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:
-0.11
SPY:
0.30
MPGFX:
-0.03
SPY:
0.56
MPGFX:
1.00
SPY:
1.08
MPGFX:
-0.10
SPY:
0.31
MPGFX:
-0.36
SPY:
1.40
MPGFX:
5.94%
SPY:
4.18%
MPGFX:
18.56%
SPY:
19.64%
MPGFX:
-60.43%
SPY:
-55.19%
MPGFX:
-17.82%
SPY:
-13.86%
Returns By Period
In the year-to-date period, MPGFX achieves a -10.93% return, which is significantly lower than SPY's -9.91% return. Over the past 10 years, MPGFX has underperformed SPY with an annualized return of 3.71%, while SPY has yielded a comparatively higher 11.59% annualized return.
MPGFX
-10.93%
-7.47%
-14.78%
-1.43%
6.96%
3.71%
SPY
-9.91%
-6.90%
-9.38%
6.72%
14.62%
11.59%
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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 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 4.31%, more than SPY's 1.36% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MPGFX Mairs & Power Growth Fund | 4.31% | 3.84% | 2.34% | 8.80% | 8.13% | 8.81% | 7.39% | 8.76% | 9.47% | 5.84% | 7.92% | 3.37% |
SPY SPDR S&P 500 ETF | 1.36% | 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 12.51%, while SPDR S&P 500 ETF (SPY) has a volatility of 14.52%. 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.