PIGFX vs. SPY
Compare and contrast key facts about Pioneer Fundamental Growth Fund (PIGFX) and State Street SPDR S&P 500 ETF (SPY).
PIGFX is managed by Amundi. It was launched on Aug 22, 2002. 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.
Performance
PIGFX vs. SPY - Performance Comparison
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PIGFX vs. SPY - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PIGFX Pioneer Fundamental Growth Fund | -11.93% | 14.20% | 17.46% | 32.80% | -20.79% | 23.80% | 27.20% | 33.88% | -0.64% | 22.58% |
SPY State Street SPDR S&P 500 ETF | -4.37% | 17.72% | 24.89% | 26.18% | -18.18% | 28.73% | 18.33% | 31.22% | -4.57% | 21.71% |
Returns By Period
In the year-to-date period, PIGFX achieves a -11.93% return, which is significantly lower than SPY's -4.37% return. Over the past 10 years, PIGFX has underperformed SPY with an annualized return of 12.58%, while SPY has yielded a comparatively higher 13.98% annualized return.
PIGFX
- 1D
- 0.00%
- 1M
- -8.05%
- YTD
- -11.93%
- 6M
- -10.38%
- 1Y
- 6.17%
- 3Y*
- 13.09%
- 5Y*
- 8.48%
- 10Y*
- 12.58%
SPY
- 1D
- 2.91%
- 1M
- -4.94%
- YTD
- -4.37%
- 6M
- -1.82%
- 1Y
- 17.59%
- 3Y*
- 18.19%
- 5Y*
- 11.69%
- 10Y*
- 13.98%
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PIGFX vs. SPY - Expense Ratio Comparison
PIGFX has a 1.00% expense ratio, which is higher than SPY's 0.09% expense ratio.
Return for Risk
PIGFX vs. SPY — Risk / Return Rank
PIGFX
SPY
PIGFX vs. SPY - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Pioneer Fundamental Growth Fund (PIGFX) and State Street 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.
| PIGFX | SPY | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.31 | 0.93 | -0.62 |
Sortino ratioReturn per unit of downside risk | 0.58 | 1.45 | -0.87 |
Omega ratioGain probability vs. loss probability | 1.08 | 1.22 | -0.14 |
Calmar ratioReturn relative to maximum drawdown | 0.26 | 1.53 | -1.26 |
Martin ratioReturn relative to average drawdown | 0.86 | 7.30 | -6.44 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| PIGFX | SPY | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.31 | 0.93 | -0.62 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.46 | 0.69 | -0.23 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.67 | 0.78 | -0.11 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.50 | 0.56 | -0.07 |
Correlation
The correlation between PIGFX and SPY is 0.94, 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.
Dividends
PIGFX vs. SPY - Dividend Comparison
PIGFX's dividend yield for the trailing twelve months is around 21.78%, more than SPY's 1.14% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PIGFX Pioneer Fundamental Growth Fund | 21.78% | 19.18% | 5.75% | 3.41% | 4.39% | 20.14% | 9.08% | 5.43% | 6.07% | 4.66% | 2.19% | 4.40% |
SPY State Street SPDR S&P 500 ETF | 1.14% | 1.07% | 1.21% | 1.40% | 1.65% | 1.20% | 1.52% | 1.75% | 2.04% | 1.80% | 2.03% | 2.06% |
Drawdowns
PIGFX vs. SPY - Drawdown Comparison
The maximum PIGFX drawdown since its inception was -44.04%, smaller than the maximum SPY drawdown of -55.19%. Use the drawdown chart below to compare losses from any high point for PIGFX and SPY.
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Drawdown Indicators
| PIGFX | SPY | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -44.04% | -55.19% | +11.15% |
Max Drawdown (1Y)Largest decline over 1 year | -14.55% | -12.05% | -2.50% |
Max Drawdown (5Y)Largest decline over 5 years | -27.12% | -24.50% | -2.62% |
Max Drawdown (10Y)Largest decline over 10 years | -31.47% | -33.72% | +2.25% |
Current DrawdownCurrent decline from peak | -14.32% | -6.24% | -8.08% |
Average DrawdownAverage peak-to-trough decline | -6.40% | -9.09% | +2.69% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.47% | 2.52% | +1.95% |
Volatility
PIGFX vs. SPY - Volatility Comparison
The current volatility for Pioneer Fundamental Growth Fund (PIGFX) is 4.97%, while State Street SPDR S&P 500 ETF (SPY) has a volatility of 5.31%. This indicates that PIGFX 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.
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Volatility by Period
| PIGFX | SPY | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.97% | 5.31% | -0.34% |
Volatility (6M)Calculated over the trailing 6-month period | 10.71% | 9.47% | +1.24% |
Volatility (1Y)Calculated over the trailing 1-year period | 20.89% | 19.05% | +1.84% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.65% | 17.06% | +1.59% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.82% | 17.92% | +0.90% |