PLGIX vs. QQQ
Compare and contrast key facts about Principal LargeCap Growth Fund I (PLGIX) and Invesco QQQ ETF (QQQ).
PLGIX is managed by Principal. It was launched on Dec 6, 2000. QQQ is a passively managed fund by Invesco that tracks the performance of the NASDAQ-100 Index. It was launched on Mar 10, 1999.
Performance
PLGIX vs. QQQ - Performance Comparison
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PLGIX vs. QQQ - 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% |
QQQ Invesco QQQ ETF | -5.93% | 20.77% | 25.58% | 54.86% | -32.58% | 27.42% | 48.62% | 38.96% | -0.13% | 32.66% |
Returns By Period
In the year-to-date period, PLGIX achieves a -14.91% return, which is significantly lower than QQQ's -5.93% return. Over the past 10 years, PLGIX has underperformed QQQ with an annualized return of 17.78%, while QQQ has yielded a comparatively higher 18.85% annualized return.
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%
QQQ
- 1D
- 3.39%
- 1M
- -4.84%
- YTD
- -5.93%
- 6M
- -3.62%
- 1Y
- 23.68%
- 3Y*
- 22.32%
- 5Y*
- 12.88%
- 10Y*
- 18.85%
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PLGIX vs. QQQ - Expense Ratio Comparison
PLGIX has a 0.67% expense ratio, which is higher than QQQ's 0.18% expense ratio.
Return for Risk
PLGIX vs. QQQ — Risk / Return Rank
PLGIX
QQQ
PLGIX vs. QQQ - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Principal LargeCap Growth Fund I (PLGIX) and Invesco QQQ ETF (QQQ). 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 | QQQ | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.16 | 1.05 | -0.88 |
Sortino ratioReturn per unit of downside risk | 0.40 | 1.63 | -1.23 |
Omega ratioGain probability vs. loss probability | 1.05 | 1.23 | -0.18 |
Calmar ratioReturn relative to maximum drawdown | 0.04 | 1.88 | -1.84 |
Martin ratioReturn relative to average drawdown | 0.14 | 6.95 | -6.81 |
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 | QQQ | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.16 | 1.05 | -0.88 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.47 | 0.58 | -0.11 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.70 | 0.85 | -0.15 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.41 | 0.37 | +0.04 |
Correlation
The correlation between PLGIX and QQQ is 0.92, 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. QQQ - Dividend Comparison
PLGIX's dividend yield for the trailing twelve months is around 16.99%, more than QQQ's 0.49% 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% |
QQQ Invesco QQQ ETF | 0.49% | 0.45% | 0.56% | 0.62% | 0.80% | 0.43% | 0.55% | 0.74% | 0.91% | 0.84% | 1.06% | 0.99% |
Drawdowns
PLGIX vs. QQQ - Drawdown Comparison
The maximum PLGIX drawdown since its inception was -55.43%, smaller than the maximum QQQ drawdown of -82.97%. Use the drawdown chart below to compare losses from any high point for PLGIX and QQQ.
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Drawdown Indicators
| PLGIX | QQQ | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -55.43% | -82.97% | +27.54% |
Max Drawdown (1Y)Largest decline over 1 year | -18.32% | -12.62% | -5.70% |
Max Drawdown (5Y)Largest decline over 5 years | -40.63% | -35.12% | -5.51% |
Max Drawdown (10Y)Largest decline over 10 years | -40.63% | -35.12% | -5.51% |
Current DrawdownCurrent decline from peak | -18.32% | -8.98% | -9.34% |
Average DrawdownAverage peak-to-trough decline | -13.31% | -32.99% | +19.68% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.45% | 3.41% | +2.04% |
Volatility
PLGIX vs. QQQ - Volatility Comparison
The current volatility for Principal LargeCap Growth Fund I (PLGIX) is 5.47%, while Invesco QQQ ETF (QQQ) has a volatility of 6.51%. This indicates that PLGIX experiences smaller price fluctuations and is considered to be less risky than QQQ based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PLGIX | QQQ | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.47% | 6.51% | -1.04% |
Volatility (6M)Calculated over the trailing 6-month period | 11.68% | 12.77% | -1.09% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.30% | 22.67% | -1.37% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 30.09% | 22.39% | +7.70% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 25.38% | 22.25% | +3.13% |