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 105 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
FSMAX	Fidelity Extended Market Index Fund	0.04%	—	—	SPYGX vs FSMAX
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%	32.20B	Sep 2011	SPYGX vs VMGMX

Best Risk-Adjusted Alternatives to SPYGX

SPYGX has a PortfoliosLab risk / return rank of 4. There are 125 mutual funds in the Mid Cap Growth Equities category with higher risk-adjusted ranks, going as high as 92.

Symbol	Name	Risk / Return Rank	AUM	Inception
NEEIX	Needham Growth Fund Institutional Class	92	—	Dec 2016	SPYGX vs NEEIX
NEEGX	Needham Growth Fund	92	—	Jan 1996	SPYGX vs NEEGX
VHCOX	Vanguard Capital Opportunity Fund Investor Shares	90	27.60B	Aug 1995	SPYGX vs VHCOX
TAAGX	Timothy Plan Aggressive Growth Fund	88	—	Oct 2000	SPYGX vs TAAGX
POAGX	PrimeCap Odyssey Aggressive Growth Fund	81	—	Nov 2004	SPYGX vs POAGX

Top Performing SPYGX Alternatives (YTD)

SPYGX is at -8.61% YTD. There are 157 mutual funds in the Mid Cap Growth Equities category with higher YTD returns, going as high as 59.32%.

Symbol	Name	YTD Return	AUM	Inception
NEEIX	Needham Growth Fund Institutional Class	59.32%	—	Dec 2016	SPYGX vs NEEIX
NEEGX	Needham Growth Fund	59.15%	—	Jan 1996	SPYGX vs NEEGX
TAAGX	Timothy Plan Aggressive Growth Fund	37.12%	—	Oct 2000	SPYGX vs TAAGX
LSHAX	Kinetics Spin-Off and Corporate Restructuring Fund	36.21%	—	May 2007	SPYGX vs LSHAX
EEOFX	Essex Environmental Opportunities Fund	30.84%	—	Sep 2017	SPYGX vs EEOFX

Lowest Volatility Alternatives to SPYGX

SPYGX has 25.96% 1-year volatility. There are 153 mutual funds in the Mid Cap Growth Equities category with lower 1-year volatility, going as low as 11.31%.

Symbol	Name	Volatility 1Y	AUM	Inception
VLEQX	Villere Equity Fund	11.31%	—	May 2013	SPYGX vs VLEQX
BBMIX	BBH Select Series - Mid Cap Fund	11.60%	—	May 2021	SPYGX vs BBMIX
BQMGX	Bright Rock Mid Cap Growth Fund	12.19%	—	May 2010	SPYGX vs BQMGX
VSNGX	JPMorgan Mid Cap Equity Fund	12.38%	—	Dec 1996	SPYGX vs VSNGX
SGFFX	Sparrow Growth Fund	12.96%	—	Oct 1998	SPYGX vs SGFFX

Lowest Drawdown Alternatives to SPYGX

SPYGX has a 1-year max drawdown of -30.05%. There are 164 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
VLEQX	Villere Equity Fund	-8.09%	—	May 2013	SPYGX vs VLEQX
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

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	74	11.33%	781.00B	Jan 1993	SPYGX vs SPY
QQQM	Invesco NASDAQ 100 ETF	Nasdaq-100	75	20.73%	96.91B	Oct 2020	SPYGX vs QQQM
SPYG	State Street SPDR Portfolio S&P 500 Growth ETF	S&P 500, Large Cap Growth Equities	60	13.73%	53.61B	Sep 2000	SPYGX vs SPYG
VUG	Vanguard Growth ETF	Large Cap Growth Equities	45	9.78%	365.00B	Jan 2004	SPYGX vs VUG
SCHD	Schwab U.S. Dividend Equity ETF	Dividend	85	19.82%	94.95B	Oct 2011	SPYGX vs SCHD
VOOG	Vanguard S&P 500 Growth ETF	S&P 500, Large Cap Growth Equities	60	13.70%	24.20B	Sep 2010	SPYGX vs VOOG
CSPX.L	iShares Core S&P 500 UCITS ETF USD (Acc)	S&P 500	73	10.32%	150.06B	May 2010	SPYGX vs CSPX.L
VGT	Vanguard Information Technology ETF	Technology Equities	76	30.49%	144.20B	Mar 2004	SPYGX vs VGT
SCHB	Schwab U.S. Broad Market ETF	Large Cap Blend Equities	73	11.78%	43.31B	Nov 2009	SPYGX vs SCHB
VOO	Vanguard S&P 500 ETF	S&P 500	74	11.34%	1.60T	Sep 2010	SPYGX vs VOO
FSPGX	Fidelity Large Cap Growth Index Fund	Large Cap Growth Equities	27	7.15%	—	—	SPYGX vs FSPGX
QQQ	Invesco QQQ ETF	Nasdaq-100	74	20.71%	493.99B	Mar 1999	SPYGX vs QQQ
UTEN	US Treasury 10 Year Note ETF	Government Bonds	20	-0.55%	286.39M	Aug 2022	SPYGX vs UTEN
QQQI	NEOS Nasdaq-100 High Income ETF	Nasdaq-100, Derivative Income	70	13.04%	12.25B	Jan 2024	SPYGX vs QQQI
FMAGX	Fidelity Magellan Fund	Large Cap Growth Equities	11	8.11%	—	May 1963	SPYGX vs FMAGX
FGRTX	Fidelity Mega Cap Stock Fund	Large Cap Blend Equities	73	9.38%	—	Dec 1998	SPYGX vs FGRTX
AIVSX	American Funds Investment Company of America Class...	Large Cap Blend Equities	49	10.14%	—	Jan 1934	SPYGX vs AIVSX
DJD	Invesco Dow Jones Industrial Average Dividend ETF	Large Cap Blend Equities, Dividend	77	11.06%	453.49M	Dec 2015	SPYGX vs DJD
IVV	iShares Core S&P 500 ETF	S&P 500	74	11.38%	854.92B	May 2000	SPYGX vs IVV
RIPIX	Royce International Premier Fund Institutional Cla...	Mid Cap Growth Equities, Foreign Small & Mid Cap Equities	4	3.43%	—	—	SPYGX vs RIPIX

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