Correlation
The correlation between PPVIX and VOO is 0.81, 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.
PPVIX vs. VOO
Compare and contrast key facts about Principal SmallCap Value Fund II (PPVIX) and Vanguard S&P 500 ETF (VOO).
PPVIX is managed by Principal. It was launched on Jun 1, 2004. 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: PPVIX or VOO.
Performance
PPVIX vs. VOO - Performance Comparison
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Key characteristics
PPVIX:
-0.41
VOO:
0.70
PPVIX:
-0.52
VOO:
1.05
PPVIX:
0.93
VOO:
1.15
PPVIX:
-0.33
VOO:
0.69
PPVIX:
-0.86
VOO:
2.62
PPVIX:
14.12%
VOO:
4.93%
PPVIX:
25.45%
VOO:
19.55%
PPVIX:
-73.21%
VOO:
-33.99%
PPVIX:
-27.68%
VOO:
-3.45%
Returns By Period
In the year-to-date period, PPVIX achieves a -7.22% return, which is significantly lower than VOO's 1.00% return. Over the past 10 years, PPVIX has underperformed VOO with an annualized return of -1.47%, while VOO has yielded a comparatively higher 12.81% annualized return.
PPVIX
-7.22%
4.41%
-22.11%
-10.43%
-3.67%
6.10%
-1.47%
VOO
1.00%
6.44%
-0.84%
13.62%
14.14%
15.91%
12.81%
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PPVIX vs. VOO - Expense Ratio Comparison
PPVIX has a 0.96% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
PPVIX vs. VOO — Risk-Adjusted Performance Rank
PPVIX
VOO
PPVIX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Principal SmallCap Value Fund II (PPVIX) 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
PPVIX vs. VOO - Dividend Comparison
PPVIX's dividend yield for the trailing twelve months is around 11.97%, more than VOO's 1.29% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PPVIX Principal SmallCap Value Fund II | 11.97% | 11.11% | 3.11% | 11.81% | 15.05% | 0.76% | 0.88% | 26.50% | 6.37% | 5.98% | 11.97% | 11.96% |
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
PPVIX vs. VOO - Drawdown Comparison
The maximum PPVIX drawdown since its inception was -73.21%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for PPVIX and VOO.
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Volatility
PPVIX vs. VOO - Volatility Comparison
Principal SmallCap Value Fund II (PPVIX) has a higher volatility of 6.73% compared to Vanguard S&P 500 ETF (VOO) at 4.83%. This indicates that PPVIX'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.
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