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:
0.41
VOO:
0.32
PPFIX:
0.49
VOO:
0.57
PPFIX:
1.24
VOO:
1.08
PPFIX:
0.70
VOO:
0.32
PPFIX:
1.89
VOO:
1.42
PPFIX:
1.24%
VOO:
4.19%
PPFIX:
5.75%
VOO:
18.73%
PPFIX:
-15.64%
VOO:
-33.99%
PPFIX:
-0.25%
VOO:
-13.85%
Returns By Period
In the year-to-date period, PPFIX achieves a 1.69% return, which is significantly higher than VOO's -9.88% return.
PPFIX
1.69%
-0.09%
1.55%
2.25%
8.27%
N/A
VOO
-9.88%
-6.86%
-9.35%
6.85%
14.69%
11.66%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
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 Rank
PPFIX
VOO
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 4.62%, more than VOO's 1.44% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PPFIX Princeton Premium Fund | 4.62% | 4.67% | 6.86% | 1.92% | 7.16% | 0.44% | 0.23% | 0.93% | 2.68% | 0.00% | 0.00% | 0.00% |
VOO Vanguard S&P 500 ETF | 1.44% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
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
The current volatility for Princeton Premium Fund (PPFIX) is 3.45%, while Vanguard S&P 500 ETF (VOO) has a volatility of 13.31%. This indicates that PPFIX experiences smaller price fluctuations and is considered to be less risky than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.