CFGRX vs. SPY
Compare and contrast key facts about Commerce Growth Fund (CFGRX) and SPDR S&P 500 ETF (SPY).
CFGRX is managed by Commerce. It was launched on Dec 12, 1994. 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.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: CFGRX or SPY.
Correlation
The correlation between CFGRX and SPY is 0.92, 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
CFGRX vs. SPY - Performance Comparison
Key characteristics
CFGRX:
0.83
SPY:
1.91
CFGRX:
1.09
SPY:
2.57
CFGRX:
1.18
SPY:
1.35
CFGRX:
0.85
SPY:
2.88
CFGRX:
2.98
SPY:
11.96
CFGRX:
5.05%
SPY:
2.03%
CFGRX:
18.30%
SPY:
12.68%
CFGRX:
-53.95%
SPY:
-55.19%
CFGRX:
-9.16%
SPY:
0.00%
Returns By Period
In the year-to-date period, CFGRX achieves a 2.38% return, which is significantly lower than SPY's 4.34% return. Over the past 10 years, CFGRX has underperformed SPY with an annualized return of 7.37%, while SPY has yielded a comparatively higher 13.21% annualized return.
CFGRX
2.38%
1.41%
1.23%
15.14%
7.04%
7.37%
SPY
4.34%
2.33%
10.15%
23.99%
14.44%
13.21%
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CFGRX vs. SPY - Expense Ratio Comparison
CFGRX has a 0.68% expense ratio, which is higher than SPY's 0.09% expense ratio.
Risk-Adjusted Performance
CFGRX vs. SPY — Risk-Adjusted Performance Rank
CFGRX
SPY
CFGRX vs. SPY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Commerce Growth Fund (CFGRX) and 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.
Dividends
CFGRX vs. SPY - Dividend Comparison
CFGRX's dividend yield for the trailing twelve months is around 0.11%, less than SPY's 1.16% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CFGRX Commerce Growth Fund | 0.11% | 0.11% | 0.28% | 7.17% | 0.15% | 0.33% | 0.53% | 0.76% | 0.71% | 1.81% | 0.79% | 0.89% |
SPY SPDR S&P 500 ETF | 1.16% | 1.21% | 1.40% | 1.65% | 1.20% | 1.52% | 1.75% | 2.04% | 1.80% | 2.03% | 2.06% | 1.87% |
Drawdowns
CFGRX vs. SPY - Drawdown Comparison
The maximum CFGRX drawdown since its inception was -53.95%, roughly equal to the maximum SPY drawdown of -55.19%. Use the drawdown chart below to compare losses from any high point for CFGRX and SPY. For additional features, visit the drawdowns tool.
Volatility
CFGRX vs. SPY - Volatility Comparison
Commerce Growth Fund (CFGRX) has a higher volatility of 4.39% compared to SPDR S&P 500 ETF (SPY) at 3.13%. This indicates that CFGRX's price experiences larger fluctuations and is considered to be riskier than SPY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.