PPLIX vs. ONEQ
Compare and contrast key facts about Principal LifeTime 2050 Fund (PPLIX) and Fidelity NASDAQ Composite Index Tracking Stock (ONEQ).
PPLIX is managed by Principal. It was launched on Feb 28, 2001. ONEQ is a passively managed fund by Fidelity that tracks the performance of the NASDAQ Composite Index. It was launched on Sep 25, 2003.
Performance
PPLIX vs. ONEQ - Performance Comparison
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PPLIX vs. ONEQ - 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% |
ONEQ Fidelity NASDAQ Composite Index Tracking Stock | -6.77% | 20.89% | 29.30% | 45.73% | -32.12% | 22.11% | 44.87% | 38.01% | -3.18% | 29.29% |
Returns By Period
In the year-to-date period, PPLIX achieves a -5.09% return, which is significantly higher than ONEQ's -6.77% return. Over the past 10 years, PPLIX has underperformed ONEQ with an annualized return of 10.25%, while ONEQ has yielded a comparatively higher 17.18% 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%
ONEQ
- 1D
- 3.78%
- 1M
- -4.49%
- YTD
- -6.77%
- 6M
- -4.24%
- 1Y
- 25.78%
- 3Y*
- 21.89%
- 5Y*
- 11.02%
- 10Y*
- 17.18%
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PPLIX vs. ONEQ - Expense Ratio Comparison
PPLIX has a 0.01% expense ratio, which is lower than ONEQ's 0.21% 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. ONEQ — Risk / Return Rank
PPLIX
ONEQ
PPLIX vs. ONEQ - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Principal LifeTime 2050 Fund (PPLIX) and Fidelity NASDAQ Composite Index Tracking Stock (ONEQ). 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 | ONEQ | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.81 | 1.12 | -0.31 |
Sortino ratioReturn per unit of downside risk | 1.25 | 1.72 | -0.47 |
Omega ratioGain probability vs. loss probability | 1.18 | 1.25 | -0.07 |
Calmar ratioReturn relative to maximum drawdown | 0.94 | 1.95 | -1.01 |
Martin ratioReturn relative to average drawdown | 4.59 | 7.24 | -2.66 |
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 | ONEQ | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.81 | 1.12 | -0.31 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.50 | 0.50 | 0.00 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.66 | 0.80 | -0.13 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.42 | 0.60 | -0.18 |
Correlation
The correlation between PPLIX and ONEQ is 0.88, 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. ONEQ - Dividend Comparison
PPLIX's dividend yield for the trailing twelve months is around 10.48%, more than ONEQ's 0.83% 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% |
ONEQ Fidelity NASDAQ Composite Index Tracking Stock | 0.83% | 0.54% | 0.65% | 0.71% | 0.97% | 0.54% | 0.71% | 2.51% | 1.08% | 0.84% | 1.12% | 1.04% |
Drawdowns
PPLIX vs. ONEQ - Drawdown Comparison
The maximum PPLIX drawdown since its inception was -55.61%, roughly equal to the maximum ONEQ drawdown of -55.09%. Use the drawdown chart below to compare losses from any high point for PPLIX and ONEQ.
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Drawdown Indicators
| PPLIX | ONEQ | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -55.61% | -55.09% | -0.52% |
Max Drawdown (1Y)Largest decline over 1 year | -11.42% | -13.13% | +1.71% |
Max Drawdown (5Y)Largest decline over 5 years | -26.85% | -35.23% | +8.38% |
Max Drawdown (10Y)Largest decline over 10 years | -32.67% | -35.23% | +2.56% |
Current DrawdownCurrent decline from peak | -8.57% | -9.34% | +0.77% |
Average DrawdownAverage peak-to-trough decline | -8.35% | -8.01% | -0.34% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.34% | 3.53% | -1.19% |
Volatility
PPLIX vs. ONEQ - Volatility Comparison
The current volatility for Principal LifeTime 2050 Fund (PPLIX) is 4.83%, while Fidelity NASDAQ Composite Index Tracking Stock (ONEQ) has a volatility of 6.93%. This indicates that PPLIX experiences smaller price fluctuations and is considered to be less risky than ONEQ based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PPLIX | ONEQ | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.83% | 6.93% | -2.10% |
Volatility (6M)Calculated over the trailing 6-month period | 8.67% | 12.90% | -4.23% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.54% | 23.22% | -7.68% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.38% | 22.16% | -6.78% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.53% | 21.67% | -6.14% |