SPYGX Alternatives & Similar Mutual Funds

Spyglass Growth Fund (SPYGX) belongs to the Mid Cap Growth Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with SPYGX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.

Cheapest Alternatives to SPYGX

SPYGX charges 1.05% annually. There are 104 mutual funds in the Mid Cap Growth Equities category with lower expense ratios, going as low as 0.02%.

Symbol	Name	Expense Ratio	AUM	Inception
SSMHX	State Street Small/Mid Cap Equity Index Portfolio	0.02%	—	Aug 2015	SPYGX vs SSMHX
MMGPX	Morgan Stanley Discovery Portfolio	0.04%	—	Apr 2017	SPYGX vs MMGPX
FMDGX	Fidelity Mid Cap Growth Index Fund	0.05%	—	Jul 2019	SPYGX vs FMDGX
VMGMX	Vanguard Mid-Cap Growth Index Fund Admiral Shares	0.07%	34.80B	Sep 2011	SPYGX vs VMGMX
VMFGX	Vanguard S&P Mid-Cap 400 Growth Index Fund Institu...	0.08%	—	Mar 2011	SPYGX vs VMFGX

Best Risk-Adjusted Alternatives to SPYGX

SPYGX has a PortfoliosLab risk / return rank of 4. There are 110 mutual funds in the Mid Cap Growth Equities category with higher risk-adjusted ranks, going as high as 81.

Symbol	Name	Risk / Return Rank	AUM	Inception
VHCOX	Vanguard Capital Opportunity Fund Investor Shares	81	32.70B	Aug 1995	SPYGX vs VHCOX
NEEIX	Needham Growth Fund Institutional Class	71	—	Dec 2016	SPYGX vs NEEIX
TAAGX	Timothy Plan Aggressive Growth Fund	69	—	Oct 2000	SPYGX vs TAAGX
MGOYX	Victory Munder Mid-Cap Core Growth Fund	68	—	Jun 1998	SPYGX vs MGOYX
NEEGX	Needham Growth Fund	68	—	Jan 1996	SPYGX vs NEEGX

Top Performing SPYGX Alternatives (YTD)

SPYGX is at -6.63% YTD. There are 158 mutual funds in the Mid Cap Growth Equities category with higher YTD returns, going as high as 40.66%.

Symbol	Name	YTD Return	AUM	Inception
NEEIX	Needham Growth Fund Institutional Class	40.66%	—	Dec 2016	SPYGX vs NEEIX
NEEGX	Needham Growth Fund	40.35%	—	Jan 1996	SPYGX vs NEEGX
LSHAX	Kinetics Spin-Off and Corporate Restructuring Fund	38.15%	—	May 2007	SPYGX vs LSHAX
WWNPX	Kinetics Paradigm Fund	26.16%	—	Dec 1999	SPYGX vs WWNPX
TAAGX	Timothy Plan Aggressive Growth Fund	25.83%	—	Oct 2000	SPYGX vs TAAGX

Lowest Volatility Alternatives to SPYGX

SPYGX has 26.64% 1-year volatility. There are 149 mutual funds in the Mid Cap Growth Equities category with lower 1-year volatility, going as low as 10.56%.

Symbol	Name	Volatility 1Y	AUM	Inception
BBMIX	BBH Select Series - Mid Cap Fund	10.56%	—	May 2021	SPYGX vs BBMIX
BQMGX	Bright Rock Mid Cap Growth Fund	12.31%	—	May 2010	SPYGX vs BQMGX
VSNGX	JPMorgan Mid Cap Equity Fund	12.63%	—	Dec 1996	SPYGX vs VSNGX
VLIFX	Value Line Mid Cap Focused Fund	13.46%	—	Mar 1950	SPYGX vs VLIFX
SGFFX	Sparrow Growth Fund	13.55%	—	Oct 1998	SPYGX vs SGFFX

Lowest Drawdown Alternatives to SPYGX

SPYGX has a 1-year max drawdown of -30.05%. There are 161 mutual funds in the Mid Cap Growth Equities category with shallower 1-year drawdowns, going as shallow as -7.81%.

Symbol	Name	Max Drawdown 1Y	AUM	Inception
MGOYX	Victory Munder Mid-Cap Core Growth Fund	-7.81%	—	Jun 1998	SPYGX vs MGOYX
VSNGX	JPMorgan Mid Cap Equity Fund	-8.24%	—	Dec 1996	SPYGX vs VSNGX
BBMIX	BBH Select Series - Mid Cap Fund	-8.89%	—	May 2021	SPYGX vs BBMIX
SECUX	Guggenheim StylePlus - Mid Growth Fund	-9.17%	—	Sep 1969	SPYGX vs SECUX
FAMVX	FAM Value Fund	-9.47%	—	Jan 1987	SPYGX vs FAMVX

Often Compared With SPYGX

Investors most often compare SPYGX with SPY, QQQM, SPYG. These 20 comparison targets span 10 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
SPY	State Street SPDR S&P 500 ETF	S&P 500	59	9.58%	790.12B	Jan 1993	SPYGX vs SPY
QQQM	Invesco NASDAQ 100 ETF	Nasdaq-100	47	13.49%	97.49B	Oct 2020	SPYGX vs QQQM
SPYG	State Street SPDR Portfolio S&P 500 Growth ETF	S&P 500, Large Cap Growth Equities	38	9.23%	52.05B	Sep 2000	SPYGX vs SPYG
VUG	Vanguard Growth ETF	Large Cap Growth Equities	27	5.10%	378.80B	Jan 2004	SPYGX vs VUG
SCHD	Schwab U.S. Dividend Equity ETF	Dividend	89	21.95%	100.79B	Oct 2011	SPYGX vs SCHD
VOOG	Vanguard S&P 500 Growth ETF	S&P 500, Large Cap Growth Equities	38	9.25%	26.40B	Sep 2010	SPYGX vs VOOG
VGT	Vanguard Information Technology ETF	Technology Equities	46	20.30%	169.20B	Mar 2004	SPYGX vs VGT
CSPX.L	iShares Core S&P 500 UCITS ETF USD (Acc)	S&P 500	64	8.95%	149.82B	May 2010	SPYGX vs CSPX.L
SCHB	Schwab U.S. Broad Market ETF	Large Cap Blend Equities	59	10.20%	43.05B	Nov 2009	SPYGX vs SCHB
VOO	Vanguard S&P 500 ETF	S&P 500	59	9.60%	1.70T	Sep 2010	SPYGX vs VOO
FSPGX	Fidelity Large Cap Growth Index Fund	Large Cap Growth Equities	12	2.70%	—	—	SPYGX vs FSPGX
UTEN	US Treasury 10 Year Note ETF	Government Bonds	23	-0.62%	289.70M	Aug 2022	SPYGX vs UTEN
QQQ	Invesco QQQ ETF	Nasdaq-100	47	13.46%	465.90B	Mar 1999	SPYGX vs QQQ
DJD	Invesco Dow Jones Industrial Average Dividend ETF	Large Cap Value Equities, Dividend	83	12.78%	474.24M	Dec 2015	SPYGX vs DJD
FMAGX	Fidelity Magellan Fund	Large Cap Growth Equities	5	5.31%	—	May 1963	SPYGX vs FMAGX
QQQI	NEOS Nasdaq-100 High Income ETF	Nasdaq-100, Derivative Income	43	8.01%	13.02B	Jan 2024	SPYGX vs QQQI
FGRTX	Fidelity Mega Cap Stock Fund	Large Cap Blend Equities	71	11.58%	—	Dec 1998	SPYGX vs FGRTX
AIVSX	American Funds Investment Company of America Class...	Large Cap Blend Equities	34	9.62%	—	Jan 1934	SPYGX vs AIVSX
IVV	iShares Core S&P 500 ETF	S&P 500	59	9.60%	880.32B	May 2000	SPYGX vs IVV
CTIGX	Calamos Timpani SMID Growth Fund	Mid Cap Growth Equities	59	18.60%	—	Jul 2019	SPYGX vs CTIGX

Compare SPYGX with Any Fund or Stock

Compare SPYGX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.

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Pair SPYGX with funds that move differently

Spyglass Growth Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to SPYGX.

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Spyglass Growth Fund (SPYGX) Alternatives