PQDI vs. VOO
Compare and contrast key facts about Principal Spectrum Tax-Advantaged Dividend Active ETF (PQDI) and Vanguard S&P 500 ETF (VOO).
PQDI and VOO are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. PQDI is an actively managed fund by Principal. It was launched on Jun 17, 2020. 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: PQDI or VOO.
Correlation
The correlation between PQDI and VOO is 0.51, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
PQDI vs. VOO - Performance Comparison
Key characteristics
PQDI:
2.34
VOO:
0.52
PQDI:
3.26
VOO:
0.89
PQDI:
1.49
VOO:
1.13
PQDI:
3.01
VOO:
0.57
PQDI:
13.44
VOO:
2.18
PQDI:
0.50%
VOO:
4.85%
PQDI:
2.93%
VOO:
19.11%
PQDI:
-17.41%
VOO:
-33.99%
PQDI:
-0.05%
VOO:
-7.67%
Returns By Period
In the year-to-date period, PQDI achieves a 1.28% return, which is significantly higher than VOO's -3.41% return.
PQDI
1.28%
2.02%
1.33%
6.80%
N/A
N/A
VOO
-3.41%
3.92%
-5.06%
9.92%
15.85%
12.42%
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PQDI vs. VOO - Expense Ratio Comparison
PQDI has a 0.60% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
PQDI vs. VOO — Risk-Adjusted Performance Rank
PQDI
VOO
PQDI vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Principal Spectrum Tax-Advantaged Dividend Active ETF (PQDI) 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
PQDI vs. VOO - Dividend Comparison
PQDI's dividend yield for the trailing twelve months is around 5.02%, more than VOO's 1.34% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PQDI Principal Spectrum Tax-Advantaged Dividend Active ETF | 5.02% | 4.93% | 5.35% | 5.60% | 5.21% | 2.69% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VOO Vanguard S&P 500 ETF | 1.34% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
PQDI vs. VOO - Drawdown Comparison
The maximum PQDI drawdown since its inception was -17.41%, smaller than the maximum VOO drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for PQDI and VOO. For additional features, visit the drawdowns tool.
Volatility
PQDI vs. VOO - Volatility Comparison
The current volatility for Principal Spectrum Tax-Advantaged Dividend Active ETF (PQDI) is 0.93%, while Vanguard S&P 500 ETF (VOO) has a volatility of 6.83%. This indicates that PQDI 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.