IGAAX vs. SPY
Compare and contrast key facts about American Funds International Growth and Income Fund Class A (IGAAX) and State Street SPDR S&P 500 ETF (SPY).
IGAAX is managed by American Funds. It was launched on Oct 1, 2008. 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
IGAAX vs. SPY - Performance Comparison
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IGAAX vs. SPY - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
IGAAX American Funds International Growth and Income Fund Class A | -0.77% | 35.09% | 3.28% | 15.25% | -15.47% | 9.80% | 7.78% | 27.11% | -14.38% | 26.08% |
SPY State Street SPDR S&P 500 ETF | -4.37% | 17.72% | 24.89% | 26.18% | -18.18% | 28.73% | 18.33% | 31.22% | -4.57% | 21.71% |
Returns By Period
In the year-to-date period, IGAAX achieves a -0.77% return, which is significantly higher than SPY's -4.37% return. Over the past 10 years, IGAAX has underperformed SPY with an annualized return of 8.52%, while SPY has yielded a comparatively higher 13.98% annualized return.
IGAAX
- 1D
- -0.02%
- 1M
- -10.90%
- YTD
- -0.77%
- 6M
- 4.93%
- 1Y
- 24.81%
- 3Y*
- 14.07%
- 5Y*
- 7.18%
- 10Y*
- 8.52%
SPY
- 1D
- 2.91%
- 1M
- -4.94%
- YTD
- -4.37%
- 6M
- -1.82%
- 1Y
- 17.59%
- 3Y*
- 18.19%
- 5Y*
- 11.69%
- 10Y*
- 13.98%
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IGAAX vs. SPY - Expense Ratio Comparison
IGAAX has a 0.91% expense ratio, which is higher than SPY's 0.09% expense ratio.
Return for Risk
IGAAX vs. SPY — Risk / Return Rank
IGAAX
SPY
IGAAX vs. SPY - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds International Growth and Income Fund Class A (IGAAX) 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.
| IGAAX | SPY | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.66 | 0.93 | +0.73 |
Sortino ratioReturn per unit of downside risk | 2.12 | 1.45 | +0.67 |
Omega ratioGain probability vs. loss probability | 1.33 | 1.22 | +0.11 |
Calmar ratioReturn relative to maximum drawdown | 2.06 | 1.53 | +0.54 |
Martin ratioReturn relative to average drawdown | 8.18 | 7.30 | +0.88 |
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
| IGAAX | SPY | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.66 | 0.93 | +0.73 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.50 | 0.69 | -0.19 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.54 | 0.78 | -0.24 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.43 | 0.56 | -0.13 |
Correlation
The correlation between IGAAX and SPY is 0.78, 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
IGAAX vs. SPY - Dividend Comparison
IGAAX's dividend yield for the trailing twelve months is around 8.31%, more than SPY's 1.14% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IGAAX American Funds International Growth and Income Fund Class A | 8.31% | 8.14% | 3.37% | 2.29% | 4.00% | 6.91% | 1.37% | 2.40% | 2.81% | 1.85% | 2.35% | 3.25% |
SPY State Street SPDR S&P 500 ETF | 1.14% | 1.07% | 1.21% | 1.40% | 1.65% | 1.20% | 1.52% | 1.75% | 2.04% | 1.80% | 2.03% | 2.06% |
Drawdowns
IGAAX vs. SPY - Drawdown Comparison
The maximum IGAAX drawdown since its inception was -35.79%, smaller than the maximum SPY drawdown of -55.19%. Use the drawdown chart below to compare losses from any high point for IGAAX and SPY.
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Drawdown Indicators
| IGAAX | SPY | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -35.79% | -55.19% | +19.40% |
Max Drawdown (1Y)Largest decline over 1 year | -10.92% | -12.05% | +1.13% |
Max Drawdown (5Y)Largest decline over 5 years | -30.57% | -24.50% | -6.07% |
Max Drawdown (10Y)Largest decline over 10 years | -35.79% | -33.72% | -2.07% |
Current DrawdownCurrent decline from peak | -10.92% | -6.24% | -4.68% |
Average DrawdownAverage peak-to-trough decline | -7.96% | -9.09% | +1.13% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.75% | 2.52% | +0.23% |
Volatility
IGAAX vs. SPY - Volatility Comparison
American Funds International Growth and Income Fund Class A (IGAAX) has a higher volatility of 5.76% compared to State Street SPDR S&P 500 ETF (SPY) at 5.31%. This indicates that IGAAX'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.
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Volatility by Period
| IGAAX | SPY | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.76% | 5.31% | +0.45% |
Volatility (6M)Calculated over the trailing 6-month period | 9.41% | 9.47% | -0.06% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.41% | 19.05% | -4.64% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.40% | 17.06% | -2.66% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.81% | 17.92% | -2.11% |