Correlation
The correlation between PMBMX and VOO is 0.90, 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.
PMBMX vs. VOO
Compare and contrast key facts about Principal MidCap Fund (PMBMX) and Vanguard S&P 500 ETF (VOO).
PMBMX is managed by Principal. It was launched on Dec 6, 2000. 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: PMBMX or VOO.
Performance
PMBMX vs. VOO - Performance Comparison
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Key characteristics
PMBMX:
0.81
VOO:
0.74
PMBMX:
1.14
VOO:
1.04
PMBMX:
1.15
VOO:
1.15
PMBMX:
0.82
VOO:
0.68
PMBMX:
2.72
VOO:
2.58
PMBMX:
5.16%
VOO:
4.93%
PMBMX:
19.05%
VOO:
19.54%
PMBMX:
-50.69%
VOO:
-33.99%
PMBMX:
-4.89%
VOO:
-3.55%
Returns By Period
In the year-to-date period, PMBMX achieves a 2.64% return, which is significantly higher than VOO's 0.90% return. Over the past 10 years, PMBMX has underperformed VOO with an annualized return of 11.37%, while VOO has yielded a comparatively higher 12.81% annualized return.
PMBMX
2.64%
3.40%
-4.89%
14.21%
13.66%
12.94%
11.37%
VOO
0.90%
5.53%
-1.46%
13.29%
14.31%
15.89%
12.81%
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PMBMX vs. VOO - Expense Ratio Comparison
PMBMX has a 1.15% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
PMBMX vs. VOO — Risk-Adjusted Performance Rank
PMBMX
VOO
PMBMX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Principal MidCap Fund (PMBMX) 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
PMBMX vs. VOO - Dividend Comparison
PMBMX's dividend yield for the trailing twelve months is around 3.35%, more than VOO's 1.29% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PMBMX Principal MidCap Fund | 3.35% | 3.44% | 2.68% | 3.43% | 8.51% | 1.15% | 4.50% | 12.79% | 3.39% | 2.16% | 6.38% | 5.04% |
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
PMBMX vs. VOO - Drawdown Comparison
The maximum PMBMX drawdown since its inception was -50.69%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for PMBMX and VOO.
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Volatility
PMBMX vs. VOO - Volatility Comparison
Principal MidCap Fund (PMBMX) and Vanguard S&P 500 ETF (VOO) have volatilities of 4.73% and 4.84%, 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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