GURIX vs. WFSPX
GURIX (Guggenheim Risk Managed Real Estate Fund) and WFSPX (iShares S&P 500 Index Fund Class K) are both mutual funds - GURIX is a REIT fund managed by BlackRock, while WFSPX is a S&P 500 fund tracking the S&P 500 Index. Over the past 10 years, GURIX returned 7.72%/yr vs 15.51%/yr for WFSPX. A 0.57 correlation means they provide meaningful diversification when combined. GURIX charges 1.10%/yr vs 0.03%/yr for WFSPX.
Performance
GURIX vs. WFSPX - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, GURIX achieves a 15.20% return, which is significantly higher than WFSPX's 8.19% return. Over the past 10 years, GURIX has underperformed WFSPX with an annualized return of 7.72%, while WFSPX has yielded a comparatively higher 15.51% annualized return.
GURIX
- 1D
- 1.15%
- 1M
- 1.49%
- YTD
- 15.20%
- 6M
- 14.71%
- 1Y
- 14.23%
- 3Y*
- 11.71%
- 5Y*
- 4.23%
- 10Y*
- 7.72%
WFSPX
- 1D
- -1.43%
- 1M
- -1.34%
- YTD
- 8.19%
- 6M
- 6.86%
- 1Y
- 22.29%
- 3Y*
- 20.77%
- 5Y*
- 13.11%
- 10Y*
- 15.51%
GURIX vs. WFSPX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
GURIX Guggenheim Risk Managed Real Estate Fund | 15.20% | 2.04% | 4.96% | 13.01% | -23.81% | 42.07% | 1.76% | 25.54% | -3.97% | 10.22% |
WFSPX iShares S&P 500 Index Fund Class K | 8.19% | 17.83% | 24.94% | 26.25% | -18.14% | 28.63% | 18.43% | 31.45% | -4.83% | 21.27% |
Correlation
The correlation between GURIX and WFSPX is 0.27, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.27 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.45 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.58 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.55 |
Correlation (All Time) Calculated using the full available price history since Jan 2, 2015 | 0.57 |
Over the past year, the correlation between GURIX and WFSPX has dropped to 0.27 - well below their long-term average of 0.57, suggesting their price drivers have been diverging.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
GURIX vs. WFSPX — Risk / Return Rank
GURIX
WFSPX
GURIX vs. WFSPX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Guggenheim Risk Managed Real Estate Fund (GURIX) and iShares S&P 500 Index Fund Class K (WFSPX). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| GURIX | WFSPX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.80 | ||
| Sortino ratioReturn per unit of downside risk | -1.04 | ||
| Omega ratioGain probability vs. loss probability | 1.20 | 1.34 | -0.15 |
| Calmar ratioReturn relative to maximum drawdown | 1.79 | 2.67 | -0.88 |
| Martin ratioReturn relative to average drawdown | 5.88 | 11.99 | -6.11 |
Loading charts...
Drawdowns
GURIX vs. WFSPX - Drawdown Comparison
The maximum GURIX drawdown since its inception was -33.32%, smaller than the maximum WFSPX drawdown of -58.21%. Use the drawdown chart below to compare losses from any high point for GURIX and WFSPX.
Loading charts...
Drawdown Indicators
| GURIX | WFSPX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -33.32% | -58.21% | +24.89% |
Max Drawdown (1Y)Largest decline over 1 year | -8.07% | -8.90% | +0.83% |
Max Drawdown (3Y)Largest decline over 3 years | -16.62% | -18.74% | +2.12% |
Max Drawdown (5Y)Largest decline over 5 years | -30.30% | -24.51% | -5.79% |
Max Drawdown (10Y)Largest decline over 10 years | -33.32% | -33.74% | +0.42% |
Current DrawdownCurrent decline from peak | -0.54% | -3.13% | +2.59% |
Average DrawdownAverage peak-to-trough decline | -7.87% | -12.76% | +4.89% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.45% | 1.98% | +0.47% |
Volatility
GURIX vs. WFSPX - Volatility Comparison
Guggenheim Risk Managed Real Estate Fund (GURIX) has a higher volatility of 5.16% compared to iShares S&P 500 Index Fund Class K (WFSPX) at 4.90%. This indicates that GURIX's price experiences larger fluctuations and is considered to be riskier than WFSPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| GURIX | WFSPX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.16% | 4.90% | +0.26% |
Volatility (6M)Calculated over the trailing 6-month period | 9.77% | 9.93% | -0.16% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.22% | 12.56% | +0.66% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.27% | 16.98% | +0.29% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.04% | 18.04% | 0.00% |
GURIX vs. WFSPX - Expense Ratio Comparison
GURIX has a 1.10% expense ratio, which is higher than WFSPX's 0.03% expense ratio.
Dividends
GURIX vs. WFSPX - Dividend Comparison
GURIX's dividend yield for the trailing twelve months is around 1.96%, more than WFSPX's 1.61% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
GURIX Guggenheim Risk Managed Real Estate Fund | 1.96% | 2.40% | 5.18% | 3.07% | 6.79% | 5.60% | 7.81% | 6.25% | 3.05% | 5.37% | 4.52% | 16.81% |
WFSPX iShares S&P 500 Index Fund Class K | 1.61% | 1.72% | 1.41% | 1.50% | 2.02% | 1.82% | 1.66% | 1.99% | 2.00% | 1.62% | 2.37% | 2.49% |
Frequently Asked Questions
GURIX and WFSPX have a correlation of 0.27, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
GURIX has higher volatility (5.16%) compared to WFSPX (4.90%). In terms of maximum drawdown, GURIX dropped -33.32% vs WFSPX's -58.21%.
WFSPX currently has the higher Sharpe Ratio (1.90 vs 1.10), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
Find the right allocation for GURIX and WFSPX
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer