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PINZX vs. AVLC
Performance
Return for Risk
Drawdowns
Volatility
Dividends

PINZX vs. AVLC

Last updated Jun 23, 2026

PINZX (Principal Overseas Fund) and AVLC (Avantis U.S. Large Cap Equity ETF) are both funds - PINZX is a Foreign Large Cap Equities fund managed by Principal, while AVLC is a Large Cap Blend Equities fund actively managed by Avantis. Over the past year, PINZX returned 35.68% vs 29.38% for AVLC. A 0.67 correlation means they provide meaningful diversification when combined. PINZX charges 0.97%/yr vs 0.15%/yr for AVLC.

Performance

PINZX vs. AVLC - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Principal Overseas Fund (PINZX) and Avantis U.S. Large Cap Equity ETF (AVLC). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, PINZX achieves a 15.03% return, which is significantly higher than AVLC's 12.96% return.

PINZX

1D
0.90%
1M
2.98%
YTD
15.03%
6M
15.69%
1Y
35.68%
3Y*
24.35%
5Y*
16.31%
10Y*
12.36%

AVLC

1D
-1.55%
1M
0.32%
YTD
12.96%
6M
11.82%
1Y
29.38%
3Y*
—
5Y*
—
10Y*
—
*Multi-year figures are annualized to reflect compound growth (CAGR)

PINZX vs. AVLC - Yearly Performance Comparison

2026 (YTD)202520242023
PINZX
Principal Overseas Fund		15.03%40.18%13.98%9.35%
AVLC
Avantis U.S. Large Cap Equity ETF		12.96%17.57%22.82%11.76%

Correlation

The correlation between PINZX and AVLC is 0.75, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.

Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.75

Correlation (All Time)
Calculated using the full available price history since Sep 28, 2023

0.67

The correlation between PINZX and AVLC has been stable across timeframes, ranging from 0.67 to 0.75 - a consistent structural relationship.

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Principal Overseas Fund

Avantis U.S. Large Cap Equity ETF

Often compared with PINZX:
PINZX vs. AVIVPINZX vs. MINIXPINZX vs. DFIEXPINZX vs. AVUSXPINZX vs. DFEOXPINZX vs. QQQPINZX vs. DFIVX
Often compared with AVLC:
AVLC vs. VOOAVLC vs. AVUSAVLC vs. AVLVAVLC vs. AVUVAVLC vs. QQQMAVLC vs. SCHGAVLC vs. AVUQ

Return for Risk

PINZX vs. AVLC — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
PINZX
PINZX Risk / Return Rank: 5757
Overall Rank
PINZX Sharpe Ratio Rank: 6464
Sharpe Ratio Rank
PINZX Sortino Ratio Rank: 5959
Sortino Ratio Rank
PINZX Omega Ratio Rank: 6060
Omega Ratio Rank
PINZX Calmar Ratio Rank: 5151
Calmar Ratio Rank
PINZX Martin Ratio Rank: 5050
Martin Ratio Rank
AVLC
AVLC Risk / Return Rank: 7575
Overall Rank
AVLC Sharpe Ratio Rank: 7474
Sharpe Ratio Rank
AVLC Sortino Ratio Rank: 7171
Sortino Ratio Rank
AVLC Omega Ratio Rank: 7272
Omega Ratio Rank
AVLC Calmar Ratio Rank: 7676
Calmar Ratio Rank
AVLC Martin Ratio Rank: 8484
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

PINZX vs. AVLC - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Principal Overseas Fund (PINZX) and Avantis U.S. Large Cap Equity ETF (AVLC). 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.

PINZXAVLCDifference
Sharpe ratioReturn per unit of total volatility
2.14
2.25

-0.11

Sortino ratioReturn per unit of downside risk
2.94
3.02

-0.08

Omega ratioGain probability vs. loss probability

1.39

1.40

-0.01

Calmar ratioReturn relative to maximum drawdown

2.61

3.69

-1.08

Martin ratioReturn relative to average drawdown

9.68

16.49

-6.82

PINZX vs. AVLC - Sharpe Ratio Comparison

The current PINZX Sharpe Ratio is 2.14, which is comparable to the AVLC Sharpe Ratio of 2.25. The chart below compares the historical Sharpe Ratios of PINZX and AVLC, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

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Drawdowns

PINZX vs. AVLC - Drawdown Comparison

The maximum PINZX drawdown since its inception was -44.27%, which is greater than AVLC's maximum drawdown of -19.64%. Use the drawdown chart below to compare losses from any high point for PINZX and AVLC.

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Drawdown Indicators

PINZXAVLCDifference

Max Drawdown

Largest peak-to-trough decline

-44.27%

-19.64%

-24.63%

Max Drawdown (1Y)

Largest decline over 1 year

-13.53%

-8.00%

-5.53%

Max Drawdown (3Y)

Largest decline over 3 years

-15.87%

—

—

Max Drawdown (5Y)

Largest decline over 5 years

-25.96%

—

—

Max Drawdown (10Y)

Largest decline over 10 years

-44.27%

—

—

Current Drawdown

Current decline from peak

-0.15%

-2.04%

+1.89%

Average Drawdown

Average peak-to-trough decline

-9.23%

-1.97%

-7.26%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.65%

1.79%

+1.86%

Volatility

PINZX vs. AVLC - Volatility Comparison

Principal Overseas Fund (PINZX) has a higher volatility of 5.61% compared to Avantis U.S. Large Cap Equity ETF (AVLC) at 5.14%. This indicates that PINZX's price experiences larger fluctuations and is considered to be riskier than AVLC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

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Volatility by Period

PINZXAVLCDifference

Volatility (1M)

Calculated over the trailing 1-month period

5.61%

5.14%

+0.47%

Volatility (6M)

Calculated over the trailing 6-month period

13.87%

10.23%

+3.64%

Volatility (1Y)

Calculated over the trailing 1-year period

16.49%

13.11%

+3.38%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

17.34%

15.81%

+1.53%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

18.18%

15.81%

+2.37%

PINZX vs. AVLC - Expense Ratio Comparison

PINZX has a 0.97% expense ratio, which is higher than AVLC's 0.15% expense ratio.

Dividends

PINZX vs. AVLC - Dividend Comparison

PINZX's dividend yield for the trailing twelve months is around 8.44%, more than AVLC's 1.05% yield.

PositionTTM20252024202320222021202020192018201720162015
AVLC
Avantis U.S. Large Cap Equity ETF		1.05%0.92%1.09%0.38%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
PINZX
Principal Overseas Fund		8.44%9.71%29.12%6.31%8.23%7.70%1.85%3.08%10.03%3.15%2.04%4.01%

Frequently Asked Questions

PINZX and AVLC have a correlation of 0.75, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

PINZX has higher volatility (5.61%) compared to AVLC (5.14%). In terms of maximum drawdown, PINZX dropped -44.27% vs AVLC's -19.64%.

AVLC currently has the higher Sharpe Ratio (2.25 vs 2.14), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

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