Correlation
The correlation between PSSMX and VSCIX is 0.84, 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.
PSSMX vs. VSCIX
Compare and contrast key facts about Principal SmallCap S&P 600 Index Fund (PSSMX) and Vanguard Small-Cap Index Fund Institutional Shares (VSCIX).
PSSMX is managed by Principal. It was launched on Dec 6, 2000. VSCIX is managed by Vanguard. It was launched on Jul 7, 1997.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PSSMX or VSCIX.
Performance
PSSMX vs. VSCIX - Performance Comparison
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Key characteristics
PSSMX:
-0.06
VSCIX:
0.23
PSSMX:
0.09
VSCIX:
0.45
PSSMX:
1.01
VSCIX:
1.06
PSSMX:
-0.05
VSCIX:
0.18
PSSMX:
-0.14
VSCIX:
0.55
PSSMX:
10.33%
VSCIX:
8.35%
PSSMX:
24.40%
VSCIX:
22.81%
PSSMX:
-58.43%
VSCIX:
-59.66%
PSSMX:
-16.48%
VSCIX:
-11.98%
Returns By Period
In the year-to-date period, PSSMX achieves a -8.47% return, which is significantly lower than VSCIX's -4.66% return. Over the past 10 years, PSSMX has underperformed VSCIX with an annualized return of 6.78%, while VSCIX has yielded a comparatively higher 8.00% annualized return.
PSSMX
-8.47%
5.14%
-15.86%
-1.49%
2.38%
10.70%
6.78%
VSCIX
-4.66%
5.55%
-11.66%
5.19%
7.04%
11.48%
8.00%
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PSSMX vs. VSCIX - Expense Ratio Comparison
PSSMX has a 0.73% expense ratio, which is higher than VSCIX's 0.04% expense ratio.
Risk-Adjusted Performance
PSSMX vs. VSCIX — Risk-Adjusted Performance Rank
PSSMX
VSCIX
PSSMX vs. VSCIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Principal SmallCap S&P 600 Index Fund (PSSMX) and Vanguard Small-Cap Index Fund Institutional Shares (VSCIX). 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
PSSMX vs. VSCIX - Dividend Comparison
PSSMX's dividend yield for the trailing twelve months is around 9.10%, more than VSCIX's 1.49% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PSSMX Principal SmallCap S&P 600 Index Fund | 9.10% | 8.33% | 3.75% | 10.45% | 8.23% | 1.68% | 6.56% | 13.08% | 6.03% | 6.15% | 8.07% | 7.38% |
VSCIX Vanguard Small-Cap Index Fund Institutional Shares | 1.49% | 1.31% | 1.56% | 1.55% | 1.25% | 1.15% | 1.40% | 1.68% | 1.36% | 1.50% | 1.49% | 1.44% |
Drawdowns
PSSMX vs. VSCIX - Drawdown Comparison
The maximum PSSMX drawdown since its inception was -58.43%, roughly equal to the maximum VSCIX drawdown of -59.66%. Use the drawdown chart below to compare losses from any high point for PSSMX and VSCIX.
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Volatility
PSSMX vs. VSCIX - Volatility Comparison
Principal SmallCap S&P 600 Index Fund (PSSMX) has a higher volatility of 6.60% compared to Vanguard Small-Cap Index Fund Institutional Shares (VSCIX) at 6.19%. This indicates that PSSMX's price experiences larger fluctuations and is considered to be riskier than VSCIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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