Correlation
The correlation between LTFIX and WFSPX is 0.96, 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.
LTFIX vs. WFSPX
Compare and contrast key facts about Principal LifeTime 2055 Fund (LTFIX) and iShares S&P 500 Index Fund (WFSPX).
LTFIX is managed by Principal. It was launched on Feb 28, 2008. WFSPX is managed by Blackrock. It was launched on Jul 30, 1993.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: LTFIX or WFSPX.
Performance
LTFIX vs. WFSPX - Performance Comparison
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Key characteristics
LTFIX:
0.65
WFSPX:
0.74
LTFIX:
0.90
WFSPX:
1.04
LTFIX:
1.13
WFSPX:
1.15
LTFIX:
0.61
WFSPX:
0.69
LTFIX:
2.61
WFSPX:
2.62
LTFIX:
3.64%
WFSPX:
4.92%
LTFIX:
16.73%
WFSPX:
19.71%
LTFIX:
-51.89%
WFSPX:
-89.72%
LTFIX:
-0.94%
WFSPX:
-3.41%
Returns By Period
In the year-to-date period, LTFIX achieves a 4.33% return, which is significantly higher than WFSPX's 1.06% return. Over the past 10 years, LTFIX has underperformed WFSPX with an annualized return of 8.44%, while WFSPX has yielded a comparatively higher 12.78% annualized return.
LTFIX
4.33%
5.18%
0.33%
10.82%
10.32%
11.48%
8.44%
WFSPX
1.06%
6.28%
-1.36%
14.39%
14.37%
15.82%
12.78%
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LTFIX vs. WFSPX - Expense Ratio Comparison
LTFIX has a 0.01% expense ratio, which is lower than WFSPX's 0.03% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Risk-Adjusted Performance
LTFIX vs. WFSPX — Risk-Adjusted Performance Rank
LTFIX
WFSPX
LTFIX vs. WFSPX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Principal LifeTime 2055 Fund (LTFIX) and iShares S&P 500 Index Fund (WFSPX). 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
LTFIX vs. WFSPX - Dividend Comparison
LTFIX's dividend yield for the trailing twelve months is around 4.82%, more than WFSPX's 1.38% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LTFIX Principal LifeTime 2055 Fund | 4.82% | 5.03% | 4.17% | 8.60% | 5.83% | 3.91% | 6.02% | 6.60% | 3.51% | 3.99% | 4.51% | 5.96% |
WFSPX iShares S&P 500 Index Fund | 1.38% | 1.41% | 1.50% | 2.02% | 1.82% | 1.66% | 1.99% | 2.50% | 2.00% | 2.37% | 2.49% | 1.84% |
Drawdowns
LTFIX vs. WFSPX - Drawdown Comparison
The maximum LTFIX drawdown since its inception was -51.89%, smaller than the maximum WFSPX drawdown of -89.72%. Use the drawdown chart below to compare losses from any high point for LTFIX and WFSPX.
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Volatility
LTFIX vs. WFSPX - Volatility Comparison
The current volatility for Principal LifeTime 2055 Fund (LTFIX) is 3.92%, while iShares S&P 500 Index Fund (WFSPX) has a volatility of 4.77%. This indicates that LTFIX experiences smaller price fluctuations and is considered to be less risky than WFSPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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