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.
Correlation
The correlation between PPVIX and VOO is 0.80, 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
PPVIX vs. VOO - Performance Comparison
Key characteristics
PPVIX:
-0.04
VOO:
1.88
PPVIX:
0.08
VOO:
2.53
PPVIX:
1.01
VOO:
1.35
PPVIX:
-0.04
VOO:
2.81
PPVIX:
-0.12
VOO:
11.78
PPVIX:
7.08%
VOO:
2.02%
PPVIX:
20.76%
VOO:
12.67%
PPVIX:
-73.21%
VOO:
-33.99%
PPVIX:
-19.95%
VOO:
0.00%
Returns By Period
In the year-to-date period, PPVIX achieves a 2.70% return, which is significantly lower than VOO's 4.61% return. Over the past 10 years, PPVIX has underperformed VOO with an annualized return of -0.27%, while VOO has yielded a comparatively higher 13.30% annualized return.
PPVIX
2.70%
-0.84%
-5.48%
0.99%
3.14%
-0.27%
VOO
4.61%
2.59%
10.08%
25.10%
14.79%
13.30%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
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.
Dividends
PPVIX vs. VOO - Dividend Comparison
PPVIX's dividend yield for the trailing twelve months is around 1.36%, more than VOO's 1.19% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PPVIX Principal SmallCap Value Fund II | 1.36% | 1.40% | 1.10% | 0.89% | 0.73% | 0.76% | 0.88% | 0.96% | 0.42% | 0.49% | 0.72% | 0.36% |
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
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. For additional features, visit the drawdowns tool.
Volatility
PPVIX vs. VOO - Volatility Comparison
Principal SmallCap Value Fund II (PPVIX) has a higher volatility of 3.82% compared to Vanguard S&P 500 ETF (VOO) at 3.01%. 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.