PMBMX:
4.14
VIG:
9.75
PMBMX:
4.08%
VIG:
1.89%
PMBMX:
14.49%
VIG:
10.42%
PMBMX:
-58.19%
VIG:
-46.81%
PMBMX:
-6.04%
VIG:
0.00%
Returns By Period
The year-to-date returns for both stocks are quite close, with PMBMX having a 4.68% return and VIG slightly lower at 4.50%. Over the past 10 years, PMBMX has underperformed VIG with an annualized return of 6.71%, while VIG has yielded a comparatively higher 11.73% annualized return.
PMBMX
4.68%
5.45%
7.63%
17.34%
6.13%
6.71%
VIG
4.50%
4.85%
8.28%
19.28%
11.50%
11.73%
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PMBMX vs. VIG - Expense Ratio Comparison
PMBMX has a 1.15% expense ratio, which is higher than VIG's 0.06% expense ratio.
Risk-Adjusted Performance
PMBMX vs. VIG — Risk-Adjusted Performance Rank
PMBMX
VIG
PMBMX vs. VIG - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Principal MidCap Fund (PMBMX) and Vanguard Dividend Appreciation ETF (VIG). 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
PMBMX vs. VIG - Dividend Comparison
PMBMX's dividend yield for the trailing twelve months is around 0.02%, less than VIG's 1.65% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PMBMX Principal MidCap Fund | 0.02% | 0.02% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VIG Vanguard Dividend Appreciation ETF | 1.65% | 1.73% | 1.88% | 1.96% | 1.55% | 1.63% | 1.71% | 2.08% | 1.88% | 2.14% | 2.34% | 1.95% |
Drawdowns
PMBMX vs. VIG - Drawdown Comparison
The maximum PMBMX drawdown since its inception was -58.19%, which is greater than VIG's maximum drawdown of -46.81%. Use the drawdown chart below to compare losses from any high point for PMBMX and VIG. For additional features, visit the drawdowns tool.
Volatility
PMBMX vs. VIG - Volatility Comparison
Principal MidCap Fund (PMBMX) has a higher volatility of 3.44% compared to Vanguard Dividend Appreciation ETF (VIG) at 2.54%. This indicates that PMBMX's price experiences larger fluctuations and is considered to be riskier than VIG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.