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.
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.
Performance
PPFIX vs. VOO - Performance Comparison
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Key characteristics
PPFIX:
0.43
VOO:
0.74
PPFIX:
0.51
VOO:
1.04
PPFIX:
1.25
VOO:
1.15
PPFIX:
0.73
VOO:
0.68
PPFIX:
1.97
VOO:
2.58
PPFIX:
1.24%
VOO:
4.93%
PPFIX:
5.76%
VOO:
19.54%
PPFIX:
-15.64%
VOO:
-33.99%
PPFIX:
0.00%
VOO:
-3.55%
Returns By Period
In the year-to-date period, PPFIX achieves a 2.72% return, which is significantly higher than VOO's 0.90% return.
PPFIX
2.72%
0.67%
1.82%
2.28%
4.69%
7.97%
N/A
VOO
0.90%
5.53%
-1.46%
13.29%
14.31%
15.89%
12.81%
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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 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.
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Dividends
PPFIX vs. VOO - Dividend Comparison
PPFIX's dividend yield for the trailing twelve months is around 4.57%, more than VOO's 1.29% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PPFIX Princeton Premium Fund | 4.57% | 4.67% | 6.87% | 1.92% | 7.16% | 0.44% | 0.24% | 0.93% | 2.68% | 0.00% | 0.00% | 0.00% |
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
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.
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Volatility
PPFIX vs. VOO - Volatility Comparison
The current volatility for Princeton Premium Fund (PPFIX) is 0.23%, while Vanguard S&P 500 ETF (VOO) has a volatility of 4.84%. 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.
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