SPXU vs. PLGIX
Compare and contrast key facts about ProShares UltraPro Short S&P500 (SPXU) and Principal LargeCap Growth Fund I (PLGIX).
SPXU is a passively managed fund by ProShares that tracks the performance of the S&P 500 Index (-300%). It was launched on Jun 25, 2009. PLGIX is managed by Principal. It was launched on Dec 6, 2000.
Performance
SPXU vs. PLGIX - Performance Comparison
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SPXU vs. PLGIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SPXU ProShares UltraPro Short S&P500 | 15.02% | -41.73% | -43.31% | -46.02% | 36.05% | -57.94% | -70.39% | -56.27% | 3.97% | -44.23% |
PLGIX Principal LargeCap Growth Fund I | -14.91% | 11.59% | 83.01% | 40.40% | -34.05% | 21.49% | 36.06% | 34.89% | 3.44% | 33.67% |
Returns By Period
In the year-to-date period, SPXU achieves a 15.02% return, which is significantly higher than PLGIX's -14.91% return. Over the past 10 years, SPXU has underperformed PLGIX with an annualized return of -39.74%, while PLGIX has yielded a comparatively higher 17.78% annualized return.
SPXU
- 1D
- -8.57%
- 1M
- 16.03%
- YTD
- 15.02%
- 6M
- 7.93%
- 1Y
- -41.50%
- 3Y*
- -36.61%
- 5Y*
- -31.42%
- 10Y*
- -39.74%
PLGIX
- 1D
- -0.29%
- 1M
- -8.82%
- YTD
- -14.91%
- 6M
- -15.13%
- 1Y
- 3.34%
- 3Y*
- 29.30%
- 5Y*
- 14.11%
- 10Y*
- 17.78%
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SPXU vs. PLGIX - Expense Ratio Comparison
SPXU has a 0.93% expense ratio, which is higher than PLGIX's 0.67% expense ratio.
Return for Risk
SPXU vs. PLGIX — Risk / Return Rank
SPXU
PLGIX
SPXU vs. PLGIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for ProShares UltraPro Short S&P500 (SPXU) and Principal LargeCap Growth Fund I (PLGIX). 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.
| SPXU | PLGIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.76 | 0.16 | -0.93 |
Sortino ratioReturn per unit of downside risk | -0.95 | 0.40 | -1.34 |
Omega ratioGain probability vs. loss probability | 0.86 | 1.05 | -0.19 |
Calmar ratioReturn relative to maximum drawdown | -0.65 | 0.04 | -0.69 |
Martin ratioReturn relative to average drawdown | -0.76 | 0.14 | -0.90 |
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
| SPXU | PLGIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.76 | 0.16 | -0.93 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.63 | 0.47 | -1.10 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | -0.75 | 0.70 | -1.45 |
Sharpe Ratio (All Time)Calculated using the full available price history | -0.81 | 0.41 | -1.23 |
Correlation
The correlation between SPXU and PLGIX is -0.92. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
Dividends
SPXU vs. PLGIX - Dividend Comparison
SPXU's dividend yield for the trailing twelve months is around 5.10%, less than PLGIX's 16.99% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SPXU ProShares UltraPro Short S&P500 | 5.10% | 7.02% | 9.53% | 7.06% | 0.39% | 0.00% | 0.70% | 2.14% | 1.41% | 0.10% | 0.00% | 0.00% |
PLGIX Principal LargeCap Growth Fund I | 16.99% | 14.45% | 63.77% | 5.99% | 11.57% | 11.34% | 7.03% | 8.01% | 16.41% | 7.05% | 4.64% | 12.51% |
Drawdowns
SPXU vs. PLGIX - Drawdown Comparison
The maximum SPXU drawdown since its inception was -99.99%, which is greater than PLGIX's maximum drawdown of -55.43%. Use the drawdown chart below to compare losses from any high point for SPXU and PLGIX.
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Drawdown Indicators
| SPXU | PLGIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -99.99% | -55.43% | -44.56% |
Max Drawdown (1Y)Largest decline over 1 year | -65.13% | -18.32% | -46.81% |
Max Drawdown (5Y)Largest decline over 5 years | -87.51% | -40.63% | -46.88% |
Max Drawdown (10Y)Largest decline over 10 years | -99.51% | -40.63% | -58.88% |
Current DrawdownCurrent decline from peak | -99.99% | -18.32% | -81.67% |
Average DrawdownAverage peak-to-trough decline | -93.26% | -13.31% | -79.95% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 55.70% | 5.45% | +50.25% |
Volatility
SPXU vs. PLGIX - Volatility Comparison
ProShares UltraPro Short S&P500 (SPXU) has a higher volatility of 16.07% compared to Principal LargeCap Growth Fund I (PLGIX) at 5.47%. This indicates that SPXU's price experiences larger fluctuations and is considered to be riskier than PLGIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SPXU | PLGIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 16.07% | 5.47% | +10.60% |
Volatility (6M)Calculated over the trailing 6-month period | 28.19% | 11.68% | +16.51% |
Volatility (1Y)Calculated over the trailing 1-year period | 54.48% | 21.30% | +33.18% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 50.35% | 30.09% | +20.26% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 53.33% | 25.38% | +27.95% |