MXDPX vs. SPY
Compare and contrast key facts about Great-West Moderately Conservative Profile Fund (MXDPX) and SPDR S&P 500 ETF (SPY).
MXDPX is managed by Great-West. It was launched on Sep 26, 1999. 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: MXDPX or SPY.
Correlation
The correlation between MXDPX and SPY is 0.79, 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
MXDPX vs. SPY - Performance Comparison
Key characteristics
MXDPX:
1.12
SPY:
1.98
MXDPX:
1.55
SPY:
2.64
MXDPX:
1.24
SPY:
1.36
MXDPX:
0.31
SPY:
3.03
MXDPX:
5.17
SPY:
12.63
MXDPX:
1.36%
SPY:
2.02%
MXDPX:
6.26%
SPY:
12.89%
MXDPX:
-39.03%
SPY:
-55.19%
MXDPX:
-17.23%
SPY:
-0.86%
Returns By Period
In the year-to-date period, MXDPX achieves a 2.00% return, which is significantly lower than SPY's 3.15% return. Over the past 10 years, MXDPX has underperformed SPY with an annualized return of 1.48%, while SPY has yielded a comparatively higher 13.73% annualized return.
MXDPX
2.00%
1.36%
1.00%
6.49%
1.91%
1.48%
SPY
3.15%
1.60%
12.25%
24.63%
14.82%
13.73%
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MXDPX vs. SPY - Expense Ratio Comparison
MXDPX has a 0.37% expense ratio, which is higher than SPY's 0.09% expense ratio.
Risk-Adjusted Performance
MXDPX vs. SPY — Risk-Adjusted Performance Rank
MXDPX
SPY
MXDPX vs. SPY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Great-West Moderately Conservative Profile Fund (MXDPX) 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
MXDPX vs. SPY - Dividend Comparison
MXDPX's dividend yield for the trailing twelve months is around 2.93%, more than SPY's 1.17% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MXDPX Great-West Moderately Conservative Profile Fund | 2.93% | 2.99% | 3.11% | 1.89% | 3.15% | 1.15% | 1.92% | 3.10% | 2.49% | 1.79% | 2.68% | 3.10% |
SPY SPDR S&P 500 ETF | 1.17% | 1.21% | 1.40% | 1.65% | 1.20% | 1.52% | 1.75% | 2.04% | 1.80% | 2.03% | 2.06% | 1.87% |
Drawdowns
MXDPX vs. SPY - Drawdown Comparison
The maximum MXDPX drawdown since its inception was -39.03%, smaller than the maximum SPY drawdown of -55.19%. Use the drawdown chart below to compare losses from any high point for MXDPX and SPY. For additional features, visit the drawdowns tool.
Volatility
MXDPX vs. SPY - Volatility Comparison
The current volatility for Great-West Moderately Conservative Profile Fund (MXDPX) is 1.85%, while SPDR S&P 500 ETF (SPY) has a volatility of 4.20%. This indicates that MXDPX 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.