SPY vs. PHSKX
Compare and contrast key facts about SPDR S&P 500 ETF (SPY) and Virtus KAR Mid-Cap Growth Fund (PHSKX).
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. PHSKX is managed by Virtus. It was launched on Dec 31, 1975.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SPY or PHSKX.
Correlation
The correlation between SPY and PHSKX is 0.81, 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
SPY vs. PHSKX - Performance Comparison
Key characteristics
SPY:
1.97
PHSKX:
0.56
SPY:
2.64
PHSKX:
0.88
SPY:
1.36
PHSKX:
1.11
SPY:
2.97
PHSKX:
0.31
SPY:
12.34
PHSKX:
1.97
SPY:
2.03%
PHSKX:
4.93%
SPY:
12.68%
PHSKX:
17.29%
SPY:
-55.19%
PHSKX:
-83.31%
SPY:
-0.01%
PHSKX:
-21.06%
Returns By Period
The year-to-date returns for both stocks are quite close, with SPY having a 4.03% return and PHSKX slightly lower at 3.85%. Over the past 10 years, SPY has outperformed PHSKX with an annualized return of 13.22%, while PHSKX has yielded a comparatively lower 10.56% annualized return.
SPY
4.03%
2.85%
10.70%
23.01%
14.30%
13.22%
PHSKX
3.85%
1.15%
6.23%
6.37%
5.64%
10.56%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
SPY vs. PHSKX - Expense Ratio Comparison
SPY has a 0.09% expense ratio, which is lower than PHSKX's 1.24% expense ratio.
Risk-Adjusted Performance
SPY vs. PHSKX — Risk-Adjusted Performance Rank
SPY
PHSKX
SPY vs. PHSKX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for SPDR S&P 500 ETF (SPY) and Virtus KAR Mid-Cap Growth Fund (PHSKX). 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
SPY vs. PHSKX - Dividend Comparison
SPY's dividend yield for the trailing twelve months is around 1.16%, while PHSKX has not paid dividends to shareholders.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SPY SPDR S&P 500 ETF | 1.16% | 1.21% | 1.40% | 1.65% | 1.20% | 1.52% | 1.75% | 2.04% | 1.80% | 2.03% | 2.06% | 1.87% |
PHSKX Virtus KAR Mid-Cap Growth Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
SPY vs. PHSKX - Drawdown Comparison
The maximum SPY drawdown since its inception was -55.19%, smaller than the maximum PHSKX drawdown of -83.31%. Use the drawdown chart below to compare losses from any high point for SPY and PHSKX. For additional features, visit the drawdowns tool.
Volatility
SPY vs. PHSKX - Volatility Comparison
The current volatility for SPDR S&P 500 ETF (SPY) is 3.15%, while Virtus KAR Mid-Cap Growth Fund (PHSKX) has a volatility of 3.34%. This indicates that SPY experiences smaller price fluctuations and is considered to be less risky than PHSKX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.