PMFMX vs. VUG
Compare and contrast key facts about Principal MidCap S&P 400 Index Fund (PMFMX) and Vanguard Growth ETF (VUG).
PMFMX is managed by Principal. It was launched on Dec 6, 2000. VUG is a passively managed fund by Vanguard that tracks the performance of the CRSP US Large Cap Growth Index. It was launched on Nov 13, 2000.
Performance
PMFMX vs. VUG - Performance Comparison
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PMFMX vs. VUG - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PMFMX Principal MidCap S&P 400 Index Fund | -0.54% | 6.77% | 28.52% | 15.61% | -13.60% | 23.61% | 12.90% | 25.34% | -11.89% | 15.35% |
VUG Vanguard Growth ETF | -10.37% | 19.40% | 32.69% | 46.83% | -33.16% | 27.35% | 40.25% | 37.03% | -3.32% | 27.72% |
Returns By Period
In the year-to-date period, PMFMX achieves a -0.54% return, which is significantly higher than VUG's -10.37% return. Over the past 10 years, PMFMX has underperformed VUG with an annualized return of 10.81%, while VUG has yielded a comparatively higher 16.03% annualized return.
PMFMX
- 1D
- -0.85%
- 1M
- -8.10%
- YTD
- -0.54%
- 6M
- 0.93%
- 1Y
- 13.29%
- 3Y*
- 15.05%
- 5Y*
- 8.28%
- 10Y*
- 10.81%
VUG
- 1D
- 4.00%
- 1M
- -5.12%
- YTD
- -10.37%
- 6M
- -8.73%
- 1Y
- 18.30%
- 3Y*
- 21.15%
- 5Y*
- 11.43%
- 10Y*
- 16.03%
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PMFMX vs. VUG - Expense Ratio Comparison
PMFMX has a 0.73% expense ratio, which is higher than VUG's 0.03% expense ratio.
Return for Risk
PMFMX vs. VUG — Risk / Return Rank
PMFMX
VUG
PMFMX vs. VUG - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Principal MidCap S&P 400 Index Fund (PMFMX) and Vanguard Growth ETF (VUG). 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.
| PMFMX | VUG | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.65 | 0.81 | -0.16 |
Sortino ratioReturn per unit of downside risk | 1.06 | 1.31 | -0.25 |
Omega ratioGain probability vs. loss probability | 1.15 | 1.18 | -0.04 |
Calmar ratioReturn relative to maximum drawdown | 0.81 | 1.11 | -0.31 |
Martin ratioReturn relative to average drawdown | 3.51 | 3.96 | -0.45 |
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
| PMFMX | VUG | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.65 | 0.81 | -0.16 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.41 | 0.52 | -0.11 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.52 | 0.75 | -0.23 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.42 | 0.57 | -0.15 |
Correlation
The correlation between PMFMX and VUG is 0.82, 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
PMFMX vs. VUG - Dividend Comparison
PMFMX's dividend yield for the trailing twelve months is around 8.25%, more than VUG's 0.46% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PMFMX Principal MidCap S&P 400 Index Fund | 8.25% | 8.20% | 25.27% | 3.11% | 6.69% | 7.76% | 6.63% | 5.52% | 10.65% | 6.61% | 5.85% | 7.40% |
VUG Vanguard Growth ETF | 0.46% | 0.41% | 0.47% | 0.58% | 0.70% | 0.48% | 0.66% | 0.95% | 1.32% | 1.14% | 1.39% | 1.30% |
Drawdowns
PMFMX vs. VUG - Drawdown Comparison
The maximum PMFMX drawdown since its inception was -55.43%, which is greater than VUG's maximum drawdown of -50.68%. Use the drawdown chart below to compare losses from any high point for PMFMX and VUG.
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Drawdown Indicators
| PMFMX | VUG | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -55.43% | -50.68% | -4.75% |
Max Drawdown (1Y)Largest decline over 1 year | -14.15% | -16.53% | +2.38% |
Max Drawdown (5Y)Largest decline over 5 years | -24.08% | -35.61% | +11.53% |
Max Drawdown (10Y)Largest decline over 10 years | -42.02% | -35.61% | -6.41% |
Current DrawdownCurrent decline from peak | -8.89% | -13.20% | +4.31% |
Average DrawdownAverage peak-to-trough decline | -7.86% | -7.13% | -0.73% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.27% | 4.66% | -1.39% |
Volatility
PMFMX vs. VUG - Volatility Comparison
The current volatility for Principal MidCap S&P 400 Index Fund (PMFMX) is 5.74%, while Vanguard Growth ETF (VUG) has a volatility of 7.00%. This indicates that PMFMX experiences smaller price fluctuations and is considered to be less risky than VUG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PMFMX | VUG | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.74% | 7.00% | -1.26% |
Volatility (6M)Calculated over the trailing 6-month period | 11.46% | 12.65% | -1.19% |
Volatility (1Y)Calculated over the trailing 1-year period | 20.81% | 22.68% | -1.87% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.54% | 22.23% | -1.69% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.95% | 21.38% | -0.43% |