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:
2.92
SPHQ:
2.02
LRN:
5.73
SPHQ:
2.79
LRN:
1.73
SPHQ:
1.36
LRN:
5.71
SPHQ:
4.03
LRN:
26.20
SPHQ:
13.49
LRN:
5.44%
SPHQ:
1.84%
LRN:
48.83%
SPHQ:
12.34%
LRN:
-81.41%
SPHQ:
-57.83%
LRN:
-5.65%
SPHQ:
-1.53%
Returns By Period
In the year-to-date period, LRN achieves a 29.16% return, which is significantly higher than SPHQ's 4.62% return. Over the past 10 years, LRN has outperformed SPHQ with an annualized return of 22.80%, while SPHQ has yielded a comparatively lower 13.31% annualized return.
LRN
29.16%
14.26%
64.67%
140.19%
51.76%
22.80%
SPHQ
4.62%
1.31%
6.89%
21.41%
15.25%
13.31%
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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 1.10%.
| 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 | 1.10% | 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
Stride, Inc. (LRN) has a higher volatility of 9.58% compared to Invesco S&P 500® Quality ETF (SPHQ) at 2.78%. This indicates that LRN's price experiences larger fluctuations and is considered to be riskier than SPHQ based on this measure. The chart below showcases a comparison of their rolling one-month volatility.