PPLIX vs. OEF
Compare and contrast key facts about Principal LifeTime 2050 Fund (PPLIX) and iShares S&P 100 ETF (OEF).
PPLIX is managed by Principal. It was launched on Feb 28, 2001. OEF is a passively managed fund by iShares that tracks the performance of the S&P 100 Index. It was launched on Oct 23, 2000.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PPLIX or OEF.
Key characteristics
| PPLIX | OEF | |
|---|---|---|
| YTD Return | 17.00% | 30.88% |
| 1Y Return | 26.68% | 42.43% |
| 3Y Return (Ann) | -0.97% | 11.83% |
| 5Y Return (Ann) | 4.99% | 17.64% |
| 10Y Return (Ann) | 4.00% | 14.29% |
| Sharpe Ratio | 2.19 | 3.09 |
| Sortino Ratio | 2.90 | 4.05 |
| Omega Ratio | 1.41 | 1.57 |
| Calmar Ratio | 1.10 | 4.23 |
| Martin Ratio | 13.92 | 18.83 |
| Ulcer Index | 1.86% | 2.19% |
| Daily Std Dev | 11.82% | 13.34% |
| Max Drawdown | -58.66% | -54.11% |
| Current Drawdown | -3.06% | 0.00% |
Correlation
The correlation between PPLIX and OEF is 0.91, 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
PPLIX vs. OEF - Performance Comparison
In the year-to-date period, PPLIX achieves a 17.00% return, which is significantly lower than OEF's 30.88% return. Over the past 10 years, PPLIX has underperformed OEF with an annualized return of 4.00%, while OEF has yielded a comparatively higher 14.29% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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PPLIX vs. OEF - Expense Ratio Comparison
PPLIX has a 0.01% expense ratio, which is lower than OEF's 0.20% 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
PPLIX vs. OEF - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Principal LifeTime 2050 Fund (PPLIX) and iShares S&P 100 ETF (OEF). 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
PPLIX vs. OEF - Dividend Comparison
PPLIX's dividend yield for the trailing twelve months is around 1.44%, more than OEF's 0.99% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PPLIX Principal LifeTime 2050 Fund | 1.44% | 1.69% | 1.29% | 3.01% | 1.61% | 1.88% | 2.29% | 2.21% | 1.48% | 1.44% | 2.87% | 2.06% |
OEF iShares S&P 100 ETF | 0.99% | 1.19% | 1.55% | 1.06% | 1.43% | 1.87% | 2.09% | 1.81% | 2.07% | 2.11% | 1.85% | 1.96% |
Drawdowns
PPLIX vs. OEF - Drawdown Comparison
The maximum PPLIX drawdown since its inception was -58.66%, which is greater than OEF's maximum drawdown of -54.11%. Use the drawdown chart below to compare losses from any high point for PPLIX and OEF. For additional features, visit the drawdowns tool.
Volatility
PPLIX vs. OEF - Volatility Comparison
The current volatility for Principal LifeTime 2050 Fund (PPLIX) is 3.14%, while iShares S&P 100 ETF (OEF) has a volatility of 4.34%. This indicates that PPLIX experiences smaller price fluctuations and is considered to be less risky than OEF based on this measure. The chart below showcases a comparison of their rolling one-month volatility.