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.
Correlation
The correlation between MPGFX and SPY is 0.88, 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
Key characteristics
MPGFX:
-0.01
SPY:
0.54
MPGFX:
0.15
SPY:
0.90
MPGFX:
1.02
SPY:
1.13
MPGFX:
0.01
SPY:
0.57
MPGFX:
0.03
SPY:
2.24
MPGFX:
6.93%
SPY:
4.82%
MPGFX:
18.80%
SPY:
20.02%
MPGFX:
-60.43%
SPY:
-55.19%
MPGFX:
-13.15%
SPY:
-7.53%
Returns By Period
In the year-to-date period, MPGFX achieves a -5.87% return, which is significantly lower than SPY's -3.30% return. Over the past 10 years, MPGFX has underperformed SPY with an annualized return of 4.34%, while SPY has yielded a comparatively higher 12.33% annualized return.
MPGFX
-5.87%
10.35%
-11.81%
-0.13%
7.40%
4.34%
SPY
-3.30%
13.81%
-4.52%
10.65%
15.81%
12.33%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
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 Rank
MPGFX
SPY
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 0.92%, less than SPY's 1.27% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MPGFX Mairs & Power Growth Fund | 0.92% | 0.87% | 0.83% | 0.86% | 0.56% | 1.07% | 1.24% | 1.50% | 1.37% | 1.42% | 1.60% | 1.32% |
SPY SPDR S&P 500 ETF | 1.27% | 1.21% | 1.40% | 1.65% | 1.20% | 1.52% | 1.75% | 2.04% | 1.80% | 2.03% | 2.06% | 1.87% |
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
The current volatility for Mairs & Power Growth Fund (MPGFX) is 10.48%, while SPDR S&P 500 ETF (SPY) has a volatility of 12.36%. This indicates that MPGFX experiences smaller price fluctuations and is considered to be less risky than SPY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.