POLIX vs. SPY
Compare and contrast key facts about Polen Growth Fund (POLIX) and State Street SPDR S&P 500 ETF (SPY).
POLIX is managed by Polen Capital. It was launched on Sep 15, 2010. 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
POLIX vs. SPY - Performance Comparison
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POLIX vs. SPY - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
POLIX Polen Growth Fund | -19.94% | 3.87% | 22.57% | 39.17% | -38.36% | 23.51% | 33.25% | 37.34% | 7.74% | 26.47% |
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, POLIX achieves a -19.94% return, which is significantly lower than SPY's -4.37% return. Over the past 10 years, POLIX has underperformed SPY with an annualized return of 10.36%, while SPY has yielded a comparatively higher 13.98% annualized return.
POLIX
- 1D
- 0.70%
- 1M
- -8.56%
- YTD
- -19.94%
- 6M
- -21.08%
- 1Y
- -11.24%
- 3Y*
- 7.54%
- 5Y*
- 1.23%
- 10Y*
- 10.36%
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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POLIX vs. SPY - Expense Ratio Comparison
POLIX has a 0.96% expense ratio, which is higher than SPY's 0.09% expense ratio.
Return for Risk
POLIX vs. SPY — Risk / Return Rank
POLIX
SPY
POLIX vs. SPY - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Polen Growth Fund (POLIX) 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.
| POLIX | SPY | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.61 | 0.93 | -1.54 |
Sortino ratioReturn per unit of downside risk | -0.76 | 1.45 | -2.22 |
Omega ratioGain probability vs. loss probability | 0.90 | 1.22 | -0.32 |
Calmar ratioReturn relative to maximum drawdown | -0.50 | 1.53 | -2.03 |
Martin ratioReturn relative to average drawdown | -1.56 | 7.30 | -8.86 |
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
| POLIX | SPY | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.61 | 0.93 | -1.54 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.05 | 0.69 | -0.63 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.48 | 0.78 | -0.30 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.61 | 0.56 | +0.05 |
Correlation
The correlation between POLIX 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.
Dividends
POLIX vs. SPY - Dividend Comparison
POLIX's dividend yield for the trailing twelve months is around 45.41%, more than SPY's 1.14% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
POLIX Polen Growth Fund | 45.41% | 36.35% | 10.47% | 0.00% | 10.54% | 3.97% | 1.25% | 0.12% | 2.77% | 1.66% | 0.01% | 4.29% |
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
POLIX vs. SPY - Drawdown Comparison
The maximum POLIX drawdown since its inception was -42.84%, smaller than the maximum SPY drawdown of -55.19%. Use the drawdown chart below to compare losses from any high point for POLIX and SPY.
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Drawdown Indicators
| POLIX | SPY | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -42.84% | -55.19% | +12.35% |
Max Drawdown (1Y)Largest decline over 1 year | -23.94% | -12.05% | -11.89% |
Max Drawdown (5Y)Largest decline over 5 years | -42.84% | -24.50% | -18.34% |
Max Drawdown (10Y)Largest decline over 10 years | -42.84% | -33.72% | -9.12% |
Current DrawdownCurrent decline from peak | -23.41% | -6.24% | -17.17% |
Average DrawdownAverage peak-to-trough decline | -7.00% | -9.09% | +2.09% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 7.72% | 2.52% | +5.20% |
Volatility
POLIX vs. SPY - Volatility Comparison
Polen Growth Fund (POLIX) has a higher volatility of 5.82% compared to State Street SPDR S&P 500 ETF (SPY) at 5.31%. This indicates that POLIX'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.
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Volatility by Period
| POLIX | SPY | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.82% | 5.31% | +0.51% |
Volatility (6M)Calculated over the trailing 6-month period | 12.10% | 9.47% | +2.63% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.07% | 19.05% | +3.02% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.85% | 17.06% | +5.79% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.79% | 17.92% | +3.87% |