LRN vs. SPHQ
Compare and contrast key facts about Stride, Inc. (LRN) and Invesco S&P 500® Quality ETF (SPHQ).
SPHQ is a passively managed fund by Invesco that tracks the performance of the S&P 500 High Quality Rankings Index. It was launched on Dec 6, 2005.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: LRN or SPHQ.
Correlation
The correlation between LRN and SPHQ is 0.34, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
LRN vs. SPHQ - Performance Comparison
Key characteristics
LRN:
2.66
SPHQ:
0.50
LRN:
4.82
SPHQ:
0.81
LRN:
1.64
SPHQ:
1.11
LRN:
5.39
SPHQ:
0.51
LRN:
20.62
SPHQ:
2.39
LRN:
6.51%
SPHQ:
3.54%
LRN:
50.46%
SPHQ:
17.10%
LRN:
-81.41%
SPHQ:
-57.83%
LRN:
-4.51%
SPHQ:
-11.27%
Returns By Period
In the year-to-date period, LRN achieves a 30.72% return, which is significantly higher than SPHQ's -5.73% return. Over the past 10 years, LRN has outperformed SPHQ with an annualized return of 23.65%, while SPHQ has yielded a comparatively lower 12.20% annualized return.
LRN
30.72%
13.04%
106.91%
135.99%
41.29%
23.65%
SPHQ
-5.73%
-4.86%
-6.33%
9.52%
15.38%
12.20%
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Risk-Adjusted Performance
LRN vs. SPHQ — Risk-Adjusted Performance Rank
LRN
SPHQ
LRN vs. SPHQ - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Stride, Inc. (LRN) and Invesco S&P 500® Quality ETF (SPHQ). 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
LRN vs. SPHQ - Dividend Comparison
LRN has not paid dividends to shareholders, while SPHQ's dividend yield for the trailing twelve months is around 1.22%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LRN Stride, Inc. | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
SPHQ Invesco S&P 500® Quality ETF | 1.22% | 1.15% | 1.43% | 1.85% | 1.19% | 1.56% | 1.50% | 1.86% | 1.57% | 1.68% | 2.29% | 1.66% |
Drawdowns
LRN vs. SPHQ - Drawdown Comparison
The maximum LRN drawdown since its inception was -81.41%, which is greater than SPHQ's maximum drawdown of -57.83%. Use the drawdown chart below to compare losses from any high point for LRN and SPHQ. For additional features, visit the drawdowns tool.
Volatility
LRN vs. SPHQ - Volatility Comparison
The current volatility for Stride, Inc. (LRN) is 10.26%, while Invesco S&P 500® Quality ETF (SPHQ) has a volatility of 11.96%. This indicates that LRN experiences smaller price fluctuations and is considered to be less risky than SPHQ based on this measure. The chart below showcases a comparison of their rolling one-month volatility.