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 0.86, 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
Key characteristics
MPGFX:
1.41
SPY:
2.21
MPGFX:
1.92
SPY:
2.93
MPGFX:
1.27
SPY:
1.41
MPGFX:
2.07
SPY:
3.26
MPGFX:
7.47
SPY:
14.40
MPGFX:
2.50%
SPY:
1.90%
MPGFX:
13.23%
SPY:
12.44%
MPGFX:
-60.43%
SPY:
-55.19%
MPGFX:
-6.01%
SPY:
-1.83%
Returns By Period
In the year-to-date period, MPGFX achieves a 18.44% return, which is significantly lower than SPY's 26.72% return. Over the past 10 years, MPGFX has underperformed SPY with an annualized return of 11.03%, while SPY has yielded a comparatively higher 13.04% annualized return.
MPGFX
18.44%
-4.11%
3.75%
18.66%
12.42%
11.03%
SPY
26.72%
0.20%
10.28%
27.17%
14.87%
13.04%
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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 0.42%, less than SPY's 1.19% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MPGFX Mairs & Power Growth Fund | 0.42% | 0.83% | 0.86% | 0.56% | 1.07% | 1.24% | 1.50% | 1.37% | 1.42% | 1.60% | 1.32% | 1.11% |
SPY SPDR S&P 500 ETF | 1.19% | 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) has a higher volatility of 5.03% compared to SPDR S&P 500 ETF (SPY) at 3.81%. This indicates that MPGFX'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.