PMBMX vs. VOO

The year-to-date returns for both stocks are quite close, with PMBMX having a 4.24% return and VOO slightly lower at 4.06%. Over the past 10 years, PMBMX has underperformed VOO with an annualized return of 6.63%, while VOO has yielded a comparatively higher 13.30% annualized return.

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PMBMX has a 1.15% expense ratio, which is higher than VOO's 0.03% expense ratio.

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.

The current PMBMX Sharpe Ratio is 1.27, which is lower than the VOO Sharpe Ratio of 1.98. The chart below compares the historical Sharpe Ratios of PMBMX and VOO, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

PMBMX's dividend yield for the trailing twelve months is around 0.02%, less than VOO's 1.20% yield.

The maximum PMBMX drawdown since its inception was -58.19%, 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. For additional features, visit the drawdowns tool.

Principal MidCap Fund (PMBMX) has a higher volatility of 3.31% compared to Vanguard S&P 500 ETF (VOO) at 3.13%. This indicates that PMBMX's price experiences larger fluctuations and is considered to be riskier than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.