PHTFX vs. ONEQ
Compare and contrast key facts about Principal LifeTime Hybrid Income Fund (PHTFX) and Fidelity NASDAQ Composite Index Tracking Stock (ONEQ).
PHTFX is managed by Principal. It was launched on Sep 29, 2014. ONEQ is a passively managed fund by Fidelity that tracks the performance of the NASDAQ Composite Index. It was launched on Sep 25, 2003.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PHTFX or ONEQ.
Correlation
The correlation between PHTFX and ONEQ is 0.72, 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
PHTFX vs. ONEQ - Performance Comparison
Key characteristics
PHTFX:
1.72
ONEQ:
1.50
PHTFX:
2.45
ONEQ:
2.01
PHTFX:
1.32
ONEQ:
1.27
PHTFX:
0.94
ONEQ:
2.06
PHTFX:
8.19
ONEQ:
7.49
PHTFX:
1.13%
ONEQ:
3.65%
PHTFX:
5.39%
ONEQ:
18.24%
PHTFX:
-19.73%
ONEQ:
-55.09%
PHTFX:
-1.11%
ONEQ:
-0.93%
Returns By Period
In the year-to-date period, PHTFX achieves a 2.43% return, which is significantly lower than ONEQ's 3.47% return. Over the past 10 years, PHTFX has underperformed ONEQ with an annualized return of 3.12%, while ONEQ has yielded a comparatively higher 16.14% annualized return.
PHTFX
2.43%
1.05%
2.47%
9.49%
2.34%
3.12%
ONEQ
3.47%
1.05%
13.81%
29.04%
17.11%
16.14%
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PHTFX vs. ONEQ - Expense Ratio Comparison
PHTFX has a 0.05% expense ratio, which is lower than ONEQ's 0.21% 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
PHTFX vs. ONEQ — Risk-Adjusted Performance Rank
PHTFX
ONEQ
PHTFX vs. ONEQ - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Principal LifeTime Hybrid Income Fund (PHTFX) and Fidelity NASDAQ Composite Index Tracking Stock (ONEQ). 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
PHTFX vs. ONEQ - Dividend Comparison
PHTFX's dividend yield for the trailing twelve months is around 2.98%, more than ONEQ's 0.63% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PHTFX Principal LifeTime Hybrid Income Fund | 2.98% | 3.05% | 3.17% | 2.26% | 2.45% | 4.56% | 2.62% | 1.70% | 2.30% | 1.35% | 1.47% | 4.44% |
ONEQ Fidelity NASDAQ Composite Index Tracking Stock | 0.63% | 0.65% | 0.71% | 0.97% | 0.54% | 0.71% | 1.64% | 1.08% | 0.84% | 1.12% | 1.04% | 1.19% |
Drawdowns
PHTFX vs. ONEQ - Drawdown Comparison
The maximum PHTFX drawdown since its inception was -19.73%, smaller than the maximum ONEQ drawdown of -55.09%. Use the drawdown chart below to compare losses from any high point for PHTFX and ONEQ. For additional features, visit the drawdowns tool.
Volatility
PHTFX vs. ONEQ - Volatility Comparison
The current volatility for Principal LifeTime Hybrid Income Fund (PHTFX) is 1.30%, while Fidelity NASDAQ Composite Index Tracking Stock (ONEQ) has a volatility of 5.16%. This indicates that PHTFX experiences smaller price fluctuations and is considered to be less risky than ONEQ based on this measure. The chart below showcases a comparison of their rolling one-month volatility.