MPGFX vs. SPY
Compare and contrast key facts about Mairs & Power Growth Fund (MPGFX) and SPDR S&P 500 ETF (SPY).
MPGFX is managed by Mairs & Power. It was launched on Nov 7, 1958. 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.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: MPGFX or SPY.
Key characteristics
| MPGFX | SPY | |
|---|---|---|
| YTD Return | 16.63% | 18.86% |
| 1Y Return | 28.62% | 28.13% |
| 3Y Return (Ann) | 7.91% | 9.87% |
| 5Y Return (Ann) | 14.00% | 15.23% |
| 10Y Return (Ann) | 11.42% | 12.80% |
| Sharpe Ratio | 2.17 | 2.21 |
| Daily Std Dev | 12.90% | 12.60% |
| Max Drawdown | -60.43% | -55.19% |
| Current Drawdown | -2.30% | -0.61% |
Correlation
The correlation between MPGFX and SPY is 0.86, 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.
Performance
MPGFX vs. SPY - Performance Comparison
In the year-to-date period, MPGFX achieves a 16.63% return, which is significantly lower than SPY's 18.86% return. Over the past 10 years, MPGFX has underperformed SPY with an annualized return of 11.42%, while SPY has yielded a comparatively higher 12.80% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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MPGFX vs. SPY - Expense Ratio Comparison
MPGFX has a 0.61% expense ratio, which is higher than SPY's 0.09% expense ratio.
Risk-Adjusted Performance
MPGFX vs. SPY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Mairs & Power Growth Fund (MPGFX) and 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.
Dividends
MPGFX vs. SPY - Dividend Comparison
MPGFX's dividend yield for the trailing twelve months is around 2.13%, more than SPY's 0.94% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MPGFX Mairs & Power Growth Fund | 2.13% | 2.34% | 8.80% | 8.13% | 8.81% | 7.39% | 8.76% | 9.47% | 5.84% | 7.92% | 3.37% | 2.40% |
SPY SPDR S&P 500 ETF | 0.94% | 1.40% | 1.65% | 1.20% | 1.52% | 1.75% | 2.04% | 1.80% | 2.03% | 2.06% | 1.87% | 1.81% |
Drawdowns
MPGFX vs. SPY - Drawdown Comparison
The maximum MPGFX drawdown since its inception was -60.43%, which is greater than SPY's maximum drawdown of -55.19%. Use the drawdown chart below to compare losses from any high point for MPGFX and SPY. For additional features, visit the drawdowns tool.
Volatility
MPGFX vs. SPY - Volatility Comparison
Mairs & Power Growth Fund (MPGFX) and SPDR S&P 500 ETF (SPY) have volatilities of 3.91% and 3.84%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.