PLFMX vs. VADDX
Compare and contrast key facts about Principal LargeCap S&P 500 Index Fund (PLFMX) and Invesco Equally-Weighted S&P 500 Fund (VADDX).
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. VADDX is a passively managed fund by Invesco that tracks the performance of the S&P 500 Equal Weight Index. It was launched on Jul 28, 1997. Both PLFMX and VADDX are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Performance
PLFMX vs. VADDX - Performance Comparison
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PLFMX vs. VADDX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PLFMX Principal LargeCap S&P 500 Index Fund | -7.21% | 17.10% | 26.06% | 25.27% | -18.67% | 27.57% | 17.46% | 30.58% | -5.14% | 20.96% |
VADDX Invesco Equally-Weighted S&P 500 Fund | -1.41% | 11.16% | 12.68% | 13.58% | -11.86% | 29.27% | 12.56% | 28.92% | -7.96% | 18.55% |
Returns By Period
In the year-to-date period, PLFMX achieves a -7.21% return, which is significantly lower than VADDX's -1.41% return. Over the past 10 years, PLFMX has outperformed VADDX with an annualized return of 13.08%, while VADDX has yielded a comparatively lower 10.72% annualized return.
PLFMX
- 1D
- -0.40%
- 1M
- -7.72%
- YTD
- -7.21%
- 6M
- -4.88%
- 1Y
- 13.70%
- 3Y*
- 16.94%
- 5Y*
- 10.93%
- 10Y*
- 13.08%
VADDX
- 1D
- -0.23%
- 1M
- -7.88%
- YTD
- -1.41%
- 6M
- -0.10%
- 1Y
- 10.33%
- 3Y*
- 10.89%
- 5Y*
- 7.50%
- 10Y*
- 10.72%
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PLFMX vs. VADDX - Expense Ratio Comparison
PLFMX has a 0.72% expense ratio, which is higher than VADDX's 0.27% expense ratio.
Return for Risk
PLFMX vs. VADDX — Risk / Return Rank
PLFMX
VADDX
PLFMX vs. VADDX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Principal LargeCap S&P 500 Index Fund (PLFMX) and Invesco Equally-Weighted S&P 500 Fund (VADDX). 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 | VADDX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.81 | 0.66 | +0.15 |
Sortino ratioReturn per unit of downside risk | 1.28 | 1.04 | +0.24 |
Omega ratioGain probability vs. loss probability | 1.19 | 1.15 | +0.04 |
Calmar ratioReturn relative to maximum drawdown | 1.00 | 0.73 | +0.26 |
Martin ratioReturn relative to average drawdown | 4.83 | 3.33 | +1.50 |
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 | VADDX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.81 | 0.66 | +0.15 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.65 | 0.46 | +0.19 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.75 | 0.58 | +0.17 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.40 | 0.46 | -0.06 |
Correlation
The correlation between PLFMX and VADDX is 0.94, 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. VADDX - Dividend Comparison
PLFMX's dividend yield for the trailing twelve months is around 2.59%, less than VADDX's 10.23% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PLFMX Principal LargeCap S&P 500 Index Fund | 2.59% | 2.41% | 3.77% | 3.62% | 2.28% | 13.02% | 7.02% | 3.28% | 6.80% | 6.44% | 2.66% | 2.07% |
VADDX Invesco Equally-Weighted S&P 500 Fund | 10.23% | 10.09% | 8.88% | 4.86% | 8.45% | 9.92% | 6.38% | 4.68% | 7.13% | 2.97% | 0.30% | 2.98% |
Drawdowns
PLFMX vs. VADDX - Drawdown Comparison
The maximum PLFMX drawdown since its inception was -55.62%, smaller than the maximum VADDX drawdown of -60.12%. Use the drawdown chart below to compare losses from any high point for PLFMX and VADDX.
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Drawdown Indicators
| PLFMX | VADDX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -55.62% | -60.12% | +4.50% |
Max Drawdown (1Y)Largest decline over 1 year | -12.14% | -12.61% | +0.47% |
Max Drawdown (5Y)Largest decline over 5 years | -24.91% | -21.58% | -3.33% |
Max Drawdown (10Y)Largest decline over 10 years | -33.80% | -39.39% | +5.59% |
Current DrawdownCurrent decline from peak | -9.00% | -7.88% | -1.12% |
Average DrawdownAverage peak-to-trough decline | -10.06% | -7.04% | -3.02% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.50% | 2.77% | -0.27% |
Volatility
PLFMX vs. VADDX - Volatility Comparison
Principal LargeCap S&P 500 Index Fund (PLFMX) has a higher volatility of 4.25% compared to Invesco Equally-Weighted S&P 500 Fund (VADDX) at 3.77%. This indicates that PLFMX's price experiences larger fluctuations and is considered to be riskier than VADDX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PLFMX | VADDX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.25% | 3.77% | +0.48% |
Volatility (6M)Calculated over the trailing 6-month period | 9.10% | 8.70% | +0.40% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.88% | 17.17% | +0.71% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.88% | 16.27% | +0.61% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.45% | 18.53% | -1.08% |