Correlation
The correlation between PLSAX and SNXFX is 0.99, 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.
PLSAX vs. SNXFX
Compare and contrast key facts about Principal LargeCap S&P 500 Index Fund Class A (PLSAX) and Schwab 1000 Index Fund (SNXFX).
PLSAX is a passively managed fund by Principal Funds that tracks the performance of the S&P 500 Index. It was launched on Feb 2, 2001. SNXFX is a passively managed fund by Charles Schwab that tracks the performance of the Schwab 1000 Index. It was launched on Apr 2, 1991. Both PLSAX and SNXFX are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PLSAX or SNXFX.
Performance
PLSAX vs. SNXFX - Performance Comparison
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Key characteristics
PLSAX:
0.68
SNXFX:
0.72
PLSAX:
1.02
SNXFX:
1.03
PLSAX:
1.15
SNXFX:
1.15
PLSAX:
0.67
SNXFX:
0.67
PLSAX:
2.54
SNXFX:
2.51
PLSAX:
4.94%
SNXFX:
5.11%
PLSAX:
19.78%
SNXFX:
20.05%
PLSAX:
-55.67%
SNXFX:
-55.11%
PLSAX:
-3.51%
SNXFX:
-3.68%
Returns By Period
The year-to-date returns for both stocks are quite close, with PLSAX having a 0.92% return and SNXFX slightly lower at 0.91%. Over the past 10 years, PLSAX has outperformed SNXFX with an annualized return of 12.32%, while SNXFX has yielded a comparatively lower 10.65% annualized return.
PLSAX
0.92%
6.25%
-1.52%
14.00%
13.71%
15.43%
12.32%
SNXFX
0.91%
6.40%
-1.94%
14.29%
14.17%
15.06%
10.65%
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PLSAX vs. SNXFX - Expense Ratio Comparison
PLSAX has a 0.38% expense ratio, which is higher than SNXFX's 0.05% expense ratio.
Risk-Adjusted Performance
PLSAX vs. SNXFX — Risk-Adjusted Performance Rank
PLSAX
SNXFX
PLSAX vs. SNXFX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Principal LargeCap S&P 500 Index Fund Class A (PLSAX) and Schwab 1000 Index Fund (SNXFX). 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.
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Dividends
PLSAX vs. SNXFX - Dividend Comparison
PLSAX's dividend yield for the trailing twelve months is around 2.52%, more than SNXFX's 1.22% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PLSAX Principal LargeCap S&P 500 Index Fund Class A | 2.52% | 2.54% | 3.90% | 2.70% | 13.38% | 7.35% | 3.57% | 7.20% | 6.73% | 2.94% | 2.36% | 1.57% |
SNXFX Schwab 1000 Index Fund | 1.22% | 1.23% | 1.41% | 1.61% | 1.74% | 2.76% | 3.01% | 6.49% | 4.23% | 3.41% | 6.32% | 4.38% |
Drawdowns
PLSAX vs. SNXFX - Drawdown Comparison
The maximum PLSAX drawdown since its inception was -55.67%, roughly equal to the maximum SNXFX drawdown of -55.11%. Use the drawdown chart below to compare losses from any high point for PLSAX and SNXFX.
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Volatility
PLSAX vs. SNXFX - Volatility Comparison
Principal LargeCap S&P 500 Index Fund Class A (PLSAX) and Schwab 1000 Index Fund (SNXFX) have volatilities of 4.81% and 4.91%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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