^SPXGTR vs. SPY
Compare and contrast key facts about S&P 500 Growth Total Return Index (^SPXGTR) and State Street SPDR S&P 500 ETF (SPY).
SPY is a passively managed fund by State Street that tracks the performance of the S&P 500 Index. It was launched on Jan 22, 1993.
Performance
^SPXGTR vs. SPY - Performance Comparison
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^SPXGTR vs. SPY - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
^SPXGTR S&P 500 Growth Total Return Index | -10.97% | 36.83% |
SPY State Street SPDR S&P 500 ETF | -3.65% | 28.83% |
Returns By Period
In the year-to-date period, ^SPXGTR achieves a -10.97% return, which is significantly lower than SPY's -3.65% return.
^SPXGTR
- 1D
- -2.08%
- 1M
- -8.47%
- YTD
- -10.97%
- 6M
- -9.37%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
SPY
- 1D
- 0.75%
- 1M
- -4.28%
- YTD
- -3.65%
- 6M
- -1.42%
- 1Y
- 18.14%
- 3Y*
- 18.48%
- 5Y*
- 11.86%
- 10Y*
- 14.06%
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Return for Risk
^SPXGTR vs. SPY — Risk / Return Rank
^SPXGTR
SPY
^SPXGTR vs. SPY - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for S&P 500 Growth Total Return Index (^SPXGTR) and State Street SPDR S&P 500 ETF (SPY). 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.
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
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Sharpe Ratios by Period
| ^SPXGTR | SPY | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | — | 0.96 | — |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 0.70 | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.79 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.39 | 0.56 | +0.83 |
Correlation
The correlation between ^SPXGTR and SPY is 0.93, 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.
Drawdowns
^SPXGTR vs. SPY - Drawdown Comparison
The maximum ^SPXGTR drawdown since its inception was -12.96%, smaller than the maximum SPY drawdown of -55.19%. Use the drawdown chart below to compare losses from any high point for ^SPXGTR and SPY.
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Drawdown Indicators
| ^SPXGTR | SPY | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -12.96% | -55.19% | +42.23% |
Max Drawdown (1Y)Largest decline over 1 year | — | -12.05% | — |
Max Drawdown (5Y)Largest decline over 5 years | — | -24.50% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -33.72% | — |
Current DrawdownCurrent decline from peak | -12.96% | -5.53% | -7.43% |
Average DrawdownAverage peak-to-trough decline | -1.87% | -9.09% | +7.22% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | — | 2.54% | — |
Volatility
^SPXGTR vs. SPY - Volatility Comparison
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Volatility by Period
| ^SPXGTR | SPY | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | — | 5.35% | — |
Volatility (6M)Calculated over the trailing 6-month period | — | 9.50% | — |
Volatility (1Y)Calculated over the trailing 1-year period | 16.58% | 19.06% | -2.48% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.58% | 17.06% | -0.48% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.58% | 17.92% | -1.34% |