PLFMX vs. SPXX
Compare and contrast key facts about Principal LargeCap S&P 500 Index Fund (PLFMX) and Nuveen S&P 500 Dynamic Overwrite Fund (SPXX).
PLFMX is a passively managed fund by Principal that tracks the performance of the S&P 500 Index. It was launched on Dec 6, 2000. SPXX is an actively managed fund by Nuveen. It was launched on Nov 23, 2005.
Performance
PLFMX vs. SPXX - Performance Comparison
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PLFMX vs. SPXX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PLFMX Principal LargeCap S&P 500 Index Fund | -4.50% | 17.10% | 26.06% | 25.27% | -18.67% | 27.57% | 17.46% | 30.58% | -5.14% | 20.96% |
SPXX Nuveen S&P 500 Dynamic Overwrite Fund | -7.83% | 9.78% | 27.10% | 0.85% | -6.92% | 29.03% | -0.37% | 25.36% | -13.42% | 27.92% |
Returns By Period
In the year-to-date period, PLFMX achieves a -4.50% return, which is significantly higher than SPXX's -7.83% return. Over the past 10 years, PLFMX has outperformed SPXX with an annualized return of 13.41%, while SPXX has yielded a comparatively lower 9.25% annualized return.
PLFMX
- 1D
- 2.92%
- 1M
- -5.08%
- YTD
- -4.50%
- 6M
- -2.43%
- 1Y
- 16.59%
- 3Y*
- 18.07%
- 5Y*
- 11.31%
- 10Y*
- 13.41%
SPXX
- 1D
- 1.43%
- 1M
- -6.59%
- YTD
- -7.83%
- 6M
- -3.93%
- 1Y
- 3.85%
- 3Y*
- 9.58%
- 5Y*
- 7.13%
- 10Y*
- 9.25%
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PLFMX vs. SPXX - Expense Ratio Comparison
PLFMX has a 0.72% expense ratio, which is lower than SPXX's 0.89% expense ratio.
Return for Risk
PLFMX vs. SPXX — Risk / Return Rank
PLFMX
SPXX
PLFMX vs. SPXX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Principal LargeCap S&P 500 Index Fund (PLFMX) and Nuveen S&P 500 Dynamic Overwrite Fund (SPXX). 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.
| PLFMX | SPXX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.95 | 0.22 | +0.73 |
Sortino ratioReturn per unit of downside risk | 1.48 | 0.44 | +1.04 |
Omega ratioGain probability vs. loss probability | 1.22 | 1.06 | +0.16 |
Calmar ratioReturn relative to maximum drawdown | 1.46 | 0.32 | +1.14 |
Martin ratioReturn relative to average drawdown | 6.97 | 1.11 | +5.86 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| PLFMX | SPXX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.95 | 0.22 | +0.73 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.67 | 0.45 | +0.22 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.77 | 0.50 | +0.27 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.40 | 0.36 | +0.04 |
Correlation
The correlation between PLFMX and SPXX is 0.71, 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.
Dividends
PLFMX vs. SPXX - Dividend Comparison
PLFMX's dividend yield for the trailing twelve months is around 2.52%, less than SPXX's 8.28% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PLFMX Principal LargeCap S&P 500 Index Fund | 2.52% | 2.41% | 3.77% | 3.62% | 2.28% | 13.02% | 7.02% | 3.28% | 6.80% | 6.44% | 2.66% | 2.07% |
SPXX Nuveen S&P 500 Dynamic Overwrite Fund | 8.28% | 7.48% | 6.87% | 7.82% | 7.30% | 5.27% | 6.56% | 6.44% | 7.98% | 5.69% | 5.14% | 7.75% |
Drawdowns
PLFMX vs. SPXX - Drawdown Comparison
The maximum PLFMX drawdown since its inception was -55.62%, which is greater than SPXX's maximum drawdown of -52.39%. Use the drawdown chart below to compare losses from any high point for PLFMX and SPXX.
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Drawdown Indicators
| PLFMX | SPXX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -55.62% | -52.39% | -3.23% |
Max Drawdown (1Y)Largest decline over 1 year | -12.14% | -13.00% | +0.86% |
Max Drawdown (5Y)Largest decline over 5 years | -24.91% | -18.09% | -6.82% |
Max Drawdown (10Y)Largest decline over 10 years | -33.80% | -43.99% | +10.19% |
Current DrawdownCurrent decline from peak | -6.34% | -9.24% | +2.90% |
Average DrawdownAverage peak-to-trough decline | -10.06% | -7.51% | -2.55% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.53% | 3.75% | -1.22% |
Volatility
PLFMX vs. SPXX - Volatility Comparison
Principal LargeCap S&P 500 Index Fund (PLFMX) has a higher volatility of 5.35% compared to Nuveen S&P 500 Dynamic Overwrite Fund (SPXX) at 4.96%. This indicates that PLFMX's price experiences larger fluctuations and is considered to be riskier than SPXX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PLFMX | SPXX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.35% | 4.96% | +0.39% |
Volatility (6M)Calculated over the trailing 6-month period | 9.55% | 9.29% | +0.26% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.07% | 17.96% | +0.11% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.93% | 15.80% | +1.13% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.47% | 18.39% | -0.92% |