PLSAX Alternatives & Similar Mutual Funds

Principal LargeCap S&P 500 Index Fund Class A (PLSAX) belongs to the S&P 500 category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with PLSAX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.

Cheapest Alternatives to PLSAX

PLSAX charges 0.38% annually. There are 16 mutual funds in the S&P 500 category with lower expense ratios, going as low as 0.01%.

Symbol	Name	Expense Ratio	AUM	Inception
BSPGX	iShares S&P 500 Index Fund Class G	0.01%	—	Jul 2019	PLSAX vs BSPGX
SWPPX	Schwab S&P 500 Index Fund	0.02%	145.00B	May 1997	PLSAX vs SWPPX
FXAIX	Fidelity 500 Index Fund	0.02%	—	Feb 1988	PLSAX vs FXAIX
WFSPX	iShares S&P 500 Index Fund	0.03%	—	Jul 1993	PLSAX vs WFSPX
VFIAX	Vanguard 500 Index Fund Admiral Shares	0.04%	1.60T	Nov 2000	PLSAX vs VFIAX

Best Risk-Adjusted Alternatives to PLSAX

PLSAX has a PortfoliosLab risk / return rank of 72. There are 19 mutual funds in the S&P 500 category with higher risk-adjusted ranks, going as high as 75.

Symbol	Name	Risk / Return Rank	AUM	Inception
SCPIX	DWS S&P 500 Index Fund	75	—	Aug 1997	PLSAX vs SCPIX
SPINX	SEI Institutional Investments Trust S&P 500 Index ...	74	—	Dec 2013	PLSAX vs SPINX
BSPGX	iShares S&P 500 Index Fund Class G	74	—	Jul 2019	PLSAX vs BSPGX
PLFIX	Principal Large Cap S&P 500 Index Fund Institution...	74	—	Mar 2001	PLSAX vs PLFIX
BSPIX	iShares S&P 500 Index Fund Institutional Class	74	—	Apr 1993	PLSAX vs BSPIX

Top Performing PLSAX Alternatives (YTD)

PLSAX is at 11.59% YTD. There are 7 mutual funds in the S&P 500 category with higher YTD returns, going as high as 17.64%.

Symbol	Name	YTD Return	AUM	Inception
DXSLX	Direxion Monthly S&P 500 Bull 1.75X Fund	17.64%	—	May 2006	PLSAX vs DXSLX
USPRX	Victory 500 Index Fund	11.73%	—	May 2002	PLSAX vs USPRX
FXAIX	Fidelity 500 Index Fund	11.71%	—	Feb 1988	PLSAX vs FXAIX
SWPPX	Schwab S&P 500 Index Fund	11.69%	145.00B	May 1997	PLSAX vs SWPPX
VFIAX	Vanguard 500 Index Fund Admiral Shares	11.69%	1.60T	Nov 2000	PLSAX vs VFIAX

Lowest Volatility Alternatives to PLSAX

PLSAX has 11.84% 1-year volatility. There are 4 mutual funds in the S&P 500 category with lower 1-year volatility, going as low as 8.86%.

Symbol	Name	Volatility 1Y	AUM	Inception
PUTW	WisdomTree Equity Premium Income Fund	8.86%	236.88M	Feb 2016	PLSAX vs PUTW
KNGLX	CBOE Vest S&P 500 Dividend Aristocrats Target Inco...	10.64%	—	Sep 2017	PLSAX vs KNGLX
VADDX	Invesco Equally-Weighted S&P 500 Fund	11.64%	—	Jul 1997	PLSAX vs VADDX
SPFIX	Shelton Capital Management S&P 500 Index Fund	11.83%	—	Apr 1992	PLSAX vs SPFIX
WFSPX	iShares S&P 500 Index Fund	11.85%	—	Jul 1993	PLSAX vs WFSPX

Lowest Drawdown Alternatives to PLSAX

PLSAX has a 1-year max drawdown of -8.94%. There are 16 mutual funds in the S&P 500 category with shallower 1-year drawdowns, going as shallow as -7.15%.

Symbol	Name	Max Drawdown 1Y	AUM	Inception
PUTW	WisdomTree Equity Premium Income Fund	-7.15%	236.88M	Feb 2016	PLSAX vs PUTW
VADDX	Invesco Equally-Weighted S&P 500 Fund	-7.88%	—	Jul 1997	PLSAX vs VADDX
SWPPX	Schwab S&P 500 Index Fund	-8.89%	145.00B	May 1997	PLSAX vs SWPPX
FXAIX	Fidelity 500 Index Fund	-8.89%	—	Feb 1988	PLSAX vs FXAIX
VFIAX	Vanguard 500 Index Fund Admiral Shares	-8.90%	1.60T	Nov 2000	PLSAX vs VFIAX

Other Mutual Funds from Principal Funds

The 5 most viewed Principal Funds mutual funds shown here include PMAQX, PDSYX, PGDIX and span 5 categories.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
PMAQX	Principal MidCap R6	Mid Cap Growth Equities	1	-6.83%	—	Nov 2016	PLSAX vs PMAQX
PDSYX	Principal Diversified Select Real Asset Fund	Global Allocation	93	4.81%	—	Jul 2019	PLSAX vs PDSYX
PGDIX	Principal Diversified Income Fund	Multisector Bonds	16	-0.44%	—	Dec 2008	PLSAX vs PGDIX
PLZTX	Principal LifeTime Hybrid 2030 Fund R-6	Target Retirement Date	71	6.82%	—	Sep 2014	PLSAX vs PLZTX
CMPGX	Principal Government & High Quality Bond Fund	Government Bonds	22	0.31%	—	May 1984	PLSAX vs CMPGX

Often Compared With PLSAX

Investors most often compare PLSAX with VOO, SPY, VTI. These 20 comparison targets span 8 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
VOO	Vanguard S&P 500 ETF	S&P 500	70	10.91%	1.60T	Sep 2010	PLSAX vs VOO
SPY	State Street SPDR S&P 500 ETF	S&P 500	70	10.91%	781.00B	Jan 1993	PLSAX vs SPY
VTI	Vanguard Total Stock Market ETF	Large Cap Blend Equities	68	11.20%	2.20T	May 2001	PLSAX vs VTI
RPMGX	T. Rowe Price Mid-Cap Growth Fund	Mid Cap Growth Equities	8	2.18%	—	Jun 1992	PLSAX vs RPMGX
MEIKX	MFS Value Fund	Large Cap Value Equities	23	4.52%	—	May 2006	PLSAX vs MEIKX
SNXFX	Schwab 1000 Index Fund	Large Cap Blend Equities	70	11.89%	22.44B	Apr 1991	PLSAX vs SNXFX
USMC	Principal U.S. Mega-Cap ETF	Large Cap Growth Equities	54	8.73%	3.40B	Oct 2017	PLSAX vs USMC
QQQ	Invesco QQQ ETF	Nasdaq-100	73	21.30%	493.99B	Mar 1999	PLSAX vs QQQ
OLGAX	JPMorgan Large Cap Growth Fund Class A	Large Cap Growth Equities	19	7.74%	—	Feb 1992	PLSAX vs OLGAX
PLFMX	Principal LargeCap S&P 500 Index Fund	S&P 500	71	11.24%	—	Dec 2000	PLSAX vs PLFMX
MSXAX	NYLI S&P 500 Index Class A	S&P 500	72	11.33%	—	Jan 2004	PLSAX vs MSXAX
SPIDX	Invesco S&P 500 Index Fund	S&P 500	74	11.43%	—	Sep 1997	PLSAX vs SPIDX
SPIAX	Invesco S&P 500 Index A	S&P 500	72	11.34%	—	Sep 1997	PLSAX vs SPIAX
TRSPX	Nuveen S&P 500 Index Fund Retirement Class	S&P 500	74	11.43%	—	Oct 2002	PLSAX vs TRSPX
BXMX	Nuveen S&P 500 Buy-Write Income Fund	S&P 500, Derivative Income	—	—	—	Nov 2004	PLSAX vs BXMX
SSPIX	SEI Institutional Managed Trust S&P 500 Index Fund	S&P 500	72	11.37%	—	Feb 1996	PLSAX vs SSPIX
DSPIX	BNY Mellon Institutional S&P 500 Stock Index Fund	S&P 500	73	11.63%	—	Sep 1993	PLSAX vs DSPIX
VTSAX	Vanguard Total Stock Market Index Fund Admiral Sha...	Large Cap Blend Equities	71	11.98%	2.20T	Nov 2000	PLSAX vs VTSAX
BSPPX	iShares S&P 500 Index Fund Investor P Shares	S&P 500	73	11.39%	—	Aug 2018	PLSAX vs BSPPX
ESGV	Vanguard ESG U.S. Stock ETF	Large Cap Blend Equities, ESG	58	10.74%	12.40B	Sep 2018	PLSAX vs ESGV

Compare PLSAX with Any Fund or Stock

Compare PLSAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.

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Diversifiers

Pair PLSAX with funds that move differently

Principal LargeCap S&P 500 Index Fund Class A alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to PLSAX.

Explore PLSAX Diversifiers

Principal LargeCap S&P 500 Index Fund Class A (PLSAX) Alternatives