PLGIX vs. ONEQ
Compare and contrast key facts about Principal LargeCap Growth Fund I (PLGIX) and Fidelity NASDAQ Composite Index Tracking Stock (ONEQ).
PLGIX is managed by Principal. It was launched on Dec 6, 2000. ONEQ is a passively managed fund by Fidelity that tracks the performance of the NASDAQ Composite Index. It was launched on Sep 25, 2003.
Performance
PLGIX vs. ONEQ - Performance Comparison
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PLGIX vs. ONEQ - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PLGIX Principal LargeCap Growth Fund I | -14.91% | 11.59% | 83.01% | 40.40% | -34.05% | 21.49% | 36.06% | 34.89% | 3.44% | 33.67% |
ONEQ Fidelity NASDAQ Composite Index Tracking Stock | -6.77% | 20.89% | 29.30% | 45.73% | -32.12% | 22.11% | 44.87% | 38.01% | -3.18% | 29.29% |
Returns By Period
In the year-to-date period, PLGIX achieves a -14.91% return, which is significantly lower than ONEQ's -6.77% return. Both investments have delivered pretty close results over the past 10 years, with PLGIX having a 17.78% annualized return and ONEQ not far behind at 17.18%.
PLGIX
- 1D
- -0.29%
- 1M
- -8.82%
- YTD
- -14.91%
- 6M
- -15.13%
- 1Y
- 3.34%
- 3Y*
- 29.30%
- 5Y*
- 14.11%
- 10Y*
- 17.78%
ONEQ
- 1D
- 3.78%
- 1M
- -4.49%
- YTD
- -6.77%
- 6M
- -4.24%
- 1Y
- 25.78%
- 3Y*
- 21.89%
- 5Y*
- 11.02%
- 10Y*
- 17.18%
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PLGIX vs. ONEQ - Expense Ratio Comparison
PLGIX has a 0.67% expense ratio, which is higher than ONEQ's 0.21% expense ratio.
Return for Risk
PLGIX vs. ONEQ — Risk / Return Rank
PLGIX
ONEQ
PLGIX vs. ONEQ - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Principal LargeCap Growth Fund I (PLGIX) 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.
| PLGIX | ONEQ | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.16 | 1.12 | -0.95 |
Sortino ratioReturn per unit of downside risk | 0.40 | 1.72 | -1.33 |
Omega ratioGain probability vs. loss probability | 1.05 | 1.25 | -0.19 |
Calmar ratioReturn relative to maximum drawdown | 0.04 | 1.95 | -1.91 |
Martin ratioReturn relative to average drawdown | 0.14 | 7.24 | -7.10 |
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
| PLGIX | ONEQ | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.16 | 1.12 | -0.95 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.47 | 0.50 | -0.03 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.70 | 0.80 | -0.09 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.41 | 0.60 | -0.19 |
Correlation
The correlation between PLGIX and ONEQ 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
PLGIX vs. ONEQ - Dividend Comparison
PLGIX's dividend yield for the trailing twelve months is around 16.99%, more than ONEQ's 0.83% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PLGIX Principal LargeCap Growth Fund I | 16.99% | 14.45% | 63.77% | 5.99% | 11.57% | 11.34% | 7.03% | 8.01% | 16.41% | 7.05% | 4.64% | 12.51% |
ONEQ Fidelity NASDAQ Composite Index Tracking Stock | 0.83% | 0.54% | 0.65% | 0.71% | 0.97% | 0.54% | 0.71% | 2.51% | 1.08% | 0.84% | 1.12% | 1.04% |
Drawdowns
PLGIX vs. ONEQ - Drawdown Comparison
The maximum PLGIX drawdown since its inception was -55.43%, roughly equal to the maximum ONEQ drawdown of -55.09%. Use the drawdown chart below to compare losses from any high point for PLGIX and ONEQ.
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Drawdown Indicators
| PLGIX | ONEQ | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -55.43% | -55.09% | -0.34% |
Max Drawdown (1Y)Largest decline over 1 year | -18.32% | -13.13% | -5.19% |
Max Drawdown (5Y)Largest decline over 5 years | -40.63% | -35.23% | -5.40% |
Max Drawdown (10Y)Largest decline over 10 years | -40.63% | -35.23% | -5.40% |
Current DrawdownCurrent decline from peak | -18.32% | -9.34% | -8.98% |
Average DrawdownAverage peak-to-trough decline | -13.31% | -8.01% | -5.30% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.45% | 3.53% | +1.92% |
Volatility
PLGIX vs. ONEQ - Volatility Comparison
The current volatility for Principal LargeCap Growth Fund I (PLGIX) is 5.47%, while Fidelity NASDAQ Composite Index Tracking Stock (ONEQ) has a volatility of 6.93%. This indicates that PLGIX 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.
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Volatility by Period
| PLGIX | ONEQ | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.47% | 6.93% | -1.46% |
Volatility (6M)Calculated over the trailing 6-month period | 11.68% | 12.90% | -1.22% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.30% | 23.22% | -1.92% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 30.09% | 22.16% | +7.93% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 25.38% | 21.67% | +3.71% |