PLHHX vs. SPY
Compare and contrast key facts about Principal LifeTime Hybrid 2065 Fund (PLHHX) and SPDR S&P 500 ETF (SPY).
PLHHX is managed by Principal. It was launched on Sep 5, 2017. SPY is a passively managed fund by State Street that tracks the performance of the S&P 500 Index. It was launched on Jan 22, 1993.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PLHHX or SPY.
Correlation
The correlation between PLHHX and SPY is 0.95, 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.
Performance
PLHHX vs. SPY - Performance Comparison
Key characteristics
PLHHX:
1.36
SPY:
1.82
PLHHX:
1.88
SPY:
2.45
PLHHX:
1.25
SPY:
1.33
PLHHX:
2.07
SPY:
2.77
PLHHX:
7.35
SPY:
11.49
PLHHX:
2.23%
SPY:
2.03%
PLHHX:
11.92%
SPY:
12.70%
PLHHX:
-33.47%
SPY:
-55.19%
PLHHX:
-0.44%
SPY:
0.00%
Returns By Period
In the year-to-date period, PLHHX achieves a 4.60% return, which is significantly higher than SPY's 4.04% return.
PLHHX
4.60%
5.14%
6.31%
16.87%
8.43%
N/A
SPY
4.04%
4.73%
10.95%
23.86%
14.32%
13.24%
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PLHHX vs. SPY - Expense Ratio Comparison
PLHHX has a 0.05% expense ratio, which is lower than SPY's 0.09% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Risk-Adjusted Performance
PLHHX vs. SPY — Risk-Adjusted Performance Rank
PLHHX
SPY
PLHHX vs. SPY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Principal LifeTime Hybrid 2065 Fund (PLHHX) and SPDR S&P 500 ETF (SPY). 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.
Dividends
PLHHX vs. SPY - Dividend Comparison
PLHHX's dividend yield for the trailing twelve months is around 1.82%, more than SPY's 1.16% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PLHHX Principal LifeTime Hybrid 2065 Fund | 1.82% | 1.90% | 1.81% | 1.46% | 2.26% | 2.00% | 1.66% | 2.89% | 1.87% | 0.00% | 0.00% | 0.00% |
SPY SPDR S&P 500 ETF | 1.16% | 1.21% | 1.40% | 1.65% | 1.20% | 1.52% | 1.75% | 2.04% | 1.80% | 2.03% | 2.06% | 1.87% |
Drawdowns
PLHHX vs. SPY - Drawdown Comparison
The maximum PLHHX drawdown since its inception was -33.47%, smaller than the maximum SPY drawdown of -55.19%. Use the drawdown chart below to compare losses from any high point for PLHHX and SPY. For additional features, visit the drawdowns tool.
Volatility
PLHHX vs. SPY - Volatility Comparison
The current volatility for Principal LifeTime Hybrid 2065 Fund (PLHHX) is 3.27%, while SPDR S&P 500 ETF (SPY) has a volatility of 3.55%. This indicates that PLHHX experiences smaller price fluctuations and is considered to be less risky than SPY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.