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.
Performance
PPLIX vs. OEF - Performance Comparison
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PPLIX vs. OEF - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PPLIX Principal LifeTime 2050 Fund | -5.09% | 17.55% | 19.12% | 20.36% | -18.78% | 17.04% | 16.56% | 26.67% | -8.74% | 22.12% |
OEF iShares S&P 100 ETF | -7.00% | 19.80% | 30.74% | 32.71% | -21.03% | 29.18% | 21.21% | 31.87% | -4.16% | 21.82% |
Returns By Period
In the year-to-date period, PPLIX achieves a -5.09% return, which is significantly higher than OEF's -7.00% return. Over the past 10 years, PPLIX has underperformed OEF with an annualized return of 10.25%, while OEF has yielded a comparatively higher 14.97% annualized return.
PPLIX
- 1D
- -0.29%
- 1M
- -8.13%
- YTD
- -5.09%
- 6M
- -2.87%
- 1Y
- 12.44%
- 3Y*
- 14.70%
- 5Y*
- 7.68%
- 10Y*
- 10.25%
OEF
- 1D
- 3.20%
- 1M
- -4.75%
- YTD
- -7.00%
- 6M
- -3.93%
- 1Y
- 18.58%
- 3Y*
- 20.66%
- 5Y*
- 13.16%
- 10Y*
- 14.97%
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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%.
Return for Risk
PPLIX vs. OEF — Risk / Return Rank
PPLIX
OEF
PPLIX vs. OEF - Risk-Adjusted Trends 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.
| PPLIX | OEF | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.81 | 0.96 | -0.15 |
Sortino ratioReturn per unit of downside risk | 1.25 | 1.50 | -0.25 |
Omega ratioGain probability vs. loss probability | 1.18 | 1.22 | -0.04 |
Calmar ratioReturn relative to maximum drawdown | 0.94 | 1.62 | -0.68 |
Martin ratioReturn relative to average drawdown | 4.59 | 6.49 | -1.90 |
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
| PPLIX | OEF | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.81 | 0.96 | -0.15 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.50 | 0.75 | -0.25 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.66 | 0.82 | -0.15 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.42 | 0.41 | +0.01 |
Correlation
The correlation between PPLIX and OEF is 0.92, 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
PPLIX vs. OEF - Dividend Comparison
PPLIX's dividend yield for the trailing twelve months is around 10.48%, more than OEF's 0.98% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PPLIX Principal LifeTime 2050 Fund | 10.48% | 9.95% | 11.56% | 4.41% | 9.40% | 8.04% | 5.23% | 7.16% | 8.64% | 5.12% | 4.82% | 6.07% |
OEF iShares S&P 100 ETF | 0.98% | 0.81% | 1.03% | 1.19% | 1.55% | 1.06% | 1.43% | 1.87% | 2.09% | 1.81% | 2.07% | 2.11% |
Drawdowns
PPLIX vs. OEF - Drawdown Comparison
The maximum PPLIX drawdown since its inception was -55.61%, roughly equal to the maximum OEF drawdown of -54.11%. Use the drawdown chart below to compare losses from any high point for PPLIX and OEF.
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Drawdown Indicators
| PPLIX | OEF | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -55.61% | -54.11% | -1.50% |
Max Drawdown (1Y)Largest decline over 1 year | -11.42% | -11.93% | +0.51% |
Max Drawdown (5Y)Largest decline over 5 years | -26.85% | -26.47% | -0.38% |
Max Drawdown (10Y)Largest decline over 10 years | -32.67% | -31.44% | -1.23% |
Current DrawdownCurrent decline from peak | -8.57% | -8.21% | -0.36% |
Average DrawdownAverage peak-to-trough decline | -8.35% | -11.83% | +3.48% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.34% | 2.97% | -0.63% |
Volatility
PPLIX vs. OEF - Volatility Comparison
The current volatility for Principal LifeTime 2050 Fund (PPLIX) is 4.83%, while iShares S&P 100 ETF (OEF) has a volatility of 5.57%. 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.
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Volatility by Period
| PPLIX | OEF | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.83% | 5.57% | -0.74% |
Volatility (6M)Calculated over the trailing 6-month period | 8.67% | 10.08% | -1.41% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.54% | 19.35% | -3.81% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.38% | 17.69% | -2.31% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.53% | 18.42% | -2.89% |