CFGRX vs. SPYG
Compare and contrast key facts about Commerce Growth Fund (CFGRX) and State Street SPDR Portfolio S&P 500 Growth ETF (SPYG).
CFGRX is managed by Commerce. It was launched on Dec 12, 1994. SPYG is a passively managed fund by State Street that tracks the performance of the S&P 500 Growth Index. It was launched on Sep 25, 2000.
Performance
CFGRX vs. SPYG - Performance Comparison
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CFGRX vs. SPYG - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
CFGRX Commerce Growth Fund | -11.61% | 12.40% | 31.15% | 36.39% | -26.57% | 26.50% | 28.96% | 35.60% | -1.04% | 27.57% |
SPYG State Street SPDR Portfolio S&P 500 Growth ETF | -8.12% | 22.09% | 35.99% | 30.02% | -29.41% | 32.01% | 33.46% | 30.84% | -0.12% | 27.24% |
Returns By Period
In the year-to-date period, CFGRX achieves a -11.61% return, which is significantly lower than SPYG's -8.12% return. Over the past 10 years, CFGRX has underperformed SPYG with an annualized return of 14.33%, while SPYG has yielded a comparatively higher 15.75% annualized return.
CFGRX
- 1D
- -0.28%
- 1M
- -8.63%
- YTD
- -11.61%
- 6M
- -11.14%
- 1Y
- 8.67%
- 3Y*
- 16.39%
- 5Y*
- 10.13%
- 10Y*
- 14.33%
SPYG
- 1D
- 4.08%
- 1M
- -5.34%
- YTD
- -8.12%
- 6M
- -6.05%
- 1Y
- 22.51%
- 3Y*
- 21.85%
- 5Y*
- 12.24%
- 10Y*
- 15.75%
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CFGRX vs. SPYG - Expense Ratio Comparison
CFGRX has a 0.68% expense ratio, which is higher than SPYG's 0.04% expense ratio.
Return for Risk
CFGRX vs. SPYG — Risk / Return Rank
CFGRX
SPYG
CFGRX vs. SPYG - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Commerce Growth Fund (CFGRX) and State Street SPDR Portfolio S&P 500 Growth ETF (SPYG). 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.
| CFGRX | SPYG | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.46 | 1.01 | -0.55 |
Sortino ratioReturn per unit of downside risk | 0.81 | 1.58 | -0.77 |
Omega ratioGain probability vs. loss probability | 1.12 | 1.22 | -0.11 |
Calmar ratioReturn relative to maximum drawdown | 0.47 | 1.66 | -1.19 |
Martin ratioReturn relative to average drawdown | 1.74 | 6.54 | -4.80 |
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
| CFGRX | SPYG | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.46 | 1.01 | -0.55 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.53 | 0.58 | -0.06 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.75 | 0.77 | -0.02 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.43 | 0.31 | +0.12 |
Correlation
The correlation between CFGRX and SPYG is 0.91, 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.
Dividends
CFGRX vs. SPYG - Dividend Comparison
CFGRX's dividend yield for the trailing twelve months is around 22.21%, more than SPYG's 0.58% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CFGRX Commerce Growth Fund | 22.21% | 19.63% | 10.50% | 4.53% | 7.17% | 21.20% | 4.09% | 5.91% | 10.50% | 5.74% | 6.05% | 11.93% |
SPYG State Street SPDR Portfolio S&P 500 Growth ETF | 0.58% | 0.52% | 0.60% | 1.15% | 1.03% | 0.62% | 0.90% | 1.37% | 1.51% | 1.41% | 1.55% | 1.57% |
Drawdowns
CFGRX vs. SPYG - Drawdown Comparison
The maximum CFGRX drawdown since its inception was -66.01%, roughly equal to the maximum SPYG drawdown of -67.63%. Use the drawdown chart below to compare losses from any high point for CFGRX and SPYG.
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Drawdown Indicators
| CFGRX | SPYG | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -66.01% | -67.63% | +1.62% |
Max Drawdown (1Y)Largest decline over 1 year | -13.88% | -13.76% | -0.12% |
Max Drawdown (5Y)Largest decline over 5 years | -29.51% | -32.67% | +3.16% |
Max Drawdown (10Y)Largest decline over 10 years | -31.59% | -32.67% | +1.08% |
Current DrawdownCurrent decline from peak | -13.88% | -10.24% | -3.64% |
Average DrawdownAverage peak-to-trough decline | -21.26% | -24.48% | +3.22% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.76% | 3.50% | +0.26% |
Volatility
CFGRX vs. SPYG - Volatility Comparison
The current volatility for Commerce Growth Fund (CFGRX) is 4.67%, while State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) has a volatility of 7.20%. This indicates that CFGRX experiences smaller price fluctuations and is considered to be less risky than SPYG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| CFGRX | SPYG | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.67% | 7.20% | -2.53% |
Volatility (6M)Calculated over the trailing 6-month period | 10.13% | 12.83% | -2.70% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.92% | 22.39% | -2.47% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.32% | 21.13% | -1.81% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.15% | 20.57% | -1.42% |