PPFIX vs. VOO
Compare and contrast key facts about Princeton Premium Fund (PPFIX) and Vanguard S&P 500 ETF (VOO).
PPFIX is managed by Princeton. It was launched on Nov 15, 2016. 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: PPFIX or VOO.
Correlation
The correlation between PPFIX and VOO is 0.28, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
PPFIX vs. VOO - Performance Comparison
Key characteristics
PPFIX:
0.20
VOO:
2.21
PPFIX:
0.25
VOO:
2.93
PPFIX:
1.12
VOO:
1.41
PPFIX:
0.21
VOO:
3.25
PPFIX:
0.81
VOO:
14.47
PPFIX:
1.23%
VOO:
1.90%
PPFIX:
4.92%
VOO:
12.43%
PPFIX:
-15.64%
VOO:
-33.99%
PPFIX:
-3.03%
VOO:
-2.87%
Returns By Period
In the year-to-date period, PPFIX achieves a 0.83% return, which is significantly lower than VOO's 25.49% return.
PPFIX
0.83%
-2.49%
-2.45%
1.00%
2.99%
N/A
VOO
25.49%
0.01%
8.65%
27.45%
14.70%
13.04%
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PPFIX vs. VOO - Expense Ratio Comparison
PPFIX has a 1.95% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
PPFIX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Princeton Premium Fund (PPFIX) 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.
Dividends
PPFIX vs. VOO - Dividend Comparison
PPFIX's dividend yield for the trailing twelve months is around 3.10%, more than VOO's 0.91% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PPFIX Princeton Premium Fund | 3.10% | 3.68% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VOO Vanguard S&P 500 ETF | 0.91% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% | 1.84% |
Drawdowns
PPFIX vs. VOO - Drawdown Comparison
The maximum PPFIX drawdown since its inception was -15.64%, smaller than the maximum VOO drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for PPFIX and VOO. For additional features, visit the drawdowns tool.
Volatility
PPFIX vs. VOO - Volatility Comparison
Princeton Premium Fund (PPFIX) has a higher volatility of 3.99% compared to Vanguard S&P 500 ETF (VOO) at 3.64%. This indicates that PPFIX'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.