PPLIX vs. VOO
Compare and contrast key facts about Principal LifeTime 2050 Fund (PPLIX) and Vanguard S&P 500 ETF (VOO).
PPLIX is managed by Principal. It was launched on Feb 28, 2001. 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: PPLIX or VOO.
Correlation
The correlation between PPLIX and VOO is 0.95, 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.
Performance
PPLIX vs. VOO - Performance Comparison
Key characteristics
PPLIX:
0.85
VOO:
1.88
PPLIX:
1.15
VOO:
2.53
PPLIX:
1.16
VOO:
1.35
PPLIX:
0.67
VOO:
2.81
PPLIX:
3.21
VOO:
11.78
PPLIX:
3.22%
VOO:
2.02%
PPLIX:
12.17%
VOO:
12.67%
PPLIX:
-58.66%
VOO:
-33.99%
PPLIX:
-5.91%
VOO:
0.00%
Returns By Period
In the year-to-date period, PPLIX achieves a 5.19% return, which is significantly higher than VOO's 4.61% return. Over the past 10 years, PPLIX has underperformed VOO with an annualized return of 3.74%, while VOO has yielded a comparatively higher 13.30% annualized return.
PPLIX
5.19%
3.01%
1.24%
11.06%
4.21%
3.74%
VOO
4.61%
2.59%
10.08%
25.10%
14.79%
13.30%
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PPLIX vs. VOO - Expense Ratio Comparison
PPLIX has a 0.01% expense ratio, which is lower than VOO's 0.03% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Risk-Adjusted Performance
PPLIX vs. VOO — Risk-Adjusted Performance Rank
PPLIX
VOO
PPLIX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Principal LifeTime 2050 Fund (PPLIX) 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
PPLIX vs. VOO - Dividend Comparison
PPLIX's dividend yield for the trailing twelve months is around 1.51%, more than VOO's 1.19% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PPLIX Principal LifeTime 2050 Fund | 1.51% | 1.59% | 1.69% | 1.29% | 3.01% | 1.61% | 1.88% | 2.29% | 2.21% | 1.48% | 1.44% | 2.87% |
VOO Vanguard S&P 500 ETF | 1.19% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
PPLIX vs. VOO - Drawdown Comparison
The maximum PPLIX drawdown since its inception was -58.66%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for PPLIX and VOO. For additional features, visit the drawdowns tool.
Volatility
PPLIX vs. VOO - Volatility Comparison
The current volatility for Principal LifeTime 2050 Fund (PPLIX) is 2.59%, while Vanguard S&P 500 ETF (VOO) has a volatility of 3.01%. This indicates that PPLIX 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.