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.
Performance
PPFIX vs. VOO - Performance Comparison
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PPFIX vs. VOO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PPFIX Princeton Premium Fund | 1.35% | 7.45% | 4.29% | 7.54% | 1.84% | 14.93% | 3.32% | 8.75% | -5.38% | 10.12% |
VOO Vanguard S&P 500 ETF | -4.42% | 17.82% | 24.98% | 26.32% | -18.17% | 28.79% | 18.32% | 31.37% | -4.50% | 20.93% |
Returns By Period
In the year-to-date period, PPFIX achieves a 1.35% return, which is significantly higher than VOO's -4.42% return.
PPFIX
- 1D
- -0.07%
- 1M
- 0.34%
- YTD
- 1.35%
- 6M
- 3.55%
- 1Y
- 6.90%
- 3Y*
- 6.32%
- 5Y*
- 6.06%
- 10Y*
- —
VOO
- 1D
- 2.86%
- 1M
- -5.01%
- YTD
- -4.42%
- 6M
- -1.84%
- 1Y
- 17.67%
- 3Y*
- 18.27%
- 5Y*
- 11.75%
- 10Y*
- 14.05%
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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.
Return for Risk
PPFIX vs. VOO — Risk / Return Rank
PPFIX
VOO
PPFIX vs. VOO - Risk-Adjusted Trends 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.
| PPFIX | VOO | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.66 | 0.98 | +0.68 |
Sortino ratioReturn per unit of downside risk | 2.04 | 1.50 | +0.54 |
Omega ratioGain probability vs. loss probability | 2.34 | 1.23 | +1.11 |
Calmar ratioReturn relative to maximum drawdown | 1.90 | 1.53 | +0.37 |
Martin ratioReturn relative to average drawdown | 14.59 | 7.29 | +7.30 |
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
| PPFIX | VOO | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.66 | 0.98 | +0.68 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 1.57 | 0.70 | +0.87 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.78 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.80 | 0.83 | -0.03 |
Correlation
The correlation between PPFIX and VOO is 0.29, 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.
Dividends
PPFIX vs. VOO - Dividend Comparison
PPFIX's dividend yield for the trailing twelve months is around 5.62%, more than VOO's 1.19% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PPFIX Princeton Premium Fund | 5.62% | 5.62% | 6.24% | 6.86% | 1.92% | 7.16% | 0.44% | 0.23% | 0.93% | 2.68% | 0.00% | 0.00% |
VOO Vanguard S&P 500 ETF | 1.19% | 1.13% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% |
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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Drawdown Indicators
| PPFIX | VOO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -15.64% | -33.99% | +18.35% |
Max Drawdown (1Y)Largest decline over 1 year | -2.77% | -11.98% | +9.21% |
Max Drawdown (5Y)Largest decline over 5 years | -4.49% | -24.52% | +20.03% |
Max Drawdown (10Y)Largest decline over 10 years | — | -33.99% | — |
Current DrawdownCurrent decline from peak | -0.07% | -6.29% | +6.22% |
Average DrawdownAverage peak-to-trough decline | -1.37% | -3.72% | +2.35% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.47% | 2.52% | -2.05% |
Volatility
PPFIX vs. VOO - Volatility Comparison
The current volatility for Princeton Premium Fund (PPFIX) is 0.33%, while Vanguard S&P 500 ETF (VOO) has a volatility of 5.29%. 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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Volatility by Period
| PPFIX | VOO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.33% | 5.29% | -4.96% |
Volatility (6M)Calculated over the trailing 6-month period | 0.67% | 9.44% | -8.77% |
Volatility (1Y)Calculated over the trailing 1-year period | 3.59% | 18.10% | -14.51% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 3.87% | 16.82% | -12.95% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 7.18% | 17.99% | -10.81% |