PLGIX vs. SCHG
Compare and contrast key facts about Principal LargeCap Growth Fund I (PLGIX) and Schwab U.S. Large-Cap Growth ETF (SCHG).
PLGIX is managed by Principal. It was launched on Dec 6, 2000. SCHG is a passively managed fund by Charles Schwab that tracks the performance of the Dow Jones U.S. Large-Cap Growth Total Stock Market Index. It was launched on Dec 11, 2009.
Performance
PLGIX vs. SCHG - Performance Comparison
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PLGIX vs. SCHG - 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% |
SCHG Schwab U.S. Large-Cap Growth ETF | -10.59% | 17.50% | 34.95% | 50.10% | -31.80% | 28.11% | 39.14% | 36.02% | -1.36% | 28.05% |
Returns By Period
In the year-to-date period, PLGIX achieves a -14.91% return, which is significantly lower than SCHG's -10.59% return. Over the past 10 years, PLGIX has outperformed SCHG with an annualized return of 17.78%, while SCHG has yielded a comparatively lower 16.83% 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%
SCHG
- 1D
- 3.67%
- 1M
- -5.12%
- YTD
- -10.59%
- 6M
- -8.51%
- 1Y
- 16.81%
- 3Y*
- 21.91%
- 5Y*
- 12.55%
- 10Y*
- 16.83%
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PLGIX vs. SCHG - Expense Ratio Comparison
PLGIX has a 0.67% expense ratio, which is higher than SCHG's 0.04% expense ratio.
Return for Risk
PLGIX vs. SCHG — Risk / Return Rank
PLGIX
SCHG
PLGIX vs. SCHG - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Principal LargeCap Growth Fund I (PLGIX) and Schwab U.S. Large-Cap Growth ETF (SCHG). 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 | SCHG | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.16 | 0.75 | -0.59 |
Sortino ratioReturn per unit of downside risk | 0.40 | 1.23 | -0.84 |
Omega ratioGain probability vs. loss probability | 1.05 | 1.17 | -0.12 |
Calmar ratioReturn relative to maximum drawdown | 0.04 | 1.03 | -0.99 |
Martin ratioReturn relative to average drawdown | 0.14 | 3.54 | -3.40 |
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 | SCHG | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.16 | 0.75 | -0.59 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.47 | 0.57 | -0.09 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.70 | 0.79 | -0.08 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.41 | 0.79 | -0.37 |
Correlation
The correlation between PLGIX and SCHG is 0.97, 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. SCHG - Dividend Comparison
PLGIX's dividend yield for the trailing twelve months is around 16.99%, more than SCHG's 0.43% 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% |
SCHG Schwab U.S. Large-Cap Growth ETF | 0.43% | 0.36% | 0.39% | 0.46% | 0.55% | 0.42% | 0.52% | 0.82% | 1.27% | 1.01% | 1.04% | 1.22% |
Drawdowns
PLGIX vs. SCHG - Drawdown Comparison
The maximum PLGIX drawdown since its inception was -55.43%, which is greater than SCHG's maximum drawdown of -34.59%. Use the drawdown chart below to compare losses from any high point for PLGIX and SCHG.
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Drawdown Indicators
| PLGIX | SCHG | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -55.43% | -34.59% | -20.84% |
Max Drawdown (1Y)Largest decline over 1 year | -18.32% | -16.41% | -1.91% |
Max Drawdown (5Y)Largest decline over 5 years | -40.63% | -34.59% | -6.04% |
Max Drawdown (10Y)Largest decline over 10 years | -40.63% | -34.59% | -6.04% |
Current DrawdownCurrent decline from peak | -18.32% | -13.34% | -4.98% |
Average DrawdownAverage peak-to-trough decline | -13.31% | -5.22% | -8.09% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.45% | 4.78% | +0.67% |
Volatility
PLGIX vs. SCHG - Volatility Comparison
The current volatility for Principal LargeCap Growth Fund I (PLGIX) is 5.47%, while Schwab U.S. Large-Cap Growth ETF (SCHG) has a volatility of 6.67%. This indicates that PLGIX experiences smaller price fluctuations and is considered to be less risky than SCHG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PLGIX | SCHG | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.47% | 6.67% | -1.20% |
Volatility (6M)Calculated over the trailing 6-month period | 11.68% | 12.51% | -0.83% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.30% | 22.43% | -1.13% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 30.09% | 22.32% | +7.77% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 25.38% | 21.51% | +3.87% |