SAUPX vs. ONEQ
Compare and contrast key facts about Principal SAM Flexible Income Portfolio (SAUPX) and Fidelity NASDAQ Composite Index Tracking Stock (ONEQ).
SAUPX is managed by Principal. It was launched on Jul 24, 1996. ONEQ is a passively managed fund by Fidelity that tracks the performance of the NASDAQ Composite Index. It was launched on Sep 25, 2003.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SAUPX or ONEQ.
Correlation
The correlation between SAUPX and ONEQ is 0.73, 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
SAUPX vs. ONEQ - Performance Comparison
Key characteristics
SAUPX:
1.74
ONEQ:
1.47
SAUPX:
2.47
ONEQ:
1.98
SAUPX:
1.33
ONEQ:
1.27
SAUPX:
0.83
ONEQ:
2.03
SAUPX:
7.63
ONEQ:
7.36
SAUPX:
1.13%
ONEQ:
3.65%
SAUPX:
4.93%
ONEQ:
18.30%
SAUPX:
-25.67%
ONEQ:
-55.09%
SAUPX:
-2.19%
ONEQ:
-0.82%
Returns By Period
In the year-to-date period, SAUPX achieves a 1.99% return, which is significantly lower than ONEQ's 3.58% return. Over the past 10 years, SAUPX has underperformed ONEQ with an annualized return of 2.28%, while ONEQ has yielded a comparatively higher 16.18% annualized return.
SAUPX
1.99%
1.31%
1.87%
8.45%
1.74%
2.28%
ONEQ
3.58%
1.78%
12.65%
27.45%
16.67%
16.18%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
SAUPX vs. ONEQ - Expense Ratio Comparison
SAUPX has a 0.60% expense ratio, which is higher than ONEQ's 0.21% expense ratio.
Risk-Adjusted Performance
SAUPX vs. ONEQ — Risk-Adjusted Performance Rank
SAUPX
ONEQ
SAUPX vs. ONEQ - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Principal SAM Flexible Income Portfolio (SAUPX) 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.
Dividends
SAUPX vs. ONEQ - Dividend Comparison
SAUPX's dividend yield for the trailing twelve months is around 2.78%, more than ONEQ's 0.63% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SAUPX Principal SAM Flexible Income Portfolio | 2.78% | 2.81% | 2.61% | 2.59% | 1.93% | 2.06% | 2.52% | 2.92% | 2.53% | 2.64% | 2.57% | 2.75% |
ONEQ Fidelity NASDAQ Composite Index Tracking Stock | 0.63% | 0.65% | 0.71% | 0.97% | 0.54% | 0.71% | 1.64% | 1.08% | 0.84% | 1.12% | 1.04% | 1.19% |
Drawdowns
SAUPX vs. ONEQ - Drawdown Comparison
The maximum SAUPX drawdown since its inception was -25.67%, smaller than the maximum ONEQ drawdown of -55.09%. Use the drawdown chart below to compare losses from any high point for SAUPX and ONEQ. For additional features, visit the drawdowns tool.
Volatility
SAUPX vs. ONEQ - Volatility Comparison
The current volatility for Principal SAM Flexible Income Portfolio (SAUPX) is 1.30%, while Fidelity NASDAQ Composite Index Tracking Stock (ONEQ) has a volatility of 5.39%. This indicates that SAUPX 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.