PLVIX vs. SWLVX
Compare and contrast key facts about Principal LargeCap Value Fund III (PLVIX) and Schwab U.S. Large-Cap Value Index Fund (SWLVX).
PLVIX is managed by Principal. It was launched on Dec 6, 2000. SWLVX is managed by Charles Schwab. It was launched on Dec 20, 2017.
Performance
PLVIX vs. SWLVX - Performance Comparison
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PLVIX vs. SWLVX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PLVIX Principal LargeCap Value Fund III | -2.25% | 10.94% | 23.06% | 9.96% | -4.98% | 24.24% | 3.19% | 26.49% | -6.01% | 0.34% |
SWLVX Schwab U.S. Large-Cap Value Index Fund | -0.06% | 15.87% | 14.36% | 11.45% | -7.61% | 25.15% | 2.64% | 26.49% | -8.39% | 0.30% |
Returns By Period
In the year-to-date period, PLVIX achieves a -2.25% return, which is significantly lower than SWLVX's -0.06% return.
PLVIX
- 1D
- -0.35%
- 1M
- -7.22%
- YTD
- -2.25%
- 6M
- 0.17%
- 1Y
- 8.68%
- 3Y*
- 14.13%
- 5Y*
- 9.38%
- 10Y*
- 10.80%
SWLVX
- 1D
- -0.37%
- 1M
- -6.82%
- YTD
- -0.06%
- 6M
- 3.73%
- 1Y
- 13.42%
- 3Y*
- 13.48%
- 5Y*
- 8.93%
- 10Y*
- —
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PLVIX vs. SWLVX - Expense Ratio Comparison
PLVIX has a 0.70% expense ratio, which is higher than SWLVX's 0.04% expense ratio.
Return for Risk
PLVIX vs. SWLVX — Risk / Return Rank
PLVIX
SWLVX
PLVIX vs. SWLVX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Principal LargeCap Value Fund III (PLVIX) and Schwab U.S. Large-Cap Value Index Fund (SWLVX). 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.
| PLVIX | SWLVX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.61 | 0.93 | -0.32 |
Sortino ratioReturn per unit of downside risk | 0.97 | 1.36 | -0.39 |
Omega ratioGain probability vs. loss probability | 1.13 | 1.21 | -0.07 |
Calmar ratioReturn relative to maximum drawdown | 0.70 | 1.10 | -0.40 |
Martin ratioReturn relative to average drawdown | 2.88 | 5.22 | -2.34 |
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
| PLVIX | SWLVX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.61 | 0.93 | -0.32 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.62 | 0.61 | +0.01 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.64 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.39 | 0.48 | -0.09 |
Correlation
The correlation between PLVIX and SWLVX 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
PLVIX vs. SWLVX - Dividend Comparison
PLVIX's dividend yield for the trailing twelve months is around 21.88%, more than SWLVX's 2.02% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PLVIX Principal LargeCap Value Fund III | 21.88% | 21.38% | 15.41% | 3.27% | 10.14% | 9.13% | 1.56% | 6.52% | 11.10% | 6.84% | 4.52% | 8.19% |
SWLVX Schwab U.S. Large-Cap Value Index Fund | 2.02% | 2.02% | 2.75% | 2.56% | 2.29% | 4.86% | 2.00% | 4.35% | 1.87% | 0.00% | 0.00% | 0.00% |
Drawdowns
PLVIX vs. SWLVX - Drawdown Comparison
The maximum PLVIX drawdown since its inception was -62.55%, which is greater than SWLVX's maximum drawdown of -38.34%. Use the drawdown chart below to compare losses from any high point for PLVIX and SWLVX.
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Drawdown Indicators
| PLVIX | SWLVX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -62.55% | -38.34% | -24.21% |
Max Drawdown (1Y)Largest decline over 1 year | -11.37% | -11.82% | +0.45% |
Max Drawdown (5Y)Largest decline over 5 years | -17.32% | -19.05% | +1.73% |
Max Drawdown (10Y)Largest decline over 10 years | -38.51% | — | — |
Current DrawdownCurrent decline from peak | -7.83% | -6.82% | -1.01% |
Average DrawdownAverage peak-to-trough decline | -10.16% | -4.93% | -5.23% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.78% | 2.49% | +0.29% |
Volatility
PLVIX vs. SWLVX - Volatility Comparison
Principal LargeCap Value Fund III (PLVIX) has a higher volatility of 3.96% compared to Schwab U.S. Large-Cap Value Index Fund (SWLVX) at 3.72%. This indicates that PLVIX's price experiences larger fluctuations and is considered to be riskier than SWLVX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PLVIX | SWLVX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.96% | 3.72% | +0.24% |
Volatility (6M)Calculated over the trailing 6-month period | 8.61% | 8.03% | +0.58% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.71% | 15.63% | +0.08% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.23% | 14.82% | +0.41% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.91% | 18.66% | -1.75% |